Snowflake, Elastic Poised For AI Revolution Gains, Analyst Upgrades The Stocks
Snowflake, Elastic Poised For AI Revolution Gains, Analyst Upgrades The Stocks
Ives notes Snowflake has moved past its "optimization" phase, citing substantial quarter-over-quarter improvements in product revenue. Snowflake stands to gain from the explosion of AI use cases over the next 12 to 18 months, positioning itself as a pivotal player in the enterprise adoption of generative AI.Wedbush Securities analyst Daniel Ives has significantly increased his optimism on the next phase of the AI revolution, focusing on its transformative impact on the software sector.
Wedbush Securities分析师丹尼尔·艾夫斯大大增加了对人工智能革命下一阶段的乐观情绪，重点是人工智能革命对软件行业的变革性影响。
The analyst projects a monumental shift driven by generative AI adoption, enterprise consumption, and large language model (LLM) launches. As a result, Ives has upgraded Snowflake Inc (NYSE:SNOW) and Elastic NV (NYSE:ESTC) to Outperform and raised price targets for Palantir Technologies Inc (NYSE:PLTR) and Salesforce Inc (NYSE:CRM) to reflect their enhanced growth potential.
该分析师预计，在生成式人工智能的采用、企业消费和大型语言模型（LLM）的发布的推动下，将发生重大转变。因此，艾夫斯已将Snowflake Inc（纽约证券交易所代码：SNOW）和Elastic NV（纽约证券交易所代码：ESTC）上调至跑赢大盘，并提高了Palantir Technologies Inc（纽约证券交易所代码：PLTR）和Salesforce Inc（纽约证券交易所代码：CRM）的目标股价，以反映其增强的增长潜力。
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Ives notes Snowflake has moved past its "optimization" phase, citing substantial quarter-over-quarter improvements in product revenue. Snowflake stands to gain from the explosion of AI use cases over the next 12 to 18 months, positioning itself as a pivotal player in the enterprise adoption of generative AI.
艾夫斯指出，Snowflake已经过了 “优化” 阶段，理由是产品收入同比大幅增长。在未来 12 到 18 个月中，Snowflake 将从人工智能用例的爆炸式增长中获益，将自己定位为企业采用生成式人工智能的关键参与者。
The analyst upgraded Snowflake to Outperform, raising its price target to $190, supported by a 30x long-term free cash flow (FCF) estimate.
该分析师将Snowflake上调至跑赢大盘，将其目标股价上调至190美元，这得益于30倍的长期自由现金流（FCF）估计。
For Elastic, Ives highlights its strategic alignment with enterprises shifting to next-generation platforms. Customers are consolidating spending by moving from legacy vendors to Elastic's AI-powered solutions bolstered by the company's express migration program.
对于 Elastic 而言，Ives 强调了其与企业转向下一代平台的战略合作。客户正在通过从传统供应商迁移到 Elastic 由公司快速迁移计划支持的人工智能解决方案来整合支出。
Ives upgraded Elastic to Outperform with a new price target of $135, based on 8x its fiscal year 2026 enterprise value-to-revenue (EV/Revs) ratio.
根据其2026财年企业价值与收入（EV/REVs）比率的8倍，艾夫斯将Elastic上调至跑赢大盘，新的目标股价为135美元。
Ives raised his price target for Palantir from $57 to $75, leveraging a 38x long-term FCF target. He cites Palantir's groundbreaking AIP strategy, which enables enterprises to harness AI across diverse use cases. The company's robust product suite is expected to drive unprecedented demand as businesses increasingly recognize its value.
艾夫斯利用38倍的长期FCF目标，将Palantir的目标股价从57美元上调至75美元。他列举了Palantir开创性的AIP战略，该战略使企业能够在不同的用例中利用人工智能。随着企业越来越认识到其价值，该公司强大的产品套件预计将推动前所未有的需求。
Ives increased his price target for Salesforce from $325 to $375, citing a 28x long-term EBITDA valuation. His research indicates rising customer enthusiasm for Salesforce's AI-integrated product offerings, which drive the company's next wave of growth.
艾夫斯将Salesforce的目标股价从325美元上调至375美元，理由是长期息税折旧摊销前利润估值为28倍。他的研究表明，客户对Salesforce的人工智能集成产品的热情不断提高，这推动了公司的下一波增长。
Ives sees the broader software sector as entering an inflection point, projecting $2 trillion in AI spending in the coming years. With enterprises set to adopt AI at scale by 2025, companies like Snowflake, Elastic, Palantir, and Salesforce are poised to benefit from this unprecedented technological revolution.
艾夫斯认为整个软件行业正进入转折点，预计未来几年的人工智能支出将达到2万亿美元。随着企业到2025年大规模采用人工智能，Snowflake、Elastic、Palantir和Salesforce等公司有望从这场前所未有的技术革命中受益。
Price Actions: SNOW stock is up 3.12% at $172.67 at last check Monday. ESTC is up 3.85%, PLTR is up 0.80% and CRM is down 0.21%.
价格走势：周一最后一次检查时，SNOW股价上涨3.12％，至172.67美元。ESTC上涨3.85％，PLTR上涨0.80％，cRM下跌0.21％。
