DailyIQ
|
Sector:TechnologyAll sectors
Last updated 5 minutes ago

SNOW·Snowflake Inc.

$.
-. (-.%)
After Hours
High
$274.93
Open
$271.99
Market Cap
92.71B
52W High
$284.99
Low
$258.34
P. Close
$261.45
P/E
-
52W Low
$118.30
Fwd P/E
97.31
DailyIQ Est.
$334.80
Technical Score (1D)
86
BUY
News Sentiment
69
BULLISH
Snowflake’s latest earnings forecast of $0.45 per share and $1.47 billion in revenue—both up 28 % YoY—signals continued momentum ahead of the upcoming earnings release. This outlook dovetails with the Q2 2026 results that beat expectations, largely due to accelerated AI Data Cloud adoption and new ecosystem partnerships, underscoring the company’s core AI platform positioning. The opening of a Paris headquarters further deepens European penetration, especially in regulated financial services, potentially expanding the customer base and supporting higher revenue growth. Governance shifts, including the approval of majority voting and reclassification into the Russell Midcap index, may boost investor confidence while also heightening scrutiny of corporate decisions. A 12 % discount implied by DCF versus market multiples suggests upside if AI spending stays robust, but valuation risk rises if AI adoption slows. The recent insider sale by Benoit Dageville, while not indicating a strategic shift, warrants monitoring for future insider activity that could signal confidence or liquidity needs. Analysts have raised target prices after AI business growth outpaced expectations, which may lift short‑term valuation but also increases sensitivity to margin sustainability. Upcoming earnings will be critical to confirm revenue guidance, AI adoption metrics, and margin trajectory, while any further governance changes could influence valuation perception. Watch for the next earnings release and updates on European expansion or new AI partnerships that could validate the growth narrative. Also keep an eye on market sentiment shifts, such as potential rating changes or institutional inflows, which could affect short‑term volatility.
Earnings Summary
Snowflake Inc. operates a cloud‑based data platform that serves a broad range of industries, including financial services, healthcare, and the public sector, positioning it as a key player in the technology sector’s software‑application segment. The company’s AI‑powered Data Cloud enables customers to consolidate data, share insights, and build data‑driven applications, driving demand for enterprise data services. In the most recent reporting cycle, Snowflake posted Q4 2026 earnings of $0.32 per share and revenue of $1.28399 billion, up from $0.35 EPS and $1.212909 billion in Q3 2025, while Q1 2027 saw EPS rise to $0.39 and revenue climb to $1.39095 billion, indicating a steady upward trajectory in both earnings and top line. Across the last six quarters, the company has consistently beat analyst estimates—surpassing EPS expectations in five of six periods (Q4 2024, Q1 2025, Q2 2025, Q3 2025, Q4 2026)—and has maintained revenue growth, with a 27.5 % YoY jump from Q4 2024 to Q4 2025 and modest gains thereafter. Historically, Snowflake has shown a pattern of accelerating EPS growth while sustaining revenue expansion, even when some quarterly guidance revisions have been modest. Recent developments underscore this momentum: the opening of a new Paris headquarters is expected to accelerate client acquisition in France and strengthen the company’s foothold in regulated financial services, while the Q2 2026 earnings beat, driven by AI Data Cloud adoption and new ecosystem partnerships, highlights the platform’s appeal to enterprise AI workloads. Insider activity, such as the sale of 190,819 shares by director Benoit Dageville, suggests confidence in long‑term prospects, and the IDI partnership expands Snowflake’s marketplace offerings, potentially driving higher adoption. Investors should watch the next earnings guidance for confirmation of revenue and EPS trends, monitor the uptake of the Paris expansion and IDI datasets, and keep an eye on regulatory developments in France that could influence the company’s European growth trajectory.

EPS

EstBeatMiss
$0.18$0.25$0.32$0.38$0.45Q1'25Q2'25Q3'25Q4'26Q1'27Q4'25
QtrEstActual+/−
Q4'25$0.27 - -
Q1'27$0.42$0.39-6.9%
Q4'26$0.28$0.32+15.6%
Q3'25$0.31$0.35+12.5%
Q2'25$0.27$0.35+31.4%
Q1'25$0.21$0.24+13.1%

Revenue

EstBeatMiss
$990M$1.1B$1.2B$1.3B$1.4BQ1'25Q2'25Q3'25Q4'26Q1'27Q4'25
QtrEstActual+/−
Q4'25$1.3B - -
Q1'27$1.4B$1.4B+3.0%
Q4'26$1.3B$1.3B+0.3%
Q3'25 - $1.2B -
Q2'25 - $1.1B -
Q1'25 - $1.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
→

Market Data

SNOW Stock Snapshot

SNOW is currently trading at $262.00, giving Snowflake Inc. a market cap of 92.71B. Today's range spans $258.34–$274.93, with shares opening at $271.99 and moving up $0.55 (0.2%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 69/100.

Over the past year SNOW has traded between $118.30 and $284.99 - the current price is +121.5% off the 52-week low and -8.1% from the high. 59 analysts cover the stock with a Buy consensus and a mean 12-month target of $292.53 (range $110.00–$500.00), implying upside of +11.7%.

SNOW is showing the kind of bullish setup that active managers add to on dips - 86/100 (BUY), bullish sentiment at 69/100, 92.71B market cap in Technology, price $262.00 (in the upper portion of its 52-week range). At this cap tier, the combination of technical confirmation and positive sentiment is what separates speculative bullish positions from high-conviction ones. Annual range: $118.30–$284.99. The setup is in the latter category.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (86/100) and news sentiment (69/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $262.00 (in the upper portion of its 52-week range), SNOW's position within the $118.30–$284.99 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.