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Palantir keeps beating Wall Street's expectations while trading at a valuation that makes most analysts flinch, and the tension between those two realities is exactly what makes its next move so hard to predict.
SNOW's AI Data Cloud, rising enterprise adoption and 37% product revenue growth bolster its cloud analytics push against Dell Technologies and Oracle.
AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
Snowflake gives Wall Street a new reason to believe in AI software.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
The average brokerage recommendation (ABR) for Snowflake (SNOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Snowflake (SNOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Snowflake and C3.ai both reported after the September 2 close, but Snowflake jumped 16.6% the next day while C3.ai gained only about 3.6%. The difference was not whether management used the word AI. It was whether AI demand appeared in expanding consumption and revenue or mainly in a turnaround narrative. Snowflake Inc. (NYSE:SNOW) and C3.ai, […]
After a second guidance raise this year, the path to that milestone leans on one retention number holding up.
Snowflake (NYSE:SNOW) CEO highlighted a shift toward redefining enterprise software around data driven AI user experiences. The company pointed to clients such as Sayari that are rebuilding on Snowflake's AI Data Cloud to support AI ready workloads. Snowflake introduced CoCo, a coding assistant designed to help enterprises work with data and AI inside its platform. Management framed these moves as part of a broader effort to move beyond core data warehousing into a more complete enterprise...
Snowflake just posted another blockbuster quarterly report, but there is one key problem with its stock right now.
Snowflake shares jumped as revenue growth continues to accelerate.
Morgan Stanley hikes its Snowflake stock price target after a blowout quarter fueled by AI adoption and accelerating revenue growth.
Snowflake Inc. (NYSE:SNOW) continues to demonstrate that enterprise AI adoption is capable of expanding rather than disrupting its data-platform opportunity. Q2 2027 product revenue ramped up 37% YoY to reach $1.49 billion. This demonstrates its 3rd consecutive quarter of growth acceleration, with total revenue increasing 35% to $1.55 billion. With stronger momentum, the company raised […]
Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity. Snowflake Inc., CrowdStrike Holdings Inc. and Palantir Technologies Inc. could benefit as AI adoption accelerates, according to Silvant Capital Management. Michael Sansoterra, chief investment officer...
Snowflake just posted 35% revenue growth and raised its outlook as AI drives stronger customer demand across its cloud data platform.
Artificial intelligence is reshaping enterprise software and Snowflake Inc. CEO Sridhar Ramaswamy believes the shift could make data more valuable — not less. Snowflake CEO Says Data Will Matter More In AI Era On Wednesday, Ramaswamy made the comments during...
Broadcom Inc. (NASDAQ:AVGO) dipped on September 3rd, the day after the firm reported its fiscal third quarter earnings report. The results saw the firm post $29.6 billion in revenue and $3.32 in earnings per share to beat analyst estimates on both counts. More importantly, Broadcom Inc. (NASDAQ:AVGO)’s semiconductor revenue jumped by 221% annually to sit […]
Snowflake surged 17% on earnings night, then spent Friday giving it back while every benchmark around it barely budged. That split-screen moment raises a pointed question about who is actually selling and why.
Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the data storage industry, including Snowflake (NYSE:SNOW) and its peers.
Snowflake shares jumped over 20% after strong Q2 FY2027 results and raised guidance, prompting analysts to lift price targets into the high $300s to $450 range.
Stock market screens like the IBD Big Cap 20 do a good job capturing emerging stock market leadership.
Snowflake's recent second-quarter results have analysts upgrading their price targets on the stock, citing its “killer AI ability” as the catalyst.
PLTR pairs 93% revenue growth with a 62% adjusted operating margin, but its premium valuation leaves little room for disappointment.
Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...
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