{"documents":[{"id":"RT_0P0001KOSA_1483599_1483600_Quant","ticker":"SNOW","created_at":"RT_0P0001KOSA_1483599_1483600_Quant","updated_at":"2026-05-28T22:44:02Z","author":"Luke Yang","title":"Snowflake Earnings: AI Momentum Drives Breakout Quarter; Postearnings Rally Pricing in Potential","provider":"morningstar","content_type":"application/pdf"},{"id":"RT_0P0001KOSA_1483599_1438007_Quant","ticker":"SNOW","created_at":"RT_0P0001KOSA_1483599_1438007_Quant","updated_at":"2026-05-28T03:24:27Z","author":"Luke Yang","title":"No-Moat Snowflake Continues to Benefit From Strong AI Momentum","provider":"morningstar","content_type":"application/pdf"},{"id":"RT_0P0001KOSA_1437976_1438007_Quant","ticker":"SNOW","created_at":"RT_0P0001KOSA_1437976_1438007_Quant","updated_at":"2026-05-21T19:07:38Z","author":"Luke Yang","title":"Snowflake Earnings: Promise of AI Is Real for Integrated Data Platforms; Shares Undervalued","provider":"morningstar","content_type":"application/pdf"},{"id":"RT_0P0001KOSA_1368653_1368656_Quant","ticker":"SNOW","created_at":"RT_0P0001KOSA_1368653_1368656_Quant","updated_at":"2025-12-05T04:32:07Z","author":"Luke Yang","title":"Snowflake Earnings: Margin Pressure Unlikely to Ease Anytime Soon as Competition Remains High","provider":"morningstar","content_type":"application/pdf"},{"id":"RT_0P0001KOSA_1325269_1325270_Quant","ticker":"SNOW","created_at":"2025-08-28T02:00:49Z","updated_at":"2025-08-28T22:49:39Z","author":"Luke Yang","title":"Snowflake Earnings: Secular Demand for Data Infrastructure Modernization Drives Solid Growth","provider":"morningstar","content_type":"application/pdf"},{"id":"RT_0P0001KOSA_1285851_1287654_Quant","ticker":"SNOW","created_at":"2025-06-04T14:10:09Z","updated_at":"2025-06-04T14:10:10Z","author":"Luke Yang","title":"Snowflake: Investor Day Product Updates Enhance Competitiveness of Core Data Warehouse Offerings","provider":"morningstar","content_type":"application/pdf"}],"sourced_reports":[{"title":"Snowflake, Inc. (SNOW)","provider":"Henry Fund, Henry B. Tippie College of Business, University of Iowa","source_url":"https://henryfund.tippie.uiowa.edu/sites/henryfund.tippie.uiowa.edu/files/2025-12/f25_SNOW_0.pdf","date":"2025-12-04T00:00:00","outlook":"bullish","summary":"University of Iowa’s Henry Fund upgrades Snowflake from No Action to Buy with a 20% upside to its DCF-derived price target of 282, arguing that Q3 FY26 non-GAAP operating margin of 11%, accelerating AI monetization (over 7,300 accounts using Snowflake AI and a 100 million annual AI run rate), and improved expense efficiency show profitability is arriving earlier than previously modeled. The report highlights strong customer health (125% net revenue retention and 29% year-over-year growth in customers generating over 1 million in product revenue) and 7.881 billion in remaining performance obligations as pillars of long-term growth, while flagging decelerating product revenue growth, softer near-term margin guidance, and heavy dependence on AWS as key risks."}],"pplx_reports":[]}