Earnings Surge: Social media buzz centers on Snowflake's recent quarterly results, with product revenue accelerating to 34% year-over-year growth and AI-related offerings showing strong adoption. Analysts and observers highlight how the data platform is defying concerns about AI agents bypassing traditional layers.
AWS Partnership: A major $6 billion agreement with Amazon has drawn significant attention, propelling the stock sharply higher in after-hours trading and underscoring hyperscaler demand for enterprise data infrastructure. Participants note this deal elevates Snowflake's position amid broader software sector momentum.
Market Reaction: Discussions reflect widespread optimism following guidance upgrades and an additional acquisition, with many pointing to sustained usage growth as evidence of AI-driven tailwinds for the platform.
Note: This discussion summary was generated from an AI condensation of post data.
Snowflake Insider Trading Activity
Snowflake insiders have traded $SNOW stock on the open market 155 times in the past 6 months. Of those trades, 0 have been purchases and 155 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 28 sales selling 819,637 shares for an estimated $159,985,554.
- MICHAEL L SPEISER has made 0 purchases and 105 sales selling 304,446 shares for an estimated $54,903,345.
- CHRISTIAN KLEINERMAN (EVP, Product Management) has made 0 purchases and 10 sales selling 54,435 shares for an estimated $11,205,762.
- BENOIT DAGEVILLE (Founder and Chief Architect) has made 0 purchases and 7 sales selling 35,572 shares for an estimated $8,272,582.
- VIVEK RAGHUNATHAN (SVP, Engineering) has made 0 purchases and 2 sales selling 15,677 shares for an estimated $3,193,606.
- EMILY HO (Chief Accounting Officer) has made 0 purchases and 3 sales selling 3,799 shares for an estimated $742,820.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Snowflake Revenue
Snowflake had revenues of $1.4B in Q1 2027. This is an increase of 33.48% from the same period in the prior year.
You can track SNOW financials on Quiver Quantitative's SNOW stock page.
You can access data on SNOW stock through the Quiver Quantitative API.
Snowflake Hedge Fund Activity
We have seen 673 institutional investors add shares of Snowflake stock to their portfolio, and 788 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JENNISON ASSOCIATES LLC removed 4,439,222 shares (-38.3%) from their portfolio in Q1 2026, for an estimated $669,523,462
- FMR LLC removed 3,060,345 shares (-22.2%) from their portfolio in Q1 2026, for an estimated $461,561,232
- COATUE MANAGEMENT LLC removed 2,480,963 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $374,178,839
- WELLINGTON MANAGEMENT GROUP LLP added 2,344,723 shares (+78.1%) to their portfolio in Q1 2026, for an estimated $353,631,122
- ROYAL BANK OF CANADA added 2,188,619 shares (+210.6%) to their portfolio in Q1 2026, for an estimated $330,087,517
- NUVEEN, LLC removed 1,925,643 shares (-36.5%) from their portfolio in Q1 2026, for an estimated $290,425,477
- MORGAN STANLEY removed 1,728,788 shares (-19.3%) from their portfolio in Q1 2026, for an estimated $260,735,806
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Snowflake Analyst Ratings
Wall Street analysts have issued reports on $SNOW in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 02/26/2026
- Needham issued a "Buy" rating on 12/04/2025
- BTIG issued a "Buy" rating on 12/04/2025
- Cantor Fitzgerald issued a "Overweight" rating on 12/04/2025
- Wedbush issued a "Outperform" rating on 12/04/2025
- Baird issued a "Outperform" rating on 12/04/2025
- Keybanc issued a "Overweight" rating on 12/04/2025
To track analyst ratings and price targets for Snowflake, check out Quiver Quantitative's $SNOW forecast page.
Snowflake Price Targets
Multiple analysts have issued price targets for $SNOW recently. We have seen 35 analysts offer price targets for $SNOW in the last 6 months, with a median target of $285.0.
Here are some recent targets:
- Karl Keirstead from UBS set a target price of $325.0 on 05/28/2026
- Ittai Kidron from Oppenheimer set a target price of $295.0 on 05/28/2026
- Gray Powell from BTIG set a target price of $280.0 on 05/28/2026
- Brad Reback from Stifel set a target price of $300.0 on 05/28/2026
- Sanjit Singh from Morgan Stanley set a target price of $300.0 on 05/28/2026
- Kash Rangan from Goldman Sachs set a target price of $278.0 on 05/28/2026
- Gil Luria from DA Davidson set a target price of $300.0 on 05/28/2026
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.
