点击蓝字，关注我们 对人工智能泡沫和宏观经济不确定性的担忧正在影响股市。然而，投资者可以超越短期波 动，专注于买入能够带来长期可观回报的股票。 对人工智能泡沫和宏观经济不确定性的担忧正在影响股市。然而，投资者可以超越短期波动，专 注于买入能够带来长期可观回报的股票。 Reback强调， MongoDB 2026财年第二季度收入超出共识预期约7%，其云数据库服务Atlas和企业 级高级版(EA)/非Atlas业务均表现优异。他补充说，收入超预期以及持续关注运营效率帮助实现 2026财年第二季度营业利润率14.7%，较预期高出4个百分点以上。 Palo Alto Networks(PANW.US) 网络安全公司Palo Alto Networks最近公布的2025财年第四季度业绩超出预期，并对本财年第一季 度及全年给出了乐观指引。 业绩公布后，RBC Capital分析师Matthew Hedberg重申对该股的"买入"评级，目标价为232美元。 Hedberg表示："关键在于，我们认为本季度业绩和展望表明，拟议收购CyberArk是出于强势地 位，这消除了对其内生增长疲软的担忧。" 这位分析师强调，Palo A ...

Group 1: Palo Alto Networks (PANW.US) - Palo Alto Networks reported better-than-expected Q4 results for FY2025 and provided an optimistic outlook for Q1 and the full year [1] - RBC Capital analyst Matthew Hedberg reiterated a "buy" rating with a target price of $232, citing strong performance and outlook as a sign of robust positioning ahead of the proposed acquisition of CyberArk [1] - The growth momentum is attributed to strong performance from XSIAM products, increased demand for AI-driven software firewalls, and growth in Security Access Service Edge (SASE) solutions [1] Group 2: MongoDB (MDB.US) - MongoDB's Q2 results for FY2026 exceeded expectations, leading to a stock price increase [2] - Stifel analyst Brad Reback maintained a "buy" rating and raised the target price from $275 to $325, noting it was one of the strongest quarters in the company's history [2] - MongoDB's Q2 revenue surpassed consensus estimates by approximately 7%, with strong performance from its cloud database service Atlas and enterprise-level offerings [2][3] Group 3: International Flavors & Fragrances (IFF.US) - IFF announced the divestiture of its soybean crushing, concentrates, and lecithin businesses as part of a strategy focused on high-return operations [3] - Tigress Financial analyst Ivan Feinseth reiterated a "buy" rating with a target price of $105, highlighting the company's focus on high-margin product innovation and optimizing its portfolio [3] - IFF is positioned to leverage long-term growth trends in the food and nutrition sectors due to its strong functional ingredients product line and deep relationships with global brands [4]

A banner for Snowflake Inc. is displayed at the New York Stock Exchange to celebrate the company's initial public offering on Sept. 16, 2020.MongoDB's stock just closed out its best week on record, leading a rally in enterprise technology companies that are seeing tailwinds from the artificial intelligence boom.In addition to MongoDB's 44% rally, Pure Storage soared 33%, its second-sharpest gain ever, while Snowflake jumped 21%. Autodesk rose 8.4%.Since generative AI started taking off in late 2022 followin ...

近一个月的 AI 应用赛道，像被按下了 "质疑键"。 从8月7日GPT-5发布后"模型跑太快、应用跟不上"的讨论，到8月19日香橼做空Palantir引发的恐慌蔓延，再到 OpenAI CEO 奥尔特曼直言"AI 市场泡沫已 现"，MIT 报告更给行业泼了冷水：95% 企业的生成式AI投资没见回报，仅 5% 试点能赚钱。 层层阴云下，AI应用板块估值一路承压，不少投资者忍不住嘀咕： "难道 AI 落地真的只是喊口号？" 而格隆汇研究院始终站在科技趋势的前排，哪怕市场杂音再多，也坚定认为 AI 应用的爆发节点近在眼前，顶住压力持续看好相关板块 —— 如今 MongoDB 的行情，正是对这份坚持的最好回应。 市场从不缺反转，缺的是看透反转的眼光。随着MongoDB（MDB）、Snowflake（SNOW）、OKTA、Elastic（ESTC）、AutoDesk（ADSK）等企业26财年 Q2财报密集披露，超预期的业绩终于打破 "AI 无用论" 的僵局。 其中 MongoDB 的表现，堪称 "教科书级反弹"： 8月26日收盘还停在214美元，短短两天到8 月28日就飙至 320美元，涨幅近50%—— 这波行情不是偶 ...

