Core Viewpoint - MongoDB is set to report earnings on June 4, 2025, with historical data indicating a tendency for negative stock reactions post-earnings announcements, as evidenced by a 55% decline rate over the past five years [1][3]. Earnings Estimates - Consensus estimates predict earnings of $0.66 per share on revenues of $527.5 million, compared to $0.51 per share on sales of $450.6 million in the same quarter last year [3]. - MongoDB's current market capitalization stands at $15 billion, with $2.0 billion in revenue over the last twelve months, alongside an operating loss of $216 million and a net loss of $129 million during the same period [3]. Historical Performance - Over the last five years, there have been 20 earnings data points for MongoDB, with 9 positive and 11 negative one-day returns, resulting in positive returns approximately 45% of the time [6]. - The median of the 9 positive returns is 19%, while the median of the 11 negative returns is -10% [6]. - The percentage of positive returns drops to 36% when considering data from the last three years [6]. Trading Strategies - Event-driven traders can utilize historical patterns to inform their strategies, either by positioning themselves before earnings releases or analyzing the correlation between immediate and medium-term returns post-release [2][4]. - A less risky strategy involves understanding the correlation between short-term and medium-term returns, allowing traders to position themselves accordingly based on positive 1D returns [4][5].

Group 1 - MongoDB Inc (NASDAQ:MDB) has experienced a 1.5% decline to $186.09 following a downgrade from Loop Capital, which changed its rating from "buy" to "hold" and significantly reduced the price target from $350 to $190, citing slowing adoption of its AI platform Atlas [1] - The stock has been gradually recovering since hitting a two-year low of $140.78 on April 7, but it remains below the $200 resistance level, with a year-to-date decline of approximately 20% [2] - Despite the recent downgrade, the majority of analysts remain optimistic, with 27 out of 37 analysts maintaining a "buy" or better rating, and a 12-month consensus price target of $273.14, representing a 45% premium to current levels [3] Group 2 - Options traders have shown bullish sentiment over the past 10 weeks, with a 50-day call/put volume ratio of 2.19, ranking higher than 97% of readings from the past year, indicating strong interest in options trading [4] - MongoDB's Schaeffer's Volatility Scorecard (SVS) stands at 90 out of 100, suggesting that the stock has exceeded options traders' volatility expectations over the past year [4]

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies covered. Core Insights - The report highlights the global distribution of enterprise software spending, indicating that the US accounts for approximately 56% of sales, with Western Europe at 23% in CY24, showing minimal change from CY20 [15] - The exposure of software and cloud companies to China is relatively low, with the report suggesting that tariffs or actions on software will not have a significant impact [14][12] - The report expresses concerns about deglobalization, noting that regions like the EU may attempt to promote local software industries through regulations and tariffs [14][12] Summary by Sections Global Exposure of Enterprise Software - Enterprise software spending has remained stable globally from CY20 to CY24, with most companies generating more revenue outside North America [2] - The US market is the largest revenue driver for most companies, except for SAP, which has similar revenue exposure in Western Europe and North America [14][12] Microsoft and Oracle Exposure - Microsoft has a 22% exposure to Western Europe and 11% to Asia/Pacific, with China accounting for only 1.8% of Azure revenue [22][28] - Oracle's global exposure mirrors that of enterprise software, with 21% in Western Europe and 10% in Asia/Pacific [33][35] SAP and Adobe Global Presence - SAP has equal revenue exposure to the US and Western Europe, with 37% in North America and 37% in Western Europe [40][41] - Adobe has become more global over the past four years, with a revenue mix of 56% in North America and 23% in Western Europe by CY24 [42][45] Salesforce and Workday International Growth - Salesforce has increased its international revenue percentage from CY20 to CY24, now at 64% in North America and 20% in Western Europe [46][48] - Workday remains predominantly North American, generating 77% of its revenue in North America in CY24, although it is working to expand its international presence [51][54]

Core Points - Shopify Inc. will be added to the Nasdaq-100 Index and the Nasdaq-100 Equal Weighted™ Index on May 19, 2025, replacing MongoDB, Inc. [1] - MongoDB, Inc. will be removed from multiple Nasdaq indices, including the Nasdaq-100 Tech Sector™ Index and others, on the same date [2] Company Information - Nasdaq is a leading global technology company that provides services to corporate clients, investment managers, banks, brokers, and exchange operators, focusing on improving liquidity, transparency, and integrity in the global economy [4]

The S&P 500 (^GSPC -0.77%) has fallen 8% from its high year to date as tariffs imposed by President Trump have raised the probability of a U.S. recession. Nevertheless, the Wall Street analysts below see triple-digit upside in AppLovin (APP 1.05%) and MongoDB (MDB -0.31%). Here's what investors should know about these artificial intelligence stocks. AppLovin: 115% implied upside Despite recent attacks from short-sellers, Wall Street expects AppLovin's earnings to grow 45% in 2025. That makes the current val ...

