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Snowflake (NYSE:SNOW) CFO Brian Robins said the company’s focus over the past year has been on accelerating growth, expanding margins and improving go-to-market execution, with artificial intelligence products increasingly contributing to customer adoption and broader usage of its data platform. Sp
Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.
Snowflake shares jumped 22% after Q2 fiscal 2027 earnings beat estimates, showing 37% product revenue growth, 126% net revenue retention, and improving operating margins.
Dan Ives says Oracle's earnings and a string of AI-fueled beats give software stocks their clearest signal yet.
The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Snowflake's strong AI growth and raised outlook are fueling its post-earnings rally. Explore four ETFs offering exposure to SNOW while reducing single-stock risk.
AI workloads drive 37% product revenue growth and accelerate customer consumption patterns.
What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.
Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.
Burry believes SNOW stock is overvalued after shares surged on a quarter showing 37% product revenue growth and a raised fiscal 2027 outlook.
Snowflake (NYSE:SNOW) executives said artificial intelligence is changing the pace of data migrations, expanding the company’s potential customer base and accelerating adoption of its newer AI products, including its CoCo coding agent. Speaking at the Goldman Sachs Communacopia Conference, Chief Ex
Snowflake may have a few more surprising quarters ahead as customers pay for added AI services.
Snowflake (SNOW) CEO Sridhar Ramaswamy speaks with Yahoo Finance Executive Editor Brian Sozzi about the company's rising stock price and why it is an "era of consolidation" for the software industry as it deals with the effects of AI.
Product revenue rose 37% and Snowflake raised guidance, but the stock now trades at roughly 152 times expected fiscal 2027 earnings.
Q3 earnings season, led by energy and AI-driven tech gains, is likely to beat lowball consensus estimates, with S&P 500 outperformance possibly pushing the index toward 8,500 by early 2027.
Palantir keeps beating Wall Street's expectations while trading at a valuation that makes most analysts flinch, and the tension between those two realities is exactly what makes its next move so hard to predict.
SNOW's AI Data Cloud, rising enterprise adoption and 37% product revenue growth bolster its cloud analytics push against Dell Technologies and Oracle.
AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
Snowflake gives Wall Street a new reason to believe in AI software.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
The average brokerage recommendation (ABR) for Snowflake (SNOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Snowflake (SNOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Snowflake and C3.ai both reported after the September 2 close, but Snowflake jumped 16.6% the next day while C3.ai gained only about 3.6%. The difference was not whether management used the word AI. It was whether AI demand appeared in expanding consumption and revenue or mainly in a turnaround narrative. Snowflake Inc. (NYSE:SNOW) and C3.ai, […]
After a second guidance raise this year, the path to that milestone leans on one retention number holding up.
Snowflake (NYSE:SNOW) CEO highlighted a shift toward redefining enterprise software around data driven AI user experiences. The company pointed to clients such as Sayari that are rebuilding on Snowflake's AI Data Cloud to support AI ready workloads. Snowflake introduced CoCo, a coding assistant designed to help enterprises work with data and AI inside its platform. Management framed these moves as part of a broader effort to move beyond core data warehousing into a more complete enterprise...
Snowflake just posted another blockbuster quarterly report, but there is one key problem with its stock right now.
Snowflake shares jumped as revenue growth continues to accelerate.
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