Core Viewpoint - Snowflake (SNOW) shares are currently considered overvalued, with a Value Score of F, and a 12-month price/sales (P/S) ratio of 13.13X, significantly higher than its median of 12.39X and the industry average of 3.11X [1][3]. Financial Performance - In the trailing 12 months, SNOW shares have decreased by 16.9%, underperforming the Zacks Computer and Technology sector's growth of 27.4% and the industry's return of 32.3% [3]. - For Q4 of fiscal 2025, Snowflake anticipates product revenues between $906 million and $911 million, reflecting a year-over-year growth of 23% [15]. - The Zacks Consensus Estimate for Q4 fiscal 2025 revenues is $952.67 million, indicating a growth of 22.97% year-over-year [15]. - For fiscal 2025, Snowflake expects product revenues to reach $3.43 billion, a 29% increase year-over-year, with a non-GAAP product gross margin of 76% and a non-GAAP operating margin of 5% [16]. - The Zacks Consensus Estimate for fiscal 2025 revenues is $3.59 billion, suggesting a year-over-year growth of 28% [16]. - The consensus estimate for earnings per share (EPS) for fiscal 2025 is 69 cents, indicating a decrease of 29.59% year-over-year [16]. - Snowflake has beaten the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average surprise of 35.39% [17]. Competitive Landscape - Snowflake faces intense competition from rivals like Databricks, along with rising pricing pressures and increasing GPU-related costs [3][19]. - The company is investing heavily in AI initiatives to counteract competitive pressures [3][12]. Strategic Partnerships - Snowflake has established a strong partner network, including major companies like Amazon, ServiceNow, Microsoft, and NVIDIA, which enhances its market position [10]. - Partnerships with ServiceNow and Microsoft are improving data interoperability and simplifying access to Snowflake's AI Data Cloud [11][12]. - The planned acquisition of Datavolo is expected to strengthen Snowflake's platform by enhancing support for both structured and unstructured data [14]. Innovation and Client Utilization - Innovations such as Iceberg, Hybrid tables, and Cortex Large Language Model are being utilized by industry leaders like Disney and Hyatt Hotels to optimize operations and enhance customer experiences [13].

Core Viewpoint - Snowflake has underperformed in the software sector, declining by approximately 11% over the past year, while the S&P 500 has gained 28% during the same period [2]. Group 1: Reasons for Underperformance - Snowflake's stock is typically valued at a premium, trading at about 180 times estimated FY'26 earnings, which has limited its upside potential [2]. - The company cut its guidance for FY'25 and missed quarterly earnings estimates earlier in the fiscal year, negatively impacting market sentiment [2]. - Increased competition from rivals like Databricks, which reported over 60% year-over-year growth in Q3 compared to Snowflake's 29%, has also contributed to the stock's struggles [3]. Group 2: Potential for Improvement - Snowflake is positioned to benefit from the shift from on-premise databases to cloud-based solutions, which are viewed as more cost-effective and scalable [4]. - The company leads the cloud data warehousing market and is expected to gain from growth in the generative AI sector, with its AI Data Cloud utilized by over 10,000 companies [5]. - Snowflake's net revenue retention rate is at 127%, and remaining performance obligations grew 55% year-over-year to $5.7 billion, indicating strong customer loyalty and future revenue potential [5]. Group 3: Innovations and Financial Metrics - The company continues to innovate with product launches, enhancing its AI and machine learning capabilities, which should drive consumption and billing growth [6]. - Operating margins improved to about 6% in the last quarter, up from negative levels in the previous year, suggesting better cost absorption as revenues scale [7]. Group 4: Stock Volatility and Valuation - Snowflake's stock has shown significant volatility over the past four years, with annual returns of 20% in 2021, -58% in 2022, 39% in 2023, and -22% in 2024 [8]. - Current valuation estimates for Snowflake are around $180 per share, slightly above the current market price, indicating potential for recovery [8].

Core Insights - Dataiku has launched Dataiku Optimizer for Snowflake, a Snowflake Native App designed to help customers monitor and enhance their usage of Snowflake services within Dataiku projects [1][2] - The new app provides IT administrators with visibility and management tools for Snowflake warehouse consumption and Cortex LLM queries, enabling better control over data access and cost [2][4] - Dataiku Optimizer is available on Snowflake Marketplace, and eligible customers can utilize their Snowflake Capacity commitment towards Dataiku subscriptions [1][3] Company Overview - Dataiku is recognized as the Universal AI Platform, facilitating the development and delivery of data products, models, and analytical applications across various industries [2][5] - The company aims to empower organizations to integrate AI into their daily operations, enhancing performance and efficiency in analytics projects [3][5] - Founded in 2013, Dataiku has consistently advanced its vision for Everyday AI and demonstrated growth in the AI sector [6]

Group 1 - The article re-examines Snowflake, a leading data and AI platform, focusing on its growth prospects [1] - The author has previously written about Snowflake, indicating a continued interest in the company's performance [1] Group 2 - No specific financial data or performance metrics are provided in the documents [2][3]

