SNOW Snowflake Inc. Common Stock
NYSE · Technology · Ver en SEC EDGAR ↗ 10-K/10-Q Sep 4, 2026SNOW Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de Snowflake Inc. Common Stock Descripción general de la empresa de Wikipedia
Snowflake es una compañía de almacenamiento de datos basada en computación en la nube con sede en Bozeman, Montana. Fue fundada en 2012 y lanzada al público en octubre de 2014 dos años después de manera discreta. El nombre fue elegido en tributo al gran amor de los fundadores a los deportes de invierno.
Snowflake ofrece almacenamiento de dato en la nube y servicios analíticos, generalmente denominados "almacenamiento de datos como servicio". Deja a los usuarios corporativos almacenar y analizar datos usando hardware y software basado en la nube. Snowflake corre sobre Amazon S3 desde 2014, sobre Microsoft Azure desde 2018 y en la Plataforma Google cloud desde 2019. La compañía ha sido acreditada por revivir la industria de almacenamiento de datos al construir y perfeccionar una plataforma basada en nube de datos.
La compañía fue primer lugar en la Forbes Cloud 100.
## Historia
Snowflake Inc fue fundada en julio de 2012 en San Mateo, California por tres expertos en almacenamiento de datos: Benoit Dageville, Thierry Cruanes y Marcin Zukowski. Dageville and Cruanes habían trabajado previamente como arquitectos de datos en Oracle Corporation; Zukowski fue cofundador de la empresa emergente Vectorwise. El primer CEO de la compañía fue Mike Speinser
En agosto de 2012, facturó 5 millones de dólares en las rondas de serie A lideradas por Sutter Hill Ventures.
En junio de 2014, nombró al antiguo ejecutivo de Microsoft como su CEO. En octubre de 2014, facturó $26 millones de dólares y salió de su modo discreto, ya habiendo 80 compañías usándola para ese momento. En junio de 2015 la compañía facturó un adicional de $45 millones de dólares y lanzó su primer producto al público. Facturó otros $100 millones de dólares en abril de 2017.
En mayo de 2019, Frank Slootman, El CEO retirado de ServiceNow, se unió a Snowflake como su CEO, y Michael Scarpelli, el anterior CFO de ServiceNow se unió a la compañía como su CFO.
En junio de 2019, la compañía lanzó Snowflake Data Exchange.
En septiembre de 2019, fue primer lugar en la lista de Linkedin a los mejores Startups estadounidenses. En febrero de 2020 levantó otros $479 millones de dólares. En ese tiempo, llegó a tener 3,400 clientes activos.
El 16 de septiembre de 2020, Snowflake se convertía en una empresa de capital abierto vía una oferta pública de vental que ingresó $3.4 mil millones de dólares, el mayor OPV de software y el mayor OPV hasta la fecha en duplicarse en su primer día.
El 26 de mayo de 2021, la empresa anunció que se convertirá en una empresa sin sede, pero con una oficina principal localizada en Bozeman, Montana.
== Referencias ==
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | SNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -102.3promedio 5A ≈-58.8 | ≈-58.8 | · | · | |
| P/S (TTM) | 21.1 | · | 8.5 | Sobrevalorado | |
| P/C (MRQ) | 53.4 | · | 10.9 | Sobrevalorado | |
| Precio / FCF (TTM) | 96.0 | · | · | · | |
| Precio / Flujo de Caja (TTM) | 91.5 | · | 17.4 | Sobrevalorado | |
| Precio / Valor Contable Tangible (MRQ) | 66.6 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | SNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 67.0%promedio 5A ≈66.7% | ≈66.7% | 69.4% | En línea | |
| Margen Operativo (TTM) | -22.8%promedio 5A ≈-37.6% | ≈-37.6% | 6.5% | Débil | |
| Margen EBITDA (TTM) | -18.1%promedio 5A ≈-33.4% | ≈-33.4% | 6.5% | Débil | |
| Margen antes de impuestos (TTM) | -19.8%promedio 5A ≈-33.3% | ≈-33.3% | 7.5% | Débil | |
| Margen de Beneficio Neto (TTM) | -20.1%promedio 5A ≈-33.1% | ≈-33.1% | 9.9% | Débil | |
| ROA (TTM) | -12.9%promedio 5A ≈-12.7% | ≈-12.7% | 1.4% | Débil | |
| ROE (TTM) | -48.2%promedio 5A ≈-29.0% | ≈-29.0% | -5.0% | Débil | |
| ROIC | -75.6%promedio 5A ≈-40.0% | ≈-40.0% | 0.53% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | SNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 0.9promedio 5A ≈1.9 | ≈1.9 | 1.4 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.9promedio 5A ≈1.0 | ≈1.0 | 1.0 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | SNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 29.2%promedio 5A ≈40.9% | ≈40.9% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 31.4%promedio 5A ≈47.7% | ≈47.7% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 51.2% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | SNOW | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.5promedio 5A ≈0.4 | ≈0.4 | 0.5 | En línea | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 4.2promedio 5A ≈3.9 | ≈3.9 | 5.9 | Débil | |
| Revenue / Employee (Ingresos / Empleado) | ≈$498.6K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2027 | Sep 2, 2026 | $0.62 | $0.46 | 36.2% |
| 31 de marzo de 2027 | May 27, 2026 | $0.39 | $0.32 | 20.1% |
| 30 de septiembre de 2026 | $0.62 | $0.46 | 36.2% | |
| 30 de junio de 2026 | $0.39 | $0.32 | 20.1% | |
| 31 de marzo de 2026 | $0.32 | $0.28 | 15.6% | |
| 31 de diciembre de 2025 | $0.35 | $0.32 | 10.6% | |
