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Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned […]

Based on the average brokerage recommendation (ABR), Snowflake (SNOW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Recent announcements from Adstra, Lumen Technologies, and ATTOM in October 2026 show Snowflake's AI Data Cloud being used more deeply across marketing, networking, and property data workloads. Each partner is choosing to run key applications natively within Snowflake, which points to tighter customer integration and potentially higher data usage intensity over time. Next, the focus will be on how Snowflake's deeper enterprise integration for AI and data connectivity could shape its...

Brown Advisory, an investment management company, released its “Mid-Cap Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The strategy outperformed its benchmark in the third quarter of 2026, as sharp market volatility and a reversal in investor sentiment toward artificial intelligence infrastructure created opportunities for active stock selection. […]
The latest trading day saw Snowflake Inc. (SNOW) settling at $315.35, representing a +2.77% change from its previous close.

UiPath trades at a 17x forward P/E with net income growth and zero debt, while Snowflake commands a 147x multiple despite persistent losses.

Snowflake stock is rated "Sell" as current fundamentals do not justify its elevated share price above $300. Click to read more about the SNOW stock.

Snowflake (NYSE:SNOW) expanded its unified AI platform at TechCrunch Disrupt, showcasing new tools for enterprise data and AI workloads. The company announced winners of its Snowflake Startup Challenge at the event, highlighting early stage AI and data infrastructure ventures. Snowflake appointed influential database scientist Jeff Naughton as a Technical Fellow to focus on AI ready data and platform architecture. The push on its unified AI platform and the Jeff Naughton hire only tell part...
Benchling today announced Direct Data Share, a new capability integrated with Snowflake, the AI Data Cloud company. Direct Data Share keeps scientific data continuously connected between Benchling and a company's Snowflake environment.

DENVER, October 15, 2026--Today, Lumen Technologies (Nasdaq: LUMN) and Snowflake (NYSE: SNOW), the AI Data Cloud company, announced their intent to collaborate on helping enterprises simplify how they move, control, and secure data across modern enterprise environments. The companies look to combine Lumen's programmable networking capabilities with Snowflake's AI Data Cloud to help customers streamline how data is connected, governed, and activated across analytics, applications, and AI use case
The rapid adoption of artificial intelligence is driving demand for larger and increasingly sophisticated data workloads. At the same time, rising enterprise data volumes are creating significant opportunities for Snowflake Inc. (NYSE:SNOW). On September 28, Phillip Securities initiated coverage with a Buy rating and a $423 price target. The research firm said Snowflake is well […]

The market has been a mixed bag. Investors must be selective with their picks and study Micron, Snowflake and other stocks to watch near buy points.
TotalEnergies, Snowflake and Marathon highlight global energy, AI-led cloud demand and refining strength, while microcaps face distinct challenges.

Snowflake Inc. (NYSE:SNOW) is growing faster while compensation consumes a smaller percentage of sales. That improvement supports the business case. Shareholders still need to ask whether the cash left after the economic cost of employee awards can grow fast enough to justify the stock. A smaller percentage does not necessarily mean a smaller bill. At […]

Snowflake (SNOW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

AI-fueled growth and a consumption-based business model are likely to continue driving the bullish sentiment around Snowflake stock.

Snowflake (SNOW) stock jumped ~4% following an expanded LSEG AI partnership and tech rally. Explore key technicals and price targets.

NEW YORK, September 30, 2026--UiPath expanded its partnership with Snowflake, giving joint customers the full power of both platforms, without having to move data or switch tools.

MongoDB, Inc. (NASDAQ:MDB) fell 18.46% on Monday to close at $334.68 after chief executive Chirantan Desai left to lead a new business unit called Meta Enterprise Platform. Snowflake Inc. (NYSE:SNOW) fell 2.33% the same day to $328.12. Both sell the data infrastructure enterprises build AI applications on. One of them now has to find a […]

Building the Open Financial Data Ecosystem: LSEG and Snowflake deepen their collaboration to give customers secure access to trusted financial content.Strengthening a Foundation for Data-Driven Growth: LSEG expands its
Key Stats for SNOW StockPast week performance: -2. 0%52-week range: $118 to $385Valuation model target price: $408Implied upside: 24.

Snowflake (SNOW) stock returned 115% in the six months to September 28, 2026. A $10,000 holding at the start of that window was worth about $21,470 at the end. The run was about revenue growth that sped up for three straight quarters, with help from Snowflake's AI products. Part of that faster revenue growth was on the record before the shares moved, so what did investors miss.
Key Stats for Snowflake StockCurrent Price: $328. 12Target Price (Mid): ~$867Street Target: ~$424Potential Total Return: ~164%Annualized IRR: ~25% / yearWhat Happened?Snowflake (SNOW) closed down 2.

Snowflake prices an upsized $3.75B private offering of 0% convertible senior notes due in 2029 and 2031. Get the full details.

In late September 2026, Snowflake completed private offerings of zero-coupon, senior unsecured convertible notes totaling US$3.75 billion, split between maturities in 2029 and 2031 under Rule 144A, while Liquibase announced the availability of Liquibase Secure on Snowflake Marketplace to help customers automate and govern data-related changes. The large, zero-interest convertible financing combined with new third-party governance tools on Snowflake Marketplace highlights how Snowflake is...

Key TakeawaysSnowflake stock has gained 114% since early April, lifted by two straight earnings beats and a raised FY27 product revenue guide of $6. 07B.
On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc. (NYSE:SNOW) to bring its AI-native Falcon platform to the Snowflake Marketplace. Under the agreement, joint enterprise customers can apply pre-committed Snowflake capacity toward Falcon subscriptions via Snowflake’s Marketplace Capacity Drawdown (MCD) program. Beyond simplified procurement, the partnership establishes deep data interoperability: […]

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.
Snowflake (SNOW) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

While speaking about software platforms during the September 17 episode of Mad Money, Jim Cramer shared his recent takeaways from catching up with Snowflake Inc. (NYSE:SNOW), as he commented: While we were out in San Francisco, I got a chance to catch up with Snowflake, the software company that gives customers a platform to store, […]

Nscale, the full-stack AI cloud platform, today announced two appointments to strengthen its governance and leadership functions.
Snowflake Inc. (SNOW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Braze posted strong fiscal Q2 growth and retention metrics, while peers Klaviyo and Similarweb show similar AI-driven momentum despite differing stock performance and customer engagement strategies.
Ives pointed to Meta’s roughly 3.5 billion users, noting that companies with large existing user bases have an advantage in monetizing AI.
SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.

On September 2, 2026, Snowflake Inc. (NYSE:SNOW) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 35% to $1.55 billion against a $1.48 billion consensus, product revenue grew 37% to $1.49 billion, and adjusted earnings came in at $0.62 per share versus the $0.45 analysts expected. Management raised full-year product […]

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
McCarthy is the first major hire by Dali Rajic, OpenAI's new CRO who joined less than a month ago.
Snowflake and MongoDB both reported blowout quarters in the same week, serving the same enterprise buyers, but with radically different financial profiles and AI bets. Only one of them makes sense to own through the rest of 2026.

Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually means for a company this unusual.









