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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.
$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
$SNOW - Deutsche speaks to former Snowflake execs, who suggest Slootman's aggressive style brought greater discipline but also caused many sales reps to struggle
Latest ideas and analyses related to Snowflake Inc. Class A Common Stock
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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
+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