SNOW Snowflake Inc. Common Stock
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Informazioni su Snowflake Inc. Common Stock Panoramica della società da Wikipedia
Snowflake Inc. is an American cloud-based artificial intelligence (AI) data platform company founded in San Mateo, California, and headquartered in Menlo Park. It operates a platform that supports data analysis and simultaneous access to data sets with minimal latency. It operates on Amazon Web Services, Microsoft Azure, and Google Cloud Platform.
History
Snowflake Inc. was founded on July 23, 2012, in San Mateo, California, by Benoît Dageville, Thierry Cruanes, and Marcin Żukowski. Dageville and Cruanes previously worked as data architects at Oracle Corporation; Żukowski was a co-founder of Vectorwise. Mike Speiser, a venture capitalist at Sutter Hill Ventures, which provided early funding to the company, served as its first CEO.
In June 2014, Bob Muglia, formerly of Microsoft, was named CEO. In October 2014, Snowflake came out of stealth mode; at that time, it was used by 80 organizations. Snowflake has run on Amazon Web Services since 2014, on Microsoft Azure since 2018, and on the Google Cloud Platform since 2019. In June 2015, Snowflake launched its first product, its cloud data warehouse.
In May 2019, Frank Slootman, formerly CEO of ServiceNow, joined Snowflake as its CEO. In June 2019, the company launched Snowflake Data Exchange. In December 2020, the company added Knoema as a data provider in the Snowflake Data Marketplace. In May 2021, the company became a distributed company, with a principal executive office in Bozeman, Montana.
On February 28, 2024, Frank Slootman retired as CEO and was replaced by Neeva's cofounder Sridhar Ramaswamy. In February 2026, Snowflake reported Q4 fiscal 2026 product revenue of $1.23 billion, up 30% year-over-year, with full-year product revenue reaching $4.72 billion. Remaining performance obligations totaled $9.77 billion, a 42% increase, reflecting strong demand for AI infrastructure. The company reported over 9,100 accounts using Snowflake AI features.
Products
Snowflake develops and sells a cloud-based data platform known as the Data Cloud. The platform allows organizations to unify data warehousing, data lakes, data engineering, and data sharing into a single service. Snowflake runs on public cloud infrastructure such as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP), and separates compute from storage for scalable, on-demand analytics.
In 2020, Snowflake introduced Snowpark, a developer framework that enables writing data pipelines and business logic using Java, Scala, and Python directly within Snowflake. In 2021, Snowflake launched Unistore, a hybrid workload that combines transactional and analytical operations within the same platform, enabling real-time applications to be built directly on Snowflake. In 2023, the company introduced the Native App Framework, which allows developers to build, distribute, and monetize applications that run securely within a customer’s Snowflake account. Snowflake also provides services including Snowpipe for continuous data ingestion and the Snowflake Marketplace, where organizations can access and share live, query-ready datasets.
In 2024, Snowflake launched Cortex, a set of generative AI services embedded into the platform. Cortex includes access to large language models, vector search, and model deployment capabilities, allowing users to build AI-powered applications using SQL or Python. Recently, it has introduced Snowflake Intelligence. In June 2025, Snowflake introduced Snowflake Openflow, a managed data integration service built on Apache NiFi that enable organizations to ingest and move structured and unstructured data between enterprise applications, databases, streaming platform, and the Snowflake AI Data Cloud. The service supports both Snowflake-managed and bring-your-own-cloud (BYOC) deployments and provides enterprise governance, observability, and security features.
Snowflake supports workloads such as machine learning, streaming analytics, business intelligence, and unstructured data processing, with integrations for tools like Tableau, Power BI, and Sigma Computing. In July 2026, Snowflake introduced Snowflake Intelligence, an enterprise AI assistant that enables users to query structured and unstructured organizational data using natural language. The service incorporates agentic AI capabilities with governance, security, and Model Context Protocol (MCP) support, allowing organizations to securely connect AI agents to enterprise data and applications.
