Core Viewpoint - Snowflake and Palantir have announced a partnership to integrate Snowflake's AI data cloud with Palantir's AI platform, enhancing data pipeline efficiency for commercial and public sector clients [1] Group 1: Partnership Details - The collaboration aims to provide clients with more efficient and reliable data pipelines, enabling quicker access to data analysis and AI applications [1] - Eaton, a joint customer, highlighted that the partnership will help eliminate data redundancy and accelerate AI application development [1] Group 2: Executive Statements - Snowflake's Chief Revenue Officer, Mike Gannon, emphasized that combining the strengths of both platforms is a logical choice to reduce barriers in deploying intelligent applications and to help clients realize value faster [1] - Palantir executive Ted Mabrey noted that superior interoperability will create greater value for clients, with Eaton serving as a benchmark for AI-driven future enterprises [1]

Core Insights - Artisan Partners' "Artisan Mid Cap Fund" reported strong performance in Q3 2025, with significant outperformance compared to the Russell Midcap Growth Index, driven primarily by health care sector holdings [1][2] Fund Performance - The fund's Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX also posted 8.80%, and Institutional Class fund APHMX returned 8.83% in Q3 2025, while the Russell Midcap Growth Index returned 2.78% [1] - Year-to-date gains for global equity markets were in double digits, indicating a robust market environment [1] Snowflake Inc. Insights - Snowflake Inc. (NYSE:SNOW) was highlighted in the investor letter, with a one-month return of 8.44% and a 52-week gain of 102.35%, closing at $240.86 per share on October 15, 2025, with a market capitalization of $81.603 billion [2] - The fund trimmed its position in Snowflake due to strong performance and elevated valuation, expressing caution regarding the impact of large language models on traditional data warehouse architectures [3] Hedge Fund Interest - Snowflake Inc. was held by 100 hedge fund portfolios at the end of Q2 2025, an increase from 94 in the previous quarter, indicating growing interest among institutional investors [4] - Despite its potential, the fund believes that certain AI stocks may offer greater upside potential and less downside risk compared to Snowflake [4]

Group 1 - Snowflake's shares have increased approximately 54% year-to-date, indicating strong market performance [1] - The continuation of the market rally could further enhance Snowflake's stock performance [1] - Long-term valuation metrics for Snowflake may not be as high as they initially seem, suggesting potential undervaluation [1]

Snowflake (SNOW) stands as a popular stock with option traders, is enjoying a nice uptrend and also sits on Investor's Business Daily's Leaderboard. As a result, we're looking at an unbalanced iron condor for Snowflake, with a slightly bullish bias. This can be achieved by trading more put spreads than call spreads. As a reminder, an iron condor is a combination of a bull put spread and a bear call spread. First, we take the bull put spreads. Using a Nov. 21 expiration date, we could sell two put spreads w ...

PHOENIX--(BUSINESS WIRE)-- #AI--Cognite and Snowflake Form Strategic Partnership to Unify Industrial Data for Enterprise-Wide AI at Scale. ...

Core Insights - Innovation in technology is accelerating, with new companies emerging to challenge established leaders in the AI sector [1] Group 1: Palantir Technologies - Palantir Technologies is valued at $416.2 billion and has transitioned from a defense contractor to a major player in AI and data analytics [2] - The company achieved its first billion-dollar quarter with a 48% year-over-year revenue increase, driven by a 53% rise in U.S. government business and a 93% surge in domestic commercial revenue [4] - Palantir secured 157 contracts exceeding $1 million, with 42 contracts over $10 million, totaling a record contract value of $2.3 billion [4] - Analysts project earnings growth of over 56.7% this year and 31.7% in 2026, despite a high valuation of 207 times forward earnings [5] - The stock is rated as a "Hold" by Wall Street, with a potential upside of 22.5% from the current levels based on the highest target estimate [6] Group 2: Snowflake - Snowflake is valued at $82.05 billion and offers a cloud-based platform for seamless data storage, management, and analysis [7]

Core Viewpoint - Snowflake, Inc. (SNOW) is projected to have significant upside potential in its stock price, with a new price target set at $364 per share over the next 12 months, indicating it is currently undervalued at $246.24 [1] Financial Performance and Forecast - The company forecasts its fiscal year 2026 adjusted free cash flow (FCF) margins to be 25% of revenue, which is a notable aspect of its financial guidance [4] - Based on this forecast, FCF is expected to reach at least $1.1263 billion for FY 2026, calculated from a projected revenue of $4.4 billion [5] - Analysts have recently increased their revenue forecasts for Snowflake, now predicting revenue to rise to $5.71 billion, up from a previous estimate of $5.69 billion [6] Price Target Adjustments - The initial price target was set at $337.47 per share, reflecting a 41.4% increase from the market cap at the time [5] - Following the upward revision of revenue forecasts by analysts, the price target has been adjusted to over $364 per share [5]

