08/28/2024, 04:23 PM UTC
Snowflake：悲观情绪达到顶峰Snowflake: Peak Pessimism
1、Snowflake公布的FY25 Q2业绩略低于预期，导致持续的负面情绪。2、看空论点集中在竞争加剧、利润率下降、收入增长放缓、高估值和大量股票基础补偿上。3、尽管存在这些担忧，但公司的强劲增长前景和近期产品发布表明可能出现转机，使得当前估值成为一个良好的风险/回报机会。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.
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