Does Snowflake’s Healthcare AI Data Cloud Push and Q3 Results Change The Bull Case For SNOW?

Simply Wall St.12-21 10:19

Earlier this month, TileDB announced TileDB Carrara as a Snowflake Connected App for Healthcare & Life Sciences, while Snowflake reported fiscal Q3 2026 results featuring 29% year-over-year revenue ...

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Healthcare AI Data Cloud Push and Q3 Results Change The Bull Case For SNOW?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-21 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nyse-snow/snowflake/news/does-snowflakes-healthcare-ai-data-cloud-push-and-q3-results><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier this month, TileDB announced TileDB Carrara as a Snowflake Connected App for Healthcare & Life Sciences, while Snowflake reported fiscal Q3 2026 results featuring 29% year-over-year revenue ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-snow/snowflake/news/does-snowflakes-healthcare-ai-data-cloud-push-and-q3-results\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1951200564.SGD","symbol_name":"Natixis Thematics AI & Robotics Fund R/A 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SGD-H","BK4588":"碎股"},"translate_title":"Snowflake的医疗保健人工智能数据云推送和第三季度业绩是否会改变SNOW的牛市？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LABU":0.6,"XBI":0.6,"HAIAU":1.5,"XLV":1.5,"SNOW":1.5,"AI":0.9},"content_text":"Earlier this month, TileDB announced TileDB Carrara as a Snowflake Connected App for Healthcare & Life Sciences, while Snowflake reported fiscal Q3 2026 results featuring 29% year-over-year revenue and product revenue growth alongside increased AI-related investment and more measured forward guidance. Together with new initiatives like the Open Semantic Interchange project and ExecAtlas integration, these developments highlight Snowflake’s push to embed its AI Data Cloud more deeply into complex, highly regulated enterprise workflows such as healthcare analytics and executive intelligence. We’ll now examine how Snowflake’s heavier AI investment and expanding healthcare-focused integrations might influence its long-term investment narrative and risk profile. These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Snowflake Investment Narrative RecapTo own Snowflake, you have to believe its AI Data Cloud can stay central as enterprises modernize data and analytics, even as competition and AI itself threaten its core model. The latest results and guidance reset keep the key near term catalyst focused on broader AI and analytics adoption, while also reinforcing the main risk that higher AI spend and slower product growth could weigh on margins and sentiment; the recent news does not materially change that equation. Among the recent updates, the TileDB Carrara Connected App for Healthcare & Life Sciences looks especially important, because it shows Snowflake’s AI platform being pulled into complex, multimodal healthcare data workflows where compliance, security and performance really matter. If Snowflake can turn these kinds of deep, regulated use cases into durable AI workloads rather than one off migration spikes, it would directly support the long term AI driven usage growth that many shareholders are counting on. But even as AI centric deals grow, investors should be aware that... Read the full narrative on Snowflake (it's free!)Snowflake's narrative projects $7.8 billion revenue and $497.5 million earnings by 2028. This requires 23.8% yearly revenue growth and an earnings increase of about $1.9 billion from -$1.4 billion today.Uncover how Snowflake's forecasts yield a $281.73 fair value, a 27% upside to its current price.Exploring Other PerspectivesSNOW 1-Year Stock Price Chart Twelve fair value estimates from the Simply Wall St Community span roughly US$152 to US$282 per share, underlining how far apart views on Snowflake’s worth can be. When you weigh that diversity against Snowflake’s heavy AI investment and the risk that new AI products may take time to monetize at scale, it becomes even more important to compare several independent views before forming your own stance.Explore 12 other fair value estimates on Snowflake - why the stock might be worth 32% less than the current price!Build Your Own Snowflake NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Snowflake research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.Our free Snowflake research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Snowflake's overall financial health at a glance.No Opportunity In Snowflake?Every day counts. These free picks are already gaining attention. See them before the crowd does:The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 34 best rare earth metal stocks of the very few that mine this essential strategic resource.Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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