Snowflake Inc Stock Price, News & Analysis

Snowflake (NYSE: SNOW) announced it more than doubled transaction growth year‑over‑year in AWS Marketplace, surpassing $2 billion in sales in the 2025 calendar year. The company highlighted new joint integrations with AWS — including Snowflake Agent connectors to Amazon Bedrock AgentCore, Catalog Federation with AWS Glue Data Catalog, catalog‑linked databases, and support for Iceberg V3 table spec — to enable open, AI‑ready data architectures and reduce data movement. Snowflake also received 14 AWS Partner Awards, including Global Data & Analytics Technology Partner of the Year.

Snowflake (NYSE: SNOW) and Anthropic expanded a multi-year partnership with a $200 million agreement to bring Anthropic’s Claude models into Snowflake Cortex AI and Snowflake Intelligence for more than 12,600 customers across all three major clouds.

The deal aims to deploy Claude-powered, production-ready AI agents that perform multi-step analysis on governed enterprise data, enable multimodal queries (text, images, audio), and use Snowflake Horizon Catalog for end-to-end governance. The release cites existing usage of Claude at scale (trillions of tokens processed) and says Snowflake uses Claude internally for developer productivity and a GTM AI assistant to accelerate sales cycles.

Snowflake (NYSE: SNOW) reported third-quarter fiscal 2026 results for the quarter ended October 31, 2025. Revenue $1.21B and product revenue $1.16B, both up 29% YoY. Net revenue retention was 125%. Remaining performance obligations totaled $7.88B, up 37% YoY. GAAP product gross profit was $837.6M (72% margin); non-GAAP product gross profit was $879.2M (76% margin). GAAP operating loss was $329.5M; non-GAAP operating income was $131.3M (11% margin). Free cash flow was $113.6M and adjusted free cash flow was $136.4M. Q4 product revenue guidance is $1,195–$1,200M; full-year product revenue guidance is $4,446M (28% growth).

Snowflake (NYSE: SNOW) announced native integration of NVIDIA CUDA‑X Data Science libraries into Snowflake ML, making GPU‑accelerated cuML and cuDF available inside the Snowflake Container Runtime.

Key points: no code changes required to accelerate popular Python libraries (scikit‑learn, pandas, UMAP, HDBSCAN); NVIDIA benchmarks cite 5x speed for Random Forest and up to 200x for HDBSCAN on NVIDIA A10 GPUs versus CPUs. The capability is accessible today via Snowflake Notebooks Container Runtime or remote execution with ML Jobs.

SAP (SAP) and Snowflake (SNOW) announced a strategic collaboration to integrate Snowflake’s AI Data Cloud with SAP Business Data Cloud (BDC) to enable semantically rich, bidirectional, zero-copy data sharing and unified governance.

The offering, called SAP Snowflake, will let customers use Snowflake as a cloud-scale compute and storage option for SAP BDC, harmonize SAP and non-SAP data in real time, and build AI/ML applications grounded in trusted SAP data products. SAP Snowflake is planned for general availability in Q1 2026; SAP BDC Connect for Snowflake is planned for H1 2026.

Snowflake (NYSE: SNOW) announced on November 4, 2025 that Snowflake Intelligence is generally available to its global customer base of more than 12,000 organizations. The platform enables natural-language access to unified enterprise data and supports multimodal analysis via partnerships with model providers like Anthropic.

Key rollout metrics include >1,000 customers deploying over 15,000 AI agents (as of Oct 24, 2025), GA of Cortex Agents and a managed MCP Server, up to 3x faster text-to-SQL, and an Agent GPA method that detects up to 95% of errors on tested datasets.

Snowflake (NYSE: SNOW) on November 4, 2025 announced a suite of developer tools to accelerate enterprise-grade agentic AI app development, emphasizing a single governed platform for secure, collaborative workflows.

Key rollouts include generally available features: Workspaces, Git and VS Code integrations, Cortex AISQL, Dynamic Tables, dbt Projects, Snowpark Connect for Apache Spark, and Code Security; plus previews: Cortex Code (private), AI Redact (public soon), and Data Quality UI (public preview). The release cites customer outcomes including 5.6x faster Snowpark performance and 41% cost savings versus managed Spark, and references an MIT survey on agent adoption.

Snowflake (NYSE: SNOW) announced product advances on November 4, 2025 that expand its enterprise lakehouse for agentic AI. Key moves include enhancements to Horizon Catalog, general availability of Openflow, upcoming availability of Interactive Tables and Warehouses, public preview of Snowflake Postgres and pg_lake GA, and platform resiliency features for Apache Iceberg tables.

Snowflake also introduced near real-time streaming analytics (private preview), Business Continuity and Disaster Recovery for managed Iceberg tables (public preview), Hybrid Tables GA on Microsoft Azure, and enterprise security upgrades including Tri-Secret Secure and periodic rekeying (generally available).

Snowflake (NYSE: SNOW) will present at the UBS Global Technology and AI Conference on Thursday, December 4, 2025 at 8:15 AM MST. CEO Sridhar Ramaswamy and CFO Brian Robins will deliver the presentation. An event webcast will be available on Snowflake's investor relations site at https://investors.snowflake.com and the webcast will be archived on the site for 30 days.