任意の製品分析
許可いただいた場合、プライバシーに配慮した限定的な分析を使用し、どのリサーチ経路が有効かを把握します。広告トラッカーやセッション録画は使用しません。この選択は設定で変更できます。詳しくは プライバシーポリシー.
Snowflake Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $52.7B | |
|---|---|---|
| Revenue (ttm) | 5.4B | |
| Net income (ttm) | -1.1B | |
| EPS (ttm) | -$3.17 | |
| Shares out | 352.5M | |
| P/E (forward) | 62.7x | |
| Volume | 2,359,012 | |
| Beta | 1.35 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2023-01-31 | 2024-01-31 | 2025-01-31 | 2026-01-31 | Trend |
| Revenue | $2.07B | $2.81B | $3.63B | $4.68B | +31.4% |
| Gross profit | $1.35B | $1.91B | $2.41B | $3.15B | +32.6% |
| Operating income | $-816.0M | $-849.2M | $-1.28B | $-1.30B | — |
| Net income | $-796.7M | $-836.1M | $-1.29B | $-1.33B | — |
| EPS (diluted) | $-2.50 | $-2.55 | $-3.86 | $-3.95 | — |
| EBITDA | $-752.5M | $-729.3M | $-1.10B | $-1.08B | — |
| R&D | $788.1M | $1.29B | $1.78B | $1.97B | +35.7% |
| SG&A | $1.40B | $1.71B | $2.08B | $2.61B | +23.0% |
Recent company headlines from major financial publishers.
Data gravity intensifies dramatically. Snowflake successfully monetizes AI workloads, sustaining 25%+ growth longer than expected and leveraging gross margins past 75% to generate massive mature cash flows.
Snowflake sustains robust top-line growth but structural SBC dilution persists. Operating margins converge to 25% rather than software industry averages. The 8x terminal multiple appropriately caps upside relative to internal valuation cross-checks.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 8.9% | $184 | $198 | $215 | $235 | $259 |
| 9.9% | $161 | $171 | $184 | $198 | $215 |
| 10.9% | $142 | $151 | $161 | $171 | $184 |
| 11.9% | $128 | $135 | $142 | $151 | $161 |
| 12.9% | $116 | $122 | $128 | $135 | $142 |
Upcoming earnings date and setup when available.
各月に公開されたリサーチ版が示したレーティングです。レーティングは分析時点の株価を公正価値と比較したもので、判断が当たったかどうかの記録ではありません。
| 年 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |