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AI Traction Fuels Snowflake’s (SNOW) Guidance Boost
Insider Monkey5d agoneutral
AI Traction Fuels Snowflake’s (SNOW) Guidance Boost

Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]

Broadcom stock sinks. Are AI earnings expectations 'insatiable'?
Yahoo Finance Video62d agoneutralVIDEO
Broadcom stock sinks. Are AI earnings expectations 'insatiable'?

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video69d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video69d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

Snowflake vs. Salesforce earnings: Is AI still disrupting software?
Yahoo Finance Video69d agoneutralVIDEO
Snowflake vs. Salesforce earnings: Is AI still disrupting software?

Snowflake (SNOW) stock is soaring by over 30% on Thursday after the company reported AI demand to have driven better-than-expected first quarter results alongside revenue growth of 33%. PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporters Brooke DiPalma and Ines Ferré take a closer look at the post-earnings stock reactions from Snowflake and fellow software company Salesforce (CRM).

Snowflake Q1 Earnings Call Highlights
MarketBeat69d agoneutral
Snowflake Q1 Earnings Call Highlights

Snowflake (NYSE:SNOW) reported accelerating growth in its first quarter of fiscal 2027 and raised its full-year outlook, with executives pointing to stronger demand for its core data platform and early traction from artificial intelligence products including Snowflake Intelligence and Cortex Code.

Snowflake (SNOW) Price Targets Adjusted Ahead of Earnings
Insider Monkey75d agoneutral
Snowflake (SNOW) Price Targets Adjusted Ahead of Earnings

Snowflake Inc. (NYSE:SNOW) is one of the 10 AI Stocks That Are About to Explode. On May 19, Benchmark increased its price target on Snowflake Inc. (NYSE:SNOW) from $190 to $200 and kept its Buy rating. The research firm expects the company to report product revenue and operating income above market expectations. Benchmark noted that […]

Bank of America tweaks Snowflake stock price target before earnings
TheStreet77d agoneutral
Bank of America tweaks Snowflake stock price target before earnings

Snowflake has had a rough stretch. The stock is down 21.92% year-to-date and has lost nearly 6% over the past year, according to Yahoo Finance. That’s a stark contrast to a broader market that has pushed higher and an AI software sector that has minted new winners almost weekly. But Bank of America ...