Sector Selloff Hits Shares: Snowflake shares tumbled more than 6% amid a broader decline in AI application software stocks triggered by ServiceNow's earnings disappointment. Social media chatter attributes the drop to investor worries over decelerating growth in the sector, with peers like Adobe and Salesforce also under pressure. Traders warn of ongoing volatility as markets digest revised guidance across tech.
Analyst Buy Amid Concerns: UBS maintained a Buy rating on Snowflake while cutting its price target to $210, citing AI disruption fears as a driver of recent weakness. Posters highlight confidence in the company's long-term data investment cycle despite near-term headwinds. Some view the dip as a buying opportunity after reclaiming key support levels.
AI Tailwinds Debated: Conversations underscore Snowflake's positioning for AI-driven queries, potentially accelerating consumption as agents access business data. Yet skeptics question if faster AI-native alternatives could challenge its architecture. Overall, sentiment blends caution with optimism for future growth.
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 147 times in the past 6 months. Of those trades, 0 have been purchases and 147 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 23 sales selling 619,637 shares for an estimated $124,836,703.
- MICHAEL L SPEISER has made 0 purchases and 98 sales selling 304,446 shares for an estimated $60,774,466.
- BENOIT DAGEVILLE (Founder and Chief Architect) has made 0 purchases and 9 sales selling 85,572 shares for an estimated $21,508,832.
- CHRISTIAN KLEINERMAN (EVP, Product Management) has made 0 purchases and 12 sales selling 69,435 shares for an estimated $15,358,062.
- 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.
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.
Snowflake Hedge Fund Activity
We have seen 629 institutional investors add shares of Snowflake stock to their portfolio, and 654 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,506,542 shares (-74.2%) from their portfolio in Q4 2025, for an estimated $1,646,635,053
- BLACKROCK, INC. added 4,687,999 shares (+19.9%) to their portfolio in Q4 2025, for an estimated $1,028,359,460
- FMR LLC added 2,684,060 shares (+24.1%) to their portfolio in Q4 2025, for an estimated $588,775,401
- JENNISON ASSOCIATES LLC added 2,519,413 shares (+27.7%) to their portfolio in Q4 2025, for an estimated $552,658,435
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,993,159 shares (-51.8%) from their portfolio in Q4 2025, for an estimated $437,219,358
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 1,575,580 shares (+inf%) to their portfolio in Q4 2025, for an estimated $345,619,228
- VANGUARD GROUP INC added 1,448,094 shares (+5.1%) to their portfolio in Q4 2025, for an estimated $317,653,899
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Snowflake Analyst Ratings
Wall Street analysts have issued reports on $SNOW in the last several months. We have seen 12 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 32 analysts offer price targets for $SNOW in the last 6 months, with a median target of $245.0.
Here are some recent targets:
- 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
- Miller Jump from Truist Securities set a target price of $240.0 on 02/26/2026
- Blair Abernethy from Rosenblatt set a target price of $275.0 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.
