Which of these high-growth tech stocks is the better buy right now?Nvidia (NVDA 0.81%) and Snowflake (SNOW -1.69%) represent two different ways to invest in the growing artificial intelligence (AI) market. Nvidia is the world's largest producer of discrete GPUs, which are used to render high-end graphics and process AI tasks. Snowflake's cloud-based data warehouses store and clean up large amounts of data so it can be easily accessed by third-party applications. That process makes it easier for AI applicati ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Snowflake Inc. (SNOW) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Snowflake currently has an average b ...

文章核心观点 - 人工智能(AI)正在为投资者创造大量价值,但并非所有AI股票目前都值得购买[1] - Snowflake公司的Data Cloud是一个很好的工具,可以帮助大型复杂组织打破数据孤岛,更有效地提取有价值的洞见[5] - Snowflake推出的Cortex AI平台可以帮助企业实现其AI目标,包括快速构建AI聊天机器人、提取非结构化数据等[6][7][8] - 但Snowflake的收入增长正在放缓,同时成本和亏损也在增加,这可能会导致股价停滞[10][11][12] - Snowflake的股价估值非常昂贵,即使预计未来一年收入增长也只有24%,这很难证明其目前的溢价估值[14][15] 公司概况 - Snowflake是一家云计算公司,其Data Cloud产品可以帮助企业打破数据孤岛[5] - Snowflake最近推出了Cortex AI平台,提供多种AI工具和功能,如AI聊天机器人、文档数据提取等[6][7][8] - Cortex AI平台已经有750个Snowflake客户采用[8] 财务表现 - Snowflake最近一个季度的产品收入增长34%,但增速较去年同期的50%有所放缓[10] - 同时Snowflake的研发支出大幅增加48%,导致净亏损增加40%[11] - Snowflake预计未来一年的产品收入增长只有24%[15] 估值分析 - Snowflake的股价目前已经大幅低于2021年末的历史高点,但其市盈率仍然非常高,达到17.2倍[13][14] - 即使未来收入增长也只有24%,这很难证明Snowflake目前的高估值[15] - 如果Snowflake无法加快收入增长,其股价可能会继续下跌[16]

Will the cloud software company ever impress the bulls again?Snowflake (SNOW -3.47%) posted its latest earnings report on May 22. For the first quarter of fiscal 2025, which ended on April 30, the cloud-based data warehousing company's revenue rose 33% year over year to $829 million and surpassed analysts' estimates by $43 million. However, its adjusted net income dipped 5% to $51 million, or $0.14 per share, and missed the consensus forecast by $0.03.Snowflake's stock slumped after that mixed report, and i ...

公司概况 - 公司成立于1993年,是一家专注于提供财务服务,致力于让世界变得更加聪明、快乐和富有的公司 [2] - 公司通过旗下的高级投资解决方案、Fool.com上的免费指导和市场分析、顶级播客以及非营利性的Motley Fool基金会等方式,每月触达数百万人 [2] 公司使命 - 让世界变得更加聪明、快乐和富有 [1]

文章核心观点 - 人工智能（AI）革命正在加速进行，推动了Nvidia和Microsoft等早期领导者的增长，并可能在未来重塑全球经济 - AI的收入和利润来源多样，包括硬件、软件和服务、消费者产品以及企业应用 - 未来，AI的收入来源将进一步扩展到自主系统、AI驱动的创新和数据货币化 - AI的财富创造和再分配效应需要平衡，以确保可持续的经济增长和社会效益 [1][2][7][12] 当前AI收入和利润来源 AI-enabling硬件 - 当前AI利润主要来自销售用于AI计算的硬件，如Nvidia的高端图形处理单元（GPU），这些GPU作为AI加速器，对训练和部署AI模型至关重要 - 高需求推动了硬件公司的收入增长和股价上涨 [3] 软件和服务 - AI驱动的软件和平台是另一大收入来源，如Microsoft通过Azure云服务提供AI驱动的应用和机器学习模型 - 软件收入的一部分流向硬件制造商和系统构建商 [4] 消费者产品 - AI逐渐嵌入消费者产品，如AI驱动的虚拟助手和个性化推荐平台，通过订阅、广告和智能设备销售产生收入 - 消费者支付软件巨头，推动了AI技术的广泛应用 [5] 企业应用 - 企业广泛采用AI优化运营、决策和消费者产品创新，如医疗、金融、零售和制造业的AI解决方案 - 企业应用的收入通过软件层流向硬件供应商 [6] 未来AI收入来源 自主系统 - 自主车辆、无人机和机器人等技术将提供重要收入来源，如Tesla和Waymo等公司正在引领这些技术的发展 - 这些技术可能改变运输和物流，创造新市场和收入流 [9] AI驱动的创新 - AI技术成熟将催生全新行业和服务，如AI驱动的药物发现、智能电网和精准农业 - 这些创新可能开辟广阔新市场，促进长期收入增长 [10] 数据货币化 - AI依赖大量数据，能够有效利用和货币化数据的公司将具有竞争优势 - 数据即服务（DaaS）模式为企业提供洞察和分析，同时利用自身运营数据增强服务和客户体验 [11] 平衡财富创造和再分配 - AI的财富创造通过硬件和软件销售、新行业创新等多种渠道实现 - 财富创造的收益可能不均，需通过教育、再培训、公平竞争和隐私保护等措施确保广泛的社会效益 [12][13]

Key PointsSnowflake had a solid quarter and raised guidance for product sales, supported by demand for AI.A hint of increased collaboration with NVIDIA helped to support the market. Analysts are raising their targets and leading this stock to the high end of its trading range. 5 stocks we like better than SnowflakeSnowflake NYSE: SNOW shares have been floundering for the last two years, but those days are ending. The Q1 F25 results were solid, pointing to persistent growth, and the hint of increased collabo ...

Key TakeawaysCloud storage provider Snowflake missed first-quarter profit expectations and scaled back its full-year operating income guidance when it reported earnings after the bell Wednesday.Snowflake's revenue came in better than analysts expected, however, benefiting from continued strong artificial intelligence (AI) product demand.Snowflake shares rose in early trading Thursday, before reversing course to finish lower. Snowflake (SNOW) shares declined Thursday after the cloud data storage provider mis ...

Despite an AI-driven boom for tech stocks, Snowflake's share price is down 14% over the last year.Snowflake (SNOW -6.10%) stock is losing ground in Thursday's trading. The company's share price was down 5.8% as of 3 p.m. ET, according to data from S&P Global Market Intelligence.After the market closed on Wednesday, Snowflake published the results for the first quarter of its 2025 fiscal year, which ended April 30. While the company's sales came in ahead of the market's expectations, earnings for the period ...

For the quarter ended April 2024, Snowflake Inc. (SNOW) reported revenue of $828.71 million, up 32.9% over the same period last year. EPS came in at $0.14, compared to $0.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $786.95 million, representing a surprise of +5.31%. The company delivered an EPS surprise of -17.65%, with the consensus EPS estimate being $0.17.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...