Key Takeaways SNOW posted Q3 fiscal 2026 product revenue of $1.16B, reflecting a 29% year-over-year increase. SNOW is expanding AI offerings like Cortex AI and Snowflake Intelligence to deepen enterprise data usage. SNOW expects Q4 fiscal 2026 product revenue of $1.195-$1.2B, implying 27% year-over-year growth.Snowflake (SNOW) is benefiting from its robust portfolio of innovative products and strategic partnerships, which are driving significant revenue growth and positioning the company as a leader in the ...

Even though Snowflake, Inc.'s ( SNOW ) fundamentals were strong and the outlook was positive as discussed in my previous article, I only rated the stock as a hold. This was due to theI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the b ...

2025年1月，AI初创企业Anthropic正筹备推出Claude 4聊天机器人，意欲与ChatGPT、Gemini等产品展开竞争。Anthropic同时还透露，正以超600亿美元的 估值进行融资。这笔交易让这家仅成立四年的企业一跃成为全球估值最高的人工智能企业之一，公司的7位联合创始人也尽数跻身亿万富豪行列。 Anthropic由此进入了美国公司的另一个梯队：亿万富豪制造工厂。 对大多数大型企业而言，如果能有一位创始人成为亿万富豪，已是万幸。部分成功企业还能让联合创始人或是早期投资者迈入亿万富豪俱乐部，少数企业 甚至能让一两位早期员工实现巨额财富积累。而仅有寥寥几家幸运的顶尖巨头，能培育出众多亿万富豪。在美国680位白手起家的亿万富豪中，有54位的 财富积累主要得益于8家企业。 | | 亿万富豪 | 亿万富豪财富总额 | | --- | --- | --- | | 公司 | 人数 | (亿美元) | | 谷歌/Alphabet | 10 | 6182 | | Facebook/Meta | 8 | 3140 | | AppLovin | 8 | 766 | | Anthropic | 7 | 259 | ...

Core Insights - Snowflake plans to acquire Observe to enhance its AI-driven observability capabilities, focusing on open standards tailored for AI enterprises [1][2] - The acquisition aims to integrate Observe's observability platform with Snowflake's AI Data Cloud, promising to resolve production issues up to 10 times faster than traditional reactive monitoring [3] Group 1 - The definitive agreement for the acquisition has been signed, with the closing subject to customary conditions [2] - The combined solution will provide enterprises with agentic AI for quicker troubleshooting, an open-standard architecture for scalability, and efficient telemetry data retention [3] - Snowflake's CEO emphasized the importance of reliability as a business imperative, stating that the integration will empower customers to manage observability across vast amounts of telemetry data [4] Group 2 - Observe's CEO noted that the merger will accelerate the observability solution at an enterprise scale, addressing the complexities of operating and troubleshooting production systems [4] - The collaboration is expected to deliver faster insights, improved reliability, and better economic efficiency for enterprises running next-generation AI applications [5] - Snowflake's previous acquisition of Crunchy Data in June aimed to enhance its AI capabilities by adding open-source Postgres technology to its AI Data Cloud [6]

Snowflake plans to acquire Observe, an observability platform that has been built on Snowflake’s databases from day one. (Observability platforms help companies monitor their software systems and data for performance issues and bugs.)The cloud data company announced it signed a definitive agreement to acquire Observe, subject to regulatory approval, on January 8. Snowflake will integrate Observe’s product into its own to give customers a unified place to collect and store their telemetry data (logs, metrics ...

Key Takeaways SNOW stock gained 45% year over year, driven by strong platform adoption and an expanding customer base. Snowflake's AI offerings lifted engagement, with 7,300 customers using AI and ML tools weekly. SNOW forecasts strong Q4 growth, but trades at a steep premium versus the industry. Snowflake’s (SNOW) shares have soared 45% over the trailing 12-month period, outperforming the Zacks Computer and Technology sector’s appreciation of 25.9% and the Zacks Internet Software industry’s growth of 6.6%. ...

Snowflake Inc. (NYSE:SNOW) is one of the stocks Jim Cramer offered insights on. During the episode, a caller inquired if the stock is a buy, and in response, Cramer said: “I have to tell you, I thought the quarter wasn’t that bad… I was quite surprised about the negative reaction. You know it is a highly valued company, but I think Sridhar Ramaswamy is a terrific CEO, and I think the stock is, quite frankly, a buy.” A laptop and a computer monitor display a detailed stock market technical analysis char ...

USA | Software Equity Research '26 Software Playbook – Waiting Patiently on Shore to Ride the AI Waves We recommend investors stay underweight software as growth decelerates and lags versus other sectors like semis. We believe '26 will be another year of gradual AI monetization, with more meaningful growth contribution/ acceleration needed to ease AI disintermediation fears, thus requiring more selectivity. Top picks - Mega Cap: MSFT, META; Large Cap: INTU, TEAM, ORCL; Mid Cap: PCOR, U, WIX; Small Cap: UPWK ...

Snowflake ( SNOW ) has experienced some of the volatility moving through the AI trade. Even as the company continues to deliver best-in-class top-line growth, the valuation has seen some steam come out. One thing that the company has lacked relative to many peersJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the ...

Snowflake Inc. (NYSE:SNOW) ranks among the best big data stocks to invest in. Raymond James gave Snowflake Inc. (NYSE:SNOW) an Outperform rating on December 16, arguing that the stock’s trajectory would be determined by the outcome of a number of key strategic and financial disputes in the years ahead. Analyst Adam Tindle believes Snowflake Inc. (NYSE:SNOW) is at a tipping point as it transitions from a cloud data center to a broader information and artificial intelligence platform, with long-term growth a ...