Snowflake Heading Into Fiscal 2027 With Strong Bookings and AI Momentum, Morgan Stanley Says

MT Newswires Live2025-12-05

Snowflake (SNOW) is positioned to exit fiscal 2026 growing close to 30% as strong bookings and accelerating momentum in artificial intelligence support a more durable growth profile, Morgan Stanley said in a note Thursday.

The firm said that despite a "skinnier" Q3 product revenue beat versus that seen in Q2, Snowflake's underlying growth trends remain healthy.

Q4 product revenue guidance of $1.195 billion to $1.200 billion came in slightly ahead of consensus and implies about 27% growth. Morgan Stanley said Snowflake appears on track to end fiscal 2026 growing roughly 30% to 31%.

AI contributions also strengthened, with Snowflake's AI portfolio surpassing a $100 million revenue run rate in Q3, about a quarter ahead of expectations.

Morgan Stanley reiterated its overweight rating on Snowflake and raised its price target to $299 from $272.

Price: 238.92, Change: -26.08, Percent Change: -9.84

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