近一个月的 AI 应用赛道，像被按下了 "质疑键"。 从8月7日GPT-5发布后"模型跑太快、应用跟不上"的讨论，到8月19日香橼做空Palantir引发的 恐慌蔓延，再到 OpenAI CEO 奥尔特曼直言"AI 市场泡沫已现"，MIT 报告更给行业泼了冷 水： 95% 企业的生成式AI投资没见回报，仅 5% 试点能赚钱。 层层阴云下，AI应用板块估值一路承压，不少投资者忍不住嘀咕： "难道 AI 落地真的只是喊口号？" 而格隆汇研究院始终站在科技趋势的前排，哪怕市场杂音再多，也坚定认为 AI 应用的爆发节 点近在眼前，顶住压力持续看好相关板块 —— 如今 MongoDB 的行情，正是对这份坚持的最 好回应。 市场从不缺反转，缺的是看透反转的眼光。随着MongoDB（MDB）、Snowflake（SNOW）、 OKTA、Elastic（ESTC）、AutoDesk（ADSK）等企业26财年Q2财报密集披露，超预期的业 绩终于打破 "AI 无用论" 的僵局。 其中 MongoDB 的表现，堪称 "教科书级反弹"： 8月26日收盘还停在214美元，短短两天到8 月28日就飙至 320美元，涨幅近50%—— 这波 ...

Core Insights - The second-quarter fiscal 2026 earnings season has shown results exceeding market expectations, particularly for MongoDB Inc. and Snowflake Inc. [1][2] MongoDB Inc. - MongoDB reported quarterly revenues of $591.4 million, surpassing the Zacks Consensus Estimate of $551.1 million, with adjusted earnings per share of $1 exceeding the estimate of $0.64 [3][4] - Subscription revenues reached $572.36 million, reflecting a year-over-year increase of 23.4%, with MDB Atlas subscription revenues at $438.97 million, up 29.2% year-over-year [3][4] - The company provided strong guidance for the third quarter, with a revenue midpoint of $589.5 million, and highlighted a significant market opportunity, owning only 2% of an estimated $100 billion total addressable market [4][5] - MongoDB's focus on cloud-based database software and its Atlas platform has driven demand, particularly among larger enterprises, enhancing sales efficiency and customer acquisition [5][6] Snowflake Inc. - Snowflake reported quarterly revenues of $1.14 billion, exceeding the Zacks Consensus Estimate of $1.09 billion, with adjusted earnings per share of $0.35 surpassing the estimate of $0.26 [8][9] - Product revenue, which is central to Snowflake's business, was $1.09 billion, up 31.5% year-over-year, and the company raised its fiscal 2026 product revenue guidance to $4.40 billion from a previous forecast of $4.33 billion [8][9] - Snowflake is positioned to benefit from the growing demand for cloud-based data platforms, with its AI Data Cloud unifying structured and unstructured data, enhancing real-time analytics capabilities [10][12] - The cloud analytics market is projected to grow from $35.39 billion in 2024 to $130.63 billion by 2030, indicating a 25.5% CAGR, driven by enterprises transitioning to scalable platforms [11][12]

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 July 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Registrant's telephone number, including area code: 646-727-4092 For the transition period from to Commission File Number: 001-38240 ___________________ ...

Wall Street traded cautiously on Wednesday, with major indices little changed at midday as investors awaited NVIDIA Corp.‘s NVDA second-quarter earnings after the bell.NVDA is performing well relative to peers. See the market dynamics here.The AI giant has more than doubled in value since April's tariff-driven low, becoming the poster child of a rally that pushed the S&P 500 to record highs this month.Traders are laser-focused on Nvidia's Blackwell chip momentum, China updates and gross margins — three fact ...

该公司将2026财年的调整后每股收益指引上调至3.64至3.73美元，之前为2.94至3.12美元，分析师预计为 3.17美元。将全年的收入指引从之前的22.5亿美元至22.9亿美元上调至23.4亿美元至23.6亿美元，分析师 预期为22.9亿美元。 周三，MongoDB(MDB.US)开盘暴涨超30%，创半年新高，报277.75美元。消息面上，该公司在周二晚 间报告了2026财年第二季度调整后的每股收益为1.00美元，高于去年同期的0.70美元，FactSet调查的分 析师预计每股为0.67美元。截至7月31日的季度收入为5.914亿美元，较去年同期的4.781亿美元增长， FactSet调查的分析师预计收入为5.539亿美元。 ...

该公司将2026财年的调整后每股收益指引上调至3.64至3.73美元，之前为2.94至3.12美元，分析师预计为 3.17美元。将全年的收入指引从之前的22.5亿美元至22.9亿美元上调至23.4亿美元至23.6亿美元，分析师 预期为22.9亿美元。 智通财经APP获悉，周三，MongoDB(MDB.US)开盘暴涨超30%，创半年新高，报277.75美元。消息面 上，该公司在周二晚间报告了2026财年第二季度调整后的每股收益为1.00美元，高于去年同期的0.70美 元，FactSet 调查的分析师预计每股为 0.67 美元。截至7月31日的季度收入为5.914亿美元，较去年同期 的4.781亿美元增长，FactSet调查的分析师预计收入为5.539亿美元。 ...