MongoDB (MDB) shares closed more than 22% higher on Dec. 2 after the software giant reported market-beating financials for its Q3 on strong demand for its cloud database platform Atlas. Investors cheered MDB also because management cited artificial intelligence (AI) tailwinds as it raised its guidance for the full year as well on Tuesday. More News from Barchart Following the post-earnings surge, MongoDB stock is up a whopping 185% versus its year-to-date low in the first week of April. www.barchart.co ...

Core Insights - The Q3 earnings season has shown solid performance, with a projected 13.4% increase in earnings per share for S&P 500 companies, marking the fourth consecutive quarter of double-digit growth [2][25] - Retailers are under scrutiny as they report results, particularly in light of softening consumer sentiment ahead of the holiday shopping season [4] Earnings Reports - Macy's reported a surprise profit with its strongest comparable sales in over three years, but its elevated sales guidance fell short of last year's numbers, leading to a 3% drop in stock [5] - American Eagle Outfitters experienced an 11% stock surge after reporting a profit per share of $0.53, exceeding estimates, and a 6% year-over-year revenue increase to $1.36 billion [7][8] - CrowdStrike raised its full-year revenue guidance after reporting a 22% year-over-year revenue increase to $1.23 billion, despite a diluted loss per share of $0.14 [10][11][12] - Okta's revenue rose 12% to $742 million, beating estimates, but the stock fell due to market reactions [15][16] - Marvell reported earnings per share of $2.20 on revenue of $2.07 billion, but its stock slid 6% after announcing a $3.25 billion acquisition of Celestial AI [17][18] - Credo's stock surged 20% after reporting a profit of $0.44 per share and revenue of $268 million, both exceeding expectations [20][21] - MongoDB's stock soared 15% after reporting revenue of $628.3 million, a 19% year-over-year increase, and a smaller-than-expected loss per share [22][23][24] Market Reactions - Despite solid earnings, market reactions have been more negative than usual, with stocks of companies that missed earnings estimates dropping by an average of 5% [25][27] - Companies that beat earnings estimates saw an average stock price increase of only 0.4%, below the five-year average of 0.9% [26] Sector-Specific Insights - Deere's stock fell 5% after its outlook for the year fell short of expectations amid uncertainty in the US farm economy [28] - Dick's Sporting Goods reported a GAAP earnings per diluted share of $2.07, missing estimates, leading to a 2% drop in stock [40] - Abercrombie & Fitch's stock surged over 18% after reporting earnings per share of $2.36, driven by strong sales at its Hollister brand [42][43] - Best Buy's stock rose 3% after beating analysts' estimates and raising its full-year outlook [46] - Kohl's stock soared 42% after reporting better-than-expected results and increasing its full-year outlook [47] - Alibaba's stock rose 4% after beating quarterly revenue estimates, driven by investments in one-hour delivery and strong growth in its cloud division [48]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ___________________ FORM 10-Q ___________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38240 ___________________ MONGODB, INC. Indicate by check mark whether the registrant ( ...

Core Insights - MongoDB is experiencing a resurgence driven by increasing demand for artificial intelligence (AI) applications, leading to a significant recovery in its stock price [2][3]. Financial Performance - For fiscal Q3 2026, MongoDB reported revenue of $628 million, a 19% year-over-year increase, with its Atlas platform revenue rising 30% and contributing 75% of total revenue [4]. - Adjusted earnings per share (EPS) reached $1.32, a turnaround from a loss of $1.16 in the same quarter last year [4]. - The company exceeded analysts' expectations, which forecasted revenue of $593.9 million and adjusted EPS of $0.81 [5]. Customer Growth - MongoDB added 2,600 new customers in the quarter, marking a 19% increase year-over-year [5]. - The number of customers spending over $100,000 annually in recurring revenue rose to 2,694, up 16% [5]. Leadership and Recognition - Chirantan "CJ" Desai has been appointed as the new CEO, succeeding Dev Ittycheria [6]. - MongoDB was recognized as a Leader in the 2025 Gartner Magic Quadrant for Cloud Database Management Systems, highlighting its innovation and execution strength [7]. Market Position and Future Outlook - The company serves over 70% of the Fortune 100, with significant adoption among major banks, healthcare organizations, and manufacturers [8]. - Management has raised its full-year revenue forecast to $2.436 billion, a 21% increase, and adjusted EPS to $4.78, a 31% increase [10]. - Analysts have become bullish on MongoDB's future, with price targets being raised significantly, including a Street-high target of $500 from Wolf Research [11]. Valuation - MongoDB's market cap stands at $33 billion, trading at approximately 13 times its expected fiscal 2026 sales, indicating a premium valuation [12].

The U.S. stock market demonstrated a robust rebound in afternoon trading on Tuesday, December 2nd, 2025, as major indexes pushed higher, shaking off the previous session's declines. Investors appeared to regain confidence, particularly in the technology sector, while closely monitoring upcoming economic data and the highly anticipated Federal Reserve meeting.Major Market Indexes Show StrengthAs afternoon trading progressed, the benchmark S&P 500 index climbed, showing a gain of approximately 0.1% to 0.3%. T ...