| 30 de septiembre de 2025 | $0.35 | $0.27 | 29.2% | |
| 30 de junio de 2025 | $0.24 | $0.22 | 10.3% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $4.68B | $3.63B | $2.81B | $2.07B | $1.22B | $592M | $265M | |
| Cost of Revenue | $1.54B | $1.21B | $899M | $718M | $458M | $243M | $117M | |
| Gross Profit | $3.15B | $2.41B | $1.91B | $1.35B | $761M | $349M | $148M | |
| R&D Expense | $1.97B | $1.78B | $1.29B | $788M | $467M | $238M | $105M | |
| SG&A Expense | $550M | $412M | $323M | $296M | $265M | $176M | $108M | |
| Operating Expenses | $4.58B | $3.87B | $3.00B | $2.19B | $1.48B | $893M | $506M | |
| Operating Income | $-1.44B | $-1.46B | $-1.09B | $-842M | $-715M | $-544M | $-358M | |
| Other Non-op | $-59M | $-35M | $45M | $-48M | $29M | $-610.0K | $-1M | |
| Pretax Income | $-1.31B | $-1.29B | $-849M | $-816M | $-677M | $-537M | $-348M | |
| Income Tax | $17M | $4M | $-11M | $-18M | $3M | $2M | $993.0K | |
| Net Income | $-1.33B | $-1.29B | $-836M | $-797M | $-680M | $-539M | $-349M | |
| EPS (Basic) | $-3.95 | $-3.86 | $-2.55 | $-2.50 | $-2.26 | $-3.81 | $-7.77 | |
| EPS (Diluted) | $-3.95 | $-3.86 | $-2.55 | $-2.50 | $-2.26 | $-3.81 | $-7.77 | |
| Shares (Basic) | 337,493,000 | 332,707,000 | 328,001,000 | 318,730,000 | 300,273,000 | 141,613,000 | 44,847,442 | |
| Shares (Diluted) | 337,493,000 | 332,707,000 | 328,001,000 | 318,730,000 | 300,273,000 | 141,613,000 | 44,847,442 | |
| EBITDA | $-1.21B | $-1.27B | $-975M | $-779M | $-694M | $-534M | · |
Balance general
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.83B | $2.63B | $1.76B | $940M | $1.09B | $820M | $127M | |
| Receivables | $1.30B | $923M | $927M | $716M | $546M | $294M | $179M | |
| Prepaid Expense | $195M | $211M | $180M | $193M | $150M | $66M | $25M | |
| Current Assets | $5.74B | $5.87B | $5.04B | $4.98B | $4.60B | $4.30B | $665M | |
| PP&E (Net) | $249M | $296M | $247M | $161M | $105M | $69M | $27M | |
| PP&E (Gross) | $489M | $450M | $322M | $208M | $129M | $81M | $32M | |
| Accum. Depreciation | $240M | $153M | $75M | $47M | $23M | $12M | $5M | |
| Goodwill | $1.19B | $1.06B | $976M | $657M | $8M | $8M | $7M | |
| Intangibles | $247M | $278M | $331M | $186M | $37M | $16M | $5M | |
| Other Non-current Assets | $428M | $334M | $274M | $284M | $329M | $89M | $20M | |
| Total Assets | $9.13B | $9.03B | $8.22B | $7.72B | $6.65B | $5.92B | $1.01B | |
| Accounts Payable | $146M | $170M | $52M | $24M | $13M | $6M | $8M | |
| Accrued Liabilities | $880M | $515M | $447M | $269M | $201M | $125M | $63M | |
| Current Liabilities | $4.42B | $3.30B | $2.73B | $1.99B | $1.40B | $789M | $416M | |
| Capital Leases | $412M | $378M | $254M | $224M | $181M | $185M | $193M | |
| Other Non-current Liabilities | $81M | $61M | $33M | $24M | $11M | $7M | $8M | |
| Total Liabilities | $7.21B | $6.03B | $3.03B | $2.25B | $1.60B | $985M | $621M | |
| Common Stock | $34.0K | $34.0K | $34.0K | $32.0K | $31.0K | · | · | |
| Paid-in Capital | $11.47B | $10.36B | $9.33B | $8.21B | $6.98B | $6.18B | $155M | |
| Retained Earnings | $-9.49B | $-7.29B | $-4.08B | $-2.72B | $-1.92B | $-1.24B | $-700M | |
| Treasury Stock | $54M | $60M | $67M | $0 | · | · | · | |
| AOCI | $3M | $-2M | $-8M | $-38M | $-16M | $439.0K | $216.0K | |
| Stockholders' Equity | $1.92B | $3.01B | $5.18B | $5.46B | $5.05B | $4.94B | $-545M | |
| Liabilities + Equity | $9.13B | $9.03B | $8.22B | $7.72B | $6.65B | $5.92B | $1.01B | |
| Shares Outstanding | 343,918,000 | 334,301,000 | 334,453,000 | 323,305,000 | 312,377,000 | 287,918,000 | · |
Flujo de Efectivo
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $220M | $183M | $120M | $64M | $21M | $10M | $4M | |
| Stock-based Comp | $1.60B | $1.48B | $1.17B | $862M | $605M | $301M | $78M | |
| Deferred Tax | $-2M | $-8M | $-27M | $-27M | $-717.0K | $-30.0K | · | |
| Amort. of Intangibles | $110M | $97M | $82M | $39M | $8M | $3M | $900.0K | |
| Other Non-cash | $736M | $591M | $423M | $444M | $164M | $182M | · | |
| Operating Cash Flow | $1.22B | $960M | $848M | $546M | $110M | $-45M | $-177M | |
| CapEx | $102M | $46M | $35M | $25M | $16M | $35M | $19M | |
| Investing Cash Flow | $312M | $191M | $832M | $-598M | $-21M | $-4.04B | $138M | |
| Stock Issued | · | · | · | $0 | $0 | $4.24B | $0 | |
| Stock Repurchased | $874M | $1.93B | $592M | $0 | $0 | $0 | $0 | |
| Net Stock Activity | $-874M | $-1.93B | $-592M | $0 | $0 | $4.24B | · | |
| Financing Cash Flow | $-1.39B | $-227M | $-854M | $-93M | $178M | $4.78B | $57M | |
| Net Change in Cash | $166M | $918M | $824M | $-146M | $267M | $693M | $19M | |
| Taxes Paid | $13M | $16M | $12M | $7M | $1M | $1M | $1M | |
| Free Cash Flow | $1.12B | $913M | $813M | $521M | $94M | $-80M | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 67.2% | 66.5% | 68.0% | 65.3% | 62.4% | 59.0% | · | |
| Operating Margin | -30.6% | -40.2% | -39.0% | -40.8% | -58.6% | -91.9% | · | |
| Net Margin | -28.4% | -35.4% | -29.8% | -38.6% | -55.8% | -91.1% | · | |
| Pretax Margin | -28.0% | -35.4% | -30.3% | -39.5% | -55.5% | -90.7% | · | |
| EBITDA Margin | -25.9% | -35.1% | -34.7% | -37.7% | -56.9% | -90.2% | · | |
| ROA | -14.7% | -14.9% | -10.5% | -10.8% | -10.8% | -15.6% | · | |
| ROE | -54.1% | -31.4% | -15.7% | -14.6% | -13.6% | -10.9% | · | |
| ROIC | -75.6% | -48.7% | -20.8% | -15.1% | -14.2% | -11.1% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.8 | 1.8 | 2.5 | 3.3 | 5.4 | · | |
| Quick Ratio | 0.9 | 1.1 | 1.0 | 0.8 | 1.2 | 1.4 | · |
Eficiencia
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | · | |
| Receivables Turnover | 4.2 | 3.9 | 3.4 | 4.2 | 2.9 | 2.5 | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $5.59 | · | $15.49 | · | · | · | · | |
| Revenue / Share | $13.88 | $10.90 | $8.56 | $6.48 | $4.06 | · | · | |
| Cash Flow / Share | $3.62 | $2.88 | $2.59 | $1.71 | $0.37 | · | · | |
| Cash / Share | $8.21 | · | $5.27 | · | · | · | · | |
| EPS (TTM) | $-3.95 | $-3.86 | $-2.55 | $-2.50 | $-2.26 | $-3.81 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 29.2% | 29.2% | 35.9% | 69.4% | 106.0% | · | · | |
| Revenue CAGR 3Y | 31.4% | 43.8% | 68.0% | · | · | · | · | |
| Revenue CAGR 5Y | 51.2% | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.68B | $3.63B | $2.81B | $2.07B | $1.22B | $592M | · | |
| Net Income TTM | $-1.33B | $-1.29B | $-836M | $-797M | $-680M | $-539M | · | |
| Market Cap | $66.35B | · | $65.43B | · | · | · | · | |
| P/E | -48.8 | -47.0 | -76.7 | -62.6 | -122.1 | -71.5 | · | |
| P/S | 14.2 | · | 23.3 | · | · | · | · | |
| P/B | 34.5 | · | 12.6 | · | · | · | · | |
| P / Tangible Book | 137.4 | · | 16.9 | · | · | · | · | |
| P / Cash Flow | 54.3 | · | 77.1 | · | · | · | · | |
| P / FCF | 59.2 | · | 80.5 | · | · | · | · | |
| Earnings Yield | -2.1% | -2.1% | -1.3% | -1.6% | -0.82% | -1.4% | · |
Estado de resultados
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.55B | $1.39B | $1.28B | $1.21B | $1.14B | $1.04B | $987M | $942M | $869M | $829M | $775M | $734M | $674M | $624M | $589M | $557M | |
| Cost of Revenue | $510M | $464M | $426M | $391M | $372M | $349M | $333M | $321M | $288M | $273M | $242M | $229M | $218M | $209M | $206M | $191M | |
| Gross Profit | $1.04B | $926M | $858M | $822M | $773M | $693M | $654M | $621M | $581M | $556M | $533M | $505M | $456M | $414M | $383M | $366M | |
| R&D Expense | $567M | $535M | $511M | $494M | $492M | $472M | $492M | $442M | $438M | $411M | $364M | $332M | $314M | $277M | $242M | $211M | |
| SG&A Expense | $121M | $129M | $114M | $107M | $119M | $210M | $115M | $106M | $98M | $93M | $82M | $79M | $84M | $78M | $78M | $76M | |
| Operating Expenses | $1.30B | $1.25B | $1.18B | $1.15B | $1.11B | $1.14B | $1.04B | $987M | $936M | $905M | $808M | $766M | $741M | $687M | $623M | $572M | |
| Operating Income | $-263M | $-326M | $-318M | $-329M | $-340M | $-447M | $-387M | $-365M | $-355M | $-349M | $-276M | $-261M | $-285M | $-273M | $-240M | $-206M | |
| Other Non-op | $35M | $-10M | $-24M | $-2M | $-5M | $-28M | $2M | $-8M | $-8M | $-21M | $48M | $-4M | $4M | $-3M | $-3M | $-13M | |
| Pretax Income | $-188M | $-297M | $-302M | $-288M | $-298M | $-424M | $-330M | $-326M | $-314M | $-315M | $-174M | $-211M | $-231M | $-233M | $-207M | $-197M | |
| Income Tax | $3M | $-1M | $8M | $4M | $62.0K | $6M | $-4M | $2M | $4M | $3M | $-4M | $3M | $-4M | $-7M | $372.0K | $4M | |
| Net Income | $-192M | $-296M | $-310M | $-294M | $-298M | $-430M | $-327M | $-324M | $-317M | $-317M | $-169M | $-214M | $-227M | $-226M | $-207M | $-201M | |
| EPS (Basic) | $-0.55 | $-0.86 | $-0.90 | $-0.87 | $-0.89 | $-1.29 | $-0.98 | $-0.98 | $-0.95 | $-0.95 | $-0.51 | $-0.65 | $-0.69 | $-0.70 | $-0.64 | $-0.63 | |
| EPS (Diluted) | $-0.55 | $-0.86 | $-0.90 | $-0.87 | $-0.89 | $-1.29 | $-0.98 | $-0.98 | $-0.95 | $-0.95 | $-0.51 | $-0.65 | $-0.69 | $-0.70 | $-0.64 | $-0.63 | |
| Shares (Basic) | 349,257,000 | 345,391,000 | · | 339,648,000 | 335,215,000 | 332,657,000 | · | 331,761,000 | 334,071,000 | · | · | 329,310,000 | 327,335,000 | 324,157,000 | · | 320,135,000 | |
| Shares (Diluted) | 349,257,000 | 345,391,000 | · | 339,648,000 | 335,215,000 | 332,657,000 | · | 331,761,000 | 334,071,000 | · | · | 329,310,000 | 327,335,000 | 324,157,000 | · | 320,135,000 | |
| EBITDA | $-263M | $-259M | · | $-329M | $-340M | $-398M | · | $-365M | $-355M | $-308M | · | $-261M | $-285M | $-250M | · | $-206M |
Balance general
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.71B | $2.08B | $2.83B | $1.94B | $1.88B | $2.24B | $2.63B | $2.15B | $1.28B | $1.33B | $1.76B | $982M | $755M | $653M | $940M | $819M | |
| Receivables | $718M | $580M | $1.30B | $938M | $647M | $531M | $923M | $596M | $432M | $346M | · | $511M | $406M | $353M | · | $394M | |
| Prepaid Expense | $209M | $230M | $195M | $164M | $233M | $241M | $211M | $141M | $149M | $181M | · | $178M | $174M | $202M | · | $160M | |
| Current Assets | $3.49B | $3.98B | $5.74B | $4.62B | $4.60B | $4.79B | $5.87B | $4.98B | $3.90B | $4.14B | · | $4.31B | $4.40B | $4.57B | · | $4.56B | |
| PP&E (Net) | $208M | $227M | $249M | $266M | $283M | $290M | $296M | $278M | $265M | $264M | · | $216M | $194M | $176M | · | $146M | |
| PP&E (Gross) | $487M | $492M | $489M | $476M | $465M | $448M | $450M | $408M | $372M | $354M | · | $289M | $257M | $231M | · | $185M | |
