Yahoo Finance • 3 hours ago

Dell Holds Strong Before Earnings; Snowflake, Palo Alto Networks Headline Software Reports

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings. Continue Reading... Full story

Yahoo Finance • 3 hours ago

Countdown to Snowflake (SNOW) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS

The upcoming report from Snowflake Inc. (SNOW) is expected to reveal quarterly earnings of $0.45 per share, indicating an increase of 28.6% compared to the year-ago period. Analysts forecast revenues of $1.47 billion, representing an incre... Full story

Yahoo Finance • 12 hours ago

Snowflake, Varonis Systems, Fastly, Adobe, and DocuSign Stocks Trade Up, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy b... Full story

Yahoo Finance • yesterday

This 1 Number Proves Why You Should Buy Palantir on Every Dip

Quick Read PLTR's Rule of 40 score hit 155% in Q2, nearly 4x the 40% industry benchmark, after expanding for 12 straight quarters. Snowflake grew revenue 34% while posting a $326M GAAP operating loss, and Salesforce grew just 11%. Neither... Full story

Yahoo Finance • yesterday

SNOW Benefits From Product Revenue Surge: Can It Beat DELL & ORCL?

Snowflake SNOW is benefiting from accelerating product revenue growth, rising AI adoption and expanding consumption of its AI Data Cloud. This momentum strengthens the company's position in enterprise data and AI markets while improving it... Full story

Yahoo Finance • yesterday

Amazon Trades at 24x 2027 Earnings. Citizens Says It Should Be Worth 29x

Citizens' analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ:AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believe... Full story

Yahoo Finance • yesterday

Alphabet’s $515 Target Looks Ambitious — But Google Cloud Is Growing 82%

Citizens' $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its... Full story

Yahoo Finance • 2 days ago

Nvidia (NVDA) Surpasses Q2 Earnings and Revenue Estimates

Nvidia (NVDA) came out with quarterly earnings of $2.22 per share, beating the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $1.05 per share a year ago. These figures are adjusted for non-recurring items. This... Full story

Yahoo Finance • 2 days ago

Palantir Stock Could Be in for a Big September. Here’s Why.

Quick Read PLTR surged 43% last month on a Q2 earnings blowout, and our $217.16 price target implies another 25% upside with a BUY rating. PLTR's 93% revenue growth dwarfs NOW's 24% and SNOW's 34%, and it's the only one of the three gener... Full story

Yahoo Finance • 4 days ago

Snowflake Stock Is Priced For Growth That Arrives At A Lower Gross Margin

Photo by kreatikar on Pixabay Snowflake's acceleration is led by AI products that carry a lower gross margin than its core platform, and a bandwidth-cost offset is what holds the margin guide together. Snowflake (SNOW) stock has more tha... Full story

Yahoo Finance • 4 days ago

Brad Gerstner and Cathie Wood Like Snowflake (SNOW) and Robinhood (HOOD)

Brad Gerstner of Altimeter Capital is known for his AI tech investing, while Cathie Wood is known for her aggressive growth investing across different sectors. The latest 13F filings for the second quarter show that there are two stocks co... Full story

Yahoo Finance • 6 days ago

Is Alphabet’s Search Risk Really Priced In? Stress-Testing Rosenblatt’s $410 Thesis

Has Wall Street stopped panicking about AI chatbots destroying Alphabet Inc.'s (NASDAQ:GOOGL)'s traditional search business? On August 19, Analyst Scott Devitt initiated coverage on the stock with a Buy rating, noting how concerns around S... Full story

Yahoo Finance • 6 days ago

Snowflake (SNOW) Stock: AI Growth Is Real, But Is the Valuation Already Priced In?

Snowflake (NYSE:SNOW) is heading into its September 2 earnings report with a strong growth narrative. Prior to earnings, on August 20, TD Cowen raised its price target on the stock to $370 from $300 while maintaining a Buy rating. The fir... Full story

Yahoo Finance • 7 days ago

Even The Calm Reading On Palantir Puts Nearly Half The Position In Play

Image from Pixabay The options market expects this stock to move less than it actually has, and the range it still marks out is wide enough to reshape a holding in either direction. Palantir Technologies (PLTR) trades at about $173.96, a... Full story

Yahoo Finance • 8 days ago

Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

Quick Read Nebius (NBIS) sank 4% after pricing a $5B convertible note overnight, dragging Cloudflare (NET) down 3% on dilution read-through fears. CoreWeave (CRWV) held near its range despite a similar capital-intensive model, confirming... Full story

Yahoo Finance • 8 days ago

Snowflake, MongoDB receive target hikes after infrastructure software rally: Truist

[Snowflake Inc corporate headquarters in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images Several infrastructure software names have rallied over the past few months, due in part to AI-related tailwinds, prompting Trui... Full story

Yahoo Finance • 8 days ago

Palantir Is Growing Faster Than Almost Anyone Expected. Can the Stock Keep Up?

Quick Read PLTR's Q2 EPS of $0.41 beat estimates by 46%, marking its ninth straight beat, while U.S. commercial revenue surged 149% year over year. PLTR's Rule of 40 score of 155% outpaces SNOW and NOW, though a forward P/E of 108 makes a... Full story

Yahoo Finance • 9 days ago

One of Wall Street’s Best-Known Hedge Funds Just Loaded Up on These 5 Stocks

Quick Read Maverick built a $663M NU position using shares and call options while buying $512M of INTC against a demoralized retail base. Lee Ainslie trimmed over 3 million NVDA shares and 525,000 TSM shares, rotating proceeds into AMD at... Full story

Yahoo Finance • 10 days ago

2 Surging Stocks for Long-Term Investors and 1 Facing Headwinds

2 Surging Stocks for Long-Term Investors and 1 Facing Headwinds The stocks featured in this article are seeing some big returns. Over the past month, they've outpaced the market due to some combination of positive news, upbeat results, or... Full story

Yahoo Finance • 10 days ago

Zacks Investment Ideas feature highlights: NVDA, GOOGL, AMZN, INTC and others

For Immediate Release Chicago, IL – August 18, 2026 – Today, Zacks Investment Ideas feature highlights Intel INTC, CoreWeave CRWV, Nebius NBIS, Snowflake SNOW, Google GOOGL, Meta Platforms META, NVDA NVDA, Cerebras CBRS, Micron MU, ASML H... Full story