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Snowflake (SNOW US)
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76
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Information Technology
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United States
Snowflake Inc. provides software solutions. The Company develops database architecture, data warehouses, query optimization, and parallelization solutions. Snowflake serves customers worldwide.
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bearish
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Palantir Technologies
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19 Feb 2022 08:17
Palantir 4Q21 Earnings: Declining Bookings, Shrinking Margins, Eccentric CEO
Palantir remains one of our top short ideas. SPAC investments continue to account for any upside vs. consensus expectations, while billings growth...
Aaron Gabin
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354 Views
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bullish
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Alibaba Group Holding
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10 Jan 2022 06:43
1H22 Obex Research Long Portfolio
With the big rate driven selloff in growth stocks, we highlight our top long ideas including ON Semi, Palo Alto Networks, Alibaba, Amazon, and...
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bearish
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Palantir Technologies
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10 Nov 2021 09:21
Palantir 3Q21 Earnings: We Buy Growth
We continue to be baffled by Palantir. The company is targeting $400MM in "adjusted free cash flow this year"...we have it about $530MM lower. We...
Aaron Gabin
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241 Views
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bullish
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Braze Inc
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07 Nov 2021 22:59
Braze IPO Preview: A World-Class Mobile Marketing Platform
Mobile marketing technology unicorn Braze filed its S-1 with the SEC to go public as revenue growth accelerated and ARR surpassed $200M
Andrei Zakharov
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285 Views
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bullish
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Snowflake
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09 Oct 2021 01:23
Snowflake Inc. - Invt Thesis, Financial & Price Forecasts, DCF Valuation- 10/21
Snowflake has been one of the hottest tech stocks for the past few months. The company continued its momentum in the second quarter with 103%...
Baptista Research
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15 Views
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