| Accum. Depreciation | $279M | $265M | $240M | $210M | $182M | $158M | $153M | $129M | $108M | $91M | · | $72M | $63M | $54M | · | $39M | |
| Goodwill | $1.64B | $1.54B | $1.19B | $1.17B | $1.17B | $1.06B | $1.06B | $991M | $984M | $976M | $976M | $784M | $774M | $711M | $657M | $649M | |
| Intangibles | $427M | $451M | $247M | $257M | $285M | $254M | $278M | $269M | $287M | $308M | · | $330M | $346M | $256M | · | $196M | |
| Other Non-current Assets | $431M | $412M | $428M | $404M | $395M | $370M | $334M | $330M | $363M | $255M | · | $269M | $281M | $270M | · | $294M | |
| Total Assets | $8.69B | $8.55B | $9.13B | $8.23B | $8.20B | $8.16B | $9.03B | $8.20B | $6.94B | $7.30B | · | $7.26B | $7.51B | $7.45B | · | $7.16B | |
| Accounts Payable | $185M | $55M | $146M | $194M | $167M | $155M | $170M | $149M | $135M | $64M | · | $75M | $41M | $22M | · | $25M | |
| Accrued Liabilities | $908M | $815M | $880M | $726M | $623M | $528M | $515M | $485M | $449M | $398M | · | $318M | $315M | $276M | · | $225M | |
| Current Liabilities | $3.72B | $3.78B | $4.42B | $3.38B | $3.10B | $3.03B | $3.30B | $2.65B | $2.46B | $2.43B | · | $2.03B | $1.91B | $1.89B | · | $1.48B | |
| Capital Leases | $420M | $434M | $412M | $368M | $379M | $377M | $378M | $288M | $280M | $248M | · | $253M | $263M | $226M | · | $225M | |
| Other Non-current Liabilities | $87M | $95M | $81M | $58M | $55M | $48M | $61M | $51M | $49M | $39M | · | $26M | $23M | $21M | · | $21M | |
| Total Liabilities | $6.54B | $6.61B | $7.21B | $6.10B | $5.82B | $5.74B | $6.03B | $5.27B | $2.81B | $2.73B | · | $2.32B | $2.21B | $2.15B | · | $1.73B | |
| Common Stock | $35.0K | $34.0K | $34.0K | $34.0K | $34.0K | $34.0K | $34.0K | $33.0K | $34.0K | $34.0K | · | $33.0K | $33.0K | $33.0K | · | $32.0K | |
| Paid-in Capital | $12.50B | $12.09B | $11.47B | $11.22B | $10.94B | $10.67B | $10.36B | $9.96B | $9.82B | $9.55B | · | $8.93B | $8.68B | $8.45B | · | $7.99B | |
| Retained Earnings | $-10.28B | $-10.09B | $-9.49B | $-9.03B | $-8.51B | $-8.21B | $-7.29B | $-6.97B | $-5.63B | $-4.91B | · | $-3.91B | $-3.29B | $-3.07B | · | $-2.51B | |
| Treasury Stock | $52M | $53M | $54M | $56M | $57M | $58M | $60M | $61M | $63M | $64M | · | $68M | $68M | $68M | · | · | |
| AOCI | $-18M | $-4M | $3M | $5M | $3M | $8M | $-2M | $-3M | $-5M | $-16M | · | $-27M | $-32M | $-31M | · | $-69M | |
| Stockholders' Equity | $2.15B | $1.94B | $1.92B | $2.13B | $2.37B | $2.41B | $3.00B | $2.93B | $4.13B | $4.56B | · | $4.93B | $5.29B | $5.29B | · | $5.41B | |
| Liabilities + Equity | $8.69B | $8.55B | $9.13B | $8.23B | $8.20B | $8.16B | $9.03B | $8.20B | $6.94B | $7.30B | · | $7.26B | $7.51B | $7.45B | · | $7.16B | |
| Shares Outstanding | 352,455,000 | 346,601,000 | 344,317,000 | 342,473,000 | 339,179,000 | · | 334,301,000 | · | · | · | 334,453,000 | 329,651,000 | 329,878,000 | 326,312,000 | · | · |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $69M | $68M | $59M | $58M | $55M | $49M | $50M | $47M | $45M | $40M | $35M | $32M | $29M | $23M | $20M | $18M | |
| Stock-based Comp | $424M | $402M | $404M | $412M | $404M | $379M | $428M | $363M | $356M | $332M | $305M | $298M | $300M | $265M | $251M | $229M | |
| Deferred Tax | $-2M | $-7M | $1M | $0 | $-3M | $0 | $-7M | $-581.0K | $49.0K | $0 | $-14M | $-213.0K | $-4M | $-9M | $-1M | $1M | |
| Amort. of Intangibles | $42M | $41M | $29M | $29M | $28M | $24M | $26M | $24M | $24M | $23M | $23M | $22M | $21M | $16M | $12M | $11M | |
| Other Non-cash | · | $75M | · | · | · | $230M | · | · | · | $300M | · | · | · | $246M | · | · | |
| Operating Cash Flow | $91M | $243M | $781M | $138M | $75M | $228M | $433M | $102M | $70M | $355M | $345M | $121M | $83M | $299M | $217M | $79M | |
| CapEx | $8M | $10M | $16M | $24M | $17M | $45M | $11M | $13M | $5M | $17M | $13M | $9M | $6M | $7M | $5M | $9M | |
| Investing Cash Flow | $-349M | $-604M | $419M | $248M | $-299M | $-56M | $225M | $-267M | $384M | $-151M | $523M | $571M | $101M | $-362M | $-65M | $-147M | |
| Stock Repurchased | $0 | $300M | $150M | $233M | $0 | $491M | $0 | $1.02B | $400M | $516M | $0 | $400M | $0 | $192M | $0 | $0 | |
| Net Stock Activity | · | $-300M | · | · | · | $-491M | · | · | $-400M | $-516M | · | $-400M | · | $-192M | · | · | |
| Financing Cash Flow | $-117M | $-372M | $-325M | $-362M | $-134M | $-564M | $-120M | $1.02B | $-491M | $-633M | $-89M | $-460M | $-82M | $-224M | $-40M | $-18M | |
| Net Change in Cash | $-377M | $-736M | $880M | $24M | $-359M | $-379M | $532M | $853M | $-36M | $-432M | $781M | $227M | $103M | $-286M | $121M | $-88M | |
| Free Cash Flow | · | $233M | · | · | · | $183M | · | · | · | $339M | · | · | · | $292M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 67.0% | 66.6% | · | 67.8% | 67.5% | 66.5% | · | 65.9% | 66.8% | 67.1% | · | 68.8% | 67.6% | 66.4% | · | 65.8% | |
| Operating Margin | -17.0% | -23.4% | · | -27.2% | -29.7% | -42.9% | · | -38.8% | -40.9% | -42.1% | · | -35.5% | -42.3% | -43.8% | · | -37.0% | |
| Net Margin | -12.4% | -21.2% | · | -24.2% | -26.0% | -41.3% | · | -34.4% | -36.5% | -38.2% | · | -29.2% | -33.7% | -36.2% | · | -36.1% | |
| Pretax Margin | -12.2% | -21.3% | · | -23.7% | -26.0% | -40.7% | · | -34.6% | -36.1% | -38.0% | · | -28.8% | -34.3% | -37.3% | · | -35.4% | |
