Nisa Investment Advisors LLC Grows Holdings in Snowflake Inc. $SNOW

Nisa Investment Advisors LLC lifted its position in shares of Snowflake Inc. (NYSE:SNOW) by 727.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,985 shares of the company’s stock after acquiring an additional 18,450 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Snowflake were worth $4,733,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Beaumont Financial Advisors LLC raised its holdings in Snowflake by 39.5% in the 3rd quarter. Beaumont Financial Advisors LLC now owns 1,253 shares of the company’s stock worth $283,000 after purchasing an additional 355 shares during the period. WD Rutherford LLC grew its holdings in Snowflake by 21.3% in the third quarter. WD Rutherford LLC now owns 15,280 shares of the company’s stock valued at $3,446,000 after purchasing an additional 2,683 shares during the period. Kingswood Wealth Advisors LLC increased its position in shares of Snowflake by 9.0% in the third quarter. Kingswood Wealth Advisors LLC now owns 2,699 shares of the company’s stock valued at $609,000 after buying an additional 222 shares in the last quarter. Venturi Wealth Management LLC raised its stake in shares of Snowflake by 3.2% during the 3rd quarter. Venturi Wealth Management LLC now owns 3,610 shares of the company’s stock worth $814,000 after buying an additional 112 shares during the period. Finally, Benjamin Edwards Inc. raised its stake in shares of Snowflake by 112.0% during the 3rd quarter. Benjamin Edwards Inc. now owns 5,770 shares of the company’s stock worth $1,302,000 after buying an additional 3,048 shares during the period. 65.10% of the stock is currently owned by institutional investors and hedge funds.

Snowflake Stock Performance

NYSE:SNOW opened at $218.80 on Monday. The company has a market cap of $74.87 billion, a P/E ratio of -54.16 and a beta of 1.14. Snowflake Inc. has a twelve month low of $120.10 and a twelve month high of $280.67. The company’s 50-day moving average price is $238.70 and its 200-day moving average price is $229.15. 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 (NYSE:SNOW) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $0.35 EPS for the quarter, beating analysts’ consensus estimates of $0.31 by $0.04. Snowflake had a negative net margin of 30.76% and a negative return on equity of 45.91%. The company had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.18 billion. During the same quarter in the prior year, the firm earned $0.20 EPS. Snowflake’s quarterly revenue was up 28.7% on a year-over-year basis. On average, sell-side analysts forecast that Snowflake Inc. will post -2.36 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

SNOW has been the topic of a number of research analyst reports. Robert W. Baird lifted their price target on shares of Snowflake from $260.00 to $270.00 and gave the company an “outperform” rating in a research note on Thursday, December 4th. Cantor Fitzgerald increased their price objective on shares of Snowflake from $275.00 to $278.00 and gave the company an “overweight” rating in a report on Thursday, December 4th. Argus raised shares of Snowflake from a “hold” rating to a “buy” rating and set a $300.00 target price for the company in a research note on Thursday. Cowen restated a “buy” rating on shares of Snowflake in a research report on Thursday, December 4th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $280.00 price target on shares of Snowflake in a research note on Thursday, December 4th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, three have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, Snowflake presently has an average rating of “Moderate Buy” and an average price target of $276.66.

Trending Headlines about Snowflake

Here are the key news stories impacting Snowflake this week:

• Positive Sentiment: Snowflake’s expanded AI portfolio and deeper cloud partnerships are being highlighted as drivers of strong revenue growth and positioning the company as central to enterprise AI — a tailwind for long-term demand. SNOW’s Robust Portfolio Fuels Revenue Growth
• Positive Sentiment: Snowflake announced a deal to acquire Observe — an AI/observability platform built on Snowflake — in a transaction reported around $1B. Management says the deal accelerates AIops and observability features (helps troubleshoot AI agents and apps), which could expand product stickiness and cross-sell opportunities. The acquisition is subject to customary closing conditions; the purchase price and integration execution will be watched closely. Snowflake announces intent to buy Observe The Numbers Behind Snowflake’s $1 Billion Acquisition
• Positive Sentiment: Recent analyst support: Argus upgraded SNOW to Buy with a $300 target and Raymond James reiterated/assigned Outperform, reinforcing optimism about Snowflake’s transition from data warehouse to AI platform — analyst upgrades can boost sentiment and attract flows. (Coverage noted in market reports.)
• Neutral Sentiment: Last reported results showed a revenue beat and continued high growth (revenue up ~29% year/year and an EPS beat in early December), supporting the narrative of strong enterprise traction — but profitability remains negative and is being closely scrutinized by the market.
• Negative Sentiment: An executive (EVP) sold about $2.2M of SNOW stock, which can be interpreted by some investors as a near-term negative signal about insider confidence or a simple liquidity/portfolio move. EVP Stock Sale
• Negative Sentiment: Valuation and profitability concerns remain loud in the market — commentary argues Snowflake’s “profitability pivot” could trade off growth investments, and some analysts urge caution despite AI tailwinds. Those critiques can pressure the shares as investors weigh growth vs margin expansion. Profitability Pivot May Be A Trap
• Negative Sentiment: SNOW has shown intra-session weakness recently while the broader market gained, indicating short-term profit-taking or rotation into other AI names; watch volume and whether the stock holds near its 200-day SMA for technical support. SNOW Stock Dips While Market Gains

Insider Transactions at Snowflake

In related news, Director Michael L. Speiser sold 403 shares of Snowflake stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $221.16, for a total transaction of $89,127.48. Following the transaction, the director owned 24,121 shares in the company, valued at approximately $5,334,600.36. This trade represents a 1.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Emily Ho sold 1,072 shares of the business’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $223.63, for a total value of $239,731.36. Following the transaction, the chief accounting officer directly owned 43,809 shares in the company, valued at $9,797,006.67. This trade represents a 2.39% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 418,681 shares of company stock valued at $96,073,145. 6.80% of the stock is currently owned by company insiders.

About Snowflake

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.