Group 1 - MongoDB, Inc. is a cloud-based database provider with a strong growth track record, averaging 37% growth over the past five years [1] - The analysis focuses on MongoDB's business model to understand its growth drivers and assess its potential for continued growth [1] Group 2 - Khaveen Investments is a global investment advisory firm that provides comprehensive services including market and security research, business valuation, and wealth management [1] - The firm employs a multifaceted investment approach that integrates global macro, fundamental, and quantitative strategies, focusing on disruptive technologies [1]

Berry joins MongoDB with more than three decades of expertise in software and cloud businessesNEW YORK, April 28, 2025 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced the appointment of Mike Berry as Chief Financial Officer, effective May 27, 2025. Berry will lead MongoDB's accounting, FP&A, treasury and investor relations efforts and partner with other senior leaders to set and deliver on the company's long-term strategic and financial objectives.Berry joins MongoDB from NetApp, where he served ...

MongoDB (MDB) closed the most recent trading day at $152.15, moving +0.32% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 2.51%. On the other hand, the Dow registered a gain of 2.66%, and the technology-centric Nasdaq increased by 2.71%.The the stock of database platform has fallen by 23.2% in the past month, lagging the Computer and Technology sector's loss of 12.18% and the S&P 500's loss of 8.86%.Analysts and investors alike will be keeping a close eye o ...

Core Insights - Snowflake (SNOW) and MongoDB (MDB) are prominent cloud-native data platform providers, with Snowflake focusing on enterprise data warehousing and analytics, while MongoDB is favored for flexible database solutions [1] - The database market is projected to grow from $150.38 billion in 2025 to $292.22 billion by 2030, with a CAGR of 14.21%, presenting significant growth opportunities for both companies [2] Snowflake (SNOW) Analysis - Snowflake has a net revenue retention rate of 126% as of January 31, 2025, indicating strong customer adoption and usage [3] - The number of customers generating over $1 million in revenue increased from 455 to 580 between January 31, 2024, and 2025 [3] - New products like Apache Iceberg and ML functions are attracting new clients, with features such as interoperability gaining traction [4] - In April 2025, Snowflake enhanced its AI Data Cloud by integrating with Apache Iceberg, improving query performance and security [5] - Over 4,000 customers utilize Snowflake's AI and ML technology weekly, supported by partnerships with major companies like Amazon and Microsoft [6] MongoDB (MDB) Analysis - MongoDB's growth is driven by strong product innovation and the adoption of its Atlas platform, which accounted for 71% of total revenues in Q4 2025 [7] - The company is enhancing its offerings with AI-driven applications and integrating vector and text search capabilities [8] - The acquisition of Voyage AI in February 2025 bolsters MongoDB's AI capabilities [9] - MongoDB's customer base grew to over 54,500 by the end of Q4 2025, adding approximately 1,900 customers in that quarter [10] Stock Performance and Valuation - Year-to-date, SNOW shares have declined by 5.3%, while MDB shares have dropped by 31.8%, attributed to a challenging macroeconomic environment [11] - SNOW shares are trading at a forward Price/Sales ratio of 10.25X, compared to MDB's 5.47X, indicating that both stocks are currently overvalued [14] - The Zacks Consensus Estimate for SNOW's fiscal 2026 earnings is $1.14 per share, reflecting a 37.35% year-over-year increase, while MDB's estimate is $2.66 per share, showing a 27.32% year-over-year decrease [17] Conclusion - Snowflake's expanding client base and robust portfolio make it attractive for long-term investors, while MongoDB faces near-term challenges despite its innovation and growth [18]

Core Viewpoint - MongoDB's share price has faced pressure due to concerns over its lack of direct exposure to AI, competition from PostgreSQL, and general macroeconomic uncertainty [1] Company Analysis - MongoDB continues to acquire customers despite the challenges it faces in the market [1] Industry Insights - Narweena, an asset manager, focuses on identifying market dislocations caused by misunderstandings of long-term business prospects, aiming for excess risk-adjusted returns through secular growth opportunities in markets with entry barriers [1] - The research process emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon targeting deeply undervalued stocks [1] - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, while many industries may face stagnation or decline, potentially improving business performance due to reduced competition [1] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments, resulting in a large pool of capital chasing limited investment opportunities, which drives up asset prices and compresses risk premia over time [1]