M&A·자금조달🔥진행 중
스노우플레이크, 37.5억 달러 무이자 전환사채 가격 확정
증액 발행으로 부채 최적화 및 AI·인수합병 유연성 확보
첫날 -2.3% · 현재까지 +4.2%
›전개 과정 2회
- 2026-09-28 조달 자금은 부채 최적화와 AI·인수합병 이니셔티브에 사용 예정
- 2026-09-29 증액 발행으로 부채 최적화 및 AI·인수합병 유연성 확보
내부자 매도
내부자 매도 1720만 달러 (내부자 2명)
첫날 -0.5% · 5일 후 +1.4%
이전 이벤트 28건›
M&A·자금조달악재
Snowflake Executives and Director Sell Shares영어 원문
Director Frank Slootman and EVP Christian Kleinerman sold ~200k shares recently
첫날 -0.5% · 5일 후 +1.4%
기업
Varonis Listing on Snowflake Marketplace Deepens Data Security Tie-up영어 원문
Liquibase Secure joins Snowflake Marketplace, extending platform ecosystem expansion
첫날 -3.5% · 5일 후 +3.7%
›전개 과정 3회
- 2026-09-01 Deepens data security integration, expanding Snowflake ecosystem reach
- 2026-09-11 Citi Global TMT Conference features AI-driven consumption growth and margin gains
- 2026-09-23 Liquibase Secure joins Snowflake Marketplace, extending platform ecosystem expansion
내부자 매도
내부자 매도 3450만 달러 (내부자 1명)
첫날 +2.1% · 5일 후 -3.3%
애널리스트
Snowflake Kept at Hold by Multiple Firms, PT $350영어 원문
Consensus hold ratings with rising earnings estimates support stock
첫날 -1.2% · 5일 후 -0.1%
›전개 과정 3회
- 2026-09-09 Independent sources confirm analyst stance, showing cautious institutional view on valuation
- 2026-09-11 CFO Brian Robins cites accelerator growth; options IV declining
- 2026-09-19 Consensus hold ratings with rising earnings estimates support stock
내부자 매도
내부자 매도 6590만 달러 (내부자 1명)
첫날 -1.8% · 5일 후 +1.1%
실적호재
Snowflake AI-Driven Growth Continues, StoneX Reiterates Buy영어 원문
StoneX reiterates Buy with $400 PT; multiple media compare favorably on AI prospects
첫날 -0.3% · 5일 후 +2.8%
›전개 과정 10회
- 2026-08-28 Earnings week approaching; market watches revenue and key metrics
- 2026-08-29 Multiple sources confirm upcoming earnings; AI product growth key amid prior price target hikes.
- 2026-08-30 Multiple independent sources confirm earnings week schedule; market watches AI product performance
- 2026-08-31 Cantor raises PT to $405 from $282, citing strong checks and Cortex adoption ahead of earnings.
- 2026-09-02 Analysts expect strong growth, but high valuation may be a concern
- 2026-09-03 Revenue and EPS beat, product revenue guide raised, AI demand strong
- 2026-09-03 Multiple sources confirm AI contribution, revenue and guidance raised, stock surges
- 2026-09-04 Post-earnings surge, analyst upgrades, strong AI data cloud demand
- 2026-09-09 Multiple sources confirm AI accelerating migrations and CoCo adoption, reinforcing growth
- 2026-09-17 StoneX reiterates Buy with $400 PT; multiple media compare favorably on AI prospects
내부자 매도
내부자 매도 1770만 달러 (내부자 2명)
첫날 -1.2% · 5일 후 -0.1%
내부자 매도
내부자 매도 1710만 달러 (내부자 1명)
첫날 -5.4% · 5일 후 -1.4%
8-K 공시
8-K: 실적 공시
첫날 +16.6% · 5일 후 -7.7%
실적
실적 발표
첫날 -4.4% · 5일 후 +7.8%
내부자 매도
내부자 매도 1550만 달러 (내부자 1명)
첫날 -0.5% · 5일 후 -3.0%
실적
실적 발표
첫날 -0.5% · 5일 후 -3.0%
기타호재
Snowflake PT raised by multiple firms, up to $395영어 원문
TD Cowen raises to $370, BofA to $395, citing AI-driven catalysts
첫날 +1.3% · 5일 후 -1.4%
›전개 과정 4회
- 2026-08-08 Technical highlight: weekly relative strength new high, in sync with AI sector momentum
- 2026-08-18 Citizens maintains Market Outperform with PT raised to $408; UBS reiterates Buy; overall analyst sentiment positive
- 2026-08-20 Morgan Stanley, Citizens, Mizuho, BofA raised PTs, reflecting confidence in AI demand and product growth.
