SNOW Earnings
Wednesday, May 27 2026
EPS Estimate
$0.32
$0.27 – $0.38
Revenue Estimate
$1.3B
Track Record
4/4 beats
Current Price
$151.50
Our Position
bearishSnowflake expands AI platform with governance layer
est. revisions stable
(+0.1pp / 30d)
This push enhances Snowflake's AI infrastructure leadership and addresses enterprise AI risk management, potentially strengthening adoption and revenue growth given rising platform users.
Watch: Monitor upcoming quarterly earnings for AI-driven revenue impact and customer growth to confirm momentum shift.
Data Signal Summary
1 bullish
1 bearish
Put/call 0.7 (bullish skew)
Insider selling
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
mixed
1-Month Return
+25.1%
From 52w High
-45.3%
Est. Revisions (30d)
+0.0% 11up/24dn
Analyst Target (mean)
$233 $124–$500 +54%
Options P/C Ratio
0.69
Est. Dispersion
35% 42 analysts
Fund Convergence
strong Citadel, D.E. Shaw, Coatue, Soros, Bridgewater
Recent Activity
insider trades
2 transactions
Other
·
DAGEVILLE BENOIT (Officer and Director)
·1,567,652 shares
Sell
·
SPEISER MICHAEL L (Director)
·50,741 shares
·$7,184,690
analyst ratings
3 ratings
UBS
→Buy
21d ago
Keybanc
→Overweight
27d ago
Evercore ISI Group
→Outperform
28d ago
material events
Jonathan Beaulier was appointed Chief Revenue Officer, succeeding Michael Gannon who is departing for personal reasons. Gannon will receive cash payme...
SEC↗
43d ago
Jeremy Burton, a Class III director on Snowflake Inc.'s Board and a member of its Cybersecurity Committee, resigned effective January 30, 2026. His re...
SEC↗
100d ago
Michael P. Scarpelli, Chief Financial Officer of Snowflake Inc., announced his retirement effective upon the appointment of his successor. Brian Robin...
SEC↗
252d ago
filing changes
HIGH
LANGUAGE CHANGES:
Cybersecurity risk section extensively expanded to include detailed discussion of types of threat actors, methods, shared responsibility model, and re...
MEDIUM
MATERIAL LANGUAGE CHANGES:
Sales and marketing and R&D expenses and headcount growth
MEDIUM
DOLLAR AMOUNTS OR SPECIFICITY CHANGES:
Changes in interest income and other income (expense)
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