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SNSNOW

Snowflake Inc.

$SNOW·$128B·Software - Application·Technology
$304.16-9.2%YTD+50.2%1Y+39.1%
Price updated 9m ago·X counts updated 5d ago
SNSNOW
$SNOWSnowflake Inc.
$304.16-9.22%1.3k posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SNOW on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,321X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $SNOW's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 79% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

ZETA's Snowflake Marketplace distribution and NVO bringing ~900TB into a Snowflake ecosystem for ~40K users highlight ecosystem monetization. Traders eye SNOW as a 1:5 R/R with a $400 PT.

Read what X is saying about $SNOW

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SNOW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

The AI-data narrative gave the data-cloud franchise a second wind — now digesting a run with insiders cashing out at the top.

Snowflake is the cloud-data platform of record for enterprise analytics — a hybrid warehouse plus marketplace plus AI data stack. The stock has a 50% YTD run as the AI-data narrative gave the franchise a second wind.

  • Growth is still 30%+ and re-accelerating: Q1 fiscal 2027 revenue of $1.39B at 33% YoY with a 67% gross margin — a software franchise with real pricing power, with consensus compounding it to $8.2B by FY29.
  • Earnings beats are now a pattern: 12%, 17%, 22%, 39% in the last four prints — AI-workload tailwinds are landing in product revenue and Street estimates are still being revised up.
  • The insider cluster is worth flagging: directors and officers sold ~$40M combined across late Sept and early Oct, Speiser alone taking $16.6M on Oct 2 — noise if growth holds, a tell to track into the next print.

A clean Dec 2 Q3 with product revenue holding above 30% keeps the move going; product-growth deceleration under the insider-selling cloud is what breaks the setup.

Agrees with X sentimentX cites the ZETA Snowflake Marketplace tie-up and the ~900TB NVO ecosystem build as proof of monetization — real and backed by the 33% product-revenue growth. The gap the crowd isn't centering is the ~$40M insider cluster right at 95% of the 52-week range.

What to watch: Dec 2 fiscal Q3 earnings — specifically product revenue growth above 30%, remaining performance obligations, and any management reference to AI-workload consumption outpacing core warehousing. A deceleration below 28% starts a de-rate.

On the calendar: 2026-12-02 — fiscal Q3 2027 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $SNOW

Partial — Provides cloud data warehouse and data sharing platform enabling cross-cloud analytics with consumption-based pricing.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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
Q2 2026Sep 2, 2026$0.62$0.45+38.8%
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%
Next earningsWed, Dec 2·consensus EPS $0.60

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$6.3B$6.1B – $6.3B$2.22$2.08 – $2.3434
FY28$8.2B$7.7B – $8.5B$3.02$2.59 – $3.4636
FY29$10.5B$8.6B – $11.7B$4.24-$4.31 – $15.5331
FY30$13.5B$12.3B – $14.2B$5.63$5.00 – $6.0528
FY31$14.2B$13.0B – $15.0B$7.22$6.42 – $7.7614

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.1.1×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.81%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.+0.5%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.+43.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 342.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β1.355-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

SellOct 7Benoit DagevilleDirector50.0K sh$16.7MSellOct 2Michael L SpeiserDirector48.2K sh$16.6MSellOct 1Christian KleinermanEVP, Product Management15.0K sh$5.1MSellSep 23Benoit DagevilleDirector50.0K sh$17.0MSellSep 23Beaulier Jonathan MeadChief Revenue Officer755 sh$254KSellSep 22Christian KleinermanEVP, Product Management2.6K sh$903KSellSep 21Frank SlootmanDirector102.8K sh$34.5MSellSep 18Frank SlootmanDirector197.2K sh$65.9MSellSep 16Beaulier Jonathan MeadChief Revenue Officer12.3K sh$4.1MSellSep 16Vivek RaghunathanSVP, Engineering3.9K sh$1.2M
1–10 of 57
+ 74 other (39 inkinds · 17 exempts · 10 gifts · 8 awards) 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
Free, forever. No credit card.

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-KMaterial agreementOct 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
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.

+ 10 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

As AI Makes Software Cheaper to Build, Data and Distribution Become the Moatfool.com·1d agoTreasure AI Achieves Snowflake Ready Technology Validationbusinesswire.com·3d agoSnowflake Inc. (SNOW) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·4d agoSnowflake Inc. (SNOW) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·4d agoPioneer Jeff Naughton, One of the Most Influential Database Scientists of This Generation, Joins Snowflake to Advance Data Systems for the Agentic Enterprisegurufocus.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureAgentic AI & Enterprise Software

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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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