| EBITDA Margin | -17.0% | -18.6% | · | -27.2% | -29.7% | -38.2% | · | -38.8% | -40.9% | -37.2% | · | -35.5% | -42.3% | -40.1% | · | -37.0% | |
| ROA | -2.3% | -3.5% | · | -3.6% | -3.9% | -5.6% | · | -4.2% | -4.4% | -4.3% | · | -3.0% | -3.1% | -3.4% | · | -3.0% | |
| ROE | -8.5% | -13.6% | · | -11.6% | -9.2% | -12.3% | · | -8.2% | -6.7% | -6.4% | · | -4.1% | -4.2% | -4.4% | · | -3.9% | |
| ROIC | -12.5% | -16.8% | · | -15.6% | -14.3% | -18.8% | · | -12.6% | -8.7% | -7.7% | · | -5.4% | -5.3% | -5.0% | · | -3.9% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | · | 1.4 | 1.5 | 1.6 | · | 1.9 | 1.6 | 1.7 | · | 2.1 | 2.3 | 2.4 | · | 3.1 | |
| Quick Ratio | 0.7 | 0.7 | · | 0.9 | 0.8 | 0.9 | · | 1.0 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.5 | · | 0.8 |
Eficiencia
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.1 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.3 | 2.5 | · | 1.6 | 2.1 | 2.4 | · | 1.7 | 2.1 | 2.4 | · | 1.6 | 1.9 | 2.4 | · | 1.7 |
Por Acción
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $6.10 | $5.60 | · | $6.23 | $7.00 | · | · | · | · | · | · | $14.96 | $16.03 | $16.20 | · | · | |
| Revenue / Share | $4.43 | $4.03 | · | $3.57 | $3.42 | · | · | · | · | · | · | $2.23 | $2.06 | $1.92 | · | $1.74 | |
| Cash Flow / Share | · | $0.70 | · | · | · | · | · | · | · | · | · | · | · | $0.92 | · | · | |
| Cash / Share | $4.84 | $6.01 | · | $5.67 | $5.54 | · | · | · | · | · | · | $2.98 | $2.29 | $2.00 | · | · | |
| EPS (TTM) | $-3.18 | $-3.52 | · | $-4.03 | $-4.14 | $-4.20 | · | $-3.39 | $-3.06 | $-2.80 | · | $-2.68 | $-2.66 | $-2.67 | · | $-2.27 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.43B | $5.03B | · | $4.39B | $4.12B | $3.84B | · | $3.41B | $3.21B | $3.01B | · | $2.62B | $2.44B | $2.27B | · | $1.86B | |
| Net Income TTM | $-1.09B | $-1.20B | · | $-1.35B | $-1.38B | $-1.40B | · | $-1.13B | $-1.02B | $-927M | · | $-874M | $-861M | $-857M | · | $-722M | |
| Market Cap | $103.37B | $47.30B | · | $94.14B | $75.81B | · | · | · | · | · | · | $47.84B | $58.62B | $48.32B | · | · | |
| P/E | -92.2 | -38.8 | · | -68.2 | -54.0 | -38.0 | · | -33.9 | -42.6 | -55.4 | · | -54.2 | -66.8 | -55.5 | · | -70.6 | |
| P/S | 19.0 | 9.4 | · | 21.5 | 18.4 | · | · | · | · | · | · | 18.3 | 24.0 | 21.3 | · | · | |
| P/B | 48.1 | 24.4 | · | 44.1 | 32.0 | · | · | · | · | · | · | 9.7 | 11.1 | 9.1 | · | · | |
| P / Tangible Book | 1228.6 | · | · | 134.2 | 83.1 | · | · | · | · | · | · | 12.5 | 14.1 | 11.2 | · | · | |
| P / Cash Flow | · | 194.5 | · | · | · | · | · | · | · | · | · | · | · | 161.4 | · | · | |
| Earnings Yield | -1.1% | -2.6% | · | -1.5% | -1.8% | -2.6% | · | -2.9% | -2.4% | -1.8% | · | -1.8% | -1.5% | -1.8% | · | -1.4% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-04-30 |
|---|---|---|---|---|---|
| Ingresos | $4.68B | $3.63B | $2.81B | $2.07B | · |
| Margen Bruto % | 67.2% | 66.5% | 68.0% | 65.3% | · |
| Margen Operativo % | -30.6% | -40.2% | -39.0% | -40.8% | · |
| Beneficio neto | $-1.33B | $-1.29B | $-836M | $-797M | · |
| EPS Diluido | $-3.95 | $-3.86 | $-2.55 | $-2.50 | · |
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-04-30 |
|---|---|---|---|---|---|
| Ratio corriente | 1.3 | 1.8 | 1.8 | 2.5 | · |
| Ratio Rápido | 0.9 | 1.1 | 1.0 | 0.8 | · |
| Métrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-04-30 |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.12B | $913M | $813M | $521M | · |
Propietarios institucionales (13F) 1 708 declarantes · $86.5B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 353 (+170 vs trimestre anterior) | 122 (-127 vs trimestre anterior) | 556 (+24 vs trimestre anterior) | 504 (+23 vs trimestre anterior) | +34.8M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $7 992 679 273 | 31 405 420 | 9,24% | Acciones |
| VANGUARD GROUP INC | $6 601 789 901 | 30 095 687 | 7,63% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $3 834 352 481 | 15 066 218 | 4,43% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3 277 587 412 | 12 878 536 | 3,79% | Acciones |
| JPMORGAN CHASE & CO | $2 319 915 815 | 9 218 816 | 2,68% | Acciones |
| STATE STREET CORP | $2 025 278 933 | 7 957 874 | 2,34% | Acciones |
| FMR LLC | $1 947 733 218 | 7 653 175 | 2,25% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 741 823 450 | 6 844 100 | 2,01% | Opción de compra |
| JANE STREET GROUP, LLC | $1 681 074 300 | 6 605 400 | 1,94% | Opción de compra |
| GEODE CAPITAL MANAGEMENT, LLC | $1 628 516 316 | 6 416 309 | 1,88% | Acciones |
| JENNISON ASSOCIATES LLC | $1 613 645 778 | 6 340 455 | 1,87% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 438 535 800 | 5 652 400 | 1,66% | Opción de venta |
| WELLINGTON MANAGEMENT GROUP LLP | $1 310 843 734 | 5 150 663 | 1,52% | Acciones |
| FRANKLIN RESOURCES INC | $1 201 817 342 | 4 722 269 | 1,39% | Acciones |
| Nuveen, LLC | $1 189 372 462 | 4 673 370 | 1,37% | Acciones |
| CITADEL ADVISORS LLC | $1 122 345 000 | 4 410 000 | 1,30% | Opción de compra |
| AQR CAPITAL MANAGEMENT LLC | $1 112 776 022 | 4 430 546 | 1,29% | Acciones |
