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SNSNOW

Snowflake Inc.

$SNOW·$115B·Software - Application·Technology
$331.43+1.0%YTD+44.1%1Y+41.9%
Mentions · last 7 days
2026-08-21: 1,029 posts2026-08-22: 369 posts2026-08-23: 82 posts2,228+3%
Price updated 3h ago·X counts updated 8d ago
SNSNOW
$SNOWSnowflake Inc.
$331.43+1.05%2.2k posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SNOW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-30

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Reports Tuesday — 44% YTD run into the print, near 52-week highs, and the founder has been unloading hundreds of millions.

Snowflake is the cloud data warehouse crowned leader of the modern data stack. It reports Tuesday, sits within 6% of its 52-week high, and the founder plus chairman have unloaded hundreds of millions of stock into the run — which is the whole setup.

Two things to hold in your head at once:

  • The business is genuinely re-accelerating: revenue grew 33% year-on-year last quarter, the fifth straight quarter of growth ticking higher, and the stock is up 44% YTD as the market rewards that re-acceleration — this is not a broken story.
  • Competition is not sitting still: LinkedIn hiring for Microsoft Fabric jumped 165% and Databricks 40% while Snowflake and BigQuery lagged, so the September 2 print has to show net-new-customer strength or the share-loss bear case sticks.
  • Insiders are telling you the setup is rich: former CEO Frank Slootman filed sales of $81M, $15.7M and another block into the window, and co-founder Benoit Dageville sold $15.5M — none programmatic, all into the 94th percentile of the 52-week range.
  • The board granted CEO Sridhar Ramaswamy 1M performance shares tied to $100B of value creation — where the ambition is set, but a lot is already priced in at ~16x sales with negative operating margins.

The event window closes September 2 — a beat with an above-consensus product-revenue guide keeps the run going; a soft consumption number or a 'slowdown in July' aside gets punished harder than usual at this valuation and after this much insider selling.

What to watch: September 2 earnings — specifically product revenue growth versus consensus and net-revenue-retention trend; a beat + raise keeps the run alive, a flat NRR or soft consumption commentary is the setup for a 15–20% event drop.

On the calendar: 2026-09-02 — Q2 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment19 posts analyzed · as of 2026-08-30

Snowflake's thread is bullish into September 2 earnings. Posters flag +178% off the lows, a cup-with-handle pivot at $279.49 that delivered 20% in nine days, a three-weeks-tight pattern at $341.95, and reclaim of the 21-day EMA with a positive outside reversal. Bulls call SNOW one of the current liquid tech leaders alongside PLTR and MSFT. Skepticism centers on Microsoft Fabric mentions in hiring data jumping 165%, versus SNOW and BigQuery at just +15% year-on-year.

Read the AI verdict + X sentiment for $SNOW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides cloud data warehouse and data sharing platform enabling cross-cloud analytics with consumption-based pricing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $SNOW.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $SNOW

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Snowflake Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-68.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-27.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-26.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
16.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-57.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 27, 2026$0.39$0.32+22.1%
Q4 2025Feb 25, 2026$0.32$0.27+17.4%
Q3 2025Dec 3, 2025$0.35$0.31+12.3%
Q2 2025Aug 27, 2025$0.35$0.27+31.1%
Next earningsWed, Sep 2·consensus EPS $0.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.4B+33.5%66.6%-23.4%$-0.86$232.8M
Q4 FY26$1.3B+30.1%66.8%-24.8%$-0.90$765.1M
Q3 FY26$1.2B+28.7%67.8%-27.2%$-0.87$113.6M
Q2 FY26$1.1B+31.8%67.5%-29.7%$-0.89$58.2M

Forward consensus

5-year forecast · up to 36 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$6.1B$5.9B – $6.1B$1.93$1.80 – $2.2535
FY28$7.7B$7.3B – $8.0B$2.72$2.43 – $3.5936
FY29$9.6B$9.6B – $9.6B$3.76$1.89 – $5.3625
FY30$11.3B$10.9B – $11.7B$4.97$4.73 – $5.1912
FY31$12.8B$12.4B – $13.3B$5.96$5.67 – $6.2211

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+51.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 337.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 26Benoit DagevilleDirector50.0K sh$15.5MSellAug 19Frank SlootmanDirector49.0K sh$15.7MSellAug 18Frank SlootmanDirector251.0K sh$81.7MSellAug 12Benoit DagevilleDirector50.0K sh$16.8MSellAug 7Christian KleinermanEVP, Product Management30.0K sh$9.8MSellAug 7Michael L SpeiserDirector48.2K sh$15.6MSellAug 3Christian KleinermanEVP, Product Management10.0K sh$3.0MSellJul 31Christian KleinermanEVP, Product Management30.0K sh$9.0MSellJul 29Benoit DagevilleDirector50.0K sh$14.0MSellJul 21Frank SlootmanDirector10.3K sh$2.8M
1–10 of 45
+ 63 other (25 inkinds · 16 exempts · 16 awards · 6 gifts) in window

See when $SNOW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 168-K — Item 5.02: Officer or director change
AI summary

Snowflake's board awarded CEO Sridhar Ramaswamy 1,000,000 Performance Stock Units in five tranches, each unlocking at successive stockholder value creation milestones up to $100 billion. The moonshot-style performance grant provides no payout below the first milestone and aligns CEO compensation entirely with long-term stock price appreciation for the cloud data platform company.

8-KShareholder voteJun 308-K — Item 5.07: Shareholder vote
AI summary

Snowflake held its 2026 Annual Meeting on June 29; stockholders elected Teresa Briggs (152.3M for), Mark McLaughlin (132.2M for), and Sridhar Ramaswamy (176.0M for) as Class III directors from 346.6M shares outstanding. Routine annual meeting; all nominees elected.

3New insider — initial holdingsApr 103
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for SNOW on 2026-04-10, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KPress release / Reg FDMar 318-K — Item 7.01: Press release / Reg FD
AI summary

SNOW filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-31. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 11 other (3 13Gs · 3 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Countdown to Snowflake (SNOW) Q2 Earnings: A Look at Estimates Beyond Revenue and EPSzacks.com·4d agoAI Profitability In Spotlight As Dell, Palo Alto, Snowflake Report Earnings | IBDyoutube.com·4d agoEdenred (OTCMKTS:EDNMY) versus Snowflake (NYSE:SNOW) Critical Comparisondefenseworld.net·4d agoSnowflake Stock Rises as Salesforce's Beat Lifts Enterprise Softwarebenzinga.com·4d agoSNOW Benefits From Product Revenue Surge: Can It Beat DELL & ORCL?zacks.com·5d ago

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AI InfrastructureAgentic AI & Enterprise Software

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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