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NET vs SNOW
Which Stock Would AI Choose? Cloudflare (NET) vs. Snowflake (SNOW) Stock Comparison
Key Takeaways
- NET (Cloudflare) has delivered stronger year-to-date and trailing twelve-month returns compared with SNOW (Snowflake), supported by recent AI-related partnerships.
- Both companies reported robust revenue growth near 30-34% year-over-year in their most recent quarters, driven by demand for cloud and AI infrastructure solutions.
- NET trades near the middle of its 52-week range around $216, while SNOW sits closer to the lower end near $172 following a steeper 2026 decline.
- Sentiment for NET has been bolstered by a partnership with Anthropic to enhance AI capabilities, contributing to positive price momentum in recent weeks.
- SNOW has seen share gains on government contract announcements but continues to face pressure from broader market valuation concerns in the data cloud sector.
- Relative positioning favors NET in trend consistency and near-term catalysts, though both stocks remain sensitive to technology sector rotations.
Introduction
Cloudflare (NET) and Snowflake (SNOW) represent two prominent technology companies at the intersection of cloud infrastructure, cybersecurity, and data management. NET provides a global network for content delivery, security, and edge computing, while SNOW offers a cloud-based data platform focused on analytics and artificial intelligence workloads. This comparison appeals to growth-oriented investors and traders seeking exposure to AI-driven cloud services. It highlights differences in business models, recent price behavior, and market positioning within the broader technology sector during periods of elevated interest in artificial intelligence applications.
NET Overview and Recent Performance
Cloudflare (NET) operates a global edge network that delivers content, mitigates cyber threats, and supports serverless computing. In recent weeks, the stock has shown resilience amid mixed reactions to its first-quarter 2026 results, which featured revenue of $639.8 million, a 34% year-over-year increase. A partnership with Anthropic to integrate AI services contributed to a 6.4% single-session gain and supported positive sentiment. The shares closed near $216 on May 22, 2026, within a 52-week range of approximately $155 to $260. Performance has been influenced by sustained demand for AI-related infrastructure, though high valuation multiples remain a factor in broader market assessments.
SNOW Overview and Recent Performance
Snowflake (SNOW) provides a cloud data platform used for warehousing, analytics, and increasingly for artificial intelligence and machine learning applications. Recent market activity includes a 4.1% gain following a U.S. General Services Administration agreement that expands access to its AI and data offerings. Fourth-quarter fiscal 2026 results showed product revenue of $1.23 billion, up 30% year-over-year. As of May 22, 2026, the stock traded near $172, reflecting a year-to-date decline of roughly 20-35% amid valuation scrutiny and sector rotation. Sentiment has been shaped by ongoing AI product momentum alongside concerns over consumption-based revenue trends.
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Head-to-Head Comparison
Cloudflare (NET) focuses on network security and edge delivery with growing AI inference capabilities, whereas Snowflake (SNOW) centers on scalable data warehousing and analytics platforms. Growth drivers differ: NET benefits from expanding AI agent infrastructure demand, while SNOW leverages remaining performance obligations and cross-cloud interoperability. Recent momentum favors NET with relative outperformance over the past year and positive AI partnership catalysts, compared with SNOW’s steeper 2026 drawdown offset by recent contract-related gains. Risk factors include elevated valuations for both, though NET maintains a narrower 52-week trading range relative to SNOW. Sector exposure overlaps in cloud computing and artificial intelligence, yet market sentiment has shown greater consistency for NET in recent periods.
Tickeron AI Verdict
Based on observable factors such as trend consistency, recent catalyst alignment, and relative price stability, Tickeron’s AI models currently assign a modestly higher probability of favorable near-term positioning to NET over SNOW. This assessment reflects stronger year-to-date performance and AI-specific developments for Cloudflare, while acknowledging that Snowflake’s data platform fundamentals remain intact amid sector volatility. Outcomes remain probabilistic and subject to broader market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Disclaimers and LimitationsTo compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NET is a Hold and SNOW is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NET’s FA Score shows that 0 FA rating(s) are green whileSNOW’s FA Score has 0 green FA rating(s).
- NET’s FA Score: 0 green, 5 red.
- SNOW’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NET’s TA Score shows that 6 TA indicator(s) are bullish while SNOW’s TA Score has 5 bullish TA indicator(s).
