DailyIQ
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Sector:TechnologyAll sectors
Last updated 2 minutes ago

SNOW·Snowflake Inc.

$.
-. (-.%)
High
$179.10
Open
$174.68
Market Cap
61.56B
52W High
$280.67
Low
$173.08
P. Close
$177.60
P/E
-
52W Low
$118.30
Fwd P/E
73.29
Mean Target
$229.66
Technical Score (1D)
77
BUY
News Sentiment
60
BULLISH
Snowflake's Q1 earnings report is the most critical development, arriving amidst broader software sector instability and significant investor interest in AI. Analysts project continued double-digit revenue growth, driven by platform adoption and new AI capabilities, but margin pressure from AI investments and acquisition integration are key concerns. Investors will scrutinize performance metrics and forward-looking guidance for insights into SNOW's resilience and growth prospects. The report's details are critical for understanding Snowflake's positioning relative to broader industry trends and competitive pressures. The company was recently awarded the OneGov federal contract, highlighting its AI data platform capabilities and positioning it for expanded government use. This deal underscores the growing adoption of Snowflake's technology for large-scale data management and AI deployments. Despite consistently beating analyst earnings expectations, Snowflake's stock has underperformed the tech sector year-to-date, with valuation remaining a point of consideration. Cantor Fitzgerald reiterated an 'Overweight' rating but lowered its price target to $225, reflecting a recalibration of valuation expectations. Investors should watch key metrics in the earnings report for signals of a potential turnaround.
Earnings Summary
Snowflake Inc. operates a cloud-based data platform, the AI Data Cloud, enabling global clients across various industries to consolidate data, gain insights, and develop data-driven applications. Headquartered in Bozeman, Montana, the company's platform facilitates data sharing and the creation of data products, leveraging AI to address business challenges and establish a single source of truth for data. In its recent quarterly performance, Snowflake has demonstrated consistent revenue growth and a pattern of beating EPS estimates. For Q2 2025, the company reported EPS of $0.35 against an estimate of $0.26646, and revenue of $1.14 billion. This follows Q1 2025 results where EPS was $0.24 versus an estimate of $0.21211, with revenue at $1.04 billion. The trend shows accelerating EPS performance and continued revenue growth, with Q2 2025 EPS significantly exceeding estimates. Historically, Snowflake has shown a strong track record of exceeding analyst expectations. The company beat EPS estimates in Q4 2024 ($0.30 actual vs. $0.17936 estimate), Q1 2025 ($0.24 vs. $0.21211), Q2 2025 ($0.35 vs. $0.26646), Q3 2025 ($0.35 vs. $0.31114), and Q4 2026 ($0.32 vs. $0.2768). Revenue has also shown consistent year-over-year growth, with available data indicating strong performance against estimates. This consistent pattern of beats suggests robust operational execution and market demand for its services. Recent news indicates significant strategic initiatives and analyst confidence. Snowflake is leading the Open Semantic Interchange (OSI) initiative to standardize data definitions, enhancing interoperability and AI adoption. Furthermore, a new agreement with the General Services Administration (GSA) provides access to all U.S. federal agencies with price reductions, potentially opening a major new revenue channel. Analysts at TD Cowen, Benchmark, and RBC Capital have reiterated 'Buy' ratings or raised price targets, citing strong adoption of AI products like Cortex Code and Intelligence as key growth drivers. Looking ahead, investors will be watching for continued momentum in AI-driven products and services, particularly the adoption of its AI Data Cloud and generative AI workloads. Key will be the sustained growth in product revenue and the impact of federal agency adoption through the GSA agreement. Management's outlook on AI integration and its ability to translate these strategic initiatives into consistent financial performance will be crucial for future quarters.

EPS

EstBeatMiss
$0.15$0.21$0.26$0.32$0.38Q4'24Q1'25Q2'25Q3'25Q4'26Q4'25
QtrEstActual+/−
Q4'25$0.27 - -
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%
Q4'24$0.18$0.30+67.3%

Revenue

EstBeatMiss
$942M$1.0B$1.1B$1.2B$1.3BQ4'24Q1'25Q2'25Q3'25Q4'26Q4'25
QtrEstActual+/−
Q4'25$1.3B - -
Q4'26$1.3B$1.3B+0.3%
Q3'25 - $1.2B -
Q2'25 - $1.1B -
Q1'25 - $1.0B -
Q4'24 - $987M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

SNOW Stock Snapshot

SNOW is currently trading at $177.04, giving Snowflake Inc. a market cap of 61.56B. Today's range spans $173.08–$179.10, with shares opening at $174.68 and moving down $0.56 (0.3%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 60/100.

Over the past year SNOW has traded between $118.30 and $280.67 - the current price is +49.7% off the 52-week low and -36.9% from the high. 59 analysts cover the stock with a Buy consensus and a mean 12-month target of $229.66 (range $110.00–$500.00), implying upside of +29.7%.

SNOW is showing the kind of bullish setup that active managers add to on dips - 77/100 (BUY), bullish sentiment at 60/100, 61.56B market cap in Technology, price $177.04 (in the lower half 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–$280.67. The setup is in the latter category.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (77/100) and news sentiment (60/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $177.04 (in the lower half of its 52-week range), SNOW's position within the $118.30–$280.67 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.