Snowflake

SNOW

Technology

Cloud-based data warehousing company enabling data storage, processing, and analytics.

2 articles about Snowflake

Four Things the Market Is Missing About Snowflake

Net retention has stabilised, AI workloads are inflecting at 300% growth, FCF margins hit 25%, and the CEO transition is behind it. The four biggest bear arguments are weakening.

Apr 12, 2026

ValuationSNOW

Snowflake's Cortex AI Is Creating Value the Market Hasn't Priced

At 85x forward earnings, Snowflake looks expensive until you model Cortex AI driving 40-50% consumption uplift and accelerating the path to $10B in revenue by FY2028.

Apr 10, 2026