Snowflake二季报与全年产品收入指引显著上修，盘前已大涨约两成以上

Stock futures were mixed in the premarket hours of Thursday as investors weighed escalating U.S.-Iran geopolitical friction against persistent interest rate concerns. Here are some of Thursday's biggest stock movers: Biggest stock gainers Snowflake ( SNOW ) +24% - Shares surged after the data warehousing company reported a strong fiscal Q2 and issued an upbeat outlook, with product revenue rising 37% Y/Y to $1.49B. Management highlighted accelerating AI adoption, with CoWork and CoCo driving new workloads, user growth, and higher platform consumption. For Q3, Snowflake expects product revenue of $1.588B-$1.593B, well above the $1.51B consensus, with an adjusted operating margin of 15.5%. For FY2027, the company projects product revenue of $6.07B, up 31% Y/Y, while the adjusted operating margin is expected to be 14.5%. ChargePoint Holdings ( CHPT ) +18% - Shares jumped after the EV charging company beat Q2 expectations with revenue up 17.8% Y/Y. Networked charging systems revenue increased 25% to $62.9M, while subscription revenue rose 10% to $43.7M. Profitability showed further improvement, with non-GAAP gross margin expanding to 38% from 33% a year ago and adjusted EBITDA loss narrowing sharply to $4.8M from $22.1M. For Q3, ChargePoint expects revenue of $105M-$115M, broadly around the $109.29M consensus, as the company continues to move toward improved operating performance. Biggest stock losers NetApp ( NTAP ) -9% - Shares plunged despite a strong FQ1, with revenue rising 30% Y/Y to a record $2.03B, well above the $1.84B consensus, while the adjusted gross margin of 70.6% also topped estimates. Free cash flow, however, declined 35% Y/Y to $401M from $620M, providing a notable counterpoint to the strong top-line performance. NetApp raised its FY2027 revenue guidance to $7.98B-$8.23B from $7.33B-$7.58B and adjusted EPS guidance to $9.73-$10.03 from $8.70-$9.00, both comfortably above consensus. FQ2 guidance was also well ahead of estimates, with revenue of $2.03B-$2.08B and adjusted EPS of $2.54-$2.64, while the company continues to invest in AI infrastructure through its DataPelago acquisition. Hewlett Packard ( HPE ) -5% - Shares fell despite the technology company topping expectations, with Q2 revenue rising 34% Y/Y to $12.21B and adjusted EPS of $1.11, both above consensus. Networking revenue surged 75% to $2.89B, while Cloud & AI revenue increased 25.4% to $9B, including a 35.3% jump in server revenue to $6.8B. HPE raised its FY2026 adjusted EPS outlook to $3.75-$3.85 from $3.35-$3.45 and lifted its free cash flow target to at least $3.75B from $3.5B. The company also expanded its collaboration with Oracle to deploy HPE Juniper Networking across Oracle’s AI data centers, reinforcing AI infrastructure as a key growth driver.