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Snowflake: Rare Buying Opportunity Alert
Seeking Alpha· 2024-03-25 00:28
Snowflake财报表现 - Snowflake(NYSE:SNOW)在FY24 Q4季度报告中表现强劲,收入超过分析师预期[5] - Snowflake的营收增长主要受益于消费趋势稳定和销售团队激励政策调整[6] - 公司管理层对FY25的营收指引过于保守,未考虑到即将推出的新产品和最新消费趋势[13][17] Snowflake新产品发展 - Snowflake的新产品Snowpark在过去两年中取得显著进展,预计将对未来收入做出贡献[9][14] - Snowflake在Q3向最大客户推出了分层存储定价,这将在2025财年对收入产生一定程度的负面影响[20] - CFO Mike Scarpelli表示,为客户提供的性能增强措施可能导致Snowflake今年面临6.2-6.3%的收入增长阻力[21] Snowflake风险因素 - Snowflake存在着未能达到2025财年指导的风险,主要表现在新产品推出并不一定会增加收入,有时只是为客户节省成本[18][19] - Snowflake面临的另一个重要风险因素是竞争,主要来自大型云服务提供商的自有服务和Databricks[22] - Snowflake的新CEO Sridhar Ramaswamy曾领导开发Snowflake的全面托管AI/ML服务Cortex,这将对销售增长产生积极影响[26] Snowflake股票评估 - Snowflake在2024财年表现出色,具有强劲的长期增长前景,尽管股价有所调整,但仍具有较高的估值[27][28] - 投资者可以考虑从估值角度出发,认为Snowflake的股票具有较低的估值,基本面与Datadog相当,但估值略低[29]
Snowflake Stock Gets a Run of Upgrades; Is the Low Finally In?
MarketBeat· 2024-03-20 20:55
Snowflake公司股价表现 - Snowflake公司股价在11月至2月末上涨超过70%,但最近一份财报显示增长放缓,投资者惊讶之下纷纷抛售[3] - 分析师表示,Snowflake股价已经下跌了近70%,目前正处于卖出过度的极端阶段,风险/回报比例变得有吸引力[4] - 多家机构对Snowflake股票发表看涨评论,认为公司仍是长期投资的有价值资产,预计股价有望上涨超过50%[5] Snowflake公司市场信任 - Snowflake公司需要努力赢回市场信任,下月财报中的表现将受到关注[6] Snowflake股票技术分析 - 技术上,Snowflake股票目前处于极度超卖状态,RSI指标显示股价已经低于30,这对于看涨观点提供了有力支持[7] - 尽管Snowflake股价昨日创下新低,但在收盘时出现反弹并高于前一交易日收盘价[8] - 技术上看,这也是一个看涨信号,表明空头已经力竭,华尔街开始以低价抢购股票[9] Snowflake股票投资展望 - 投资者应该期待Snowflake股价至少在160美元附近盘整,有望在未来出现更大的上涨[10]
1 Artificial Intelligence (AI) Stock to Buy Before It Soars 103%, According to a Wall Street Analyst
The Motley Fool· 2024-03-16 17:00
The S&P 500 (SNPINDEX: ^GSPC) soared by 34% during the past year, and the index currently trades near its record high. However, Keith Weiss at Morgan Stanley still sees plenty of potential upside for Snowflake (SNOW -1.23%) shareholders in the next 12 months. His bull-case target of $330 per share implies an upside of 103% from the current price of $162 per share.Investors should never rely too heavily on any individual analyst's price target on a company, and even Wall Street's consensus targets should be ...
SNOW Stock's Stormy Forecast: Why Cautious Investors Should Wait for a 20% Dip
InvestorPlace· 2024-03-15 18:20
Snowflake公司概况 - Snowflake (NYSE:SNOW)是一家专门从事云数据仓库软件的公司[1] 股价表现和CEO离职 - 公司最近被认为是被高估的[1] - 公司的股票价格受到了影响,但现在还不是买入的时机[1] - Snowflake的CEO突然离职导致股价下跌[3] - 市场对CEO突然离职感到担忧[4] 财务状况和产品收入预测 - 公司的财务指导不佳也增加了不确定性[6] - 公司对当前季度产品收入的指导低于华尔街的预期[7] - 公司对2025财年产品收入的预测也低于分析师的一致预期[8] 投资者观点和建议 - 投资者可能因为之前的股价上涨而准备获利了结[9] - 一些专家认为可以在Snowflake股票上看到机会,但作者并不认同[10] - 建议继续观望Snowflake的未来消息,并保持观望[11]
Are Investors Overreacting to the Departure of Snowflake's CEO?
The Motley Fool· 2024-03-10 22:46
Shares of Snowflake (SNOW -3.59%) tumbled at the end of February as the company not only posted unimpressive guidance, but also announced the surprise departure of CEO Frank Slootman. The stock was trading at around $230 heading into the earnings report, but Wednesday had dipped to $165. The sudden, sharp sell-off appears extreme, particularly for a stock like Snowflake that can benefit from promising long-term trends in artificial intelligence (AI), which should increase demand for its cloud-based data pla ...