Acquisitions
In October 2022, the company acquired a 5% stake in advanced TV advertising firm OpenAP. In May 2023, Snowflake agreed to acquire privacy-focused search startup, Neeva, for $185 million. In June 2025, Snowflake announced its acquisition of Crunchy Data, a provider of cloud-based PostgreSQL services and distributor of certified Postgres, for approximately $250 million. Later that year, Snowflake relocated its headquarters back to California, in Menlo Park. In January 2026, Snowflake announced an agreement to acquire Observe, an AI-powered observability company.
2024 data breach
In 2024, hundreds of customers of Snowflake were targeted as part of a mass customer data theft and extortion campaign by the ShinyHunters hacking group. Data breaches affected Ticketmaster, Advance Auto Parts, Santander Bank, Neiman Marcus, LendingTree, AT&T, Pure Storage, and Bausch Health. In May 2024, Snowflake collaborated with Mandiant in an investigation which found no evidence of Snowflake’s environment being breached but rather customer credentials being compromised.
Two men were involved in the hacking conspiracy that were a part of the ShinyHunters hacking group. Connor Riley Moucka aka Waifu/Catist, 25, of Kitchener, Ontario, and John Erin Binns aka IRDev. Moucka was arrested on October 30, 2024; a Washington state court has issued an indictment on charges of conspiracy, computer fraud and abuse, extortion, and aggravated identity theft. In August 2026, Moucka pleaded guilty in U.S. federal court to computer fraud, wire fraud, aggravated identity theft and conspiracy charges. He is scheduled to be sentenced on October 27, 2026. The aggravated identity theft charge carries a mandatory minimum two-year prison term.
Funding
In 2012, Snowflake raised $5 million in a Series A round. In October 2014, it raised $26 million. In June 2015, the company raised $45 million. It raised $100 million in April 2017. In January 2018, the company raised $263 million at a $1.5 billion valuation, making it a unicorn. In October of that same year, the company raised $450 million in a round led by Sequoia Capital, at a $3.5 billion valuation. On February 7, 2020, the company raised $479 million. The company went public in September via an initial public offering, raising $3.4 billion in one of the largest software IPOs and the largest to double on its first day of trading.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | SNOW | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | -107.2media 5 anni ≈-58.8 | ≈-58.8 | · | · | |
| P/S (TTM) | 22.1 | · | 8.5 | Sopravvalutato | |
| P/B (MRQ) | 55.9 | · | 10.9 | Sopravvalutato | |
| Prezzo / FCF (TTM) | 100.6 | · | · | · | |
| Prezzo / Flusso di cassa (TTM) | 95.9 | · | 17.4 | Sopravvalutato | |
| Prezzo / Valore contabile tangibile (MRQ) | 69.8 | · | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | SNOW | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 67.0%media 5 anni ≈66.7% | ≈66.7% | 69.4% | In linea | |
| Margine Operativo (TTM) | -22.8%media 5 anni ≈-37.6% | ≈-37.6% | 6.5% | Debole | |
| Margine EBITDA (TTM) | -18.1%media 5 anni ≈-33.4% | ≈-33.4% | 6.5% | Debole | |
| Margine ante imposte (TTM) | -19.8%media 5 anni ≈-33.3% | ≈-33.3% | 7.5% | Debole | |
| Margine di Profitto Netto (TTM) | -20.1%media 5 anni ≈-33.1% | ≈-33.1% | 9.9% | Debole | |
