AI应用股MongoDB(MDB.US)大涨超27%，最高触及419.5美元，创2024年3月以来新高。消息面上， MongoDB公布2026财年Q3业绩，营收同比增长19%至6.28亿美元，调整后每股收益为1.32美元，均超预 期；得益于Atlas业务的持续强劲增长，同比增速提升至30%。公司上调2026财年营收和利润指引，目前 预计收入将在24.3亿至24.4亿美元之间，调整后每股收益将在4.76至4.8美元之间。(格隆汇) ...

MongoDB shares ripped 25% higher on Tuesday after the company blew past Wall Street's third-quarter expectations and lifted its forecast as its cloud database platform gained traction with customers. The database software provider posted adjusted earnings of $1.32 per share on $628 million in revenue. That topped the 80 cents adjusted per share and $592 million in revenue expected by analysts polled by LSEG. Revenues grew 19% from last year.MongoDB said its Atlas platform grew 30% from a year ago and accoun ...

美股周二早盘，开发者数据平台MongoDB（MDB）股价飙升23.4%，此前该公司报告第三季度业绩在 盈利和营收方面均超出预期。MongoDB同时还上调了整个财年的业绩指引。 责任编辑：张俊 SF065 美股周二早盘，开发者数据平台MongoDB（MDB）股价飙升23.4%，此前该公司报告第三季度业绩在 盈利和营收方面均超出预期。MongoDB同时还上调了整个财年的业绩指引。 责任编辑：张俊 SF065 ...

BREAKING: Trillion-Dollar Club Now Boasts 11 Stocks MongoDB (MDB) stock jumped more than 20% in Tuesday morning trading following the database software company's fiscal third-quarter results. Analysts with Wedbush called the results a "monster quarter." MongoDB reported adjusted earnings of $1.32 per share for the October-ended quarter, up 14% from a year earlier. That easily beat the 81 cents per share that analysts polled by FactSet were forecasting. Sales increased 19% to $628 million, compared with anal ...

Cantor Fitzgerald将MongoDB的目标价从406美元上调至454美元，维持"增持"评级。(格隆汇) ...

MongoDB shares surged on Tuesday after the document database company sharply raised its full-year earnings forecast and posted stronger-than-expected third-quarter results. The stock jumped 23% to $40... ...

Core Viewpoint - MongoDB reported strong earnings for the third quarter of fiscal 2026, exceeding Wall Street expectations, with a revenue of approximately $628 million, representing a year-over-year growth of 19% [6][7]. The company's stock surged over 24% following the announcement [1]. Financial Performance - The company expects fourth-quarter revenue to be between $665 million and $670 million, significantly higher than Wall Street's average expectation of approximately $626 million [5][6]. - MongoDB raised its full-year fiscal 2026 revenue guidance to a range of $2.434 billion to $2.439 billion, up from a previous range of $2.34 billion to $2.36 billion, also exceeding analyst expectations [5][6]. - The core cloud product, MongoDB Atlas, achieved a revenue growth of 30%, accounting for about 75% of the total revenue in the third quarter [6][7]. Market Position and Growth Drivers - MongoDB is positioned as a key beneficiary of the increasing demand for AI computing power on cloud platforms, particularly through its deep integration with Google Cloud and the Gemini AI product suite [3][4][9]. - The company is capitalizing on the trend of AI-native startups adopting Google Cloud and MongoDB Atlas as their primary database and cloud infrastructure [4][9]. - The demand for AI applications is driving MongoDB's growth, with a notable increase in large enterprise business and self-service offerings [8][15]. Strategic Initiatives - The new CEO, CJ Desai, emphasized the company's focus on becoming the foundational data platform for AI workloads, leveraging its document model and integrated search capabilities [18][19]. - MongoDB is investing in engineering and marketing to enhance developer engagement and support the growing ecosystem of AI-native companies [16][19]. - The acquisition of Voyage AI is seen as a strategic move to acquire talent and technology that will bolster MongoDB's position in the AI space [16]. Customer Growth and Engagement - The total number of customers exceeded 62,500, with an increase of 2,600 in the third quarter alone, reflecting a 65% year-to-date growth in customer acquisition [18][20]. - MongoDB's platform supports various enterprise applications, providing robust security, durability, and performance standards necessary for AI applications [17][19]. - The company is witnessing strong demand from both AI-native startups and large enterprises seeking to modernize their technology stacks [15][19].

格隆汇12月2日｜Needham将MongoDB目标价从365美元上调至480美元。 ...

盘前市场动向 1. 12月2日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.10%，标普500指数期货涨0.24%，纳指期货涨 0.33%。 | 疆 伦敦布伦特原油 | 2026年2月 | 62.98 | 63.36 | 62.86 | -0.19 | -0.30% | | --- | --- | --- | --- | --- | --- | --- | | ■ WTI原油 | 2026年1月 | 59.21 | 59.67 | 59.09 | -0.11 | -0.19% | 市场消息 QT结束叠加美联储鸽派立场!"华尔街神算子"乐观展望：标普500年底前剑指7300点新高。有"华尔街神算子"之称的金融市场研 究机构Fundstrat联合创始人兼研究主管Tom Lee预计，12月美股将表现强劲，标普500指数到年底可能攀升至7300点高位，这意 味着较当前水平上涨10%。Tom Lee表示："标普500指数达到7000点仅需上涨2%。从当前点位来看，我认为该指数12月可能实 现5%、甚至10%的涨幅。"他指出，美联储结束量化紧缩(QT)将成为市场上涨的主要推动力。他将当前形势与2019年 ...

Analysts raised their price targets after the company raised its full-year earnings guidance by more than $1 a share. ...