AI Innovations Spark Buzz: Recent discussions on X about Snowflake Inc. (SNOW) have been dominated by the company's latest AI product launches and partnerships. Many are excited about the potential of Snowflake Intelligence, an AI agent platform, and new collaborations with major players like SAP. This has fueled optimism about the company’s role in the AI and cloud data space.
Acquisition News Gains Traction: Another focal point on X is Snowflake’s acquisition of Datometry, aimed at easing migrations from legacy systems like Oracle. Posts highlight claims of up to 90% cost reductions and faster transitions, stirring interest in potential growth. However, some express caution about integration challenges and market competition.
Stock Movement Concerns: Recent price declines have also caught attention on X, with some linking a 5.7% drop to broader market rotations rather than company-specific issues. Discussions reflect mixed views, with a few pointing to rising debt and lower cash reserves as concerns. The upcoming earnings call is anticipated to address competitive pressures and clarify future outlook.
Note: This discussion summary was generated from an AI condensation of post data.
Snowflake Inc. Insider Trading Activity
Snowflake Inc. insiders have traded $SNOW stock on the open market 242 times in the past 6 months. Of those trades, 0 have been purchases and 242 have been sales.
Here’s a breakdown of recent trading of $SNOW stock by insiders over the last 6 months:
- FRANK SLOOTMAN has made 0 purchases and 67 sales selling 3,018,642 shares for an estimated $674,728,144.
- MICHAEL SCARPELLI (Chief Financial Officer) has made 0 purchases and 7 sales selling 400,000 shares for an estimated $82,142,381.
- MICHAEL L SPEISER has made 0 purchases and 119 sales selling 304,446 shares for an estimated $69,005,717.
- BENOIT DAGEVILLE (Founder and Chief Architect) has made 0 purchases and 20 sales selling 282,192 shares for an estimated $64,768,331.
- CHRISTIAN KLEINERMAN (EVP, Product Management) has made 0 purchases and 18 sales selling 92,267 shares for an estimated $21,170,966.
- MARK GARRETT sold 67,000 shares for an estimated $13,331,660
- JEREMY BURTON has made 0 purchases and 3 sales selling 39,900 shares for an estimated $8,377,552.
- VIVEK RAGHUNATHAN (SVP, Engineering and Support) sold 11,801 shares for an estimated $2,634,195
- EMILY HO (Chief Accounting Officer) has made 0 purchases and 5 sales selling 10,828 shares for an estimated $2,261,335.
- TERESA BRIGGS sold 1,146 shares for an estimated $249,530
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Snowflake Inc. Congressional Stock Trading
Members of Congress have traded $SNOW stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SNOW stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/17, 06/06 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 05/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Snowflake Inc. Hedge Fund Activity
We have seen 739 institutional investors add shares of Snowflake Inc. stock to their portfolio, and 607 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 17,429,208 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $3,931,157,864
- FMR LLC added 3,096,316 shares (+38.6%) to their portfolio in Q3 2025, for an estimated $698,374,073
- WELLINGTON MANAGEMENT GROUP LLP added 2,400,840 shares (+208.7%) to their portfolio in Q3 2025, for an estimated $541,509,462
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,360,232 shares (+87.5%) to their portfolio in Q3 2025, for an estimated $532,350,327
- NORGES BANK removed 2,182,086 shares (-34.1%) from their portfolio in Q2 2025, for an estimated $488,285,384
- TWO SIGMA ADVISERS, LP removed 2,095,500 shares (-81.3%) from their portfolio in Q3 2025, for an estimated $472,640,025
- COATUE MANAGEMENT LLC added 1,956,448 shares (+inf%) to their portfolio in Q3 2025, for an estimated $441,276,846
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Snowflake Inc. Analyst Ratings
Wall Street analysts have issued reports on $SNOW in the last several months. We have seen 30 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/12/2025
- JMP Securities issued a "Market Outperform" rating on 10/28/2025
- Wedbush issued a "Outperform" rating on 10/20/2025
- Rosenblatt issued a "Buy" rating on 10/17/2025
- Wells Fargo issued a "Overweight" rating on 10/01/2025
- Needham issued a "Buy" rating on 08/28/2025
- UBS issued a "Buy" rating on 08/28/2025
To track analyst ratings and price targets for Snowflake Inc., check out Quiver Quantitative's $SNOW forecast page.
Snowflake Inc. Price Targets
Multiple analysts have issued price targets for $SNOW recently. We have seen 36 analysts offer price targets for $SNOW in the last 6 months, with a median target of $270.0.
Here are some recent targets:
- Gray Powell from BTIG set a target price of $312.0 on 11/12/2025
- Patrick Walravens from JMP Securities set a target price of $325.0 on 10/28/2025
- Daniel Ives from Wedbush set a target price of $270.0 on 10/20/2025
- Blair Abernethy from Rosenblatt set a target price of $250.0 on 10/17/2025
- Karl Keirstead from UBS set a target price of $310.0 on 10/08/2025
- Ryan Macwilliams from Wells Fargo set a target price of $275.0 on 10/01/2025
- Joel Fishbein from Truist Securities set a target price of $270.0 on 08/28/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