| ROA (TTM) | -12.9%media 5 anni ≈-12.7% | ≈-12.7% | 1.4% | Debole | |
| ROE (TTM) | -48.2%media 5 anni ≈-29.0% | ≈-29.0% | -5.0% | Debole | |
| ROIC | -75.6%media 5 anni ≈-40.0% | ≈-40.0% | 0.53% | Debole |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | SNOW | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 0.9media 5 anni ≈1.9 | ≈1.9 | 1.4 | Bassa liquidità | |
| Quick Ratio | 0.9media 5 anni ≈1.0 | ≈1.0 | 1.0 | Bassa liquidità |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | SNOW | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 29.2%media 5 anni ≈40.9% | ≈40.9% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 31.4%media 5 anni ≈47.7% | ≈47.7% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 51.2% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | SNOW | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.5media 5 anni ≈0.4 | ≈0.4 | 0.5 | In linea | |
| Receivables Turnover (Rotazione dei crediti) | 4.2media 5 anni ≈3.9 | ≈3.9 | 5.9 | Debole | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$498.6K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2027 | Set 2, 2026 | $0.62 | $0.46 | 36.2% |
| 31 Marzo 2027 | Mag 27, 2026 | $0.39 | $0.32 | 20.1% |
| 30 Settembre 2026 | $0.62 | $0.46 | 36.2% | |
| 30 Giugno 2026 | $0.39 | $0.32 | 20.1% | |
| 31 Marzo 2026 | $0.32 | $0.28 | 15.6% | |
| 31 Dicembre 2025 | $0.35 | $0.32 | 10.6% | |
| 30 Settembre 2025 | $0.35 | $0.27 | 29.2% | |
| 30 Giugno 2025 | $0.24 | $0.22 | 10.3% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 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 | · |
Stato Patrimoniale
| Metrica | Tendenza | 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 | · |
Flusso di cassa
| Metrica | Tendenza | 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 | · |
Redditività
| Metrica | Tendenza | 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% | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | · |
Efficienza
| Metrica | Tendenza | 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 | · |
Per Azione
| Metrica | Tendenza | 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 | · |
Tassi di Crescita
| Metrica | Tendenza | 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% | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 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% | · |
Conto Economico
| Metrica | Tendenza | 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 |
Stato Patrimoniale
| Metrica | Tendenza | 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 | · | · |
Flusso di cassa
| Metrica | Tendenza | 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 | · | · |
Redditività
| Metrica | Tendenza | 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% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 |
Efficienza
| Metrica | Tendenza | 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 |
Per Azione
| Metrica | Tendenza | 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 |
Valutazione (TTM)
| Metrica | Tendenza | 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% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-04-30 |
|---|---|---|---|---|---|
| Ricavi | $4.68B | $3.63B | $2.81B | $2.07B | · |
| Margine Lordo % | 67.2% | 66.5% | 68.0% | 65.3% | · |
| Margine Operativo % | -30.6% | -40.2% | -39.0% | -40.8% | · |
| Utile netto | $-1.33B | $-1.29B | $-836M | $-797M | · |
