TubeRank

SNOW

Snowflake$336.59live · 9h ago

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1

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Predictions (1)

Meet Kevin1 callMixed
Most recent thesis· Sep 2, 2026Source video →

Kevin is excited about Snowflake's earnings beat and post-earnings short squeeze but considers the stock significantly overvalued, estimating a more reasonable fair value near $200 versus its post-earnings trading price. He attributes much of the pop to short covering rather than fundamentals, citing elevated short interest and a sub-1% free cash flow yield.