Snowflake, Inc. (SNOW) is one of the few companies that forecasts its own free cash flow (FCF) margins (i.e., FCF as a percentage of revenue). So, if analysts' revenue projections for the next 12 months come to pass, SNOW stock looks very cheap here. SNOW is at $246.24 in midday trading on Monday, Oct. 13. However, it could have much more to rise - up to $364 per share, my new price target, over the next 12 months (NTM). More News from Barchart SNOW stock - last 3 months - Barchart - Oct. 13, 2025 I dis ...

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]

Group 1: TSMC's Position and Strategy - Demand for advanced chip manufacturing is rising sharply, and TSMC is well positioned to benefit from these trends due to its status as the world's largest third-party chip foundry [1] - TSMC is investing almost $165 billion in the U.S. to expand its advanced manufacturing capacity, including six advanced wafer fabs and two advanced packaging facilities in Arizona [7] - TSMC's geographic expansion aims to maintain its role as a neutral and trusted foundry partner, with overseas fabs expected to impact gross margins by 2% to 3% annually in early stages [8] Group 2: Advanced Technology Development - TSMC is focused on introducing advanced process nodes, including the 2-nanometer (N2) node, which is on track for volume production in the second half of 2025 [9] - The A16 chip, which offers significant improvements in power efficiency, is expected to begin volume production in the second half of 2026 [9] - Higher-margin advanced process nodes (7-nanometer and below) already contribute nearly 74% of wafer revenue, supporting TSMC's long-term gross margin target of 53% or higher [8] Group 3: Market Dynamics and Growth Potential - Global trade tensions are reshaping supply chains, prompting countries to invest in regional manufacturing capacity, which presents new growth opportunities for the technology sector [4] - The demand for AI-grade computing power has escalated dramatically, with significant investments from the European Union and the U.S. government to promote AI initiatives and advanced chip manufacturing [3] - TSMC trades at about 26.2 times forward earnings, indicating significant room for share price growth given the explosive demand for its cutting-edge chips [10] Group 4: Snowflake's Market Position - Snowflake is well positioned to benefit from increasing data localization laws, as its AI Data Cloud is designed to be secure and compliance-driven [12] - The company's product revenue grew by 32% year over year to $1.09 billion in its fiscal 2026 second quarter, highlighting strong revenue visibility [14] - Snowflake's AI capabilities have driven almost half of all new customer wins in Q2, with a net revenue retention of 125%, indicating strong customer spending growth [15]

Snowflake Inc. (NYSE:SNOW) is one of the best growth stocks to buy now. On October 2, Snowflake announced Snowflake Cortex AI for Financial Services. This comprehensive suite of AI capabilities and partnerships is designed to empower financial services companies to unify their data ecosystems and securely deploy AI models, applications, and agents using that data. A key feature is the inclusion of rigorous security and compliance controls required by regulated industries. A central component of the new of ...

Snowflake Inc. (NYSE:SNOW) is one of the AI Stocks on the Market’s Radar. On October 10, UBS raised its price target on the stock to $310.00 from $285.00 while maintaining a Buy rating. The rating affirmation follows analyst attendance at two recent industry New York City events: a Snowflake customer event and a conference held by emerging competitor ClickHouse. Analysts noted how a few things stood out from the Snowflake event, of which the only negative was a view that “Snowflake (the core DW as well a ...

Group 1: Snowflake Inc. (SNOW) - Snowflake is a cloud-native data platform focusing on product innovation and business transformation through data and AI [3][4] - Jefferies analyst Brent Thill maintains a buy rating on SNOW with a price target of $270, noting accelerating product innovation and customer traction [4][7] - Thill indicates that while Snowflake's AI offerings are gaining traction, significant adoption across organizations is still a few quarters away [5][6] Group 2: Advanced Micro Devices (AMD) - AMD has announced a partnership with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPUs, starting with a 1-gigawatt rollout in late 2026 [9] - Jefferies analyst Blayne Curtis upgraded AMD to buy with a price target increase from $170 to $300, citing the partnership as a pivotal change in AMD's AI narrative [10][11] - Curtis raised his estimates for AMD following positive server checks, anticipating significant revenue potential from the OpenAI partnership [12][13] Group 3: Dell Technologies (DELL) - Dell Technologies has increased its long-term financial targets, driven by demand from the AI sector [14] - Mizuho analyst Vijay Rakesh reiterated a buy rating on DELL with a price target increase from $160 to $170, highlighting strong demand signals in enterprise AI [14][15] - Dell expects AI server revenue to reach $20 billion in fiscal 2026, reflecting over 100% growth from the previous year, with a projected CAGR of 20% to 25% through fiscal 2030 [16][17]

So I got rid of customer success. Now customer success is the responsibility of the entire company. And so what we found at Snowflake was we built a professional services organization. That professional services organization, we would give away free professional services.Not always free, but we would give some away. And what I found was that if they pay for something, even if you're splitting the cost of it with the customer, a lot of times when they pay for something versus get something for free, they val ...

Snowflake Inc. (SNOW) ended the recent trading session at $242.17, demonstrating a -3.39% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 2.71%. At the same time, the Dow lost 1.9%, and the tech-heavy Nasdaq lost 3.56%. Shares of the company witnessed a gain of 11.64% over the previous month, beating the performance of the Computer and Technology sector with its gain of 6.22%, and the S&P 500's gain of 3.5%.The investment community will be payin ...