SNOW Snowflake Inc. Loading... : Bullish and Bearish Analyst Opinions
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12:40
Jun 03
Jun 03
Early AI enterprise software winners to buy
AI enterprise software spending is still in early innings (third inning, one out) with $3-4 trillion in total spend expected over coming years. Companies like Palantir, Snowflake, and Datadog that enable enterprise-wide AI deployment are beneficiaries as adoption moves from department-level to company-wide. Cybersecurity is also a tangential opportunity. This is an early stage of the AI revolution with many winners ahead.
MED
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic AI expanding usage of complex enterprise software with strong APIs.
MED
18:46
Jun 02
Jun 02
Author remains long PALU through earnings, citing strong buyer activity and a fundamental shift in cybersecurity demand due to Mythos, while acknowledging the high implied move and his mixed earnings record.
LOW
16:41
Jun 02
Jun 02
DDOG and SNOW will outperform long-term.
The market underestimates free cash flow software names like DataDog and Snowflake that are consumption-based. As enterprises adopt AI, these companies will see strong revenue growth and become money machines over the long term, unlike infrastructure names that are more capital-intensive.
MED
00:03
Jun 02
Jun 02
Snowflake and Anthropic are experiencing increased enterprise adoption of AI as organizations prioritize secure and governed infrastructure.
21:15
Jun 01
Jun 01
Software earnings strong, growth intact.
Strong earnings results from software companies like Datadog, Snowflake, and MongoDB disprove the narrative that software growth is broadly slowing. The positive earnings season for these names suggests that the sell-off in software stocks was premature, and the sector retains growth momentum.
MED
17:52
Jun 01
Jun 01
Author discloses active holding in SNOW as part of an AI SaaS vs. seat-based SaaS pair thesis — favoring usage-based/AI-native models over seat-based incumbents heading into earnings season.
MED
03:18
Jun 01
Jun 01
Stephens raises its price target on Snowflake Inc. to 296 dollars from 244 dollars previously.
22:13
May 31
May 31
Snowflake proves AI agents boost data usage
Snowflake triggered the software resurgence. The company's strong earnings showed that AI agents are actually increasing data consumption, not bypassing data layers as feared. This changed the market's perception of AI's impact on software companies, reversing the SaaS-pocalypse narrative.
HIGH
16:57
May 31
May 31
The author expresses a long-term bullish thesis on software companies benefiting from AI but does not state an explicit position or forward call, so all tickers are watch.
02:22
May 31
May 31
Snowflake benefits from agentic AI demand
Snowflake is benefiting from the rise of agentic AI because it connects enterprise databases with LLMs, driving more queries. Additionally, Snowflake launched its own coding agent, a key AI software category. The company is well-positioned in the enterprise data layer as AI adoption grows.
MED
16:48
May 30
May 30
Agentic AI boosts database queries
Snowflake is positioned to benefit from the rise of agentic AI because agent deployment requires connecting enterprise databases, driving more queries. Additionally, Snowflake's own coding agent launch aligns with the key software category emerging from LLMs, making the company a winner in the AI-driven SaaS landscape.
HIGH
13:23
May 30
May 30
Snowflake benefits from agentic AI.
Snowflake is well-positioned because agentic AI requires connecting enterprise databases to LLMs, and Snowflake has launched its own coding agent, making it a key beneficiary.
HIGH
11:00
May 30
May 30
Snowflake data platform revaluing on AI demand
Snowflake's strong earnings and the market's positive reaction highlight the revaluation of data platform companies. As AI drives demand for data infrastructure, Snowflake is positioned to benefit from increased enterprise spending on cloud data platforms. The stock has gained over 60% from its recent low and the trend is intact.
MED
07:58
May 30
May 30
Snowflake AI data usage driving strong growth.
Snowflake's product revenue grew 34% YoY, large customers increased 29%, and remaining performance obligations rose 38% to $9.21B. The company is finally monetizing AI through data consumption, and its partnership with AWS and acquisition of Natoma position it as an AI data platform. The SaaS apocalypse narrative is reversing.
HIGH
00:44
May 30
May 30
Author notes Arm CPU momentum from Snowflake's AWS Graviton deal and Nvidia's CPU pipeline, but the tweet is a factual read-through summary, not a personal position.
22:39
May 29
May 29
Snowflake is ripping on earnings gap.
Snowflake printed a massive earnings gap and is near all-time highs; the chart looks nuts and momentum is strong.
MED
19:00
May 29
May 29
Long Snowflake; entrenched data cloud platform with high enterprise switching costs; AI workload growth on its platform should drive margin expansion and revenue upside.
MED
11:35
May 29
May 29
Watch SNOW for modest positive read-through from the shift to zero-copy data activation for AI.
MED
05:27
May 29
May 29
The author provides general market rotation and positioning advice without stating a personal position, so all tickers are watch.
LOW
04:28
May 29
May 29
The author announces upcoming earnings reviews for MDB, SNOW, and ZS but does not express any personal position or forward-looking trade idea.
LOW
23:54
May 28
May 28
Snowflake's AI pivot is a winner.
Snowflake's successful pivot to AI, supported by partnerships with Anthropic, OpenAI, and Amazon, and its strong earnings report, make it a compelling investment despite AI displacement fears.
HIGH
23:24
May 28
May 28
Watch Snowflake for broad enterprise data-spending signal, though offset by negative strategic implications from MongoDB's call.
MED
22:44
May 28
May 28
Jim Cramer urges embracing the bull in real AI stocks including Dell, ARM, Snowflake, Intel, AMD, AMAT, and Nvidia, calling Nvidia the king.
22:00
May 28
May 28
Software sector benefiting from AI monetization.
The software sector is awakening as AI monetization becomes real, with companies like Snowflake, Microsoft, Palantir, and Oracle showing strong earnings and AI integration. Money is rotating from hardware to software, and JP Morgan issued bullish price targets across the sector.
HIGH
21:01
May 28
May 28
The tweet humorously notes that SNOW's IPO price has resulted in zero net return after six years, implying poor long-term performance without an explicit short call.
LOW
20:16
May 28
May 28
Buy these AI‑exposed software and data companies as the monetization of AI across the stack reaches a key inflection point, driving revenue acceleration. [Verifier: Author names Snowflake (SNOW) directly in own tweet as part of AI stack monetization theme with bullish framing.]
MED
20:01
May 28
May 28
The author notes that GPT-4o used to mention Snowflake as an AI winner, but this is a past-tense observation without a current position or forward call.
LOW
19:50
May 28
May 28
Snowflake is benefiting from AI data layer.
Snowflake is in the sweet spot as the data layer for AI deployment. Companies need Snowflake as they go down the use case path, and its quarter was seminal, showing the data layer is critical. The stock should benefit from AI monetization.
MED
18:12
May 28
May 28
Snowflake gains from AI partnership positioning
Snowflake is benefiting from being a partner to AI giants like OpenAI and Anthropic rather than a competitor, evidenced by record net new product revenue, strong reception to its AI coating agent, and a $6 billion cloud infrastructure deal with AWS using Amazon's custom chips.
HIGH
About SNOW Analyst Coverage
Buzzberg tracks SNOW (Snowflake Inc.) across 36 sources. 51 bullish vs 0 bearish calls from 52 analysts. Sentiment: predominantly bullish (48%). 107 total trade ideas tracked.