🏛️ Company factsSEC filings + FINRA official data
Annual revenue $4.7B · latest quarter up 35.1% YoY · not yet profitable (FY net loss $1.3B) · short activity above its recent average — bears adding.
FY revenue
$4.7B
2026-01
Latest Q YoY
+35.1%
Gross margin
67.2%
FY net loss
$1.3B
Diluted EPS
$-3.95
Short volume
60.1%
20d avg 51.5% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-07-30passive (13G)BlackRock, Inc.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Low · 43/100Nasdaq analyst consensus · the pre-news baseline
There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.
- Jul 2026-$0.44 vs -$0.51+13.73%
- Apr 2026-$0.70 vs -$0.59-18.64%
- Jan 2026-$0.80 vs -$0.65-23.08%
- Oct 2025-$0.84 vs -$0.58-44.83%
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
21 direct · 20 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
The subject of the report; revenue growth and product-revenue guidance are pivotal. The habitual ~31% EPS miss is already priced, so the real signal is the magnitude of revenue beat and net revenue retention.
Also named: MDB · DDOG · PLTR · AMZN · MSFT
Snowflake has beaten loss estimates by an average ~31% over the past four quarters; sustaining 33% growth with narrowing losses is modestly supportive, but with the estimate range spanning ~90% of consensus, the Street lacks a reliable anchor and direction is uncertain.
Also named: DDOG · MDB · AMZN
Results and raised outlook already out; AI flywheel narrative reinforces growth, but with revenue already up 33.5% much of the beat may be priced post-print
Also named: MDB · DDOG · PLTR · AMZN · MSFT
Revenue up 33.5% with earnings and guidance all topping estimates, but shares already jumped after hours, leaving limited additional upside
Also named: DDOG · MDB · CFLT · AMZN · MSFT
Oracle's enhanced AI-native database capability competes directly with Snowflake's data cloud, potentially diverting enterprise budget allocation
Also named: ORCL · MDB · NVDA · MSFT · GOOGL
Both top and bottom line beat and shares already soared after hours—most upside is priced, leaving only modest residual room
Also named: MDB · DDOG · PLTR
Earnings out and stock already soared; the beat is largely absorbed, leaving limited fresh upside from here, though it reverses an average ~18% miss trend over the prior four quarters
Also named: DDOG · MDB · CFLT
The guidance raise is a direct positive, but shares have already soared, so most of the move is in the price; the company still runs at a loss with a history of missing EPS by ~18%.
Also named: DDOG · MDB · MSFT · AMZN
- #9▲1.25%DirectSnowflake's stock soars as the company blows away estimates with its AI-fueled forecast10d ago
Blowout results and AI-workload consumption growth drove the surge, but the move is largely priced in, leaving little further upside from here
Also named: MDB · CFLT · DDOG · PLTR
Shares already spiked 22% intraday; the beat is largely priced in, leaving limited further upside from here
Also named: MDB · DDOG · PLTR · AMZN · MSFT
The rest, archived by time · 31
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📜 Call history (newest first
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