Comprare azioni Snowflake (SNOW)? — Analisi degli YouTuber di finanza

The analyst suggests Snowflake is a buy for long-term investors who believe its revenue growth can remain above 20% annually for the next 10 years. This is based on strong recent earnings, re-accelerating revenue growth driven by new AI products (Coco), and a usage-based model that benefits from increased AI adoption. While the valuation is high, a reverse DCF analysis indicates the current price is justified if growth targets are met, and analysts have historically underestimated its growth.

“If you believe from years 4 through 7, which would really be 2030 to say 2036, if you believe that they can have revenue growth of over 20%, well then today's stock price makes all the sense in the world.” — ▶ Guarda clip

The YouTuber is avoiding Snowflake due to its high valuation, trading at approximately 67.5 times free cash flow for the current year, despite strong revenue growth and net revenue retention. While acknowledging its positive earnings report and AI tailwinds, he considers the stock 'very, very expensive' at its current price.

“So, personally, I still think that Snowflake stock is very, very expensive and I'm not necessarily interested in it at this price.” — ▶ Guarda clip