| Pictet Asset Management Holding SA | $1 036 865 051 | 4 074 359 | 1,20% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 004 242 378 | 3 945 943 | 1,16% | Acciones |
| JANE STREET GROUP, LLC | $983 795 200 | 3 865 600 | 1,14% | Opción de venta |
| MORGAN STANLEY | $887 233 826 | 3 486 180 | 1,03% | Acciones |
| UBS Group AG | $861 486 294 | 3 385 015 | 1,00% | Acciones |
| NORGES BANK | $850 642 836 | 3 342 408 | 0,98% | Acciones |
| ROYAL BANK OF CANADA | $821 221 000 | 3 226 804 | 0,95% | Acciones |
| BANK OF AMERICA CORP /DE/ | $792 175 840 | 3 112 675 | 0,92% | Acciones |
| CITADEL ADVISORS LLC | $776 861 250 | 3 052 500 | 0,90% | Opción de venta |
| AMERICAN CENTURY COMPANIES INC | $718 557 082 | 2 823 407 | 0,83% | Acciones |
| Point72 Asset Management, L.P. | $716 103 447 | 2 813 766 | 0,83% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $698 295 052 | 2 717 171 | 0,81% | Acciones |
| BAILLIE GIFFORD & CO | $657 719 875 | 2 584 361 | 0,76% | Acciones |
| Invesco Ltd. | $626 358 063 | 2 461 132 | 0,72% | Acciones |
| BANK OF MONTREAL /CAN/ | $606 193 807 | 2 381 901 | 0,70% | Acciones |
| NORTHERN TRUST CORP | $583 004 275 | 2 290 783 | 0,67% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $564 531 646 | 2 218 199 | 0,65% | Acciones |
| CITADEL ADVISORS LLC | $510 809 241 | 2 007 109 | 0,59% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $502 138 680 | 1 973 040 | 0,58% | Acciones |
| Legal & General Group Plc | $491 133 856 | 1 929 799 | 0,57% | Acciones |
| Altimeter Capital Management, LP | $490 230 625 | 1 926 250 | 0,57% | Acciones |
| AMERIPRISE FINANCIAL INC | $475 637 802 | 1 867 395 | 0,55% | Acciones |
| Swedbank AB | $472 722 555 | 1 857 456 | 0,55% | Acciones |
| JANUS HENDERSON GROUP PLC | $452 014 073 | 2 997 385 | 0,52% | Acciones |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $441 938 647 | 1 736 498 | 0,51% | Acciones |
| Bank of New York Mellon Corp | $435 894 874 | 1 712 751 | 0,50% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $424 412 759 | 2 814 035 | 0,49% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $390 654 192 | 1 534 987 | 0,45% | Acciones |
| WELLS FARGO & COMPANY/MN | $381 750 000 | 1 500 000 | 0,44% | Opción de compra |
| DEUTSCHE BANK AG\ | $378 995 297 | 1 489 176 | 0,44% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $362 322 490 | 1 423 664 | 0,42% | Acciones |
| BARCLAYS PLC | $353 971 588 | 1 390 851 | 0,41% | Acciones |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $345 003 508 | 1 355 613 | 0,40% | Acciones |
Informantes de la empresa 28 insiders · 10 directivos · 13 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Sridhar Ramaswamy | Chief Executive Officer | 21 de septiembre de 2026 F | 459 440 | 0 | 0 | $0 |
| Brian G Robins | Chief Financial Officer | 15 de septiembre de 2026 F | 142 973 | 0 | 0 | $0 |
| Michael Scarpelli | Chief Financial Officer | 22 de septiembre de 2025 F | 270 095 | 0 | 0 | $0 |
| Christian Kleinerman | EVP, Product Management | 1 de octubre de 2026 S | 313 738 | 0 | 35 | $-61 466 490 |
| Jonathan Mead Beaulier | Chief Revenue Officer | 23 de septiembre de 2026 S | 211 619 | 0 | 3 | $-6 558 496 |
| Vivek Raghunathan | SVP, Engineering | 21 de septiembre de 2026 F | 236 850 | 0 | 4 | $-5 358 450 |
| Emily Ho | Chief Accounting Officer | 21 de septiembre de 2026 F | 38 867 | 0 | 5 | $-1 430 482 |
| Michael S Gannon | Chief Revenue Officer | 20 de marzo de 2026 A | 346 836 | 0 | 0 | $0 |
| Christopher William Degnan | Chief Revenue Officer | 10 de marzo de 2025 F | 360 702 | 0 | 0 | $0 |
| Grzegorz Czajkowski | EVP, Engineering and Support | 28 de junio de 2024 S | 494 702 | 0 | 0 | $0 |
| Benoit Dageville | Consejero | 21 de octubre de 2026 S | 2 301 543 | 0 | 19 | $-196 680 482 |
| Frank Slootman | Consejero | 19 de octubre de 2026 M | 19 024 | 0 | 140 | $-856 243 979 |
| Michael L Speiser | Consejero | 2 de octubre de 2026 S | 1 137 741 | 0 | 217 | $-145 341 547 |
| Mark Garrett | Consejero | 4 de septiembre de 2026 M | 10 074 | 0 | 2 | $-42 500 000 |
| Teresa Briggs | Consejero | 6 de julio de 2026 S | 5 060 | 0 | 2 | $-175 099 |
| Kelly A. Kramer | Consejero | 29 de junio de 2026 A | 10 074 | 0 | 0 | $0 |
| Jayshree Ullal | Consejero | 29 de junio de 2026 A | 10 074 | 0 | 0 | $0 |
| William F Scannell | Consejero | 29 de junio de 2026 A | 7 136 | 0 | 0 | $0 |
| Mark D Mclaughlin | Consejero | 29 de junio de 2026 A | 14 333 | 0 | 0 | $0 |
| Jeremy Burton | Consejero | 2 de julio de 2025 A | 5 360 | 0 | 0 | $0 |
| John Dennis Mcmahon | Consejero | 31 de mayo de 2023 M | 352 902 | 0 | 0 | $0 |
| Stephen B Burke | Consejero | 23 de mayo de 2023 A | 7 934 | 0 | 0 | $0 |
| Carl M. Eschenbach | · | 5 de abril de 2023 A | 3 975 | 0 | 0 | $0 |
| SUTTER HILL VENTURES | · | 5 de marzo de 2021 J | 0 | 0 | 0 | $0 |
| Samuel J Pullara III | · | 18 de septiembre de 2020 C | · | 0 | 0 | $0 |
| Stefan A Dyckerhoff | · | 18 de septiembre de 2020 C | · | 0 | 0 | $0 |
| James N White | · | 18 de septiembre de 2020 C | · | 0 | 0 | $0 |
