April 10, 2024

Snowflake (SNOW) has work to do in bringing AI into the company. Meanwhile, SNOW is being thought of as just a data warehouse.

December 27, 2023

Snowflake (SNOW) is finally seeing signs the macro environment for data consumption is picking up. And its AI offerings are helping.

September 15, 2023

Snowflake’s (SNOW) could be seeing real competition from Databricks, as Capital One & Instacart might be moving some business.

July 3, 2023

Snowflake (SNOW) lowered its revenue outlook as its platform experienced weakened consumption trends due to tight budgets.

April 13, 2023

Snowflake (SNOW) continues to grow amazingly fast, albeit slower than it had been. My guess SNOW is still a 35% grower long-term.

January 16, 2023

Snowflake’s (SNOW) gowth figures are impressive, but the valuation has been driving the stock lower. What’s SNOW’s Fair Value?

September 27, 2022

Business is booming at Snowflake (SNOW). But with little company profits, the stock has high risk/reward in this Bear Market.

June 20, 2022

Snowflake (SNOW) continues to outperform while the stock slides. But we think the stock is fairly valued here, with nice upside.

March 30, 2022

Snowflake (SNOW) is one of the fastest growing companies but the stock’s been falling. What’s it worth? I think $168 now, $840 later.

January 26, 2022

Snowflake (SNOW) is known for being fast growing, with an expensive stock. But after the recent drop, SNOW stock is reasonable.