Table of Contents Shares of Snowflake kicked off Thursday’s session at $234.24, extending an impressive rally that has lifted the stock significantly above its 52-week bottom of $118.30. Snowflake Inc. (SNOW) 该股达到年度峰值 284.99 美元，目前市值为 811.9 亿美元。交易活动显示该股远高于 178.86 美元的 50 日移动平均线。 According to its most recent 13F filing submitted to the SEC, Jericho Capital Asset Management established an entirely new stake valued at approximately $345.6 million. The investment firm acquired 1,575,580 shares throughout the fourth quarter, positioning Snowflake as 3.9% of its aggregate holdings and among its top ten positions.杰里科的举动反映了更广泛的机构利益。 Vanguard 增持 5.1%，使其总股数超过 3000 万股，价值近 66 亿美元。 Jennison Associates 将投资增加了 27.7%，而挪威银行则建立了价值约 9.74 亿美元的新头寸。目前，机构利益相关者控制着65.10%的流通股。几家主要公司最近调整了对 SNOW 的预测。高盛将其价格目标从 216 美元上调至 278 美元，同时维持“买入”建议。 Benchmark 同样将其目标从 200 美元上调至 270 美元，并给予“买入”评级。丰业银行做出了最乐观的修正，将目标从 285 美元上调至 320 美元，并给予“行业跑赢大盘”评级。 The collective analyst consensus now points to a price target of $291.77, supported by 35 “buy” ratings, five “hold” recommendations, and a single “sell.”该公司最新的收益报告提供了额外的动力。 Snowflake 的每股收益为 0.39 美元，比分析师预期的 0.32 美元高出 0.07 美元。季度收入达到 13.9 亿美元，超出预期的 13.2 亿美元，较去年同期增长 33.5%。 In strategic developments, Unlimitail—a retail media platform operating across 120 retail websites and reaching over 250 million consumers—selected Snowflake to build its forthcoming Global Retail Media Data Hub. The infrastructure will leverage Snowflake Data Clean Rooms, enabling retailers and brands to work with first-party data while maintaining complete control within their own secure environments. The platform launch is scheduled for later this year and will serve European and Latin American territories, with established partners like MediaMarkt Saturn and Carrefour already integrated into the network. Jefferies analysts noted that Snowflake maintains a strong competitive position despite intensifying rivalry from Databricks, suggesting that enterprise investment in data and artificial intelligence infrastructure remains robust enough to sustain growth for multiple providers.为了平衡积极的势头，公司内部人士在过去 90 天里清算了超过 3.43 亿美元的股票。董事马克·加勒特 (Mark Garrett) 于 5 月 29 日以每股 250 美元的价格出售了 10 万股股票，减持了 91.91%。执行副总裁 Christian Kleinerman 于 6 月 16 日以 240.00 美元的价格出售了 2,986 股股票，以履行与股权补偿归属相关的纳税义务。这两笔交易都是根据先前制定的规则 10b5-1 交易安排进行的。根据分析师一致的目标价 291.77 美元，该股可能较周四开盘价 234.24 美元上涨约 25%。
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