| Tench Coxe | · | 18 de septiembre de 2020 C | · | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 118 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| GPTY · Tidal Trust II | 6,55% | 22 712 NS | 31 de julio de 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 3,99% | 1 328 NS | 31 de julio de 2026 | N-PORT |
| AIBU · Direxion Shares ETF Trust | 3,74% | 2 928 NS | 31 de julio de 2026 | N-PORT |
| FMTM · EA Series Trust | 3,51% | 30 192 NS | 31 de julio de 2026 | N-PORT |
| PABU · iShares Trust | 3,31% | 250 890 SH | 11 de septiembre de 2026 | Diario |
| TEC · Harbor ETF Trust | 3,28% | 710 NS | 31 de julio de 2026 | N-PORT |
| PTF · Invesco Exchange-Traded Fund Trust | 3,25% | 59 215 SH | 23 de octubre de 2026 | Diario |
| IWP · iShares Trust | 3,25% | 1 888 147 SH | 11 de septiembre de 2026 | Diario |
| IVES · Wedbush Series Trust | 2,96% | 99 595 NS | 31 de julio de 2026 | N-PORT |
| CARK · Advisors' Inner Circle Fund II | 2,85% | 30 975 NS | 31 de julio de 2026 | N-PORT |
| IWFG · New York Life Investments Active ET… | 2,71% | 5 592 NS | 31 de julio de 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 2,68% | 370 NS | 31 de julio de 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 2,59% | 8 261 NS | 31 de julio de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 2,50% | 2 016 NS | 31 de julio de 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 2,38% | 1 899 NS | 31 de julio de 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 2,25% | 31 972 NS | 31 de julio de 2026 | N-PORT |
| CBLS · Elevation Series Trust | 2,11% | 4 001 NS | 31 de julio de 2026 | N-PORT |
| CBSE · Elevation Series Trust | 2,11% | 3 716 NS | 31 de julio de 2026 | N-PORT |
| ARTY · iShares Trust | 2,09% | 254 784 SH | 11 de septiembre de 2026 | Diario |
| IGPT · Invesco Exchange-Traded Fund Trust | 1,86% | 76 707 SH | 23 de octubre de 2026 | Diario |
| WINN · Harbor ETF Trust | 1,77% | 68 101 NS | 31 de julio de 2026 | N-PORT |
| CHAT · Tidal Trust II | 1,61% | 97 774 NS | 31 de julio de 2026 | N-PORT |
| IMCG · iShares Trust | 1,55% | 187 091 SH | 11 de septiembre de 2026 | Diario |
| FOWF · Pacer Funds Trust | 1,32% | 714 NS | 31 de julio de 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 1,29% | 5 557 NS | 31 de julio de 2026 | N-PORT |
| ARKW · ARK ETF Trust | 1,29% | 70 617 NS | 31 de julio de 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 1,28% | 41 688 NS | 31 de julio de 2026 | N-PORT |
| NUGO · Nushares ETF Trust | 1,26% | 104 994 NS | 31 de julio de 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,14% | 100 248 NS | 31 de julio de 2026 | N-PORT |
| GRW · TCW ETF Trust | 1,09% | 2 407 NS | 31 de julio de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,99% | 3 967 178 SH | 19 de agosto de 2026 | Diario |
| VOT · VANGUARD INDEX FUNDS | 0,92% | 1 261 261 SH | 19 de agosto de 2026 | Diario |
| PDP · Invesco Exchange-Traded Fund Trust | 0,89% | 40 094 SH | 23 de octubre de 2026 | Diario |
| TECB · iShares Trust | 0,86% | 12 868 SH | 11 de septiembre de 2026 | Diario |
| TRFM · ETF Series Solutions | 0,85% | 7 193 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,81% | 1 372 628 SH | 11 de septiembre de 2026 | Diario |
| IMCB · iShares Trust | 0,78% | 39 625 SH | 11 de septiembre de 2026 | Diario |
| ESLG · Strategy Shares | 0,74% | 588 NS | 31 de julio de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,74% | 4 595 NS | 31 de julio de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,66% | 29 500 NS | 31 de julio de 2026 | N-PORT |
| ARKK · ARK ETF Trust | 0,64% | 122 073 NS | 31 de julio de 2026 | N-PORT |
| USMV · iShares Trust | 0,57% | 408 622 SH | 11 de septiembre de 2026 | Diario |
| IYW · iShares Trust | 0,55% | 414 896 SH | 11 de septiembre de 2026 | Diario |
| IGM · iShares Trust | 0,51% | 162 973 SH | 11 de septiembre de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,47% | 131 852 NS | 31 de julio de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,46% | 310 353 NS | 31 de julio de 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,46% | 6 223 NS | 31 de julio de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,46% | 39 002 NS | 31 de julio de 2026 | N-PORT |
| USXF · iShares Trust | 0,44% | 19 560 SH | 11 de septiembre de 2026 | Diario |
| VO · VANGUARD INDEX FUNDS | 0,40% | 3 567 768 SH | 19 de agosto de 2026 | Diario |
| SIZE · iShares Trust | 0,36% | 4 690 SH | 11 de septiembre de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,36% | 2 413 786 SH | 19 de agosto de 2026 | Diario |
| MNZL · EA Series Trust | 0,35% | 296 NS | 31 de julio de 2026 | N-PORT |
| ILCG · iShares Trust | 0,35% | 32 934 SH | 11 de septiembre de 2026 | Diario |
| IWF · iShares Trust | 0,34% | 1 258 655 SH | 11 de septiembre de 2026 | Diario |
| MGK · VANGUARD WORLD FUND | 0,33% | 437 651 SH | 19 de agosto de 2026 | Diario |
| VEGN · ETF Series Solutions | 0,33% | 1 980 NS | 31 de julio de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,33% | 6 412 NS | 31 de julio de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,31% | 16 610 NS | 31 de julio de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,31% | 440 NS | 31 de julio de 2026 | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0,30% | 3 319 NS | 31 de julio de 2026 | N-PORT |
