Snowflake Inc. is at a crossroads. The company, which defined the modern data platform, now faces fresh challenges on four fronts. Specifically, Snowflake must: 1) advance its data cloud vision; 2) ...

We are raising our fair value estimate for no-moat Snowflake to $295 per share from $234 per share, as we’re even more optimistic about the overall database management systems, or DBMS, market and ...

Snowflake had a solid quarter. While there’s concern that near-term consumption weakness will have significant lasting effects, we believe the contrary, as we see demand for DBMS software not fading, ...