Federal Contract Surge: Social media conversations center on Snowflake's stock climbing over 4 percent after the company secured a strategic OneGov agreement with the U.S. General Services Administration to streamline federal data systems.
Analyst Reaffirmations: Observers point to renewed buy ratings from firms including TD Cowen, which maintains a $255 price target, citing expectations for robust quarterly performance and guidance raises ahead of the May 27 earnings release.
Growth Momentum: Discussions emphasize potential acceleration in cloud consumption and AI adoption as factors that could drive further interest, with participants noting the stock's recent price action amid broader software sector rotations.
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 152 times in the past 6 months. Of those trades, 0 have been purchases and 152 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 25 sales selling 764,287 shares for an estimated $150,215,098.
- 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 $1.3B in Q4 2026. This is an increase of 30.12% 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 789 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 9 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 31 analysts offer price targets for $SNOW in the last 6 months, with a median target of $245.0.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $275.0 on 05/21/2026
- Patrick Walravens from Citizens set a target price of $325.0 on 05/19/2026
- Karl Keirstead from UBS set a target price of $210.0 on 04/21/2026
- Eric Heath from Keybanc set a target price of $200.0 on 04/15/2026
- Kirk Materne from Evercore ISI Group set a target price of $200.0 on 04/14/2026
- Sanjit Singh from Morgan Stanley set a target price of $245.0 on 02/26/2026
- Rob Owens from Piper Sandler set a target price of $230.0 on 02/26/2026
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.
