SNOW Snowflake Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:13
01 сен
01 сен
Snowflake is core AI data layer.
Josh bought Snowflake on a breakout this quarter and remains long with a trailing stop. He sees Snowflake as a critical AI data layer where LLMs and agentic workflows run directly on corporate SQL data. Last quarter the company beat, raised guidance, and the stock ripped nearly 40% and held gains. The Coco inference layer and 126% net revenue retention could provide further upside.
Выс.
13:43
30 авг
30 авг
Author previews upcoming software earnings for Palo Alto, MongoDB, Snowflake.
Author previews upcoming software earnings for Palo Alto, MongoDB, Snowflake, and Zscaler as interesting events without stating any positions or directional calls.
Низ.
00:55
28 авг
28 авг
Data platform companies are essential for AI.
Data is the fuel for AI, making data platform companies essential to the ecosystem's growth. Companies like Snowflake, Datadog, and MongoDB are key players to watch. He specifically highlights that any potential price drop in Snowflake following its upcoming earnings would represent a significant buying opportunity, given the long-term structural demand for data infrastructure.
Выс.
12:13
26 авг
26 авг
Morgan Stanley, Jefferies, Citigroup, and other firms raised price targets on over twenty.
Morgan Stanley, Jefferies, Citigroup, and other firms raised price targets on over twenty stocks including Affirm, Marvell, Moderna, and Snowflake, reflecting positive analyst sentiment across the board.
12:47
25 авг
25 авг
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
22:01
24 авг
24 авг
AI software comeback has durable path.
Software companies are starting to show AI acceleration beyond early coding use cases, and can capture 10-25% of customer value over time, supporting a durable software rally as AI begins to pay.
Сред.
19:38
22 авг
22 авг
Hold resilient names through bond hikes
Long these equities as the author sees them as resilient through bond-yield hikes, weak markets, and midterm turbulence, while avoiding high-multiple, unproven, debt-heavy names.
Сред.
04:20
20 авг
20 авг
TD Cowen raises its price target on Snowflake to 370 dollars from 300.
TD Cowen raises its price target on Snowflake to 370 dollars from 300, indicating a more bullish outlook on the stock.
23:55
18 авг
18 авг
Snowflake is poised for an upside surprise.
Snowflake is performing very well and is highly likely to report an upside surprise, making it a strong hold for investors.
Выс.
23:51
18 авг
18 авг
Snowflake has obvious upside potential; hold it.
Snowflake is a highly attractive stock with obvious upside potential. Investors who already have their initial investment out should absolutely hold onto their remaining shares as the company continues to perform well.
Выс.
13:00
18 авг
18 авг
Author highlights Zeta's expanding AI partnerships with Palantir, OpenAI, Snowflake, and AWS.
Author highlights Zeta's expanding AI partnerships with Palantir, OpenAI, Snowflake, and AWS, calling the long-term opportunity more attractive, which is a bullish endorsement of ZETA.
Низ.
17:04
17 авг
17 авг
Heavily shorted software names offer contrarian upside.
Software names were heavily shorted by hedge funds as a hedge against long AI stocks, leading to systematic selling. Bought names like DataDog, Wix, ServiceNow, and Snowflake as contrarian bets with strong moats.
Выс.
11:28
17 авг
17 авг
Piper Sandler, Wells Fargo, Jefferies, Barclays, D.A.
Piper Sandler, Wells Fargo, Jefferies, Barclays, D.A. Davidson, Stifel, and TD Cowen raised price targets across a broad list of stocks including RIGL, SAIL, S, SNOW, SUI, SKT, TGT, HD, TVTX, VEEV, and ZS.
03:57
17 авг
17 авг
Jefferies raises its price target on Snowflake to 385 dollars from 310.
Jefferies raises its price target on Snowflake to 385 dollars from 310, signaling an upgraded outlook for the stock.
23:05
13 авг
13 авг
Author asks a clarifying question about whether the parent still holds Snowflake.
Author asks a clarifying question about whether the parent still holds Snowflake, without expressing their own directional view.
Низ.
00:53
11 авг
11 авг
Data is the ultimate AI beneficiary.
