SNOW Snowflake Inc. Loading... : Bullish and Bearish Analyst Opinions
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22:13
Sep 01
Sep 01
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.
HIGH
13:43
Aug 30
Aug 30
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.
LOW
00:55
Aug 28
Aug 28
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.
HIGH
12:13
Aug 26
Aug 26
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
Aug 25
Aug 25
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
Aug 24
Aug 24
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.
MED
19:38
Aug 22
Aug 22
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.
MED
04:20
Aug 20
Aug 20
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
Aug 18
Aug 18
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.
HIGH
23:51
Aug 18
Aug 18
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.
HIGH
13:00
Aug 18
Aug 18
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.
LOW
17:04
Aug 17
Aug 17
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.
HIGH
11:28
Aug 17
Aug 17
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
Aug 17
Aug 17
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
Aug 13
Aug 13
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.
LOW
00:53
Aug 11
Aug 11
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.
HIGH
03:20
Aug 10
Aug 10
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.
HIGH
00:53
Aug 10
Aug 10
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.
MED
21:00
Aug 06
Aug 06
Data partnerships with Snowflake enable brands to activate their data, strengthening TTD's data-driven advertising capabilities.
HIGH
00:47
Aug 04
Aug 04
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.
MED
09:00
Jul 31
Jul 31
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.
HIGH
01:50
Jul 31
Jul 31
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.
MED
16:10
Jul 30
Jul 30
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
Jul 29
Jul 29
Cognizant and Snowflake are collaborating on AI agent deployment for media clients, reinforcing Snowflake's value in AI workloads.
HIGH
14:28
Jul 22
Jul 22
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
Jul 22
Jul 22
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.
MED
22:10
Jul 21
Jul 21
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.
MED
11:00
Jul 21
Jul 21
Snowflake is used as a data delivery platform for a large real estate tech client, indicating deepening integration.
HIGH
05:36
Jul 21
Jul 21
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
Jul 08
Jul 08
Reports a hiring inflection at Snowflake based on LinkedIn data, no directional view.
LOW
About SNOW Analyst Coverage
Buzzberg tracks SNOW (Snowflake Inc.) across 48 sources. 75 bullish vs 1 bearish calls from 75 analysts. Sentiment: predominantly bullish (44%). 169 total trade ideas tracked. Past 7 days: 2 bullish, 1 watch. Latest voices: Josh Brown, stockmarketnerd, Kim Hyeong-cheol.