Posts on SNOW

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

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
SNOW

+35 pts



$Snow Best-in-Show Key Metrics:

By Ozi on Oct. 2, 2021, 8:16 p.m.
Tagged topics: buying opportunity , strong demand , buy the dip

Views: 79, Votes: 3, Responses: 0, Attachments: 0
SNOW

+34 pts



$SNOW - Notes from Fin. Services Summit: Vertical Focus Appears to Be Progressing Well

By underdog on Sept. 15, 2021, 11:09 p.m.
Tagged topics: Needham , Frank Slootman , data analytics software

Views: 68, Votes: 2, Responses: 0, Attachments: 2
MSFT , CRM , NOW , WDAY , SPLK , ADBE , U , SNOW , MDB

+44 pts



Goldman raises targets for select software names on increasingly strong demand environment and improving fundamentals

By mooreideas on Sept. 7, 2021, 11:58 a.m.
Tagged topics: strong fundamentals , software , Goldman Sachs , strong demand , conviction buy

Views: 451, Votes: 6, Responses: 0, Attachments: 2
SNOW

+46 pts



$SNOW - JP Morgan says Snowflake is 'cruising into ubiquity' as $10bn revenue target becomes in sight

By labjordan on Aug. 25, 2021, 6:13 p.m.
Tagged topics: secular growth , JP Morgan , cloud

Views: 371, Votes: 5, Responses: 2, Attachments: 2
SNOW

+36 pts



$SNOW - Piper Sandler data shows adoption of Snowflake continues at 'Unabated Pace'

By labjordan on Aug. 20, 2021, 11:44 a.m.
Tagged topics: earnings preview , Piper Sandler , buy the dip , cloud adoption , concerns overblown

Views: 288, Votes: 3, Responses: 0, Attachments: 2
SNOW

+34 pts



$SNOW - Snowflake is targeting big growth, but questions linger over its TAM and margins

By labjordan on June 11, 2021, 10:33 a.m.
Tagged topics: margins , premium valuation , growth stock , TAM expansion , software , Needham

Views: 195, Votes: 2, Responses: 0, Attachments: 7
SNOW

+35 pts



$SNOW - Morgan Stanley impressed by the growth, but says it may be fully priced in

By labjordan on May 27, 2021, 11:37 a.m.
Tagged topics: growth stock , software , Morgan Stanley , cloud , rich valuations

Views: 196, Votes: 3, Responses: 0, Attachments: 9
SNOW

+31 pts



$SNOW - Barclays says Snowflake set to beat earnings expectations

By labjordan on May 24, 2021, 2:53 p.m.
Tagged topics: valuations , earnings preview , Barclays , upside to estimates

Views: 180, Votes: 1, Responses: 0, Attachments: 3
FB , MSFT , AMZN , GOOGL , BABA , C , GM , FCX , ILMN , SNOW , TWTR

+52 pts



Goldman says $FB, $MSFT, $AMZN, $GOOGL, $BABA are currently the most popular long positions among hedge funds

By labjordan on May 21, 2021, 11:42 a.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 314, Votes: 10, Responses: 1, Attachments: 28
SNOW

+33 pts



$SNOW - Needham says Snowflake's multi-cluster shared data architecture is a key differentiator with great market opportunity, but valuation is rich

By rIsILAwr on May 3, 2021, 11:53 a.m.
Tagged topics: valuations , strong fundamentals , premium valuation , software , deep dive , Needham , cloud , multi-cluster shared data architecture

Views: 167, Votes: 1, Responses: 0, Attachments: 41
TWLO , ESTC , SMAR , MDB , AYX , ASAN , TEAM , BOX , DDOG , FROG , NEWR , NTNX , SNOW , VMW , ZM

+33 pts



$TWLO, $ESTC, $SMAR - Oppenheimer says street expectations for software's Mar/Apr quarter look conservative, see potential for beat and raise, 3 stocks best positioned

By mooreideas on April 8, 2021, 2 p.m.
Tagged topics: low expectations , positive catalyst , software , earnings preview , beat and raise , Oppenheimer , buy the dip

Views: 240, Votes: 3, Responses: 0, Attachments: 30
GOOGL , AMZN , MSFT , SNOW

+30 pts



$GOOGL - Jefferies-hosted industry insider expects Google Cloud's partner bookings to double this year

By labjordan on April 7, 2021, 12:14 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 171, Votes: 1, Responses: 1, Attachments: 2
SNOW

+41 pts



$SNOW - Deutsche speaks to former Snowflake execs, who suggest Slootman's aggressive style brought greater discipline but also caused many sales reps to struggle

By rIsILAwr on March 31, 2021, 12:45 p.m.
Tagged topics: analyst checks , AWS , Azure , Google cloud , software , corporate culture , Deutsche Bank , Frank Slootman , former employees , cloud , sales quota

Views: 196, Votes: 4, Responses: 1, Attachments: 5
MSFT , ADBE , CRM , INTU , SPLK , CRWD , PANW , SNOW , PLTR , DDOG , Software

+44 pts



Jefferies expects further downside to software valuations near term, but sees investors returning after reopening trade given robust demand

By rIsILAwr on March 29, 2021, 11:38 a.m.
Tagged topics: valuations , analyst checks , sector rotation , strong fundamentals , macro pressures , Jefferies , reopening trade

Views: 245, Votes: 5, Responses: 2, Attachments: 16
SNOW

+71 pts



$SNOW - Deutsche upgrades to Buy as overhang from lock-up will be lifted this week, target to $300

By realjoe on March 4, 2021, 11:01 a.m.
Tagged topics: lock-up expiration , earnings results , software , analyst upgrade , Deutsche Bank , index inclusion , dual class share structure

Views: 177, Votes: 1, Responses: 0, Attachments: 5
SNOW

+35 pts



$SNOW - Deutsche downgrades Snowflake from Buy to Hold on recent run up, and potential pressures from lockup expiry in Mar 2021

By realjoe on Dec. 13, 2020, 1:29 p.m.
Tagged topics: valuations , lock-up expiration , analyst downgrade

Views: 216, Votes: 1, Responses: 0, Attachments: 4
SNOW

+35 pts



$SNOW - Oppenheimer raises target to $320 following a Q3 beat, sees long runway for growth ahead

By realjoe on Dec. 3, 2020, 5 p.m.
Tagged topics: earnings results , analyst raises target , beat and raise

Views: 120, Votes: 1, Responses: 0, Attachments: 3