ClearBridge Investments, an investment management company, released its “ClearBridge Multi Cap Growth Strategy” second quarter 2023 investor letter. A copy of the same can be downloaded here. In the ...

Economic Moat We assign Snowflake a no-moat rating. We think Snowflake benefits from switching costs and a network effect, protected by its unique multicloud strategies throughout its data lake, data ...

In just over 10 years, Snowflake has culminated into a force that is far from melting, in our view. As enterprises continue to migrate workloads to the public cloud, significant obstacles have arisen, ...

Snowflake SNOW shares have gained 11.7% since the company reported its first-quarter fiscal 2026 results on May 21. The upside was driven by strong adoption and increasing usage of its platform, as ...

Snowflake SNOW shares have surged 21.7% year to date, outperforming the Zacks Computer and Technology sector’s appreciation of 1.6% and the Zacks Internet Software industry’s return of 19.3%.

SNOW is currently overvalued, as suggested by the Value Score of F. In terms of the forward 12-month price/sales, SNOW is trading at 12.5X, higher than the industry’s 2.96X. Snowflake benefits from a ...

Snowflake and Cloudflare have both plummeted from their all-time highs. Both companies are dealing with slower growth in a tough macro environment. Both stocks are expensive, but one is a slightly ...

Snowflake's stock has fallen 25% since my last analysis; while more reasonably valued, slowing growth rates and negative revisions suggest potential continued downward momentum. Snowflake's ...