It's time now for our 360 round to discuss MongoDB. Shares are rallying after a strong earnings report. To discuss more, let's bring in our panel today.Joining us, Luke Yang, the equity analyst, technology at Morning Star, and Steve Kanig, the head of software and services research for us at McCquory US Equity Research. Thank you both for being with us today. You know, we're seeing shares up more than 23% right now on the heels of this report.You know, Luke, I'd love to start with some of your key takeaways ...

Core Insights - MongoDB, Inc. reported strong financial results for the third quarter of fiscal 2026, with non-GAAP EPS of $1.32, a 13.8% increase year-over-year, and revenues of $628.3 million, up 18.7% year-over-year, both exceeding consensus estimates [1][8] Financial Performance - Total revenues reached $628.3 million, representing an 18.7% year-over-year growth and surpassing the consensus estimate by 6.27% [1] - Subscription revenues increased by 18.9% year-over-year to $609.1 million, accounting for 96.9% of total revenues [2] - Services revenues grew 12.1% year-over-year to $19.2 million, making up 3.1% of total revenues [2] - Atlas (Cloud) revenues surged by 30% year-over-year, contributing 75% of total quarterly revenues [2] Customer Metrics - The company ended the fiscal third quarter with over 62,500 customers, an increase from approximately 52,600 in the prior-year period, adding 2,600 new customers [3] - Direct Sales Customers totaled over 7,000, down from roughly 7,400 in the year-ago period [3] - Atlas customers exceeded 60,800, up from 51,100 in the prior year [3] - There were 2,694 customers with annualized recurring revenues of $100,000 or more, an increase from about 2,314 in the year-ago quarter [4] Operating Details - Non-GAAP gross margin contracted by 240 basis points year-over-year to 74.2% [5] - Non-GAAP sales and marketing expenses rose 9.2% year-over-year to $192 million, with expenses as a percentage of revenues contracting by 260 basis points to 30.6% [5] - Non-GAAP research and development expenses increased by 16.4% year-over-year to $107.3 million, with R&D as a percentage of revenues decreasing by 30 basis points to 17.1% [5] - Non-GAAP general and administrative expenses rose 20.7% year-over-year to $43.7 million, with expenses as a percentage of revenues increasing by 10 basis points to 7% [6] - Non-GAAP operating income was $123.1 million, a 21.3% increase year-over-year, with the operating margin expanding by 40 basis points to 19.6% [6] Balance Sheet & Cash Flow - As of October 31, 2025, MongoDB had cash, cash equivalents, short-term investments, and restricted cash totaling $2.3 billion, unchanged from July 31, 2025 [7] - Operating cash flow was $143.5 million in the fiscal third quarter, up from $72.1 million in the previous quarter [7] - Free cash flow during the quarter was $140.1 million compared to $69.9 million in the prior quarter [9] Guidance - For the fourth quarter of fiscal 2026, MongoDB anticipates revenues between $665 million and $670 million, with non-GAAP EPS expected in the range of $1.44-$1.48 [10] - For fiscal 2026, revenues are projected to be between $2.434 billion and $2.439 billion, with non-GAAP EPS expected between $4.76 and $4.80 [10]

Core Insights - MongoDB Inc. is a leading player in the database software industry, known for its innovative cloud-based solutions and flexible, scalable database offerings [1] - Oppenheimer maintains an "Outperform" rating for MongoDB, raising its price target from $385 to $450, indicating strong belief in the company's growth potential [2] - The recent earnings report led to an upward revision of full-year earnings guidance by over $1 per share, boosting investor confidence and prompting analysts to adjust price targets upward [3] Financial Performance - MongoDB's stock price is currently at $328.87, reflecting a slight decrease of 1.05% or $3.50 [3] - The stock has shown volatility, with a daily trading range between $321.26 and $335.92, and over the past year, it has reached a high of $385.44 and a low of $140.78 [4] - The company's market capitalization is approximately $26.76 billion, indicating its significant size and influence in the industry [4][6] Market Activity - MongoDB has a trading volume of 3,258,095 shares on the NASDAQ exchange, highlighting its status as an actively traded stock [5] - The ability to raise earnings guidance and subsequent analyst upgrades underscore MongoDB's strong market position and potential for future growth [5][6]

MongoDB Inc (NASDAQ:MDB) shares climbed in early trading on Tuesday after the company reported upbeat fiscal third-quarter results. • MDB is approaching key resistance levels. Check the market position here.Here are some key analyst takeaways:Check out other analyst stock ratings.Cantor Fitzgerald: MongoDB delivered a beat-and-raise quarter, "driven by broad strength across Atlas and more so by Enterprise Advanced (EA)," Blakey said in a note. The company reported "impressive" operating margins of around 20 ...

每经快讯，12月2日，MongoDB股价开盘大涨24%，创8月27日以来最大涨幅。 ...