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NET vs SNOW
Which Stock Would AI Choose? Cloudflare (NET) vs. Snowflake (SNOW) Stock Comparison
Key Takeaways
- Cloudflare (NET) has outperformed Snowflake (SNOW) significantly over the past year, with returns around 74-84% compared to SNOW's flat or negative performance.
- Both companies reported strong Q4 revenue growth near 30-34% year-over-year, but NET maintains positive year-to-date gains while SNOW has declined 30-35% in 2026.
- NET's market cap stands around $66 billion with recent trading near $206-220, versus SNOW's $48 billion and prices around $140-150.
- High valuations persist for both, with negative P/E ratios (price-to-earnings) reflecting ongoing losses amid rapid expansion.
- Investor sentiment favors NET's momentum in cybersecurity and AI infrastructure, while SNOW faces pressure despite solid fundamentals and analyst buy ratings.
Introduction
Cloudflare (NET) and Snowflake (SNOW) represent key players in the cloud computing and data infrastructure space, both capitalizing on AI-driven demand. This comparison analyzes their recent market performance, growth trajectories, and positioning amid volatile tech sector trends. Traders seeking short-term momentum and investors eyeing long-term cloud adoption will find value in understanding their contrasts—NET's edge in network security versus SNOW's data platform dominance. With both stocks navigating high valuations and macroeconomic shifts, relative performance highlights trade-offs in risk and reward for portfolio diversification.
NET Overview and Recent Performance
Cloudflare (NET), a leader in web security, content delivery networks (CDNs), and edge computing, has benefited from rising demand for cybersecurity and AI inference services. In recent quarters, the company reported Q4 revenue of $614.5 million, up 34% year-over-year, driven by expansions in its Workers AI platform. Stock performance in recent weeks shows resilience, with year-to-date gains around 10% and one-year returns exceeding 74%, despite occasional dips tied to valuation concerns and insider sales. Sentiment has been influenced by strong remaining performance obligations (RPO—a measure of future booked revenue) and analyst holds, though high multiples prompt caution in risk-off environments.
SNOW Overview and Recent Performance
Snowflake (SNOW), a cloud-based data warehousing and analytics platform, continues to grow through AI integrations and multi-cloud capabilities. Recent Q4 results showed revenue of $1.28 billion, a 30% year-over-year increase, with product revenue at $1.23 billion, bolstered by a $7.88 billion revenue backlog. However, the stock has faced headwinds, declining 30-35% year-to-date amid broader tech sell-offs and profitability pressures, trading recently around $140-150. Positive analyst sentiment persists with strong buy ratings and upside targets, supported by upcoming events like fiscal Q1 earnings on May 27, but recent momentum lags sector peers.
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Head-to-Head Comparison
Cloudflare (NET) and Snowflake (SNOW) both thrive in cloud ecosystems but differ in focus: NET emphasizes zero-trust security and developer platforms, while SNOW excels in data sharing and analytics. Growth drivers align around 30% revenue expansion, fueled by AI workloads, yet NET shows superior momentum with positive YTD returns versus SNOW's declines. Risk factors include elevated valuations—negative P/E ratios for both—and competition in hyperscale clouds. Sector exposure ties them to tech volatility, but NET's higher volatility (25%) contrasts SNOW's (23%), with market sentiment leaning toward NET's stability amid recent dips. Trade-offs favor NET for momentum plays, SNOW for undervalued recovery potential.
Tickeron AI Verdict
Tickeron's AI models would currently lean toward Cloudflare (NET), given its consistent outperformance, stronger year-to-date and one-year trends, and resilient catalysts in AI security. SNOW offers rebound potential post-earnings, but NET's relative positioning suggests higher probability of near-term upside in volatile conditions. Observable factors like revenue beats and sentiment shifts support this probabilistic edge.
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 Disclaimers and Limitations.
To 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 Hold.
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 5 TA indicator(s) are bullish while SNOW’s TA Score has 5 bullish TA indicator(s).