| EPS Diluito | $-3.95 | $-3.86 | $-2.55 | $-2.50 | · |
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-04-30 |
|---|---|---|---|---|---|
| Rapporto corrente | 1.3 | 1.8 | 1.8 | 2.5 | · |
| Quick Ratio | 0.9 | 1.1 | 1.0 | 0.8 | · |
| Metrica | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-04-30 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $1.12B | $913M | $813M | $521M | · |
Proprietari istituzionali (13F) 1.649 filer · $85.9B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 349 (+166 vs trimestre precedente) | 122 (-127 vs trimestre precedente) | 552 (+20 vs trimestre precedente) | 498 (+17 vs trimestre precedente) | +34.6M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $7.992.679.273 | 31.405.420 | 9,31% | Azioni |
| VANGUARD GROUP INC | $6.601.789.901 | 30.095.687 | 7,69% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.834.352.481 | 15.066.218 | 4,46% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.277.587.412 | 12.878.536 | 3,82% | Azioni |
| JPMORGAN CHASE & CO | $2.319.915.815 | 9.218.816 | 2,70% | Azioni |
| STATE STREET CORP | $2.025.278.933 | 7.957.874 | 2,36% | Azioni |
| FMR LLC | $1.947.733.218 | 7.653.175 | 2,27% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.741.823.450 | 6.844.100 | 2,03% | Opzione Call |
| JANE STREET GROUP, LLC | $1.681.074.300 | 6.605.400 | 1,96% | Opzione Call |
| GEODE CAPITAL MANAGEMENT, LLC | $1.628.516.316 | 6.416.309 | 1,90% | Azioni |
| JENNISON ASSOCIATES LLC | $1.613.645.778 | 6.340.455 | 1,88% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.438.535.800 | 5.652.400 | 1,67% | Opzione Put |
| WELLINGTON MANAGEMENT GROUP LLP | $1.310.843.734 | 5.150.663 | 1,53% | Azioni |
| FRANKLIN RESOURCES INC | $1.201.817.342 | 4.722.269 | 1,40% | Azioni |
| Nuveen, LLC | $1.189.372.462 | 4.673.370 | 1,38% | Azioni |
| CITADEL ADVISORS LLC | $1.122.345.000 | 4.410.000 | 1,31% | Opzione Call |
| AQR CAPITAL MANAGEMENT LLC | $1.112.776.022 | 4.430.546 | 1,30% | Azioni |
| Pictet Asset Management Holding SA | $1.036.865.051 | 4.074.359 | 1,21% | Azioni |
| GOLDMAN SACHS GROUP INC | $1.004.242.378 | 3.945.943 | 1,17% | Azioni |
| JANE STREET GROUP, LLC | $983.795.200 | 3.865.600 | 1,15% | Opzione Put |
| MORGAN STANLEY | $887.233.826 | 3.486.180 | 1,03% | Azioni |
| UBS Group AG | $861.486.294 | 3.385.015 | 1,00% | Azioni |
| NORGES BANK | $850.642.836 | 3.342.408 | 0,99% | Azioni |
| ROYAL BANK OF CANADA | $821.221.000 | 3.226.804 | 0,96% | Azioni |
| BANK OF AMERICA CORP /DE/ | $792.175.840 | 3.112.675 | 0,92% | Azioni |
| CITADEL ADVISORS LLC | $776.861.250 | 3.052.500 | 0,90% | Opzione Put |
| AMERICAN CENTURY COMPANIES INC | $718.557.082 | 2.823.407 | 0,84% | Azioni |
| Point72 Asset Management, L.P. | $716.103.447 | 2.813.766 | 0,83% | Azioni |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $698.295.052 | 2.717.171 | 0,81% | Azioni |
| BAILLIE GIFFORD & CO | $657.719.875 | 2.584.361 | 0,77% | Azioni |
| Invesco Ltd. | $626.358.063 | 2.461.132 | 0,73% | Azioni |
| BANK OF MONTREAL /CAN/ | $606.193.807 | 2.381.901 | 0,71% | Azioni |
| NORTHERN TRUST CORP | $583.004.275 | 2.290.783 | 0,68% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $564.531.646 | 2.218.199 | 0,66% | Azioni |
| CITADEL ADVISORS LLC | $510.809.241 | 2.007.109 | 0,59% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $502.138.680 | 1.973.040 | 0,58% | Azioni |
