05/26/2025, 07:16 AM UTC
Snowflake：强劲增长主张Snowflake: Strong Growth Proposition
1、Snowflake 2026财年第一季度营收和每股收益超预期，主要得益于企业客户增长和124%的净收入留存率；2、尽管留存率略有压力，但AI产品采用率和强劲自由现金流支撑其高估值，维持“强烈买入”评级；3、公司上调2026财年收入指引至43亿美元（同比增长25%），长期增长前景乐观，但需关注留存率下降风险。1. Snowflake exceeded Q1'26 revenue and EPS estimates, driven by enterprise customer growth and a 124% net revenue retention rate; 2. The company maintains a strong buy rating due to AI product adoption and healthy free cash flow, despite slight retention rate pressure; 3. Raised FY2026 revenue guidance to $4.3B (25% YoY growth), reinforcing long-term bullish outlook despite risks from declining retention rates.---
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