AU · rank #6 · 2026-07-21
SNOW
NYSE · $93.20B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.763 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 43 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.163 |
| Analyst upside Consensus target $293.97 | +7.2% |
| Momentum acceleration 3-month minus 12-month momentum. | +69.54% |
| 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 (SNOW) is a multi-cloud data platform that helps enterprises store, share, and analyze data across public clouds, with growth still running strong despite a tougher billings backdrop.
Rationale
The quant setup is reinforced by broad analyst support and recent upward estimate momentum after a Q1 beat, with 50 analysts, 97.8% revision agreement, 43 net revisions, and 7.2% implied upside.
Material risks
- 1Slower billings growth versus revenue suggests some demand normalization or cloud-cost scrutiny, which could limit further estimate follow-through.
- 2Hyperscaler-native warehouses and lakehouse rivals such as AWS, Google, Azure, and Databricks could compress pricing and erode Snowflake’s neutral data-layer advantage.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.