| Legal & General Group Plc | $491.133.856 | 1.929.799 | 0,57% | Azioni |
| Altimeter Capital Management, LP | $490.230.625 | 1.926.250 | 0,57% | Azioni |
| AMERIPRISE FINANCIAL INC | $475.637.802 | 1.867.395 | 0,55% | Azioni |
| Swedbank AB | $472.722.555 | 1.857.456 | 0,55% | Azioni |
| JANUS HENDERSON GROUP PLC | $452.014.073 | 2.997.385 | 0,53% | Azioni |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $441.938.647 | 1.736.498 | 0,51% | Azioni |
| Bank of New York Mellon Corp | $435.894.874 | 1.712.751 | 0,51% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $424.412.759 | 2.814.035 | 0,49% | Azioni |
| VOYA INVESTMENT MANAGEMENT LLC | $390.654.192 | 1.534.987 | 0,45% | Azioni |
| WELLS FARGO & COMPANY/MN | $381.750.000 | 1.500.000 | 0,44% | Opzione Call |
| DEUTSCHE BANK AG\ | $378.995.297 | 1.489.176 | 0,44% | Azioni |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $362.322.490 | 1.423.664 | 0,42% | Azioni |
| BARCLAYS PLC | $353.971.588 | 1.390.851 | 0,41% | Azioni |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $345.003.508 | 1.355.613 | 0,40% | Azioni |
Insider aziendali 28 insider · 10 dirigenti · 13 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Sridhar Ramaswamy | Chief Executive Officer | 21 Settembre 2026 F | 459.440 | 0 | 0 | $0 |
| Brian G Robins | Chief Financial Officer | 15 Settembre 2026 F | 142.973 | 0 | 0 | $0 |
| Michael Scarpelli | Chief Financial Officer | 22 Settembre 2025 F | 270.095 | 0 | 0 | $0 |
| Christian Kleinerman | EVP, Product Management | 01 Ottobre 2026 S | 313.738 | 0 | 36 | $-62.716.490 |
| Jonathan Mead Beaulier | Chief Revenue Officer | 23 Settembre 2026 S | 211.619 | 0 | 3 | $-6.558.496 |
| Vivek Raghunathan | SVP, Engineering | 21 Settembre 2026 F | 236.850 | 0 | 4 | $-5.358.450 |
| Emily Ho | Chief Accounting Officer | 21 Settembre 2026 F | 38.867 | 0 | 5 | $-1.430.482 |
| Michael S Gannon | Chief Revenue Officer | 20 Marzo 2026 A | 346.836 | 0 | 0 | $0 |
| Christopher William Degnan | Chief Revenue Officer | 10 Marzo 2025 F | 360.702 | 0 | 0 | $0 |
| Grzegorz Czajkowski | EVP, Engineering and Support | 28 Giugno 2024 S | 494.702 | 0 | 0 | $0 |
| Michael L Speiser | Direttore | 02 Ottobre 2026 S | 1.137.741 | 0 | 273 | $-157.331.444 |
| Benoit Dageville | Direttore | 23 Settembre 2026 S | 2.434.879 | 0 | 19 | $-175.938.482 |
| Frank Slootman | Direttore | 21 Settembre 2026 M | 19.024 | 0 | 130 | $-761.313.945 |
| Mark Garrett | Direttore | 04 Settembre 2026 M | 10.074 | 0 | 2 | $-42.500.000 |
| Teresa Briggs | Direttore | 06 Luglio 2026 S | 5.060 | 0 | 2 | $-175.099 |
| Kelly A. Kramer | Direttore | 29 Giugno 2026 A | 10.074 | 0 | 0 | $0 |
| Jayshree Ullal | Direttore | 29 Giugno 2026 A | 10.074 | 0 | 0 | $0 |
| William F Scannell | Direttore | 29 Giugno 2026 A | 7.136 | 0 | 0 | $0 |
| Mark D Mclaughlin | Direttore | 29 Giugno 2026 A | 14.333 | 0 | 0 | $0 |
| Jeremy Burton | Direttore | 02 Luglio 2025 A | 5.360 | 0 | 0 | $0 |
| John Dennis Mcmahon | Direttore | 31 Maggio 2023 M | 352.902 | 0 | 0 | $0 |
| Stephen B Burke | Direttore | 23 Maggio 2023 A | 7.934 | 0 | 0 | $0 |
| Carl M. Eschenbach | · | 05 Aprile 2023 A | 3.975 | 0 | 0 | $0 |
| SUTTER HILL VENTURES | · | 05 Marzo 2021 J | 0 | 0 | 0 | $0 |
| Samuel J Pullara III | · | 18 Settembre 2020 C | · | 0 | 0 | $0 |
