Snowflake WKN: A2QB38 ISIN: US8334451098 Forum: Aktien User: Jawf

Viel Erfolg 🌜ich habe 2. Call Optionen

https://meinmarktradar.com/beitrag-snowflake-q2-vorschau.html

Mein beeileid

https://investors.snowflake.com/news/news-details/2026/Snowflake-Reports-Financial-Results-for-the-Second-Quarter-of-Fiscal-2027/default.aspx Snowflake Reports Financial Results for the Second Quarter of Fiscal 2027 September 2, 2026 Product revenue of $1.49 billion in the second quarter, representing 37% year-over-year growth Financial Highlights: - Revenue of $1.55 billion in the second quarter, representing 35% year-over-year growth - Net revenue retention rate of 126% - 828 customers with trailing 12-month product revenue greater than $1 million, representing 27% year-over-year growth - 829 Forbes Global 2000 customers - Remaining performance obligations of $9.00 billion, representing 30% year-over-year growth ...

... Snowflake Business Highlights: AI Momentum: CoCo surpassed 9,100 accounts 1, adding more than 2,000 accounts in the quarter alone, while CoWork expanded to 5,800 accounts 1. Accelerated Product Velocity: Launched over 330 product capabilities to general availability in the first half of fiscal 2027, up 35% year-over-year, and recently introduced Cortex Sense for business context and Cortex AI Gateway, which extends AI from insight to action through its integration of Natoma. AI Customer Wins: Customers like 1Password and Indeed chose Snowflake as the foundation for their data and AI transformation. Sayari cut costs by more than half and is using CoCo to accelerate the migration of 12 billion records. Customer Growth: Added 692 net new customers in the quarter, up 32% year-over-year, including 14 net new Forbes Global 2000 customers. https://investors.snowflake.com/news/news-details/2026/Snowflake-Reports-Financial-Results-for-the-Second-Quarter-of-Fiscal-2027/default.aspx

Schönen Feierabend 🥂 kauft schnell ein 🛍️

Bin Mal rein 🔔

Hey wird spannend heute 😆🔔

Hab mir Snowflake heute nochmal genauer angeschaut. Die hohen Erwartungen sehe ich auf jeden Fall auch. Was mich aber etwas zweifeln lässt: Die aktuellen Channel-Checks von mehreren Analysten sind ziemlich positiv und bei Product Revenue scheint die echte Erwartung eher irgendwo um 1,45–1,47 Mrd. zu liegen. Deshalb würde mich interessieren: Glaubt ihr konkret, dass Snowflake diese Zahlen nicht schafft, oder denkt ihr eher, dass selbst ein Beat + angehobene Guidance nicht mehr reicht? Und was müsste Snowflake liefern, damit ihr sagen würdet, eure Short-These war falsch?

Ziele sind zu hoch angesetzt

Warum?

Ich denke fallen

Am 2. September kommen die Quartalszahlen, was denkt ihr was beim Kurs passieren wird?

... schon ein paar Tage alt aber... "Für Sie zusammengefasst: - Bank of America hebt Software-Kursziele deutlich an - ServiceNow, Figma und Snowflake überzeugen mit KI - Snowflakes Kursziel steigt stark auf 395 US-Dollar - Report: KI braucht Strom" https://www.wallstreet-online.de/nachricht/21265323-ki-chancen-software-aktien-stechen

Snowflake Unlocks Better AI Economics with Dynamic Model Routing, Delivering More Value to Customers August 18, 2026 Better AI Economics for Every Task: Cortex AI Gateway automatically selects the best model based on quality, speed, customer preferences, and cost, helping enterprises optimize inference performance and reduce unnecessary AI spend Expanding Model Choice: Snowflake will be adding DeepSeek-V4-Flash 0731 and GLM-5.3 to Snowflake Cortex AI, unlocking new leading open models, while keeping governed data secure Stronger Control Over AI Spend: New tools help enterprises track AI usage, allocate costs, set quotas and spending limits, and manage AI consumption across teams and agents https://investors.snowflake.com/news/news-details/2026/Snowflake-Unlocks-Better-AI-Economics-with-Dynamic-Model-Routing-Delivering-More-Value-to-Customers/default.aspx