- NET’s TA Score: 5 bullish, 6 bearish.
- SNOW’s TA Score: 5 bullish, 3 bearish.
Price Growth
NET (@Computer Communications) experienced а -23.58% price change this week, while SNOW (@Packaged Software) price change was +7.25% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was -0.60%. For the same industry, the average monthly price growth was +11.54%, and the average quarterly price growth was +13.96%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.76%. For the same industry, the average monthly price growth was +5.74%, and the average quarterly price growth was +38.18%.
Reported Earning Dates
NET is expected to report earnings on Jul 30, 2026.
SNOW is expected to report earnings on May 27, 2026.
Industries' Descriptions
@Computer Communications (-0.60% 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 (-2.76% 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 | 66B | 52.5B | 126% |
| EBITDA | 138M | -1.08B | -13% |
| Gain YTD | -5.255 | -30.717 | 17% |
| P/E Ratio | N/A | N/A | - |
| Revenue | 2.33B | 4.68B | 50% |
| Total Cash | 4.16B | 4.03B | 103% |
| Total Debt | 3.53B | 2.74B | 129% |
NET | SNOW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 64 | 100 | |
SMR RATING 1..100 | 92 | 98 | |
PRICE GROWTH RATING 1..100 | 45 | 59 | |
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 (83) in the null industry is in the same range as SNOW (85) 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 (64) in the null industry is somewhat better than the same rating for SNOW (100) 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 (92) in the null industry is in the same range as SNOW (98) in the Other Consumer Services industry. This means that NET’s stock grew similarly to SNOW’s over the last 12 months.
NET's Price Growth Rating (45) in the null industry is in the same range as SNOW (59) in the Other Consumer Services industry. This means that NET’s stock grew similarly to SNOW’s over the last 12 months.
NET's P/E Growth Rating (100) in the null industry is in the same range as SNOW (100) in the Other Consumer Services industry. This means that NET’s stock grew similarly to SNOW’s over the last 12 months.
| NET | SNOW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 82% | 1 day ago 70% |
| Stochastic ODDS (%) | 1 day ago 88% | 1 day ago 83% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 80% |
| MACD ODDS (%) | 1 day ago 77% | 1 day ago 82% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 77% |
| TrendMonth ODDS (%) | 1 day ago 82% | 1 day ago 75% |
| Advances ODDS (%) | 7 days ago 84% | 10 days ago 77% |
| Declines ODDS (%) | 1 day ago 77% | 3 days ago 76% |
| BollingerBands ODDS (%) | 1 day ago 67% | 3 days ago 78% |
| Aroon ODDS (%) | 1 day ago 77% | 1 day ago 84% |
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|---|---|---|---|
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| NFLP | 23.04 | 0.62 | +2.76% |
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| XHE | 78.64 | 1.21 | +1.56% |
| Stt Strt® SPDR® S&P®HlthCrEqpmntETF | |||
| XES | 127.63 | 1.27 | +1.01% |
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| DDTL | 21.73 | N/A | +0.02% |
| Innovator Eq Dual Drctnl 10 Buf ETF -Jul | |||
| PRF | 52.55 | -0.07 | -0.13% |
| Invesco RAFI US 1000 ETF | |||
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% | -3.48% | ||
| COIN - NET | 66% Closely correlated | -4.14% | ||
| CLSK - NET | 64% Loosely correlated | -5.80% | ||
| AFRM - NET | 62% Loosely correlated | -1.53% | ||
| SNOW - NET | 62% Loosely correlated | +0.32% | ||
| HUBS - NET | 59% Loosely correlated | -6.15% | ||
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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% | +0.32% | ||
| MDB - SNOW | 67% Closely correlated | +4.78% | ||
| COIN - SNOW | 63% Loosely correlated | -4.14% | ||
| NET - SNOW | 62% Loosely correlated | -3.48% | ||
| CLSK - SNOW | 61% Loosely correlated | -5.80% | ||
| DDOG - SNOW | 59% Loosely correlated | -1.18% | ||
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