Financial giants have made a conspicuous bullish move on Snowflake. Our analysis of options history for Snowflake (NYSE:SNOW) revealed 137 unusual trades.Delving into the details, we found 45% of traders were bullish, while 37% showed bearish tendencies. Out of all the trades we spotted, 56 were puts, with a value of $18,561,139, and 81 were calls, valued at $11,232,887.What's The Price Target?Based on the trading activity, it appears that the significant investors are aiming for a price territory stretchin ...

Group 1 - Pomerantz LLP is investigating claims on behalf of investors of Snowflake Inc. regarding potential securities fraud or unlawful business practices by the company and its officers and/or directors [1] - On February 28, 2024, Snowflake announced its financial results for Q4 and the full fiscal year 2024, along with guidance for fiscal year 2025, indicating changes in customer behavior and product-related developments that negatively impacted the company's outlook [2] - Following the announcement, Snowflake's stock price dropped by $41.72 per share, or 18.14%, closing at $188.28 per share on February 29, 2024 [3]

在AI焦虑情绪推动下，软件板块近期经历历史性抛售。Wedbush指出，衡量软件行业表现的IGV指数年 初至今已下跌约18%，而同期标普500指数基本持平，软件板块市值蒸发超过3000亿美元，反映出市场 正在为该行业定价最坏情形。 报告指出，市场最大的担忧在于，AI可能侵蚀传统"按席位收费"的SaaS模式。尤其是在Anthropic近期推 出多款可自动化高价值工作的AI工具后，涵盖法律、销售、市场营销等领域，引发投资者对软件行业 商业模式的广泛恐慌。此外，AI助手OpenClaw等可跨操作系统和应用自动执行任务的新产品，也被视 为对企业软件厂商构成潜在威胁。 与此同时，企业IT预算向AI领域倾斜，也加剧了市场悲观情绪。Wedbush援引调研称，约80%的CIO目 前将AI和机器学习作为优先事项，这引发了市场对"软件预算被AI挤压"的担忧。但Ives团队认为，这种 预算重配并不意味着传统软件被淘汰，反而会强化头部平台的地位。 智通财经APP获悉，在人工智能快速发展的背景下，美股软件板块近期遭遇大幅抛售，但华尔街投行 Wedbush并不认同市场的悲观定价。Wedbush在最新报告中指出，当前市场正在为软件行业"过度 ...

Core Viewpoint - The stock of Snowflake, an AI data cloud specialist, is experiencing a decline in momentum despite its rapid growth and potential in the AI sector, raising questions about its future performance [1][2]. Financial Performance - Snowflake's fiscal Q3 revenue reached $1.21 billion, reflecting a 29% year-over-year increase, primarily driven by a 29% growth in product revenue, which amounted to $1.16 billion [3]. - The company reported a non-GAAP product gross margin of 76% in fiscal Q3 and an adjusted operating income of $131.3 million, up from $58.9 million in the previous year [8]. - Snowflake's adjusted free cash flow increased from $86.8 million in the year-ago quarter to $136.4 million [8]. Customer Metrics - The company ended fiscal Q3 with 688 customers contributing over $1 million in trailing-12-month product revenue, marking a 29% increase year-over-year [3]. - Snowflake's net revenue retention rate was 125% at the end of the period, indicating strong customer loyalty and usage [4]. - Remaining performance obligations (RPO) totaled $7.88 billion, up 37% year-over-year, suggesting growing customer demand for Snowflake's platform [5]. Demand Trends - The company has observed strong momentum in key metrics, particularly with the adoption of its enterprise AI agent, Snowflake Intelligence, which experienced the fastest ramp in product adoption in the company's history [6]. Profitability Concerns - Despite strong revenue growth, Snowflake faces challenges with profitability, reporting a net loss of over $1 billion for the trailing nine months, which is worse than the $963 million net loss in the same period last year [9]. - The stock-based compensation is significantly impacting GAAP profitability, contributing to investor concerns [9]. Market Capitalization and Outlook - The current market capitalization of Snowflake is approximately $57 billion, which raises questions about whether its growth and profitability profile justifies this valuation [10]. - For a positive reassessment of the stock, significant acceleration in top-line growth and a clear path to substantial GAAP profits would be necessary, though the latter appears unlikely in the near term [10].

No-Headquarters/BOZEMAN, Mont. & STAMFORD, Conn.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced that United Rentals, widely recognized as the world's largest equipment rental provider, has rolled out a new AI agent built on Snowflake Intelligence to operational teams working across 1,600+ branches. The Business Intelligence Agent allows branch managers, sales leaders, and regional teams to ask questions of their company data in plain language, drill down, and get action ...

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We're announcing something called Cortex code which is a coding agent that is specialized to data. What that means is it it understands Snowflake intimately all its different capabilities what you need to do with everything from how you ingest data to data pipelines to creating new applications and also creating AI agents. It brings the power of AI to automating many of these tasks and it's been remarkable.We are seeing productivity gains of five to 10 times in getting jobs done and customers like Whoop whi ...

Snowflake's (SNOW) $200 million deal with OpenAI, in tandem with SNOW's existing alliance with another huge artificial intelligence (AI) startup — Anthropic — is likely to enable SNOW to take significant, needle-moving revenue away from the cloud-infrastructure units of Amazon (AMZN) and Microsoft (MSFT). Consequently, SNOW's growth, which is already quite rapid, looks poised to accelerate meaningfully in the medium- to long-term, and growth investors looking for an up-and-coming AI play should consider ...

Snowflake Inc. (NYSE:SNOW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 30, DA Davidson reiterated its Buy rating on Snowflake Inc. (NYSE:SNOW) with a $300 price target, citing value in carefully buying software companies that can overcome the pressures being faced by the broader software sector. DA Davidson said it does not want “to fight the holy war quite yet,” but believes some software stocks stand out. The research firm noted that Snowflake Inc. (NYSE:SNOW) is a company tha ...

Core Insights - Snowflake has entered into a $200 million partnership with OpenAI to integrate AI models into its enterprise data platform, allowing over 12,000 customers to access OpenAI models like GPT-5.2 within Snowflake Cortex AI across major cloud providers [1] Group 1: Partnership Details - The multi-year agreement focuses on developing tailored AI solutions for enterprise clients, enabling organizations to analyze proprietary data through natural language queries [2] - Joint efforts will introduce new features using OpenAI's Apps SDK, AgentKit, and APIs to enhance enterprise workflows [2] Group 2: AI Agent Capabilities - Enterprises can create customizable AI agents that operate on governed data and perform actions across various tools and applications, securely within the Cortex AI environment [3] - These agents will allow businesses to analyze both structured and unstructured data using familiar technologies like SQL [3] Group 3: Governance and Security - Snowflake is committed to maintaining governance standards with built-in business continuity and disaster recovery measures, supported by a 99.99% uptime service-level agreement [3] - Customers will access OpenAI's capabilities alongside their own data while benefiting from Snowflake Horizon Catalog's responsible AI controls [4] Group 4: Strategic Vision - Snowflake's CEO emphasized that integrating OpenAI models enables organizations to build and deploy AI on their most valuable asset using a secure, governed platform [4] - The collaboration builds on previous work, including OpenAI's use of Snowflake for analytics and Snowflake's internal adoption of ChatGPT Enterprise for productivity [5] Group 5: OpenAI's Developments - OpenAI's Applications CEO stated that the partnership simplifies the deployment of AI agents and apps, bridging the gap between AI capabilities and business value [6] - OpenAI has also launched a desktop application for its coding tool Codex, aimed at competing in the AI code-generation sector [6][7]