Snowflake(US:SNOW) 贝塔投资智库·2025-05-20 03:55Core Viewpoint - Snowflake is expected to report strong earnings growth and revenue increase, with analysts maintaining a generally optimistic outlook despite some concerns regarding its business execution and competitive pressures [1][2][3]. Group 1: Earnings and Revenue Expectations - Snowflake is projected to report earnings per share of $0.22, a 57.1% increase year-over-year, and revenue of $1 billion, reflecting a 21.1% year-over-year growth [1]. - The stock price has rebounded over 40% since the low point following tariff news, indicating a recovery in the cloud computing sector [1]. Group 2: Analyst Ratings and Price Targets - Mizuho analyst Gregg Moskowitz raised Snowflake's target price from $190 to $205, maintaining a "buy" rating and highlighting the strong growth potential in the software industry [1][2]. - The consensus among Wall Street analysts remains optimistic, with 32 "buy" ratings and 6 "hold" ratings, suggesting a strong buy consensus with a 12-month target price of $203.69, indicating potential for double-digit upside [3]. Group 3: Competitive Landscape and Concerns - Concerns have been raised by investors regarding Snowflake's business execution and competitive pressures from major cloud players like Microsoft, Amazon, and Google, which may impact its market share [2][3]. - The decline in net revenue retention rates and high equity incentive costs, which accounted for 41% of revenue last year, are seen as potential red flags for the company's future growth [2][3].