Parkev Tatevosian, CFA 对 $SNOW 的判断变化

2026-09-11看跌
《Snowflake Stock is Soaring: Is it Too Late to Buy This AI Stock?》
SNOW 当前估值过高,远期市盈率达 113,且现金流指标走弱,无法支撑其溢价,因此应等待更好的入场时机。

Snowflake 的业务正在蓬勃发展。公司报告其产品收入增长了 37%,管理层对本财年如此兴奋,以至于他们上调了对今年预期收入的估计,提高至超过 60.7 亿美元,这意味着相比上一年增长超过 36%。

Snowflake's business is booming. The company reported 37% growth in its product revenue, and the management team is so excited about the current fiscal year that they raised their estimates for how much revenue they expect they will generate this year up to over 6.07 billion dollars, which would represent over 36% growth compared to the prior year.