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Goldman Sachs remains optimistic about Snowflake: Slowing growth is not a concern, core metrics are healthy, and AI momentum is still strong

Goldman Sachs maintains a "Buy" rating on Snowflake and raises the target price to $275, believing that the market's concerns about slowing revenue growth overshadow the robustness of its core business and the acceleration of AI monetization. The company has achieved an annualized AI revenue of $100 million ahead of schedule, and its core customer retention rate remains healthy. However, Nomura believes that its valuation has fully reflected growth expectations, with the divergence between bulls and bears focusing on whether AI can bring sustained increases in consumption

Wallstreetcn·
US
SNOW
-11.41%
Wallstreetcn·
US
SNOW
-11.41%

Akamai Technologies, Inc. $AKAM Shares Sold by Steward Partners Investment Advisory LLC

Steward Partners Investment Advisory LLC reduced its holdings in Akamai Technologies, Inc. by 88.1% in Q2, now owning 4,618 shares worth $368,000. Other investors adjusted their positions, with UMB Bank increasing its stake by 50.8%. Analysts have mixed ratings on Akamai, with an average 'Hold' rating and a price target of $93.63. Akamai's Q3 earnings exceeded expectations, reporting $1.86 EPS and $1.05 billion in revenue, with a positive outlook for FY 2025.

Market Beat·
US
AKAM
-1.56%
Market Beat·
US
AKAM
-1.56%

Can Salesforce stock recover? Here's what Wall Street thinks

Salesforce shares rose amid positive signs for its AI offerings, though still negative for the year. Wall Street analysts are optimistic, believing investors may be underestimating Salesforce's potential, especially with its AI advancements.

MSN·
US
CRM
+3.66%
MSN·
US
CRM
+3.66%

Salesforce CEO Marc Benioff says he might rename the company 'Agentforce'

Salesforce CEO Marc Benioff says he might rename the company 'Agentforce'

businessinsider·
US
CRM
+3.66%
businessinsider·
US
CRM
+3.66%

Snowflake Stock Just Took a Hit: 3 Reasons I'm Not Buying the Dip

Snowflake's stock fell after reporting fiscal Q3 results, despite impressive revenue growth and AI focus. Persistent GAAP net losses, decelerating growth, and high valuation are reasons not to buy the dip. The company reported a $294 million GAAP net loss, with stock-based compensation driving expenses. Growth slowed to 29% from 32%, and shares trade at 20 times sales, limiting room for missteps. The author might reconsider if Snowflake achieves GAAP profitability and maintains or lowers its current stock level.

Motley Fool·
US
SNOW
-11.41%
Motley Fool·
US
SNOW
-11.41%
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