StreetInsider.com News Articles

Form 144 Snowflake Inc. Filed by: Slootman Frank

Mon, 19 Oct 2026 15:14:00 -0400

si-local-file:///var/storage/secattach/20261019/27203496.html

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Demand for monitoring agents and the workloads they create will surge as agents proliferate. As AI adoption by enterprises accelerates, this sets up observability to benefit, highlighted Jefferies analysts in a note.

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Truist Securities on Snowflake Inc. (SNOW): 'Better Context, Better Economics; AI Tailwinds Remain Strong'

Fri, 16 Oct 2026 09:06:58 -0400

Truist Securities analyst Miller Jump reiterated a Buy rating and $425.00 price target on Snowflake Inc. (NYSE: SNOW).

The analyst commented: "SNOW 2026 World Tour NYC : Better Context, Better Economics; AI Tailwinds Remain Strong; Conversations at SNOW’s World Tour NYC reinforced strong CoCo demand, with customers emphasizing the advantage of combining models with Snowflake-native context. Customers are actively using quotas, model evaluation and routing to reduce cost without slowing deployment. We view this as an encouraging combination, with better economics supporting broader AI usage. CoWork is also beginning to extend SNOW beyond technical users and traditional dashboards, with early use

Lumen and Snowflake Seek to Simplify Private Data Connectivity for Enterprises

Thu, 15 Oct 2026 08:30:00 -0400

The combination of Lumen's programmable network and Snowflake's AI Data Cloud is designed to help enterprises overcome data fragmentation and build a stronger foundation for analytics and AI

DENVER--(BUSINESS WIRE)-- Today, Lumen Technologies (Nasdaq: LUMN) and Snowflake (NYSE: SNOW), the AI Data Cloud company, announced their intent to collaborate on helping enterprises simplify how they move, control, and secure data across modern enterprise environments. The companies look to combine Lumen's programmable networking capabilities with Snowflake's AI Data Cloud to help customers streamline how data is connected, governed, and activated

Lumen and Snowflake Seek to Simplify Private Data Connectivity for Enterprises

Thu, 15 Oct 2026 08:30:00 -0400

The combination of Lumen's programmable network and Snowflake's AI Data Cloud is designed to help enterprises overcome data fragmentation and build a stronger foundation for analytics and AI

Lumen and Snowflake Seek to Simplify Private Data Connectivity for Enterprises

Thu, 15 Oct 2026 08:30:00 -0400

The combination of Lumen's programmable network and Snowflake's AI Data Cloud is designed to help enterprises overcome data fragmentation and build a stronger foundation for analytics and AI

Lumen and Snowflake Seek to Simplify Private Data Connectivity for Enterprises

Thu, 15 Oct 2026 08:30:00 -0400

The combination of Lumen's programmable network and Snowflake's AI Data Cloud is designed to help enterprises overcome data fragmentation and build a stronger foundation for analytics and AI

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

Brokerage Monness, Crespi, Hardt & Co. upgraded a search and observability software company to Buy from Neutral, saying its platform lines up well with trends emerging in the agentic AI era and that its valuation is modest.

Analyst Brian White set a 12-month price target of $120 on Elastic (NYSE: ESTC). He said the company has "executed well in recent quarters and emerged stronger" after a painful salesforce segmentation adjustment in early fiscal 2025, while innovating "at a rapid clip."

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

This stock is well-positioned for the agentic AI era: analyst

Mon, 12 Oct 2026 12:00:00 -0400

The upgrade followed Elastic's annual user conference in New York on Thursday, where it introduced new products and showed off a revamped

Snowflake hires database scientist Jeff Naughton as Technical Fellow

Mon, 12 Oct 2026 09:03:12 -0400

Snowflake (NYSE: SNOW) has hired Jeff Naughton, a database researcher and ACM Fellow, as Technical Fellow, the company announced. Naughton will work with Snowflake's engineering teams on data platform development for AI workloads.

Naughton was part of the Gamma project at the University of Wisconsin–Madison, a parallel database system developed under David DeWitt that pioneered shared-nothing architecture for distributing data and executing queries across clusters of commodity computers. The Gamma team received the 2008 ACM Software System Award. Naughton was named an ACM Fellow in 2002.

Before joining Snowflake, Naughton served as Senior Vice President and Fellow at Celonis. Prior to that,