SNOW Snowflake Inc.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.

Palantir Technologies (PLTR) stock returned 60.3% in the three months from June 30 to September 29, 2026. A $10,000 holding at the start of that window was worth about $16,030 at the end. The run came from faster sales growth, led by the U.S. business, and Palantir reports that growth every quarter. Could you have seen that growth coming before June 30.

UiPath just handed auditors an AI agent and plugged Snowflake directly into its automation platform, and investors are betting those moves signal something bigger than a routine partnership announcement.

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 […]

MongoDB (MDB) stock has fallen 26% from its late-August high. Over the past month it lost 24%, while the S&P 500 slipped just 0.5%. When a stock falls that fast, many investors want to buy while the price is low. But you only gain from a lower price if the business itself is still healthy. So is this a chance to buy MongoDB cheaper, or a warning about the business.

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.

A surprise CEO departure sent MongoDB tumbling 25% in a month while its database rivals barely flinched, and now one major Wall Street bank sees a setup that could reward patient investors.

Palantir Technologies (PLTR) stock trades at 73 times its sales over the last twelve months, against about 3 times for the S&P 500. Revenue is growing fast, but buyers at this price are paying for years of profit Palantir has not earned yet. So can you justify buying Palantir stock today.

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 (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.

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.

Palantir just posted growth numbers that humiliated Wall Street estimates, yet the stock still needs to more than double before it touches a trillion-dollar valuation. Here is what the math actually says about whether that gap ever closes.

All three major US stock indexes were down in late-morning trading Monday, as oil prices were up aft

A single Meta newsroom post sent billions of dollars in enterprise software market cap up in smoke within minutes, and the company that arguably had the least to do with the announcement took the biggest hit of all.

The notes carry a 0% coupon and mature in 2029 and 2031

Snowflake Inc (NYSE:SNOW) plans to offer $3.5 billion of convertible senior notes alongside planned transactions to reduce potential dilution. The company said Monday its planned private placement to qualified institutional buyers comprises $1.3 billion of notes due in 2029 and $2.2 billion...

Snowflake's massive convertible note proposal is rattling cloud stocks across the board, but the deal's unusual structure raises a question worth answering before assuming the worst about dilution.

Investing.com -- Snowflake (NYSE: SNOW) took a 4% hit on Monday after announcing a massive $3.5 billion convertible debt raise. While investors instinctively flinched at the potential for future stock dilution, the zero-interest offering is largely a strategic maneuver to roll over old debt and build a war chest for acquisitions in the hyper-competitive AI data space.

Wall Street analysts are making bold moves as the third quarter closes, with major calls hitting PepsiCo, Roblox, Snowflake, and a Bitcoin infrastructure stock carrying a price target that will turn heads.

Snowflake (NYSE:SNOW) shares fell 4% on Monday after the enterprise software company announced plans to raise $3. 5 billion through a private offering of convertible senior notes.

Snowflake stock amid a $3.5 billion convertible debt offering amid investor concerns over potential equity dilution down the line.

Palantir Technologies Inc. (NASDAQ:PLTR) and Snowflake Inc. (NYSE:SNOW) are two of the most expensive ways to bet on enterprise AI. Palantir trades near 45 times forward sales and roughly 130 times free cash flow, while Snowflake trades around 16 times forward sales and about 99 times free cash flow. Neither stock gives investors much room […]

Stock Market Today: The Dow Jones index rises Friday on U.S.-Iran peace hopes. Micron stock and Sandisk rally Friday.

Palantir's latest quarter left analysts scrambling to justify a valuation that looks either wildly overpriced or strangely reasonable depending on one number that keeps accelerating beyond every model built to contain it.

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: […]

Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

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.

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

Why Liquibase Secure on Snowflake Marketplace Matters for Snowflake Stock Snowflake (SNOW) is back in focus after Liquibase launched Liquibase Secure on Snowflake Marketplace, giving customers another option to automate database change control while tying purchases to existing Snowflake capacity commitments. Recent action has been strong, with Snowflake’s share price gaining 47.45% over the past 90 days and delivering a 54.50% year to date share price return. The 3-year total shareholder...

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.

Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.

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?

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, […]

Key Stats for Snowflake StockCurrent Price: $332. 43Target Price (Mid): ~$879Street Target: ~$425Potential Total Return: ~165%Annualized IRR: ~25% / yearWhat Happened?Snowflake (SNOW) bottomed on April 10 after a 56% drawdown, then spent the next five months erasing almost all of it.

Tech stocks rose late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK

Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.

Snowflake Inc. (SNOW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.

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.

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.

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.