Core Insights - Snowflake is gaining attention in the AI-driven enterprise software sector, partnering with major companies like Nvidia, Microsoft, and Amazon through AWS, and is now featured on the Investor's Business Daily Leaderboard [1][2] Company Performance - Snowflake has developed the AI Data Cloud, utilized by hundreds of large corporations, including 751 of the Forbes Global 2000 [3] - Despite a slowdown in earnings growth during fiscal 2024 and early fiscal 2025, Snowflake has maintained strong double-digit sales growth, reporting revenue growth between 26% and 33% over the last eight quarters [4] - In the second quarter of fiscal 2026, Snowflake achieved a 32% sales growth, totaling just over $1.14 billion [4] - The company reported a 94% increase in earnings to 35 cents per share last quarter, with analysts predicting 26% sales growth to $1.18 billion and earnings growth of 56% to 31 cents per share in the upcoming report [5] Stock Performance - Since its IPO in September 2020, Snowflake's stock has faced volatility but has recently rebounded due to improved earnings growth, showing several positive technical indicators [6] - The stock has maintained support above its 10-week moving average and formed a new flat base, briefly surpassing a buy point of 249.99 before a recent market sell-off [7] - Technical indicators show strong demand, with a 1.3 up/down volume ratio and a B Accumulation/Distribution Rating, alongside a rising relative strength line [8]

Core Insights - Snowflake is gaining attention in the AI-driven enterprise software sector, partnering with major companies like Nvidia, Microsoft, and Amazon through AWS, and is now featured on the Investor's Business Daily Leaderboard [1][2] Company Performance - Snowflake has developed the AI Data Cloud, utilized by hundreds of large corporations, including 751 of the Forbes Global 2000 [3] - Despite a slowdown in earnings growth during fiscal 2024 and early fiscal 2025, Snowflake has maintained strong double-digit sales growth, reporting revenue growth between 26% and 33% over the last eight quarters [4] - In the second quarter of fiscal 2026, Snowflake achieved a 32% sales growth, totaling just over $1.14 billion [4] - The company reported a 94% increase in earnings to 35 cents per share last quarter, with analysts predicting 26% sales growth to $1.18 billion and earnings growth of 56% to 31 cents per share in the upcoming report [5] Stock Performance - Since its IPO in September 2020, Snowflake's stock has faced volatility but has recently rebounded due to improved earnings growth, showing several positive technical indicators [6] - The stock has maintained support above its 10-week moving average and is forming a new flat base, having briefly cleared a buy point of 249.99 before a recent sell-off [7] - Technical indicators show a strong demand for Snowflake's stock, with a 1.3 up/down volume ratio and a B Accumulation/Distribution Rating, alongside a rising relative strength line [8]

Core Insights - The essence of long-term investment success lies in discipline rather than brilliance, emphasizing the importance of avoiding mistakes over chasing high returns [1][2][7] Investment Philosophy - Successful investing mirrors poker and sports, where avoiding costly errors is crucial; investors should focus on not overpaying for stocks and maintaining a disciplined approach to valuation [3][4][5] - The market rewards those who survive by sidestepping high-risk investments, leading to a cumulative long-term advantage [8] Valuation Concerns - Companies trading at high multiples, such as 40 times earnings or 20 times sales, lack a margin for error, making them vulnerable to downturns when expectations are not met [5] - The Piotroski F-Score serves as a valuable tool for assessing a company's fundamental health, with low scores indicating potential pitfalls similar to struggling sports teams [6][10] Company-Specific Analysis - Synopsys (NASDAQ:SNPS) is highlighted as overvalued, trading at over 45 times forward earnings and 12 times sales, with growth slowing and competitive pressures increasing [9][10] - Snowflake (NYSE:SNOW) is noted for its significant valuation disconnect, trading at over 15 times forward sales despite declining revenue growth and persistent losses [11][12] - Datadog (NASDAQ:DDOG) faces valuation challenges, trading at around 70 times forward earnings, with growth slowing and competition impacting pricing power [12][13]