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].

Snowflake (SNOW) shares have plunged 18.1% in the trailing 12 months, underperforming the Zacks Computer & Technology sector’s appreciation of 30.8% and the Zacks Internet – Software industry’s return of 32.3%.SNOW has been suffering from stiff competition from companies like Databricks, increasing pricing pressures and growing GPU-related costs as it aggressively invests in AI initiatives.One-Year Performance Image Source: Zacks Investment Research SNOW is currently overvalued, as suggested by the Value Sc ...

Core Viewpoint - Snowflake Inc. is experiencing significant market attention due to the formation of a Golden Cross, indicating bullish momentum in its stock performance [1][6]. Technical Analysis - The current stock price of $168.97 shows strong momentum, significantly above the 50-day SMA of $138.86 and the 200-day SMA of $138.20 [2]. - The MACD indicator is at a bullish 10.42, supporting the stock's upward trend [2]. - Short-term signals are mixed, with the eight-day SMA at $174.70 indicating selling pressure, while the 20-day SMA at $167.46 suggests a bullish signal, indicating potential near-term consolidation [3]. - The RSI stands at 60.03, placing Snowflake in neutral territory and allowing for further upward movement [3]. Analyst Insights - Jefferies has raised its price target for Snowflake to $200, highlighting the company's focus on AI product development as a key driver for future revenue growth [4]. - Other analysts are optimistic as well, with KeyBanc setting a price target of $210 and Citi raising its target to $225, citing a "redemption quarter" for the company [5]. - Analysts emphasize Snowflake's ability to leverage the increasing demand for data and AI-driven solutions, aligning with the industry's digital transformation trends [5]. Long-Term Growth Potential - The combination of strong technical indicators and positive analyst sentiment positions Snowflake for long-term growth in the evolving data landscape [6].

Group 1 - The stock of Snowflake (NYSE: SNOW) has increased by 40% since the last coverage, indicating a favorable outlook with potential for additional upside [1] - Snowflake's FY2025 guidance has been revised, and the company reported a 29% year-over-year growth in product revenue [1] Group 2 - The analysis emphasizes a focus on GARP/Value stocks, which are characterized as high-quality, reasonably priced businesses with strong competitive advantages and significant growth potential [1] - The investment strategy prioritizes fundamentals and seeks stocks trading at a discount to intrinsic value, ensuring a clear margin of safety [1] - The long-term investment approach aims for wealth accumulation through compounding over a period of 5-7 years while emphasizing downside protection [1]

Core Insights - The article discusses the investment positions of Parkev Tatevosian, CFA, and mentions that The Motley Fool has positions in and recommends Nvidia and Snowflake [1] Company Positions - Parkev Tatevosian has no position in any of the stocks mentioned [1] - The Motley Fool has a disclosure policy regarding its investment positions [1] Compensation and Affiliations - Parkev Tatevosian is an affiliate of The Motley Fool and may receive compensation for promoting its services [1] - If subscriptions are made through his link, he will earn additional income that supports his channel [1]