Stock Detail
$SNOW
Technology · 23 tracked mentions in the last 90 days across 14 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
SNOW leans overvalued across 4 creators and 5 classified valuation claims, with most of the signal coming from explicit expensive or priced-in language.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
Valuation is now reasonable with a forward price to operating cash flow of 42. ... DCF model suggests the stock is undervalued at current market prices.
Explicit claim • strong conviction • basis: growth vs multiple
Stock comp was 1.6 billion last year, bigger than free cash flow, real owners' earnings are negative, so it's the same problem as Cloudflare and Monday.
Explicit claim • strong conviction • basis: price target upside
For Snowflake, we have here overweight rating maintained and a $230 price target maintained as well, which is close to 90% upside from the price where we're at when this note was released. The key takeaways, AI central to discussions including Cortex Code and Snowflake Intelligence.
Explicit claim • moderate conviction • basis: growth vs multiple
Snowflake B tier super high growth they just grew revenue by 30% but they are richly valued and not profitable any slowdown in growth could crash the stock
Mention History
Latest mentions across all history
Feed