Snowflake(US:SNOW) 智通财经网·2025-06-06 09:17Core Viewpoint - Snowflake is viewed positively by several Wall Street firms for its potential in the AI sector, although some analysts express caution regarding its financial outlook [1] Group 1: Positive Outlook from Analysts - Goldman Sachs reiterated a "Buy" rating for Snowflake, maintaining a 12-month target price of $230, citing the company's sustainable growth potential in AI and data ecosystems [2] - Analysts from Goldman Sachs believe that Snowflake, under the leadership of a tech-savvy CEO, is well-positioned to capitalize on new product offerings that will rejuvenate consumption trends [2][3] - UBS analysts upgraded Snowflake's rating to "Buy" and raised the target price from $210 to $265, indicating that the current data investment cycle is likely to continue [3] Group 2: Competitive Landscape - Despite increasing competition in the database sector, particularly from Databricks, Raymond James maintains a "Outperform" rating for Snowflake, suggesting that the market can accommodate both players [4] Group 3: Cautionary Perspectives - Guggenheim analysts express skepticism about Snowflake's ability to monetize its AI capabilities, despite recognizing its strong core data warehouse and analytics business [5] - Morgan Stanley maintains a "Hold" rating with a target price of $200, noting that while Snowflake has shown key product innovations, there are concerns about its short-term financial performance [6]