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SNSNOW

Snowflake Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$SNOW·$102B·Software - Application·Technology
$316.77+3.0%YTD+44.1%1Y+51.9%
Mentions · last 7 days
2026-07-28: 188 posts2026-07-29: 470 posts2026-07-30: 329 posts2026-07-31: 267 posts2026-08-01: 75 posts2026-08-02: 83 posts2026-08-03: 323 posts1,737-5%
Price updated 2h ago·X counts updated 1d ago
SNSNOW
$SNOWSnowflake Inc.
$316.77+3.00%1.7k posts-5%
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.

Proven numbersAcceleratingAI verdict · as of 2026-08-04

The move is getting stronger, with heavier trading behind it.

Software's biggest name is quietly re-accelerating on AI, and the tape is finally paying it — insiders are already trimming into strength.

Snowflake is the data warehouse most large companies use to store the raw information that feeds analytics and AI models. After a long stretch where investors doubted it could grow into its $100B market cap, the AI wave has re-accelerated the business and the stock broke out to fresh 52-week highs.

  • Growth is genuinely re-accelerating: revenue grew 33% YoY last quarter — a meaningful step-up from the mid-20s pace of 2025 — driven by Cortex AI Gateway usage that Wells Fargo just called out in raising its target to a Street-high $500.
  • The multiple is priced for perfection: at 16x sales and negative GAAP profits, SNOW is priced like it will grow 30%+ for years — the CEO's freshly-issued 1M performance-share package unlocks up to a $100B market-cap milestone, the base case, not the upside.
  • Insider tape is a real yellow flag: co-founder Benoit Dageville sold $14M, chief product officer Christian Kleinerman sold $9M, and former CEO Frank Slootman sold nearly $3M — $25M+ combined at $280-300 within a fortnight is a cluster.
  • Cash generation is quietly better than the P&L suggests: FCF yield is ~1.4% and no active offering, so the burn is stock-comp accounting, not real outflow — that's why bulls dismiss the GAAP loss.

The Sep 2 print into a chart at 96% of the 52-week range is the referendum. Another 30%+ quarter with Cortex usage backing the AI narrative extends the run; commentary of slower Cortex adoption and the insider selling suddenly looks prescient.

Agrees with X sentimentAgree with the bullish tape — the 33% growth and Wells Fargo Cortex thesis are real bull nutrients. What the X celebration under-weights is the insider cluster: three separate names selling $25M+ at the 52w high is unusual and adds a real caveat to the pure breakout call.

What to watch: Sep 2 Q2 print — Cortex AI Gateway usage and any deceleration in the 33% growth rate. A hold above the recent breakout keeps the trend; a break of the 50-day (~$275) with the insider selling in the tape is what unwinds it.

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 sentiment108 posts analyzed · as of 2026-08-04

Snowflake posters are decisively bullish after the stock hit new 52-week highs, with Wells Fargo raising the target to $500 following the Cortex AI Gateway rollout and the market cap crossing $100B for the first time in four years. The dominant thread stacks +107% three-month rally leading the SaaS rotation-in, agentic AI driving accelerating demand for data-management systems, and the setup being Stage-2 uptrend making new all-time highs. Bears are almost absent - the loudest counter is one trader disclosing a short at the daily DTSS setup, but the crowd is treating any pullback as an add. Cramer's endorsement is being treated as validation.

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

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $SNOW

Neutral — Provides cloud data warehouse and data sharing platform enabling cross-cloud analytics with consumption-based pricing; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-8.1%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, Aug 26·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.1.3×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.96%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.+22.8%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.+45.9%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 today2.3% 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

SellJul 31Christian KleinermanEVP, Product Management30.0K sh$9.0MSellJul 29Benoit DagevilleDirector50.0K sh$14.0MSellJul 21Frank SlootmanDirector10.3K sh$2.8MSellJul 20Frank SlootmanDirector289.7K sh$79.5MSellJul 15Benoit DagevilleDirector50.0K sh$13.8MSellJul 14Christian KleinermanEVP, Product Management2.5K sh$688KSellJul 6Michael L SpeiserDirector34.8K sh$9.0MSellJul 6Teresa BriggsDirector343 sh$88KSellJul 2Benoit DagevilleDirector190.8K sh$48.6MSellJul 2Teresa BriggsDirector344 sh$88K
1–10 of 38
+ 59 other (25 inkinds · 16 awards · 14 exempts · 4 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
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-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.

+ 13 other (3 13Gs · 3 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

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

Palantir vs. Snowflake: Which Growth Stock Is the Better Buy?247wallst.com·2d agoCoreWeave Jumps 11%, Snowflake Gains 6%, Oracle Climbs 5% as Risk-On Mood Lifts AI Cloud247wallst.com·2d agoIs It Worth Investing in Snowflake (SNOW) Based on Wall Street's Bullish Views?zacks.com·2d agoSnowflake to Announce Financial Results for the Second Quarter of Fiscal 2027 on September 2, 2026businesswire.com·2d agoSnowflake To Rally Around 16%? Here Are 10 Top Analyst Forecasts For Mondaybenzinga.com·2d 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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