AU · rank #4 · 2026-07-20
SNOW
NYSE · $93.20B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.914 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 43 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.194 |
| Analyst upside Consensus target $293.97 | +9.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +72.27% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.51 |
| Gross margin TTM | +67.1% |
| 52w high | $284.99 |
| Market cap (USD) | $93.20B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Snowflake is a multi-cloud data platform that keeps adding customers and expanding within large enterprises, with Q1 revenue up 33.5% YoY and net revenue retention at 124%.
Rationale
The quant setup is reinforced by broad analyst support and positive estimate momentum—50 analysts, 97.8% revision agreement, 9.3% implied upside, and a 21.9% earnings surprise that should keep target prices drifting higher.
Material risks
- 1Slower-than-expected billings growth versus revenue could signal demand normalization or cloud cost scrutiny, which would cap further estimate revisions.
- 2Hyperscaler-native warehouses and Databricks-like lakehouse alternatives could compress Snowflake’s pricing power and weaken its neutral multi-cloud moat over time.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.