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SNSNOW

Snowflake Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$SNOW·$81B·Software - Application·Technology
$232.29-1.0%YTD+5.6%1Y+9.6%
Mentions · last 7 days
2026-06-13: 150 posts2026-06-14: 307 posts2026-06-15: 236 posts2026-06-16: 298 posts2026-06-17: 278 posts2026-06-18: 299 posts2026-06-19: 373 posts1,948+23%
Price updated 19h ago·X counts updated 19h ago
SNSNOW
Snowflake Inc.$SNOW
$232.29-0.95%1.9k posts+23%
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 2026-06-20

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

Cloud-data-platform leader with growth re-accelerating to 33% YoY — and consolidating tight ahead of a $239 breakout.

Snowflake is the cloud-native data platform that became the default backend for analytics — the product enterprises run their data on once they outgrow homegrown data warehouses. The Ramaswamy era is producing better numbers: Q1 FY27 revenue grew 33.5% year-over-year to $1.39B, the third consecutive quarter of growth re-acceleration, with the EPS surprise at +22% over consensus. Operating margin remains -23% on a GAAP basis (compensation-heavy), but the trajectory is the right direction. The stock is up 10% over twelve months and 6% YTD, currently in the 68th percentile of its 52-week range and 29% above the 50-day. The flag is Frank Slootman's $1.9M trim on June 16 and CTO Beaulier's $1.8M F-InKind — routine equity comp, but worth tracking alongside Databricks' $1.5B SQL ARR competitive pressure.

Agrees with X sentimentThe X bull thread on the Snowflake-Zeta partnership, CEO Ramaswamy publicly naming Anthropic-style AI coding agents as a bigger threat than AWS/Azure (an unusually candid frame), the LEAP-option flow, and the $239-$250 breakout area is reading the live setup correctly. The bear point on Databricks SQL doubling YoY to $1.5B ARR is the right competitive watch.

What to watch: August 26 Q2 earnings — does revenue growth hold at or above 33% YoY and does Cortex AI / Snowflake Intelligence get a discrete revenue line investors can underwrite? A break above $239-$250 confirms the IGV rotation; a guide cut here unwinds the recent consolidation.

On the calendar: 2026-08-26 — Q2 earnings

X sentiment

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

Bullish sentiment52 posts analyzed · as of 2026-06-19

Snowflake is being framed as one of the cleanest pullback-software setups — insider buying from the CEO Sridhar Ramaswamy noted, a Snowflake-Zeta partnership expanding into operational data / business intelligence, and CEO comments naming AI coding agents (Anthropic) as a bigger threat than AWS/Azure (an unusually candid frame the market is rewarding). Bulls cite millions in unusual bullish LEAP flow, watchlist setups consolidating tight around the $239 area, and rotation back into IGV software names. Bears cite the Databricks SQL business now at $1.5B ARR (more than doubled YoY) as direct competition. Tone is bullish accumulation with traders watching $239-$250 for the breakout.

Read the AI verdict + X sentiment for $SNOW

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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

AI agent displacement is the structural bifurcator — NOW and SNOW represent the winners (agents expand contract value) while Adobe is the week's poster child for the losers (AI-native design tools threaten Creative Cloud's pricing power). MSTR/Bitcoin treasury vehicles dominate sentiment chatter, masking the underlying SaaS re-rating story.

What this means for $SNOW

Direct beneficiary — Snowflake's cloud data platform and GenAI consumption revenue (Cortex) is inflecting as enterprises embed AI into data workflows; consumption-based pricing means AI-driven analytics growth converts directly to Snowflake revenue without seat count limits.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-16.3%YTD
-15.2%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$1.62 – $2.2734
FY28$7.7B$7.3B – $8.0B$2.71$2.34 – $3.6236
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$5.68 – $6.2311

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.68%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.+29.2%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.+12.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 336.0M 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

SellJun 16Frank SlootmanDirector8.1K sh$1.9MSellJun 16Vivek RaghunathanSVP, Engineering3.9K sh$930KSellJun 16Christian KleinermanEVP, Product Management3.0K sh$717KSellJun 9Christian KleinermanEVP, Product Management2.7K sh$652KSellJun 5Michael L SpeiserDirector48.2K sh$11.8MSellJun 1Frank SlootmanDirector162.9K sh$43.0MSellJun 1Christian KleinermanEVP, Product Management10.0K sh$2.7MSellMay 29Mark GarrettDirector100.0K sh$25.0MSellMay 29Frank SlootmanDirector122.9K sh$30.8MSellMay 28Christian KleinermanEVP, Product Management5.1K sh$1.2M
1–10 of 21
+ 37 other (20 inkinds · 8 exempts · 8 awards · 1 gift) in window

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  • Real-time open-market buys and sells from Form 4 filings
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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

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.

8-KOfficer or director changeFeb 28-K — Item 5.02: Officer or director change
+ 11 other (2 earnings 8-Ks · 2 proxys · 2 13Gs · 1 10-Q) in window

Recent news

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

Cathie Wood Makes Bold Tesla Bet, Dumps $77 Million in Roku Sharesgurufocus.com·1d agoDigital Envoy Launches LocID Native App on Snowflake to Enable Privacy-First Identity Collaboration with Zero Data Egressbusinesswire.com·1d agoSnowflake vs Alphabet: Which Cloud Analytics Stock Has an Edge Now?zacks.com·2d agoAcuityMD Launches the AcuityMD Encounters Data Mart on Snowflake Marketplacebusinesswire.com·2d agoSnowflake faces intensifying competition from Databricks, but Jefferies sees room for bothproactiveinvestors.com·3d ago

In themes

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

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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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