- NET’s TA Score: 6 bullish, 5 bearish.
- SNOW’s TA Score: 5 bullish, 4 bearish.
Price Growth
NET (@Computer Communications) experienced а -15.34% price change this week, while SNOW (@Packaged Software) price change was -1.55% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +3.80%. For the same industry, the average monthly price growth was +7.25%, and the average quarterly price growth was +26.57%.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.91%. For the same industry, the average monthly price growth was +0.55%, and the average quarterly price growth was -7.29%.
Reported Earning Dates
NET is expected to report earnings on Jul 30, 2026.
SNOW is expected to report earnings on Aug 26, 2026.
Industries' Descriptions
@Computer Communications (+3.80% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
@Packaged Software (-4.91% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| NET | SNOW | NET / SNOW | |
| Capitalization | 80.7B | 83.3B | 97% |
| EBITDA | 138M | -936.8M | -15% |
| Gain YTD | 15.364 | 9.587 | 160% |
| P/E Ratio | N/A | N/A | - |
| Revenue | 2.33B | 5.03B | 46% |
| Total Cash | 4.16B | 2.96B | 141% |
| Total Debt | 3.53B | 2.77B | 127% |
NET | SNOW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 88 | 40 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 52 | 91 | |
SMR RATING 1..100 | 94 | 99 | |
PRICE GROWTH RATING 1..100 | 45 | 37 | |
P/E GROWTH RATING 1..100 | 100 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NET's Valuation (88) in the null industry is in the same range as SNOW (92) in the Other Consumer Services industry. This means that NET’s stock grew similarly to SNOW’s over the last 12 months.
NET's Profit vs Risk Rating (52) in the null industry is somewhat better than the same rating for SNOW (91) in the Other Consumer Services industry. This means that NET’s stock grew somewhat faster than SNOW’s over the last 12 months.
NET's SMR Rating (94) in the null industry is in the same range as SNOW (99) in the Other Consumer Services industry. This means that NET’s stock grew similarly to SNOW’s over the last 12 months.
SNOW's Price Growth Rating (37) in the Other Consumer Services industry is in the same range as NET (45) in the null industry. This means that SNOW’s stock grew similarly to NET’s over the last 12 months.
SNOW's P/E Growth Rating (100) in the Other Consumer Services industry is in the same range as NET (100) in the null industry. This means that SNOW’s stock grew similarly to NET’s over the last 12 months.
| NET | SNOW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 79% | 1 day ago 80% |
| Stochastic ODDS (%) | 1 day ago 88% | 1 day ago 74% |
| Momentum ODDS (%) | 1 day ago 79% | 5 days ago 86% |
| MACD ODDS (%) | 1 day ago 76% | N/A |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 77% |
| TrendMonth ODDS (%) | 1 day ago 82% | 1 day ago 74% |
| Advances ODDS (%) | 11 days ago 84% | 1 day ago 77% |
| Declines ODDS (%) | 3 days ago 77% | 10 days ago 76% |
| BollingerBands ODDS (%) | 1 day ago 63% | 1 day ago 81% |
| Aroon ODDS (%) | 1 day ago 76% | 1 day ago 71% |
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NET and
Correlation & Price change
A.I.dvisor indicates that over the last year, NET has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NET jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To NET | 1D Price Change % | ||
|---|---|---|---|---|
| NET | 100% | +3.54% | ||
| COIN - NET | 66% Closely correlated | +4.20% | ||
| CLSK - NET | 64% Loosely correlated | +8.39% | ||
| AFRM - NET | 62% Loosely correlated | +5.86% | ||
| SNOW - NET | 62% Loosely correlated | +0.20% | ||
| HUBS - NET | 59% Loosely correlated | -3.30% | ||
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SNOW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SNOW has been closely correlated with MDB. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if SNOW jumps, then MDB could also see price increases.
| Ticker / NAME | Correlation To SNOW | 1D Price Change % | ||
|---|---|---|---|---|
| SNOW | 100% | +0.20% | ||
| MDB - SNOW | 67% Closely correlated | +1.76% | ||
| COIN - SNOW | 63% Loosely correlated | +4.20% | ||
| NET - SNOW | 62% Loosely correlated | +3.54% | ||
| CLSK - SNOW | 61% Loosely correlated | +8.39% | ||
| ESTC - SNOW | 57% Loosely correlated | -0.92% | ||
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