Software and data companies like Datadog and Snowflake are the ultimate beneficiaries of the AI boom, as the massive hardware infrastructure being built will ultimately be used to process and analyze data.
Выс.
03:20
10 авг
10 авг
SaaS stocks rebound as AI beneficiaries.
Software (SaaS) stocks were heavily beaten down in the first half of the year but are now showing strong rebounds as they prove to be beneficiaries of AI, utilizing open-weight models to enhance their services.
Выс.
00:53
10 авг
10 авг
Buy Datadog and Snowflake on dips
Data‑centric AI names like Datadog and Snowflake sold off after earnings but are now attractive buys on weakness. AI initiatives ultimately require high‑quality data, making these platforms long‑term winners. Accumulate on pullbacks.
Сред.
21:00
06 авг
06 авг
Data partnerships with Snowflake enable brands to activate their data, strengthening TTD's data-driven advertising capabilities.
Выс.
00:47
04 авг
04 авг
Data stocks surge as AI shifts to data phase
AI adoption accelerates and the value shifts from infrastructure to data. Companies that manage, analyze or provide quality data will see surging demand. Snowflake and Datadog are well positioned to benefit, and their earnings growth should support continued stock strength.
Сред.
09:00
31 июл
31 июл
Snowflake is AI infrastructure, not software.
Snowflake is becoming an AI infrastructure play rather than just a software company. With 13,000 enterprise customers, its central data warehouse allows enterprises to run AI workflows directly on the data without moving it, avoiding fragmentation. The market is now treating it like AI infrastructure, driving the stock from a $70B to $100B market cap.
Выс.
01:50
31 июл
31 июл
Flags six software names as potential real-buyer candidates amid hardware/software pair-trade.
Flags six software names as potential real-buyer candidates amid hardware/software pair-trade monitoring; no long or short commitment expressed.
Сред.
16:10
30 июл
30 июл
Long SNOW: author explicitly agrees that Snowflake is a terrific buy here.
Long SNOW: author explicitly agrees that Snowflake is a terrific buy here, which is a clear forward actionable bullish call.
12:30
29 июл
29 июл
Cognizant and Snowflake are collaborating on AI agent deployment for media clients, reinforcing Snowflake's value in AI workloads.
Выс.
14:28
22 июл
22 июл
The author presents a research-driven thesis that companies solving AI inaccuracy.
The author presents a research-driven thesis that companies solving AI inaccuracy and cybersecurity will print, but lists beneficiaries as a watchlist without stating personal positions.
03:17
22 июл
22 июл
Buy quality software stocks with AI moats.
Morgan Stanley argues the software sell-off is overdone and that select companies with strong competitive moats will thrive in the AI era. They named eight stocks to buy: Microsoft, Palo Alto Networks, CrowdStrike, Cloudflare, Datadog, ServiceNow, Snowflake, and Shopify. Security software is particularly well-positioned.
Сред.
22:10
21 июл
21 июл
Software moat stocks are oversold buying opportunity
Morgan Stanley argues the recent software sell-off is overdone and identifies eight companies with strong economic moats that will continue to thrive in the AI era: Microsoft, Palo Alto Networks, CrowdStrike, Cloudflare, Datadog, ServiceNow, Snowflake, and Shopify. Security and cloud platforms with entrenched positions are seen as long-term winners despite AI disruption.
Сред.
11:00
21 июл
21 июл
Snowflake is used as a data delivery platform for a large real estate tech client, indicating deepening integration.
Выс.
05:36
21 июл
21 июл
Jefferies raises Snowflake price target to 310 dollars from 300 dollars.
Jefferies raises Snowflake price target to 310 dollars from 300 dollars, reflecting a modestly improved outlook.
13:30
08 июл
08 июл
Reports a hiring inflection at Snowflake based on LinkedIn data, no directional view.
Низ.
Об аналитическом покрытии SNOW
Buzzberg отслеживает SNOW (Snowflake Inc.) в 48 источниках. Бычьих сигналов: 75, медвежьих: 1, от 75 аналитиков. Сентимент преимущественно бычий (44%). Всего отслеживается 169 торговых идей. За последние 7 дней: бычьих: 2, наблюдение: 1. Последние спикеры: Josh Brown, stockmarketnerd, Kim Hyeong-cheol.