Snowflake, Inc. SNOW

The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.

CrowdStrike Holdings has turned into one of the stronger performers in large-cap cybersecurity, and after such a powerful run the real question for investors is whether today’s market value lines up with the sales the business is generating. With the stock now well above its levels of recent years, the focus naturally shifts to how much revenue the market is choosing to pay for. Over the past 3 years the share price has delivered a very large gain of about 7x. This puts the spotlight...

VC Chris Degnan and former board adviser to Factory AI has taken a job as chief revenue officer for competitor Cognition -- and everyone is arguing on X about it.

Palantir Technologies (PLTR) stock returned 60.3% in the three months from June 30 to September 29, 2026. A $10,000 holding at the start of that window was worth about $16,030 at the end. The run came from faster sales growth, led by the U.S. business, and Palantir reports that growth every quarter. Could you have seen that growth coming before June 30.

Google and CapitalG Entrepreneurs-in-Residence Debut Firm, Focused on Accelerating Founder TrajectorySan Francisco, CA, Sept. 30, 2026 (GLOBE NEWSWIRE) -- BAG Ventures, an early-stage venture firm that partners with enterprise AI founders from first check through growth, today announced the final close of its $11.3 million inaugural Fund I. The fund is backed by 150 LPs (85% senior leaders and over 25% technical experts in AI, engineering, and security) from titans such as Google, Snowflake, Gen

UiPath just handed auditors an AI agent and plugged Snowflake directly into its automation platform, and investors are betting those moves signal something bigger than a routine partnership announcement.

NEW YORK, September 30, 2026--UiPath expanded its partnership with Snowflake, giving joint customers the full power of both platforms, without having to move data or switch tools.

MongoDB, Inc. (NASDAQ:MDB) fell 18.46% on Monday to close at $334.68 after chief executive Chirantan Desai left to lead a new business unit called Meta Enterprise Platform. Snowflake Inc. (NYSE:SNOW) fell 2.33% the same day to $328.12. Both sell the data infrastructure enterprises build AI applications on. One of them now has to find a […]

MongoDB (MDB) stock has fallen 26% from its late-August high. Over the past month it lost 24%, while the S&P 500 slipped just 0.5%. When a stock falls that fast, many investors want to buy while the price is low. But you only gain from a lower price if the business itself is still healthy. So is this a chance to buy MongoDB cheaper, or a warning about the business.

Key Stats for SNOW StockPast week performance: -2. 0%52-week range: $118 to $385Valuation model target price: $408Implied upside: 24.

Snowflake (SNOW) stock returned 115% in the six months to September 28, 2026. A $10,000 holding at the start of that window was worth about $21,470 at the end. The run was about revenue growth that sped up for three straight quarters, with help from Snowflake's AI products. Part of that faster revenue growth was on the record before the shares moved, so what did investors miss.

A surprise CEO departure sent MongoDB tumbling 25% in a month while its database rivals barely flinched, and now one major Wall Street bank sees a setup that could reward patient investors.

Palantir Technologies (PLTR) stock trades at 73 times its sales over the last twelve months, against about 3 times for the S&P 500. Revenue is growing fast, but buyers at this price are paying for years of profit Palantir has not earned yet. So can you justify buying Palantir stock today.

Key Stats for Snowflake StockCurrent Price: $328. 12Target Price (Mid): ~$867Street Target: ~$424Potential Total Return: ~164%Annualized IRR: ~25% / yearWhat Happened?Snowflake (SNOW) closed down 2.

In late September 2026, Snowflake completed private offerings of zero-coupon, senior unsecured convertible notes totaling US$3.75 billion, split between maturities in 2029 and 2031 under Rule 144A, while Liquibase announced the availability of Liquibase Secure on Snowflake Marketplace to help customers automate and govern data-related changes. The large, zero-interest convertible financing combined with new third-party governance tools on Snowflake Marketplace highlights how Snowflake is...

Key TakeawaysSnowflake stock has gained 114% since early April, lifted by two straight earnings beats and a raised FY27 product revenue guide of $6. 07B.

Snowflake has been on a strong multi year run, which leaves a straightforward question for anyone looking at the stock today. Is the current share price adequately supported by what the business is generating in sales? Over the past 3 years the stock has returned 117.1%, putting a lot of weight on whether its revenue base can justify that kind of move. The newly announced US$3.5b zero coupon convertible notes may reshape how Snowflake funds growth, which can affect how investors weigh its...

MENLO PARK, Calif., September 29, 2026--Snowflake Inc. (NYSE: SNOW) ("Snowflake"), the AI Data Cloud Company, today announced the pricing of $2.0 billion aggregate principal amount of its 0.00% Convertible Senior Notes due 2029 (the "2029 notes") and $1.75 billion aggregate principal amount of its 0.00% Convertible Senior Notes due 2031 (the "2031 notes," and together with the 2029 notes, the "notes") in a private placement (the "offering") to persons reasonably believed to be qualified institut

Snowflake (NYSE:SNOW) plans a private offering of US$3.5b in 0.00% Convertible Senior Notes due 2029 and 2031. The notes will be sold to qualified institutional buyers in two series, both carrying a zero coupon structure. Snowflake intends to use proceeds for note repurchases, potential investments, and capped call transactions that may limit share dilution. The proposed zero coupon convertible issuance and related capped calls tell only part of the Snowflake funding story today. Check out 1...