Recent discussions on X about Snowflake Inc. (SNOW) have centered around the company’s upcoming Q2 earnings report, with a notable buzz following a major financial institution’s upgrade to a 'Buy' rating. Many users are expressing optimism about the company’s growth in AI services, which reportedly account for a growing share of revenue, while others highlight a significant drop in stock-based compensation as a positive sign of emerging operational leverage. The anticipation of the earnings release has sparked lively debates over the stock’s future trajectory.
However, not all sentiments are uniformly positive, as some voices on X point to the stock’s 50% decline over the past four years despite tripling revenues, attributing this to a sharp contraction in valuation metrics. Concerns about adjusted free cash flow and ongoing profitability challenges are also circulating, adding a layer of caution to the conversation. As the earnings date approaches, the platform remains a hotbed of speculation and analysis for this cloud data giant.
Note: This discussion summary was generated from an AI condensation of post data.
Snowflake Inc. Congressional Stock Trading
Members of Congress have traded $SNOW stock 7 times in the past 6 months. Of those trades, 5 have been purchases and 2 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 has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/23, 03/03, 02/26 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 03/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Snowflake Inc. Insider Trading Activity
Snowflake Inc. insiders have traded $SNOW stock on the open market 172 times in the past 6 months. Of those trades, 0 have been purchases and 172 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 55 sales selling 2,307,869 shares for an estimated $510,327,559.
- MICHAEL SCARPELLI (Chief Financial Officer) has made 0 purchases and 10 sales selling 700,000 shares for an estimated $131,106,401.
- MICHAEL L SPEISER has made 0 purchases and 56 sales selling 253,705 shares for an estimated $47,634,180.
- BENOIT DAGEVILLE (President of Products) has made 0 purchases and 20 sales selling 202,176 shares for an estimated $39,662,492.
- CHRISTIAN KLEINERMAN (EVP, Product Management) has made 0 purchases and 16 sales selling 93,491 shares for an estimated $17,578,631.
- 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.
- CHRISTOPHER WILLIAM DEGNAN (Chief Revenue Officer) has made 0 purchases and 6 sales selling 12,782 shares for an estimated $2,272,460.
- EMILY HO (Chief Accounting Officer) has made 0 purchases and 4 sales selling 9,170 shares for an estimated $1,887,862.
- 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. Hedge Fund Activity
We have seen 735 institutional investors add shares of Snowflake Inc. stock to their portfolio, and 612 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 17,429,208 shares (+inf%) to their portfolio in Q2 2025, for an estimated $3,900,133,874
- SC US (TTGP), LTD. removed 5,949,377 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $869,560,942
- GQG PARTNERS LLC removed 4,860,902 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $710,469,436
- WINSLOW CAPITAL MANAGEMENT, LLC added 3,242,915 shares (+inf%) to their portfolio in Q2 2025, for an estimated $725,667,089
- FMR LLC added 2,902,008 shares (+56.6%) to their portfolio in Q2 2025, for an estimated $649,382,330
- NORGES BANK removed 2,182,086 shares (-34.1%) from their portfolio in Q2 2025, for an estimated $488,285,384
- POINT72 ASSET MANAGEMENT, L.P. added 1,987,019 shares (+287.5%) to their portfolio in Q2 2025, for an estimated $444,635,241
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 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JMP Securities issued a "Market Outperform" rating on 08/26/2025
- Citigroup issued a "Buy" rating on 08/22/2025
- UBS issued a "Buy" rating on 08/13/2025
- Stephens & Co. issued a "Overweight" rating on 07/18/2025
- Morgan Stanley issued a "Overweight" rating on 06/24/2025
- CICC issued a "Outperform" rating on 06/20/2025
- Wells Fargo issued a "Overweight" rating on 06/13/2025
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 32 analysts offer price targets for $SNOW in the last 6 months, with a median target of $235.0.
Here are some recent targets:
- Patrick Walravens from JMP Securities set a target price of $260.0 on 08/26/2025
- Gil Luria from DA Davidson set a target price of $250.0 on 08/25/2025
- Tyler Radke from Citigroup set a target price of $250.0 on 08/22/2025
- Bradley Sills from B of A Securities set a target price of $240.0 on 08/20/2025
- Karl Keirstead from UBS set a target price of $250.0 on 08/13/2025
- Brett Huff from Stephens & Co. set a target price of $261.0 on 07/18/2025
- Sanjit Singh from Morgan Stanley set a target price of $262.0 on 06/24/2025
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.