Core Viewpoint - Snowflake's stock is experiencing gains due to bullish coverage from Oppenheimer, despite a broader market downturn [2][3] Group 1: Stock Performance - Snowflake's share price increased by 0.5% as of 3:30 p.m. ET, having risen as much as 4.8% earlier in the session [1] - The stock is still down approximately 59% from its peak [4] Group 2: Analyst Coverage - Oppenheimer has initiated coverage on Snowflake, maintaining an outperform rating and raising the one-year price target from $180 to $200 per share, indicating a potential upside of about 22.5% [2] - Ittai Kidron, the lead analyst, believes Snowflake will deliver strong quarterly results driven by new services and AI offerings [3] Group 3: Financial Performance - Snowflake reported a revenue increase of 29% year over year, totaling $900.3 million [5] - The company achieved a net revenue retention rate of 127%, which, while strong, is lower than previous years [5] Group 4: Market Position and Competition - Snowflake benefits from demand driven by AI and large language model systems but faces increasing competition from cloud hyperscalers and specialized players like Databricks [6] - The company has significant upside potential at current prices, but it is also considered a risky investment in the cloud software sector [6]

Core Insights - Snowflake (NYSE: SNOW) is viewed positively for growth investors, particularly from 2025 onwards, due to its superior products and strong industry position [1] Company Overview - Snowflake is recognized for having the best products in its sector, which positions it favorably for future growth [1] Analyst Background - MMMT Wealth, led by Oliver, focuses on investment strategies and stock analysis, emphasizing insights from investor calls, presentations, and financials [1] - Oliver has 5 years of investing experience and 4 years as a CPA, indicating a solid foundation in financial analysis [1]

Core Viewpoint - Snowflake Inc is showing signs of recovery after a challenging year in 2024, with a significant rally in its stock price as investor confidence begins to return [1][2]. Group 1: Recent Performance - Snowflake's stock dropped 55% in 2024 but has rallied 45% heading into January 2025, indicating a potential turnaround [1]. - The company exceeded analyst expectations in most quarters of 2024, except for a rare miss in May [2]. - The most recent earnings report in November showed record revenue, although profitability remains a concern due to squeezed margins [3]. Group 2: Analyst Sentiment - Recent bullish updates from analysts, including Piper Sandler, Wells Fargo, and Barclays, suggest growing confidence in Snowflake's recovery [5][8]. - Price targets from these analysts range from $190 to $208, indicating a potential upside of nearly 30% from the current stock price [8]. - Despite some skepticism from Wedbush, other firms maintain a positive outlook, rating the stock as a Buy or equivalent [10]. Group 3: Market Indicators - Snowflake's Relative Strength Index (RSI) is at 52, suggesting a balanced position with room for further gains if buying activity increases [11]. - The combination of solid fundamentals and strong analyst support positions Snowflake as a compelling investment opportunity for 2025 [12].

Core Insights - Anomalo has achieved Snowflake Ready Technology Validation, confirming its integrations with Snowflake meet performance, reliability, and security standards for the AI Data Cloud [1][2][5] - The collaboration between Anomalo and Snowflake has been ongoing since 2022, with Anomalo expanding its support for Snowflake's AI Data Cloud in 2023 and becoming part of the Snowflake Horizon partner ecosystem [2][4] - Anomalo's AI-powered data quality platform is designed to help enterprises like Block, Discover Financial, and Included Health ensure the integrity of their data for analytics and AI/ML workloads [3][5] Company Developments - Anomalo is now available on the Snowflake Marketplace and has developed a Snowflake Native App that operates entirely within Snowpark Container Services, ensuring data remains within the customer's environment [2][3] - The company offers a fully hosted, SOC 2–certified SaaS application or deployment within a virtual private cloud (VPC), allowing enterprises to maintain data security [3][6] - Anomalo's proactive monitoring system automatically detects data anomalies and provides root cause analysis, enabling quick resolution of issues before they affect business operations [3][4] Industry Context - The validation from Snowflake emphasizes Anomalo's commitment to enhancing enterprise data quality monitoring and its integration with Snowflake [4][5] - The partnership aims to empower data teams to make informed, data-driven decisions by providing reliable and secure data solutions [4][5]

Snowflake Stock Performance - Shares of Snowflake (NYSE: SNOW) have declined by approximately 7% since November, indicating a consolidation phase in December [1] - Despite the recent decline, the investment case for Snowflake remains bullish, reflecting strong long-term potential [1] Analyst's Portfolio and Strategy - The analyst focuses on high-risk, high-reward opportunities, primarily in the technology sector [1] - The analyst's portfolio includes significant holdings in Bitcoin, Tesla, Google, Amazon, and Nvidia, indicating a preference for companies with asymmetric long-term upside [1] Analyst's Position and Disclosure - The analyst holds a beneficial long position in Snowflake through stock ownership, options, or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2]

Core Viewpoint - Snowflake's stock, despite being perceived as expensive, may present a buying opportunity due to its current valuation metrics and the positive impact of AI on its growth trajectory [2][5][6]. Group 1: Valuation Metrics - The company currently has a price-to-sales (P/S) ratio of 16, which is considered high but not far above its historical lows [6][7]. - The P/S ratio reached a peak of 183 in December 2020, indicating that the current valuation represents a more than 90% discount from its all-time high [7]. - Prior to the leadership change in February, the stock traded at a P/S ratio close to 25, suggesting that the current valuation may be attractive given the renewed focus on AI-driven growth [8]. Group 2: Leadership and Market Reaction - The new CEO, Sridhar Ramaswamy, has positively influenced investor sentiment, particularly after attributing the company's growth to AI in the fiscal third quarter of 2025, leading to a 25% increase in stock price [4][5]. - Following the leadership change, investor confidence has been restored, which could further enhance the stock's valuation as the market adjusts to the AI-oriented direction of the company [5][8].