SNOW spot
105%
CRWD spot
117%
Beat + raised guidance
Miss / weak print
Price-to-target inversion into a binary earnings gate
RBC raises the target
1 · raise
2 · rally through
3 · inversion
4 · thesis flip
5 · gate
SNOW
raised Jul 17
spot $329
target $313
implied -4.9%
CRWD
raised Jun 4
spot $220
target $188.75 (split-adj)
implied -14.3%
thesis: 'cheap enough' - upside positive
binary earnings gate
CRWD Aug 26 · SNOW Sep 2 · after close
base confirmed
beat + raised guidance
new price base holds
multiple compression
miss / weak print
worst for consumption-model
a beat validates the price base; a miss cuts the multiple