| Stefan A Dyckerhoff | · | 18 Settembre 2020 C | · | 0 | 0 | $0 |
| James N White | · | 18 Settembre 2020 C | · | 0 | 0 | $0 |
| Tench Coxe | · | 18 Settembre 2020 C | · | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 114 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| GPTY · Tidal Trust II | 6,55% | 22.712 NS | 31 Luglio 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 3,99% | 1.328 NS | 31 Luglio 2026 | N-PORT |
| AIBU · Direxion Shares ETF Trust | 3,74% | 2.928 NS | 31 Luglio 2026 | N-PORT |
| FMTM · EA Series Trust | 3,51% | 30.192 NS | 31 Luglio 2026 | N-PORT |
| PABU · iShares Trust | 3,31% | 250.890 SH | 11 Settembre 2026 | Giornaliero |
| TEC · Harbor ETF Trust | 3,28% | 710 NS | 31 Luglio 2026 | N-PORT |
| IWP · iShares Trust | 3,25% | 1.888.147 SH | 11 Settembre 2026 | Giornaliero |
| IVES · Wedbush Series Trust | 2,96% | 99.595 NS | 31 Luglio 2026 | N-PORT |
| CARK · Advisors' Inner Circle Fund II | 2,85% | 30.975 NS | 31 Luglio 2026 | N-PORT |
| IWFG · New York Life Investments Active ET… | 2,71% | 5.592 NS | 31 Luglio 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 2,68% | 370 NS | 31 Luglio 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 2,59% | 8.261 NS | 31 Luglio 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 2,50% | 2.016 NS | 31 Luglio 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 2,38% | 1.899 NS | 31 Luglio 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 2,25% | 31.972 NS | 31 Luglio 2026 | N-PORT |
| CBLS · Elevation Series Trust | 2,11% | 4.001 NS | 31 Luglio 2026 | N-PORT |
| CBSE · Elevation Series Trust | 2,11% | 3.716 NS | 31 Luglio 2026 | N-PORT |
| ARTY · iShares Trust | 2,09% | 254.784 SH | 11 Settembre 2026 | Giornaliero |
| WINN · Harbor ETF Trust | 1,77% | 68.101 NS | 31 Luglio 2026 | N-PORT |
| IGPT · Invesco Exchange-Traded Fund Trust | 1,73% | 73.743 SH | 01 Ottobre 2026 | Giornaliero |
| CHAT · Tidal Trust II | 1,61% | 97.774 NS | 31 Luglio 2026 | N-PORT |
| IMCG · iShares Trust | 1,55% | 187.091 SH | 11 Settembre 2026 | Giornaliero |
| FOWF · Pacer Funds Trust | 1,32% | 714 NS | 31 Luglio 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 1,29% | 5.557 NS | 31 Luglio 2026 | N-PORT |
| ARKW · ARK ETF Trust | 1,29% | 70.617 NS | 31 Luglio 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 1,28% | 41.688 NS | 31 Luglio 2026 | N-PORT |
| NUGO · Nushares ETF Trust | 1,26% | 104.994 NS | 31 Luglio 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,14% | 100.248 NS | 31 Luglio 2026 | N-PORT |
| GTOS · Invesco Actively Managed Exchange-T… | 1,13% | 1.333.000 | 01 Ottobre 2026 | Giornaliero |
| GRW · TCW ETF Trust | 1,09% | 2.407 NS | 31 Luglio 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,99% | 3.967.178 SH | 19 Agosto 2026 | Giornaliero |
| VOT · VANGUARD INDEX FUNDS | 0,92% | 1.261.261 SH | 19 Agosto 2026 | Giornaliero |
| TECB · iShares Trust | 0,86% | 12.868 SH | 11 Settembre 2026 | Giornaliero |
| TRFM · ETF Series Solutions | 0,85% | 7.193 NS | 31 Luglio 2026 | N-PORT |
| IWR · iShares Trust | 0,81% | 1.372.628 SH | 11 Settembre 2026 | Giornaliero |
| IMCB · iShares Trust | 0,78% | 39.625 SH | 11 Settembre 2026 | Giornaliero |
| ESLG · Strategy Shares | 0,74% | 588 NS | 31 Luglio 2026 | N-PORT |
| ESUM · Strategy Shares | 0,74% | 4.595 NS | 31 Luglio 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,66% | 29.500 NS | 31 Luglio 2026 | N-PORT |
