I maintain a strong sell on Snowflake due to sharply decelerating growth, declining net revenue retention, and heavy stock-based compensation dilution. Snowflake's consumption-based revenue model is ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Snowflake's stock fell 10% after Q3 earnings, not due to a miss, ...
I reiterate my sell rating on Snowflake due to its premium valuation and decelerating growth, despite recent stock gains. Snowflake's consumption-based model exposes it to macroeconomic headwinds, ...
A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence. This led to ...