Updated
Updated · Bloomberg · May 28
Snowflake Shares Surge 30% on $6 Billion Amazon Deal and $5.84 Billion Sales Outlook
Updated
Updated · Bloomberg · May 28

Snowflake Shares Surge 30% on $6 Billion Amazon Deal and $5.84 Billion Sales Outlook

3 articles · Updated · Bloomberg · May 28

Summary

  • Snowflake shares jumped nearly 30% in late trading—the biggest gain in more than five years—after the company paired a raised annual forecast with a multiyear Amazon cloud-and-chips agreement.
  • Product revenue is now projected to rise about 31% to $5.84 billion in the fiscal year ending January 2027, up from Snowflake’s $5.66 billion forecast in February and above analysts’ $5.68 billion estimate.
  • The stronger outlook reflects AI-driven demand for Snowflake’s data software, with product sales accounting for about 95% of total revenue.
  • The $6 billion Amazon pact underscores how heavily AI expansion is tying software growth to long-term commitments for cloud capacity and chips.

Insights

Is Snowflake’s booming AI forecast a sustainable strategy or just riding a temporary wave of market hype?
Can Snowflake win the race to become the essential data platform for enterprise AI against its giant competitors?
As Snowflake becomes central to corporate AI, is its platform truly secure against the escalating cyber threats?