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Snowflake Inc. (SNOW): A Bull Case Theory

We came across a bullish thesis on Snowflake Inc. (SNOW) on Compounding Your Wealth’s Substack. In this article, we will summarize the bulls’ thesis on SNOW. Snowflake Inc. (SNOW)'s share was trading at $203.18 as of 22nd May. SNOW’s forward P/E was 181.82 according to Yahoo Finance.

[caption id="attachment_1196210" align="aligncenter" width="768"] A software engineer at work, surrounded by a wall of computer monitors connected to a 'Data Cloud' platform.[/caption]

Snowflake reported strong Q1 FY26 results, with product revenue up 26% YoY to $997 million (28% normalized...