- 2026-08-20 TD Cowen raises to $370, BofA to $395, citing AI-driven catalysts
내부자 매도
내부자 매도 1570만 달러 (내부자 1명)
첫날 -0.1% · 5일 후 -3.0%
내부자 매도
내부자 매도 8170만 달러 (내부자 1명)
첫날 -1.4% · 5일 후 -2.6%
제품호재
Snowflake Unveils Dynamic Model Routing to Improve AI Economics영어 원문
Company announcement: dynamic model routing added to Cortex AI Gateway and flagship products, with expanded access to leading open models
첫날 -1.4% · 5일 후 -2.6%
내부자 매도
내부자 매도 1680만 달러 (내부자 1명)
첫날 -0.6% · 5일 후 -2.2%
기타호재
Snowflake Hits 52-Week High Alongside Tech Peers영어 원문
Multiple sources confirm SNOW touched 52-week high intraday, extending recent strength
첫날 -0.2% · 5일 후 -2.6%
›전개 과정 3회
- 2026-08-11 Multiple stocks hit new 52-week highs intraday, indicating market strength
- 2026-08-11 Multiple sources confirm SNOW hit 52-week high intraday, extending recent strength
- 2026-08-11 Multiple sources confirm SNOW touched 52-week high intraday, extending recent strength
애널리스트호재
Evercore ISI Maintains Outperform on Snowflake, PT $360영어 원문
Analyst sees solid beat/raise quarter, newer-product momentum, and margin expansion
첫날 +5.4% · 5일 후 +6.7%
›전개 과정 7회
- 2026-07-30 Multiple sources confirm new high; Wells Fargo sees 85% upside, analyst says AI fears misplaced as agents drive usage.
- 2026-07-31 Multiple traders note rotation from chips to software, SNOW shows relative strength and appears on several watchlists.
- 2026-08-01 Co-founder sold 66,668 shares worth ~$18.7M, yet stock hit new high
- 2026-08-03 Stock at 4.5-year high, multiple analysts positive, market sentiment upbeat
- 2026-08-05 Multiple traders confirm SNOW at new yearly highs, while one analysis flags premium valuation
- 2026-08-08 New all-time closing high on 8/7; traders note overbought but no reversal signal, advise raising stops
- 2026-08-10 Analyst sees solid beat/raise quarter, newer-product momentum, and margin expansion
내부자 매도
내부자 매도 2540만 달러 (내부자 2명)
첫날 +3.9% · 5일 후 -0.5%
실적
Snowflake Announces Q2 FY2027 Earnings Date영어 원문
Company to report on Sept 2, key date for investors
첫날 +4.9% · 5일 후 +8.8%
애널리스트호재
Needham: Agentic AI Accelerating Demand for Data Management Systems, Benefiting SNOW영어 원문
Two independent analyses highlight agentic AI boosting data management demand, impacting SNOW and peers.
첫날 +4.9% · 5일 후 +8.8%
내부자 매도악재
내부자 매도 1400만 달러 (내부자 1명)
첫날 +4.6% · 5일 후 +12.0%
제품호재
Snowflake Launches Cortex AI Gateway and AI Security Innovations영어 원문
Zacks reports AI platform security/governance enhancements, product revenue guide 30% growth, extending prior Cortex AI Gateway launch.
첫날 -0.9% · 5일 후 +17.2%
›전개 과정 2회
- 2026-07-28 Company introduces unified monitoring and cost management, advancing trusted agentic enterprise era
- 2026-07-29 Zacks reports AI platform security/governance enhancements, product revenue guide 30% growth, extending prior Cortex AI Gateway launch.
M&A·자금조달악재
Institutional Moves and Insider Sale at Snowflake영어 원문
Caxton initiated, Cetera raised stake, while EVP Kleinerman sold 2,500 shares for $688k, showing mixed signals.
첫날 -0.9% · 5일 후 +17.2%
애널리스트호재
SNOW highlighted by multiple sources for relative strength and buy calls영어 원문
BofA maintains Buy, raises PT, extending recent bullish analyst trend
첫날 +2.8% · 5일 후 +2.1%
›전개 과정 4회
- 2026-07-13 Citi recommends buying SNOW; traders note exceptional relative strength, but no specific earnings data.
- 2026-07-21 Analyst sees Databricks' higher valuation as positive read-through, suggesting SNOW undervalued amid rising data cloud demand
- 2026-07-22 Jefferies sees Databricks' $188B valuation as validation, could help SNOW rerate
- 2026-07-22 BofA maintains Buy, raises PT, extending recent bullish analyst trend
내부자 매도악재
내부자 매도 7950만 달러 (내부자 1명)
첫날 +2.0% · 5일 후 -0.5%
기업
Snowflake unveils CEO pay plan up to $448M영어 원문
8-K filing reveals up to $448M CEO pay, market watches incentive alignment
첫날 -0.7% · 5일 후 -1.8%
›전개 과정 3회
- 2026-07-16 Pay tied to market cap nearly doubling to $184B; key governance move
- 2026-07-16 Reuters and X posts confirm plan tied to market cap doubling target
- 2026-07-17 8-K filing reveals up to $448M CEO pay, market watches incentive alignment
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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