异动解读 | Snowflake盘中大涨5.04%,受财报超预期、AWS协议及投行上调目标价提振

异动解读
Jun 01

Snowflake(SNOW)今日盘中大涨5.04%,引起了市场的广泛关注。

消息面上,Snowflake此前发布的第一财季业绩表现强劲,营收和调整后每股收益均超出市场预期,公司同时上调了全年产品营收指引。此外,Snowflake与亚马逊云科技(AWS)签署了为期五年、价值60亿美元的战略采购协议,进一步巩固了其云数据平台的战略地位。

多家华尔街投行随后上调了对该公司的评级和目标价。其中,Stephens将Snowflake的目标价从244美元大幅上调至296美元,汇丰银行将其评级从“持有”上调至“买入”,目标价从176美元上调至289美元,摩根士丹利也将其目标价上调至300美元。分析师普遍看好公司在人工智能领域的货币化前景,这些积极因素共同推动了股价在今日交易时段的强劲表现。

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