| ARKK · ARK ETF Trust | 0,64% | 122.073 NS | 31 Luglio 2026 | N-PORT |
| USMV · iShares Trust | 0,57% | 408.622 SH | 11 Settembre 2026 | Giornaliero |
| IYW · iShares Trust | 0,55% | 414.896 SH | 11 Settembre 2026 | Giornaliero |
| IGM · iShares Trust | 0,51% | 162.973 SH | 11 Settembre 2026 | Giornaliero |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,47% | 131.852 NS | 31 Luglio 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,46% | 310.353 NS | 31 Luglio 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,46% | 6.223 NS | 31 Luglio 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,46% | 39.002 NS | 31 Luglio 2026 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0,45% | 13.349.000 | 01 Ottobre 2026 | Giornaliero |
| USXF · iShares Trust | 0,44% | 19.560 SH | 11 Settembre 2026 | Giornaliero |
| VO · VANGUARD INDEX FUNDS | 0,40% | 3.567.768 SH | 19 Agosto 2026 | Giornaliero |
| SIZE · iShares Trust | 0,36% | 4.690 SH | 11 Settembre 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,36% | 2.413.786 SH | 19 Agosto 2026 | Giornaliero |
| ILCG · iShares Trust | 0,35% | 32.934 SH | 11 Settembre 2026 | Giornaliero |
| IWF · iShares Trust | 0,34% | 1.258.655 SH | 11 Settembre 2026 | Giornaliero |
| MGK · VANGUARD WORLD FUND | 0,33% | 437.651 SH | 19 Agosto 2026 | Giornaliero |
| VEGN · ETF Series Solutions | 0,33% | 1.980 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,33% | 6.412 NS | 31 Luglio 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,31% | 16.610 NS | 31 Luglio 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,31% | 440 NS | 31 Luglio 2026 | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0,30% | 3.319 NS | 31 Luglio 2026 | N-PORT |
| ESLV · Strategy Shares | 0,28% | 137 NS | 31 Luglio 2026 | N-PORT |
| SUSA · iShares Trust | 0,26% | 31.707 SH | 11 Settembre 2026 | Giornaliero |
| VUG · VANGUARD INDEX FUNDS | 0,25% | 3.704.514 SH | 19 Agosto 2026 | Giornaliero |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,25% | 530.694 SH | 19 Agosto 2026 | Giornaliero |
| RECS · Columbia ETF Trust I | 0,25% | 48.793 NS | 31 Luglio 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,24% | 9 NS | 31 Luglio 2026 | N-PORT |
| GARP · iShares Trust | 0,23% | 21.730 SH | 11 Settembre 2026 | Giornaliero |
| EGUS · iShares Trust | 0,23% | 193 SH | 10 Settembre 2026 | Giornaliero |
| EUSA · iShares, Inc. | 0,21% | 12.007 SH | 11 Settembre 2026 | Giornaliero |
| USCL · iShares Trust | 0,20% | 17.428 SH | 11 Settembre 2026 | Giornaliero |
| ESMV · iShares Trust | 0,20% | 46 SH | 11 Settembre 2026 | Giornaliero |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,17% | 56.825 SH | 01 Ottobre 2026 | Giornaliero |
| ILCB · iShares Trust | 0,17% | 6.550 SH | 11 Settembre 2026 | Giornaliero |
| WRND · New York Life Investments ETF Trust | 0,16% | 58 NS | 31 Luglio 2026 | N-PORT |
| IYY · iShares Trust | 0,16% | 14.797 SH | 11 Settembre 2026 | Giornaliero |
| IWB · iShares Trust | 0,16% | 231.997 SH | 11 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,16% | 450.073 SH | 11 Settembre 2026 | Giornaliero |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,15% | 46.602 NS | 31 Luglio 2026 | N-PORT |
| ESGU · iShares Trust | 0,15% | 83.122 SH | 11 Settembre 2026 | Giornaliero |
| VOTE · TCW ETF Trust | 0,15% | 5.718 NS | 31 Luglio 2026 | N-PORT |
