SNOW

SnowflakeB

NYSE / Software & Services

At close

2026-07-22

Current thesis

Primary evidence supports a constructive thesis: the Q1 FY2027 release showed reaccelerating product revenue growth, rising large-customer counts, strong RPO growth, and explicit management commentary that AI products and core-platform demand supported a full-year guidance raise [#SEC-8K-2026-05-27].

Posture

Constructive

Lead driver

Momentum

What changed

Momentum remains the lead driver in the composite, 7D delta -1.0.

What can break

AI adoption metrics may not convert cleanly into incremental paid workloads or durable margin leverage.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $250.00 · Bull $285.00 · Bear $195.00

Data freshness

Prices

As of 2026-07-22

Fundamentals

As of 2026-07-21 • Vendor: Data Vendor v1

Scores

As of 2026-07-22 • Model: HYBRID_IC_RP

AI Memo

As of 2026-06-12 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-22

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Target $300.64

Why

Momentum95 · Δ7d -1.0

Value41 · Δ7d +0.0

Sentiment40 · Δ7d +0.9

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Momentum · See technicals

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

-1.0

Δ21d

+0.2

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

+0.1

Sentiment

34% active weight

Current posture

7d trendFlat

Δ7d

+0.9

Δ21d

-7.9

Why this grade

Composite grade B. Momentum 94.9 / Value 40.6 / Sentiment 39.9

Fundamentals (TTM)

As of 2026-07-21

Market Cap

$94.18B

Beta

1.14

Shares Out

346.6M

P/E (TTM) · Derived

-68.9

P/S (TTM)

17.50

P/FCF (TTM)

99.79

Rev YoY

+33.5%

EPS YoY

-33.8%

Gross Margin

+66.1%

Op Margin

-35.0%

Net Debt

-$1.29B

Current Ratio

1.00

As of 2026-07-22 • Updated nightlySource: Internal modelMethodology