Mitsubishi UFJ Asset Management Co. Ltd. Grows Stake in Snowflake Inc. $SNOW

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Snowflake Inc. (NYSE:SNOW) by 0.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 354,458 shares of the company’s stock after purchasing an additional 3,264 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Snowflake were worth $79,948,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Grey Fox Wealth Advisors LLC acquired a new position in Snowflake during the 3rd quarter valued at about $25,000. Tripletail Wealth Management LLC acquired a new position in shares of Snowflake during the third quarter valued at about $28,000. SJS Investment Consulting Inc. raised its position in shares of Snowflake by 4,333.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 133 shares of the company’s stock valued at $30,000 after purchasing an additional 130 shares during the last quarter. Golden State Wealth Management LLC raised its position in shares of Snowflake by 417.2% in the 2nd quarter. Golden State Wealth Management LLC now owns 150 shares of the company’s stock valued at $34,000 after purchasing an additional 121 shares during the last quarter. Finally, Root Financial Partners LLC acquired a new stake in Snowflake in the 3rd quarter worth approximately $34,000. Institutional investors and hedge funds own 65.10% of the company’s stock.

Insiders Place Their Bets

In related news, Director Frank Slootman sold 100,000 shares of Snowflake stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $176.91, for a total value of $17,691,000.00. Following the completion of the transaction, the director owned 50,329 shares in the company, valued at $8,903,703.39. The trade was a 66.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Michael L. Speiser sold 403 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $165.22, for a total value of $66,583.66. Following the transaction, the director owned 23,718 shares in the company, valued at $3,918,687.96. This represents a 1.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 713,681 shares of company stock valued at $148,264,518 over the last quarter. Insiders own 6.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Barclays decreased their price target on shares of Snowflake from $204.00 to $192.00 and set an “equal weight” rating for the company in a report on Thursday. Stifel Nicolaus set a $205.00 price objective on Snowflake in a research note on Thursday. Mizuho dropped their target price on Snowflake from $285.00 to $220.00 and set an “outperform” rating on the stock in a research report on Tuesday, February 17th. Royal Bank Of Canada set a $245.00 price target on shares of Snowflake in a report on Wednesday, February 11th. Finally, The Goldman Sachs Group decreased their price objective on shares of Snowflake from $286.00 to $246.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $248.58.

Key Headlines Impacting Snowflake

Here are the key news stories impacting Snowflake this week:

• Positive Sentiment: Q4 beat and healthy demand: Snowflake reported ~30% y/y revenue growth and an EPS beat, with improving cash flow and strong customer metrics that underpin medium‑term revenue momentum. Snowflake Stock Surges After Q4 Revenue Jumps 30%, EPS Tops Estimates
• Positive Sentiment: AI positioning and market opportunity: Management highlighted agentic AI capabilities, partnerships (OpenAI/Anthropic integrations) and accelerating enterprise AI adoption — including faster growth in India — supporting a durable addressable market for Snowflake’s data cloud. Snowflake sees high levels of AI adoption among India Inc; country growth faster than global
• Positive Sentiment: Market technical/bull case: Some analysts and MarketBeat argue the sell‑off is overdone, institutions have been accumulating, and Snowflake’s cross‑cloud data position makes it central to AI workflows — a potential catalyst for a recovery. Is Snowflake’s Stock Meltdown Over? Signs Point to a Bottom
• Neutral Sentiment: Analyst repositioning: Many firms kept Buy/Overweight ratings but trimmed price targets after the quarter (UBS, Morgan Stanley, JPMorgan, Canaccord, etc.), leaving a mix of upside potential and reduced near‑term analyst support. These Analysts Slash Their Forecasts On Snowflake After Q4 Results
• Negative Sentiment: Mixed outlook disappointed some investors: Management’s FY27 product revenue guide (~27%) was viewed as conservative relative to some buyside expectations, contributing to a share pullback despite the beat. Snowflake’s stock dips as the software company gives a mixed outlook
• Negative Sentiment: Rising legal risk: Multiple law firms and class‑action notices were filed or publicized this week, creating legal overhang and increasing near‑term uncertainty for shareholders. Deadlines for lead‑plaintiff filings are being emphasized. Bronstein, Gewirtz & Grossman LLC Urges Snowflake Inc. Investors to Act: Class Action Filed
• Negative Sentiment: Profitability concerns persist: Commentary (e.g., Motley Fool) notes that while growth is strong, durable GAAP profitability remains elusive — a point that keeps some investors sidelined despite the AI narrative. Why I’m Still Not Buying Snowflake Stock

Snowflake Trading Down 2.7%

Shares of NYSE:SNOW opened at $168.42 on Friday. The company has a current ratio of 1.37, a quick ratio of 1.37 and a debt-to-equity ratio of 1.07. Snowflake Inc. has a 12-month low of $120.10 and a 12-month high of $280.67. The business has a 50 day moving average of $198.95 and a two-hundred day moving average of $222.58. The company has a market capitalization of $57.63 billion, a PE ratio of -42.64 and a beta of 1.14.

Snowflake (NYSE:SNOW) last posted its earnings results on Wednesday, February 25th. The company reported $0.32 earnings per share for the quarter, beating the consensus estimate of $0.27 by $0.05. The firm had revenue of $1.28 billion during the quarter, compared to analyst estimates of $1.25 billion. Snowflake had a negative net margin of 28.43% and a negative return on equity of 48.50%. The business’s quarterly revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.30 EPS. As a group, analysts forecast that Snowflake Inc. will post -2.36 EPS for the current year.

Snowflake Profile

Snowflake Inc is a cloud-native data platform company that provides a suite of services for storing, processing and analyzing large volumes of data. Its core offering, often described as the Snowflake Data Cloud, combines data warehousing, data lake and data sharing capabilities in a single managed service delivered across major public cloud providers. The platform is designed to support analytics, data engineering, data science and application workloads with a focus on scalability, concurrency and simplified administration.

Key products and capabilities include a multi-cluster, shared-data architecture that separates compute from storage; continuous data ingestion and streaming; support for structured and semi-structured data formats; tools for data governance, security and compliance; and developer frameworks for building data applications.