| IWV · iShares Trust | 0,15% | 92.183 SH | 11 Settembre 2026 | Giornaliero |
| BKLC · BNY Mellon ETF Trust | 0,15% | 28.055 NS | 31 Luglio 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0,15% | 75.727 SH | 19 Agosto 2026 | Giornaliero |
| TOV · EA Series Trust | 0,14% | 1.286 NS | 31 Luglio 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,14% | 32.723 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,13% | 93.701 NS | 31 Luglio 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,13% | 384.560 SH | 19 Agosto 2026 | Giornaliero |
| TOK · iShares Trust | 0,13% | 912 SH | 11 Settembre 2026 | Giornaliero |
| XT · iShares Trust | 0,12% | 14.608 SH | 11 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,12% | 10.455.484 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,12% | 55.456 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,12% | 28.199 SH | 19 Agosto 2026 | Giornaliero |
| URTH · iShares, Inc. | 0,12% | 29.372 SH | 11 Settembre 2026 | Giornaliero |
| DYNF · BlackRock ETF Trust | 0,12% | 144.688 SH | 11 Settembre 2026 | Giornaliero |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,11% | 3.029 SH | 01 Ottobre 2026 | Giornaliero |
| CRBN · iShares Trust | 0,11% | 3.791 SH | 11 Settembre 2026 | Giornaliero |
| VOXP · Advisors Series Trust | 0,11% | 21 NS | 31 Luglio 2026 | N-PORT |
| ACWI · iShares Trust | 0,11% | 105.652 SH | 11 Settembre 2026 | Giornaliero |
| FHEQ · Fidelity Greenwood Street Trust | 0,10% | 3.128 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,10% | 7.268 NS | 31 Luglio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,09% | 40.149 NS | 31 Luglio 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0,09% | 7 NS | 31 Luglio 2026 | N-PORT |
| MGC · VANGUARD WORLD FUND | 0,08% | 33.052 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,07% | 279.892 SH | 19 Agosto 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 1.531 SH | 01 Ottobre 2026 | Giornaliero |
| DCOR · Dimensional ETF Trust | 0,06% | 7.077 NS | 31 Luglio 2026 | N-PORT |
| GLOF · iShares Trust | 0,05% | 330 SH | 11 Settembre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,04% | 68.714 NS | 31 Luglio 2026 | N-PORT |
| LRGF · iShares Trust | 0,03% | 3.669 SH | 11 Settembre 2026 | Giornaliero |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 9.069 SH | 01 Ottobre 2026 | Giornaliero |
| IETC · iShares U.S. ETF Trust | 0,03% | 651 SH | 11 Settembre 2026 | Giornaliero |
| FYEE · Fidelity Greenwood Street Trust | 0,02% | 155 NS | 31 Luglio 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 2.765 SH | 01 Ottobre 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,00% | 8 NS | 31 Luglio 2026 | N-PORT |
SNOW Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
48 analisti · 2026-10-01Target medio $425.14 +24,7%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
| NET | · | -679.8 | 29.8% | · | · | · |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | · |
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| OKTA | · | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | · |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | · |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | · |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | · |
Ultime notizie Notizie recenti che menzionano questa società
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