SNOWFLAKE INC. (SNOW)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
$306.08-7.32%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-30
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 reasonable — what the market is pricing in sits in line with or below what analysts forecast.
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 AI-driven product revenue growth has to justify a high sales multiple despite weak recent performance. Revenue grew 35% year over year in Q2 FY2027, but reported earnings missed consensus. Snowflake trades at 20× sales versus a 4× peer median and 21× its own history. The price reflects less growth than our forecast, leaving a large premium over peers. A 15% next-quarter miss probability and AI-related margin pressure threaten the thesis. Peer multiples imply a price about 37% below where it trades; our read remains intact. This read is provisional.
Trailing returns as of 2026-10-30. SNOW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 54 analysts currently covering SNOW (as of Oct 2026).
Based on 26 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 |
|---|---|---|---|---|---|
| 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 2026-10-30. 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.
Threatens: Improve operating margin and free cash flow
Convertible notes may dilute equity and impact margins.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $306.08
The last 12 months of price, then the range of analyst 12-month targets from today’s $306.08.
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 with AI-driven growth
Analyst buy rating supports AI-driven growth thesis.
Threatens: Improve operating margin and free cash flow
AI costs could impact operating margin and cash flow.
Advances: Increase product revenue with AI-driven growth
AI-driven growth aligns with management's revenue objectives.
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.
