On Nov 21, major Wall Street analysts update their ratings for $Snowflake (SNOW.US)$, with price targets ranging from $150 to $200.
J.P. Morgan analyst Mark Murphy maintains with a buy rating, and adjusts the target price from $175 to $185.
BofA Securities analyst Bradley Sills maintains with a hold rating, and adjusts the target price from $160 to $185.
Citi analyst Tyler Radke maintains with a buy rating, and maintains the target price at $183.
Barclays analyst Raimo Lenschow maintains with a hold rating, and adjusts the target price from $142 to $172.
Wells Fargo analyst Michael Turrin maintains with a hold rating, and maintains the target price at $150.
Furthermore, according to the comprehensive report, the opinions of $Snowflake (SNOW.US)$'s main analysts recently are as follows:
Current analysis suggests that headwinds affecting product revenue and consumption at Snowflake appear to be diminishing. This observation is based on the fact that the company's Q3 product revenue of $900M notably surpassed the estimated $852M. Analysts continue to maintain a cautious stance, waiting for clearer signs of consistent stabilization.
Post their Q3 report, Snowflake's bookings are intensifying, accompanied by an uplift in their fiscal 2025 revenue outlook. It's believed that Snowflake continues to benefit from significant secular tailwinds.
Snowflake's potential to maintain its current growth levels appears viable given its robust remaining performance obligation bookings and stabilizing net recurring revenue trends. Analysts suggest that, contrary to market expectations of ongoing deceleration, a re-evaluation of investor assumptions might lead to an appreciation in share value.
The firm reported that Snowflake delivered robust third quarter results. They expressed increasing confidence in the company's prospect to grow by mid-20s percent or more in fiscal 2026, and the potential for an enhanced AI/competitive narrative moving into next year. This optimism supports a favorable mid- to long-term outlook for the company.
Following Snowflake's substantial 5% Q3 product revenue beat and guidance indicating an $18M increase for Q4, analysts remain optimistic about the company's potential. Key debates on the stock regarding its role in AI and as an 'iceberg' suggest a positive shift in narrative, reinforced by strong management commentary. Snowflake's current positioning as a leading data cloud entity is expected to benefit from rising public cloud trends. With ongoing product innovations, particularly in AI since the addition of a notable new team member, and its role in enabling AI/Gen AI workloads through a user-friendly platform, Snowflake continues to capture a significant portion of the $300B+ total addressable market.
Here are the latest investment ratings and price targets for $Snowflake (SNOW.US)$ from 16 analysts:
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美東時間11月21日，多家華爾街大行更新了$Snowflake (SNOW.US)$的評級，目標價介於150美元至200美元。
摩根大通分析師Mark Murphy維持買入評級，並將目標價從175美元上調至185美元。
美銀證券分析師Bradley Sills維持持有評級，並將目標價從160美元上調至185美元。
花旗分析師Tyler Radke維持買入評級，維持目標價183美元。
巴克萊銀行分析師Raimo Lenschow維持持有評級，並將目標價從142美元上調至172美元。
富國集團分析師Michael Turrin維持持有評級，維持目標價150美元。
此外，綜合報道，$Snowflake (SNOW.US)$近期主要分析師觀點如下：
目前的分析表明，影響Snowflake產品營業收入和消費的逆風似乎在減弱。這一觀察基於該公司第三季度產品營業收入達到了$90000萬，明顯超過了預估的$85200萬。分析師繼續保持謹慎立場，等待更清晰的穩定跡象。
在發佈第三季度報告後，Snowflake的訂單正在加劇，伴隨着財年2025年營業收入展望的提升。人們相信Snowflake繼續受益於重大的長期風向。
考慮到Snowflake堅實的剩餘履約訂單預訂和穩定的淨循環收入趨勢，公司保持當前增長水平的潛力似乎可行。分析師建議，與市場預期持續減速相反，重新評估投資者的假設可能導致份額價值的提升。
公司表示，Snowflake交付了強勁的第三季度業績。他們對公司在2026財年實現中等二十多%或更高增長的前景以及在明年推動增強人工智能/競爭敘事的潛力表示信心不斷增強。這種樂觀情緒支持了該公司中長期良好的前景。
在Snowflake實現強勁5%的第三季度產品營業收入超額表現和Q4指引顯示增加$1800萬後，分析師對公司的潛力仍然持樂觀態度。關於該股票在人工智能領域的作用以及作爲「冰山」的關鍵辯論表明敘事出現了積極變化，並得到了強有力的管理評論支持。預計Snowflake作爲領先數據雲實體的當前定位將受益於不斷增長的公共雲趨勢。憑藉持續的產品創新，特別是自引入一位備受矚目的新團隊成員以來在人工智能方面，並通過一個用戶友好的平台支持AI/Gen AI工作負載的角色，Snowflake將繼續佔據3000億美元以上的總地址市場的重要部分。
以下爲今日16位分析師對$Snowflake (SNOW.US)$的最新投資評級及目標價：
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