Based on my analysis, MongoDB, Inc. (NASDAQ: MDB ) presents a compelling investment opportunity for those who are interested in AI beneficiaries exposure. MDB is not only well positioned to benefit from the data explosion due toWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and excessive exuberance. My objective is simple, identi ...

MongoDB's (NASDAQ: MDB ) share price remains under pressure, despite the company's margins continuing to increase and signs that growth is stabilizing. This is not necessarily surprising given that Atlas growth continues to moderate, and EA growth remains volatile. MongoDB's expansion rate remainsRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk ...

My previous investment thought on MongoDB (NASDAQ: MDB ) (published last year in April) was a buy rating because I believed MDB Atlas platform and its leadership in the cloud database space should enable it to capitalizeI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. ...

NEW YORK, Jan. 9, 2025 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced that Chief Operating Officer and Chief Financial Officer, Michael Gordon, and Senior Vice President of Finance, Serge Tanjga, will present virtually at the 27th Annual Needham Growth Conference.The MongoDB presentation is scheduled for Thursday, January 16, 2025, at 3:45 p.m. Eastern Time. A live webcast of the presentation will be available on the Events page of the MongoDB investor relations website at https://investors.mon ...

Shares of database upstart MongoDB (MDB -0.07%) plunged 27.8% in December, according to data from S&P Global Market Intelligence.MongoDB released its fiscal third-quarter earnings early in the month, which disappointed investors, and also announced the retirement of its chief financial officer.However, MongoDB could be a big winner in the next stage of the artificial intelligence (AI) era. So is the downturn an opportunity?MongoDB goes through some growing painsMongoDB actually beat analyst expectations in ...

MongoDB NASDAQ: MDB had a rough year in 2024, with shares down an excruciating 40% as of the Dec. 26 close. However, Wall Street analysts appear to see light at the end of the tunnel for this tech stock. Among 24 price targets released in December, their average indicates an upside in the stock of 35%. Below, I’ll break down Mongo’s product, developments that drove the stock down this year, and lay out why some are highly bullish on this name. Get MongoDB alerts:MongoDB: Intuitive and Scalable Database Mana ...

Career and Expertise of Bert Hochfeld - Bert Hochfeld holds a degree in economics from the University of Pennsylvania and an MBA from Harvard [1] - He has a long career in the tech industry, working for companies such as IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software [1] - Starting in the 1990s, he worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software space [1] - In 2001, he founded Hochfeld Independent Research Group, providing research services to major institutions like Fidelity, Columbia Asset, and SAC Capital [1] - He operated the Hepplewhite Fund, a hedge fund specializing in technology investments, which was rated as the best-performing small-cap fund for the 5 years ending in 2011 by Hedge Fund Research [1] - He has published over 500 articles on Seeking Alpha, focusing on companies in the information technology space [1] - He ranks in the top 0.1% of Tip Ranks analysts for his selection of information technology stocks and their subsequent successes [1] Legal and Ethical Issues - In 2012, Bert Hochfeld was convicted of misappropriating funds from a hedge fund he operated [1] Analysis of MongoDB (NASDAQ: MDB) - The latest earnings release for MongoDB (NASDAQ: MDB) did not show signs of an inflection point [2] - The article questions whether MongoDB can return to its growth trajectory [2]

Zacks Rating Upgrade for MongoDB - MongoDB has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a powerful factor influencing stock prices [1] - The Zacks rating system relies solely on changes in a company's earnings picture, tracking EPS estimates for the current and following years through the Zacks Consensus Estimate [1] - The upgrade reflects positivity about MongoDB's earnings outlook, which could translate into buying pressure and an increase in its stock price [3] Earnings Estimate Revisions and Stock Price Movement - Changes in a company's future earnings potential, as reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [4] - Institutional investors use earnings estimates to calculate the fair value of a company's shares, and their bulk investment actions lead to price movements [4] - For MongoDB, rising earnings estimates and the consequent rating upgrade indicate an improvement in the company's underlying business, which should push the stock higher [5] Zacks Rank System and Its Effectiveness - The Zacks Rank system uses four factors related to earnings estimates to classify stocks into five groups, with Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7] - The system maintains an equal proportion of 'buy' and 'sell' ratings for over 4000 stocks, with only the top 5% receiving a 'Strong Buy' rating and the next 15% receiving a 'Buy' rating [9] - MongoDB's placement in the top 20% of Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term [10][11] MongoDB's Earnings Estimates - MongoDB is expected to earn $2 97 per share for the fiscal year ending January 2025, representing a year-over-year change of -10 8% [8] - Over the past three months, the Zacks Consensus Estimate for MongoDB has increased by 23 9% [8]

These high-quality stocks are well positioned to surge in 2025.The U.S. stock market posted a stellar performance in 2024, with the benchmark S&P 500 index reaching an all-time high closing value of 6,090.27 on Dec. 6.But things may turn even better in 2025. According to Charles Schwab, based on 14 interest rate cycles since 1929, the S&P 500 index has posted positive returns 12 months from the first rate cut in the cycle 86% of the time. The benchmark index posted negative returns after rate cuts in 2001 a ...

MongoDB, Inc. (NASDAQ:MDB) Barclays 22nd Annual Global Technology Conference December 11, 2024 12:15 PM ET Company Participants Dev Ittycheria - President & CEO Michael Gordon - COO & CFO Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Welcome to our next section. Great to have -- the two of you on stage. Given that we just had Q3 results, maybe we start with actually like summary from both of you, like, how do you see the quarter play out? Like, what were the highlights from your pers ...