Financial Performance - MongoDB is set to release its first-quarter financial results on June 4, with analysts expecting earnings of 66 cents per share, an increase from 51 cents per share in the same period last year [1] - The projected quarterly revenue is $527.48 million, compared to $450.56 million a year earlier [1] Recent Earnings Report - On March 5, MongoDB reported quarterly earnings of $1.28 per share, surpassing the analyst consensus estimate of 66 cents [2] - Following the earnings report, MongoDB shares increased by 0.4%, closing at $193.75 [2] Analyst Ratings and Price Targets - Loop Capital downgraded MongoDB from Buy to Hold, reducing the price target from $350 to $190 [4] - Barclays maintained an Overweight rating but lowered the price target from $280 to $252 [4] - Scotiabank kept a Sector Perform rating and cut the price target from $240 to $160 [4] - Piper Sandler maintained an Overweight rating, reducing the price target from $280 to $200 [4] - Stifel maintained a Buy rating, lowering the price target from $340 to $275 [4]

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]

Group 1: AppLovin - AppLovin has an implied upside of 115%, with a target price of $650 per share from Wedbush [8] - The company reported a 44% increase in revenue to $1.4 billion and a 253% rise in GAAP earnings to $0.49 per diluted share for the fourth quarter [5] - AppLovin's e-commerce advertising product is expected to account for about 10% of revenue in 2025, having reached a billion-dollar run rate in just a few months [5][6] - Wall Street anticipates a 45% growth in AppLovin's earnings by 2025, making its current valuation of 67 times earnings appear reasonable [7] - The company is expanding its advertising platform beyond video games into other direct-to-consumer categories [3][4] Group 2: MongoDB - MongoDB has an implied upside of 105%, with a target price of $350 per share from Loop Capital [8] - The company reported a 20% increase in revenue to $548 million for the fourth quarter of fiscal 2025, with a 14% rise in customer count to 54,500 [11] - MongoDB's CEO believes that artificial intelligence represents a significant industry shift, and the company is investing heavily to capitalize on this opportunity [12] - The current trading valuation of MongoDB at 6.5 times sales is a discount compared to its three-year average of 14 times sales [13] - MongoDB anticipates its slowest revenue growth as a public company in fiscal 2026, suggesting a cautious approach for investors [13]

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]