Posts on SNOW

Latest ideas and analyses related to Snowflake Inc. Class A Common Stock

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SNOW

+37 pts



$SNOW Keeps Accumulating, Avalanche in the Distance, Upgrading to a Buy

By cassie on June 28, 2022, 4:17 p.m.
Tagged topics: analyst upgrade

Views: 21, Votes: 5, Responses: 0, Attachments: 1
GTLB , TEAM , ORCL , ALTR , INFA , SNOW , MDB , CRM , DDOG , NOW , MSFT

+45 pts



Framework for navigating turbulence: $GTLB/$TEAM to Buy; Reinstate $ORCL at Sell, $ALTR to Sell

By ethonomics on June 27, 2022, 3:31 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 24, Votes: 7, Responses: 0, Attachments: 1
SNOW

+38 pts



$SNOW standing surged to elite territory in CIO Survey

By realjoe on June 23, 2022, 10:37 a.m.
Tagged topics: analyst upgrade

Views: 84, Votes: 6, Responses: 0, Attachments: 1
SNOW

+35 pts



$SNOW Data Cloud is the Holy Grail - Thoughts from Summit 2022

By labjordan on June 17, 2022, 3:12 p.m.
Tagged topics: conference takeaways

Views: 10, Votes: 4, Responses: 0, Attachments: 1
SNOW

+39 pts



Top Five Observations from Customer Sessions at Snowflake Summit 2022

By junkfoodlover on June 16, 2022, 12:27 p.m.
Tagged topics: conference takeaways

Views: 27, Votes: 6, Responses: 0, Attachments: 1
SNOW

+35 pts



A Lot of $SNOW in Vegas, Analyst Meeting Takeaways

By josiebe on June 15, 2022, 1:35 p.m.
Tagged topics: conference takeaways

Views: 11, Votes: 4, Responses: 0, Attachments: 1
SNOW

+32 pts



$SNOW Summit & Investor Day 2022 Takeaways

By josiebe on June 15, 2022, 1:14 p.m.
Tagged topics: investor day

Views: 7, Votes: 2, Responses: 0, Attachments: 1
SNOW

+36 pts



$SNOW 2022 Investor Day: Broadening the Platform, Broadening the Opportunity

By realmomobags on June 15, 2022, 7:01 a.m.
Tagged topics: software , SaaS

Views: 17, Votes: 5, Responses: 0, Attachments: 1
SNOW , DDOG

+46 pts



Software: What's New in the New Stack? Feedback on Our Deep-dive Report into Consumption Models

By realmomobags on June 15, 2022, 2:23 a.m.
Tagged topics: software , cloud , SaaS

Views: 38, Votes: 9, Responses: 0, Attachments: 1
SNOW

+41 pts



$SNOW Initiate with Outperform, Seeing Through the Whiteout

By josiebe on June 3, 2022, 4:26 p.m.
Tagged topics: initiation report

Views: 35, Votes: 4, Responses: 0, Attachments: 1
SNOW

+35 pts



SNOW Hunkering Down with Quality; Maintain Buy

By scorpioduck on May 26, 2022, 1:13 p.m.
Tagged topics: earnings results

Views: 16, Votes: 3, Responses: 0, Attachments: 1
SNOW , SPLK , ZUO

+34 pts



Q1: Software Headwinds Continue – SNOW Falls, Still SPLK’ing (SNOW, SPLK, ZUO)

By josiebe on May 26, 2022, 1:02 p.m.
Tagged topics: analyst checks

Views: 10, Votes: 4, Responses: 0, Attachments: 1
SNOW

+32 pts



$SNOW Lowering Estimates on Consumption Unknowns; FCF Target Moves Up to 25%

By junkfoodlover on May 26, 2022, 12:25 p.m.
Tagged topics: analyst lowers target

Views: 8, Votes: 2, Responses: 0, Attachments: 1
SNOW

+41 pts



$SNOW 1Q23 Results – How I Learned to Stop Worrying and Love Consumption Models

By realmomobags on May 26, 2022, 2:55 a.m.
Tagged topics: earnings results , SaaS

Views: 26, Votes: 6, Responses: 0, Attachments: 1
SNOW , SPLK , ESTC , SUMO , VMW

+33 pts



Infrastructure Preview: $SNOW, $SPLK, $ESTC, $SUMO, $VMW

By josiebe on May 25, 2022, 12:55 p.m.
Tagged topics: earnings preview

Views: 10, Votes: 3, Responses: 0, Attachments: 1
SNOW

+31 pts



$SNOW - Innovations Continue As Snowflake Emphasizes Value Proposition into a More Volatile Macro Environment

By realjoe on May 25, 2022, 12:29 p.m.
Tagged topics: analyst checks

Views: 4, Votes: 2, Responses: 0, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 25, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 32, Votes: 5, Responses: 1, Attachments: 1
MSFT , GOOGL , ASAN , BILL , FRSH , HUBS , MNDY , SNOW , ZI

+40 pts



Cloud Remains a Bright Spot Despite Rising Economic Risk

By josiebe on April 27, 2022, 1:38 p.m.
Tagged topics: growth stock selloff

Views: 35, Votes: 3, Responses: 0, Attachments: 1
MSFT , CRM , NOW , ADBE , INTU , WDAY , SNOW , DDOG , MDB , MNDY , U

+59 pts



Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth

By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike

Views: 251, Votes: 10, Responses: 1, Attachments: 1