尽管收入增长且在 AI 方面有所投资，Snowflake 股价仍较 IPO 高点下跌 40%；JMP 证券维持“跑赢大盘”评级。 Snowflake's stock drops 40% from IPO high, despite revenue growth and AI investment; JMP Securities maintains "market outperform" rating.
尽管收入增长强劲且自由现金流持续，但 Snowflake 的股价已较 IPO 高点下跌了 40%。 Snowflake's stock has dropped 40% from its IPO high despite robust revenue growth and consistent free cash flow. 该公司新任首席执行官 Sridhar Ramaswamy 将人工智能放在首位，并向该公司投资了 500 万美元。 Its new CEO, Sridhar Ramaswamy, has prioritized AI and invested $5 million into the company. 最近的指引表明本财年产品收入增长率将放缓至 22%，这引发了人们的担忧。 Recent guidance suggests slower growth at 22% product revenue for the current fiscal year, raising concerns. 尽管如此，JMP Securities 仍将其目标价从 212.00 美元上调至 235.00 美元，并给予“市场跑赢大盘”评级。 Despite this, JMP Securities raised its price objective from $212.00 to $235.00 and gave a "market outperform" rating.