Group 1: Company Overview - Snowflake Inc. (NYSE:SNOW) provides a cloud-based data platform that enables organizations to consolidate data, build applications, and apply artificial intelligence to generate business insights [3]. Group 2: Recent Developments - On February 2, 2026, Snowflake announced a multi-year, $200 million collaboration with OpenAI aimed at helping enterprises derive more value from proprietary data using AI, making OpenAI models natively available to Snowflake's 12,600 global customers [2]. - On February 11, 2026, Goldman Sachs lowered its price target on Snowflake to $246 from $286 but maintained a Buy rating, expecting solid fundamentals that demonstrate resilience relative to the broader software sector [1]. - RBC Capital reduced its price target on Snowflake to $245 from $300 while keeping an Outperform rating, citing negative investor sentiment toward software and a preference for companies with clearer paths to AI monetization [1].

Analysts on Wall Street project that Snowflake Inc. (SNOW) will announce quarterly earnings of $0.27 per share in its forthcoming report, representing a decline of 10% year over year. Revenues are projected to reach $1.25 billion, increasing 26.9% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Before a ...

The last week of February features plenty of key earnings reports, as well as some delayed economic data and speeches from several Federal Reserve officials. Wall Street will also be eyeing key inflation data in the form of the the producer price index (PPI) for January.On the earnings front, Domino's Pizza (DPZ), C3.ai (AI), CoreWeave (CRWV), Dell Technologies (DELL), Hims & Hers Health (HIMS), Home Depot (HD), IonQ (IONQ), Lucid Group (LCID), Lowe's (LOW), HP (HPQ) Mosaic (MOS), MP Materials (MP), Nvidia  ...

Key Takeaways SNOW reached a $100M AI revenue run rate a quarter ahead of expectations. Snowflake rolled out Semantic View Autopilot, Cortex tools, and real-time model deployment. SNOW faces Amazon and Oracle competition as shares fell 8.6% in 12 months. Snowflake (SNOW) is benefiting significantly from the growing adoption of enterprise AI, positioning itself as a key player in the ongoing AI revolution. With a $100 million AI revenue run rate achieved a quarter earlier than anticipated, Snowflake has demo ...

Plus, strategically, Snowflake has leaned deeper into artificial intelligence (AI). A $200 million agreement with OpenAI, alongside its partnership with Anthropic, positions the company to capture more AI-related workloads. And this could potentially draw revenue away from traditional cloud infrastructure giants.Its reach spans financial services, media, retail, healthcare, manufacturing, technology, telecom, travel, and the public sector – essentially any industry where data is central to decision-making.F ...

Core Insights - Snowflake Inc. has experienced a significant decline in stock value, losing over 36% since early November 2025 due to market revaluation amid AI-related threats, referred to as the "SaaSpocalypse" [2] Company Overview - Snowflake Inc. is categorized under SaaS-associated stocks, which have been heavily impacted by market conditions and investor sentiment regarding high-multiple valuations [2] Investment Analysis - Oakoff Investments, a personal portfolio manager and quantitative research analyst, provides insights into balancing growth and value, sharing proprietary Wall Street information [2] - The investing group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [2]

The market expects Snowflake Inc. (SNOW) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended January 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be relea ...

Jacob Funds, a mutual fund company, released its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. After an optimistic quarter, equity markets corrected slightly in November. Although overall economic growth has been robust throughout the year, recent divergent data on consumer spending and the labor market have put doubt on future projections. This pattern has become somewhat familiar over the past few years, as conflicting economic data has become the norm. As for the Fund’s ...

奥本海默将Snowflake目标价从295美元下调至250美元。 来源：滚动播报 ...

格隆汇2月18日｜花旗集团将Snowflake目标价从300美元下调至270美元。 ...