1. Snowflake reported softer-than-expected FY25 Q2 results, leading to continued negative sentiment. 2. The bear thesis focuses on increasing competition, decreasing margins, slowing revenue growth, high valuation, and significant stock-based compensation. 3. Despite these concerns, the company's strong growth prospects and recent product launches suggest a potential turnaround, making the current valuation a good risk/reward opportunity.
Related Articles
- Apple: The Ultimate Capital Return Play (Rating Upgrade)4 months ago
- Super Micro Computer: Why It's Still Worth Having In Your Portfolio4 months ago
- AMD: Interesting Combination Of Growth And Valuation5 months ago
- Nebius: Implications From CoreWeave's $35 Billion IPO5 months ago
- Palantir's Weakness Is A Chance To Buy Our Top Tech Pick (Rating Upgrade)5 months ago
- BHP Group: Long-Standing Preference For Rio Tinto, Neutral Rating Confirmed5 months ago
- Alphabet: Why The Google Cloud Selloff Has A Silver Lining (Rating Upgrade)5 months ago
- Nebius Group: My Updates On Avride Valuation6 months ago
- Data Shows Grab Holdings Attained Strong Moat But Not Competitively Priced6 months ago
- Gorilla Technology: Impressive Growth Vs. Poor Cash Flow Conversion6 months ago