Moore Law, PLLC Encourages Snowflake Inc. Investors to Contact Law Firm
Prnewswire· 2024-03-09 07:55
NEW YORK, March 8, 2024 /PRNewswire/ -- Moore Law, PLLC, a securities and shareholder law firm located on Wall Street, is investigating potential claims against: Snowflake Inc. (NYSE: SNOW) Please contact [email protected]. Snowflake is a cloud data platform that enables its enterprise customers to consolidate data into a single source to build data-driven applications and share data. The investigation involves alleged false and/or misleading statements and/or failed to disclose that: (i) Snowflake had sy ...
Snowflake Inc. (SNOW) is Attracting Investor Attention: Here is What You Should Know
Zacks Investment Research· 2024-03-07 23:05
公司表现 - Snowflake Inc. 近期成为 Zacks.com 上搜索量最高的股票之一[1] - 公司股价在过去一个月内下跌了-23.5%,而同期 Zacks S&P 500 综合指数上涨了+3.2%[2] - 公司当前季度预计每股盈利为$0.16,同比增长+6.7%[5] - 公司当前财年的一致盈利预期为$0.85,同比下降-13.3%[6] - 下一个财年的一致盈利预期为$1.25,同比增长+47.6%[7] - 公司当前季度的一致销售预期为$786.98百万美元,同比增长+26.2%[9] - 上一季度公司报告的营收为$774.7百万美元,同比增长+31.5%[10] - 公司在过去四个季度中均超过一致盈利预期[11] 盈利预期 - 关注公司的盈利预期修订,因为我们认为股票的公允价值取决于未来盈利的现值[3] - 分析师对公司盈利预期的修订与股价走势之间存在强烈的相关性[4] 公司评级 - 公司的 Zacks Rank 为 3 (Hold),显示股价表现可能与整体市场持平[8] 股票估值 - 股票的 Zacks Value Style Score 为 F,表明公司股价高于同行[12] 总结 - 总体来看,公司可能会与整体市场表现一致[13]
Snowflake Stock Has 35% Upside, According to 1 Wall Street Analyst
The Motley Fool· 2024-03-06 23:13
Snowflake业绩表现 - Snowflake最近公布了2024财年第四季度和全年的业绩,季度收入和调整后的盈利超过了华尔街的预期[1] - 公司对2025财年的指导低于预期,导致盈利报告后股价下跌了24%[1] - 公司的指导预计今年产品收入增长仅为22%,远低于最近一个季度的33%增长[3] 分析师评级和市场反应 - Citigroup分析师将近期的目标价从290美元降至240美元,但仍维持对股票的买入评级,该价格比周一收盘价高出35%[2] - 低增长似乎反映了云市场不同行业之间的支出模式不一致,以及Snowflake正在推出的产品增强措施将影响平台上的消费[4] 公司竞争优势和发展趋势 - 大公司的需求增长39%,这表明Snowflake具有竞争优势[4] - 大公司的增长反映了Snowflake的竞争优势,公司继续将数据迁移到云端以用于人工智能,Snowflake通过其数据共享市场使这些公司更容易获得高质量数据[5] 业务展望和市场趋势 - 低消费模式将成为今年增长的阻力,但可以抵消较低的产品收入增长并使股价受益的一个催化剂是提高利润率,这推动了自由现金流的强劲增长[6] - 忽略近期的阻力,云市场长期增长的需求趋势仍有利于Snowflake的业务[7]
1 Critical Reason Snowflake Stock Has Declined by 56%
The Motley Fool· 2024-03-06 18:49
Snowflake (SNOW -5.72%) helps businesses extract more value from their data through its innovative Data Cloud. It was one of the hottest stocks when it went public in 2020, even attracting a small investment from Warren Buffett's Berkshire Hathaway.While Snowflake stock still trades above its $120 IPO price, it's down 56% from the all-time high it reached in late 2021. The company is growing far more slowly today than it was a few years ago, and this slowdown is attributable to a few things.First, Snowflake ...
Which Artificial Intelligence (AI) Stock Is the Better Buy on the Dip: Snowflake or Soundhound AI?
The Motley Fool· 2024-03-06 17:45
There's no hotter area for investors right now than artificial intelligence (AI). Any list of the top-performing stocks will be chock-full of AI companies. However, even high-flying AI stocks can feel the effects of gravity.Snowflake (SNOW -5.72%), for example, was up nearly 50% over the last 12 months but recently gave up close to half of its gain. Soundhound AI (SOUN -11.82%) had skyrocketed more than 220% so far in 2024. Its shares have fallen close to 25% below the peak, though.Sometimes pullbacks prese ...