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SNSNOW

Snowflake Inc.

$SNOW·$115B·Software - Application·Technology
$332.43-1.8%YTD+53.9%1Y+49.7%
Price updated 5m ago·X counts updated 7d ago
SNSNOW
$SNOWSnowflake Inc.
$332.43-1.76%880 posts0.9×
AI analysisFundamentalsVoices on X
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On X

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.

880X posts · last 7 days
Sep 1Sep 12
Chatter Meter
0.9×
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.

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 numbersAcceleratingAI verdict · as of 2026-09-19

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

The AI-workload rerating is back on — with founder-level selling as the counterweight.

Snowflake sells the data warehouse layer that powers analytics and increasingly AI workloads across most large enterprises — the pipes AI applications sit on top of. The stock has round-tripped through skepticism and is now trading like the AI beneficiary it always claimed to be.

  • The reacceleration is the whole story: revenue grew 33% YoY last quarter and EPS beat by 39% at $0.62, driven by a Cortex-and-marketplace mix that had been dismissed as vapor for two years. Consumption growth is showing up in customers >$1M ARR, not just headline top-line.
  • The valuation is the honest issue: 16x TTM sales for a still-unprofitable business asks the buyer to underwrite continued 30%+ growth and eventual FCF-margin expansion — real, but the price of admission is high and any deceleration gets punished.
  • Insider action is loud: former CEO Frank Slootman sold $2.6M and multiple named officers sold ~$5M more on Sep 16, all inside a $332 tape. Founder-level trims into strength are not the whole tell — but 'insiders selling the top' is a signal that shows up in every SaaS name that eventually rolls.

Dec 2 Q3 FY27 earnings is the next real read. A raised full-year guide and continuing acceleration in Cortex consumption extends the trend to $400; any hint of consumption slowdown, particularly in the top-100 customers, resets the multiple fast. $300 is the level that matters.

Agrees with X sentimentAgree with the ecosystem-monetization framing — ZETA and NVO on Marketplace are exactly the kind of second-order flow that lifts consumption without incremental salesperson cost. A 5:1 R/R to $400 assumes a re-rate on top of continued acceleration, which is asking a lot at 16x sales.

What to watch: Dec 2 Q3 FY27 earnings — remaining performance obligations (RPO) growth and the full-year revenue guide are the two lines that decide continuation. Watch $300 as trend support.

On the calendar: 2026-12-02 — Q3 FY27 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

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 while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $SNOW

Direct beneficiary — Snowflake Cortex AI and the Data Cloud serve as the data infrastructure layer for enterprise AI models; directly benefits as companies build AI pipelines on top of Snowflake's consumption-based platform.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%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$6.2B – $6.4B$2.21$2.01 – $2.5531
FY28$8.1B$7.7B – $8.6B$3.00$2.63 – $3.8936
FY29$10.5B$8.7B – $11.8B$4.22-$4.80 – $17.3031
FY30$13.5B$12.4B – $14.4B$5.63$5.07 – $6.1128
FY31$14.2B$13.1B – $15.2B$7.22$6.50 – $7.8414

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.0.8×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.80%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.+7.1%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.+49.3%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 today1.3% 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.β1.335-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

SellSep 16Beaulier Jonathan MeadChief Revenue Officer12.3K sh$4.1MSellSep 16Emily HoChief Accounting Officer768 sh$256KSellSep 16Vivek RaghunathanSVP, Engineering3.9K sh$1.2MSellSep 16Christian KleinermanEVP, Product Management3.0K sh$951KSellSep 16Frank SlootmanDirector8.2K sh$2.6MSellSep 9Christian KleinermanEVP, Product Management2.7K sh$917KSellSep 9Benoit DagevilleDirector50.0K sh$16.8MSellSep 4Mark GarrettDirector50.0K sh$17.5MSellSep 4Michael L SpeiserDirector48.2K sh$17.1MSellSep 3Christian KleinermanEVP, Product Management10.0K sh$3.8M
1–10 of 54
+ 66 other (33 inkinds · 15 exempts · 9 gifts · 9 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-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 · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Surging Earnings Estimates Signal Upside for Snowflake (SNOW) Stockzacks.com·23h agoSnowflake's Product Revenue Accelerates: Can It Outpace DELL & ORCL?zacks.com·1d agoSnowflake Inc. (SNOW) is Attracting Investor Attention: Here is What You Should Knowzacks.com·1d agoEPAM Systems (NYSE:EPAM) & Snowflake (NYSE:SNOW) Head to Head Contrastdefenseworld.net·1d agoCorient Private Wealth LP Has $8.08 Million Stock Holdings in Snowflake Inc. $SNOWdefenseworld.net·1d ago

In themes

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

AI InfrastructureAgentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $SNOW on X in the 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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