SNOWFLAKE INC. (SNOW)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-15
$322.98-2.82%
Close 2026-09-15 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-15
Research Workspace
Put SNOW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 32% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 43%, softest on returns on capital.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 66% growth a year, above the roughly 34% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 56% in its worst 12-month stretch.
View RiskSnowflake's growth in AI products must continue to justify its price. Revenue grew 35% year over year to $1.55 billion. The company raised its full-year revenue guidance to about $6.07 billion. It trades at 21× price-to-sales, while peers trade at 4×. The market expects more growth than we forecast. This expectation looks full based on current valuation. A risk is if Snowflake cuts guidance on the next call. Our read remains provisional.
Trailing returns as of 2026-09-15. SNOW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 52 analysts currently covering SNOW (as of Sep 2026).
Based on 29 Wall Street analysts offering 12-month price targets for SNOW in the last 4 months.
Continue this research
Compare SNOW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| SNOW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SNOW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase product revenue with AI-driven growth
AI-driven growth aligns with management's revenue objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $322.98
The last 12 months of price, then the range of analyst 12-month targets from today’s $322.98.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase product revenue guidance
AI-driven guidance hike supports revenue growth objectives.
Advances: Increase product revenue with AI-driven growth
Stock surge indicates strong market confidence in AI-driven growth.
Advances: Increase product revenue with AI-driven growth
AI Flywheel enhances product revenue growth potential.
Advances: Increase product revenue with AI-driven growth
Surging AI demand directly supports revenue growth objectives.
Advances: Increase product revenue with AI-driven growth
Demonstrated AI capabilities align with revenue growth objectives.
Advances: Increase product revenue with AI-driven growth
AI products driving record growth aligns with revenue objectives.
Advances: Increase product revenue with AI-driven growth
Revenue guidance driven by AI aligns with growth objectives.
