Snowflake (SNOW) News Today

Snowflake Inc. (SNOW) has seen mixed analyst actions alongside strong partnership and AI adoption news, driving today’s share movement.

• Positive Sentiment: Snowflake AI Research has attracted over 5,200 customers, highlighting robust demand for its AI-driven data platform. How Snowflake AI Research Drew 5,200 Customers
• Positive Sentiment: Citizens JMP raised SNOW’s price target and maintained an outperform rating, signaling continued analyst confidence. Citizens JMP Lifts Snowflake (SNOW) Price Target, Keeps Outperform Rating
• Positive Sentiment: Snowflake underscored the critical role of its partner ecosystem in delivering AI offerings, broadening its go-to-market reach. Snowflake highlights critical role of partners for AI offerings
• Positive Sentiment: Snowflake reported strong growth in July alongside peers like Datadog, reinforcing momentum in cloud data adoption. Snowflake, Datadog show strong July growth, MongoDB stabilizes
• Positive Sentiment: SNOW outpaced overall stock market gains, demonstrating resilience amid sector volatility. Snowflake Inc. (SNOW) Outpaces Stock Market Gains: What You Should Know
• Positive Sentiment: Zifo launched an AI antibody-engineering application on the Snowflake Marketplace, expanding the platform’s life-sciences ecosystem. Zifo Launches AI Antibody Engineering App on Snowflake Marketplace to Accelerate Biologics and Drug Discovery
• Positive Sentiment: Samba TV unveiled a Snowflake Native App for media analytics, integrating its identity graph technology with Snowflake’s secure data infrastructure. Samba TV launches Snowflake Native App
• Positive Sentiment: In a separate release, Samba TV detailed how its collaboration with Snowflake will power AI-driven media optimization via identity matching. Samba TV Launches Snowflake Native App for Identity Matching to Power AI-Driven Media Analytics and Optimization
• Neutral Sentiment: A “secret” revenue figure for Snowflake AI shows brand-name large language models maintaining dominance, offering insight but limited near-term impact. Secret Snowflake AI Revenue Figure Shows Brand-Name LLMs Reign Supreme
• Neutral Sentiment: Unusual options activity in SNOW contracts hints at speculative positioning, but with unclear directional bias. Looking At Snowflake's Recent Unusual Options Activity
• Negative Sentiment: Analysts at UBS Group lowered Snowflake’s price target to $250, suggesting concerns over valuation and growth pacing. Snowflake (NYSE:SNOW) Price Target Cut to $250.00 by Analysts at UBS Group
• Negative Sentiment: A comparative analysis argues that private Databricks may outperform public Snowflake, raising questions about SNOW’s competitive positioning. Snowflake vs. Databricks – Why Private Beats Public

Overall, SNOW shares have climbed on strong AI adoption, partnership expansions and upbeat analyst commentary, though UBS’s reduced price target and competitive scrutiny from Databricks have tempered gains.