| ESLV · Strategy Shares | 0,28% | 137 NS | 31 de julio de 2026 | N-PORT |
| SUSA · iShares Trust | 0,26% | 31 707 SH | 11 de septiembre de 2026 | Diario |
| VUG · VANGUARD INDEX FUNDS | 0,25% | 3 704 514 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,25% | 530 694 SH | 19 de agosto de 2026 | Diario |
| RECS · Columbia ETF Trust I | 0,25% | 48 793 NS | 31 de julio de 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,24% | 9 NS | 31 de julio de 2026 | N-PORT |
| GARP · iShares Trust | 0,23% | 21 730 SH | 11 de septiembre de 2026 | Diario |
| EGUS · iShares Trust | 0,23% | 193 SH | 10 de septiembre de 2026 | Diario |
| EUSA · iShares, Inc. | 0,21% | 12 007 SH | 11 de septiembre de 2026 | Diario |
| USCL · iShares Trust | 0,20% | 17 428 SH | 11 de septiembre de 2026 | Diario |
| ESMV · iShares Trust | 0,20% | 46 SH | 11 de septiembre de 2026 | Diario |
| ILCB · iShares Trust | 0,17% | 6 550 SH | 11 de septiembre de 2026 | Diario |
| WRND · New York Life Investments ETF Trust | 0,16% | 58 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,16% | 14 797 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,16% | 231 997 SH | 11 de septiembre de 2026 | Diario |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,16% | 52 495 SH | 23 de octubre de 2026 | Diario |
| APUE · Trust for Professional Managers | 0,16% | 11 672 NS | 31 de agosto de 2026 | N-PORT |
| ITOT · iShares Trust | 0,16% | 450 073 SH | 11 de septiembre de 2026 | Diario |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 46 602 NS | 31 de julio de 2026 | N-PORT |
| ESGU · iShares Trust | 0,15% | 83 122 SH | 11 de septiembre de 2026 | Diario |
| VOTE · TCW ETF Trust | 0,15% | 5 718 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,15% | 92 183 SH | 11 de septiembre de 2026 | Diario |
| BKLC · BNY Mellon ETF Trust | 0,15% | 28 055 NS | 31 de julio de 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,15% | 75 727 SH | 19 de agosto de 2026 | Diario |
| TOV · EA Series Trust | 0,14% | 1 286 NS | 31 de julio de 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,14% | 32 723 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,13% | 93 701 NS | 31 de julio de 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,13% | 384 560 SH | 19 de agosto de 2026 | Diario |
| TOK · iShares Trust | 0,13% | 912 SH | 11 de septiembre de 2026 | Diario |
| KOKU · DBX ETF Trust | 0,13% | 3 096 NS | 31 de agosto de 2026 | N-PORT |
| XT · iShares Trust | 0,12% | 14 608 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,12% | 10 455 484 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,12% | 55 456 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,12% | 28 199 SH | 19 de agosto de 2026 | Diario |
| URTH · iShares, Inc. | 0,12% | 29 372 SH | 11 de septiembre de 2026 | Diario |
| DYNF · BlackRock ETF Trust | 0,12% | 144 688 SH | 11 de septiembre de 2026 | Diario |
| CRBN · iShares Trust | 0,11% | 3 791 SH | 11 de septiembre de 2026 | Diario |
| VOXP · Advisors Series Trust | 0,11% | 21 NS | 31 de julio de 2026 | N-PORT |
| ACWI · iShares Trust | 0,11% | 105 652 SH | 11 de septiembre de 2026 | Diario |
| FHEQ · Fidelity Greenwood Street Trust | 0,10% | 3 128 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,10% | 7 268 NS | 31 de julio de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,09% | 3 064 SH | 23 de octubre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,09% | 40 149 NS | 31 de julio de 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0,09% | 7 NS | 31 de julio de 2026 | N-PORT |
| MGC · VANGUARD WORLD FUND | 0,08% | 33 052 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,07% | 279 892 SH | 19 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,06% | 7 077 NS | 31 de julio de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 1 528 SH | 23 de octubre de 2026 | Diario |
| GLOF · iShares Trust | 0,05% | 330 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,04% | 68 714 NS | 31 de julio de 2026 | N-PORT |
| LRGF · iShares Trust | 0,03% | 3 669 SH | 11 de septiembre de 2026 | Diario |
| IETC · iShares U.S. ETF Trust | 0,03% | 651 SH | 11 de septiembre de 2026 | Diario |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 9 068 SH | 23 de octubre de 2026 | Diario |
| FYEE · Fidelity Greenwood Street Trust | 0,02% | 155 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 2 765 SH | 23 de octubre de 2026 | Diario |
| NPFE · Elevation Series Trust | 0,00% | 70 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 8 NS | 31 de julio de 2026 | N-PORT |
SNOW Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
48 analistas · 2026-10-23Objetivo medio $425.14 +30,6%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
| NET | · | -679.8 | 29.8% | · | · | · |
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| OKTA | · | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | · |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | · |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | · |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | · |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
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