Stock Detail
$SNOW
Technology · 14 tracked mentions in the last 90 days across 11 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
3 creators lean undervalued while 6 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on SNOW.
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: multiple relative
It was actually in the likes of a Palantir when they did IPO and traded at I think north of 100 times price sales... the valuation has gone from 100 times sales to like 20.
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 • 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.
Mention History
Latest mentions across all history
Feed