Core Viewpoint - The U.S. stock market has faced challenges, with the S&P 500 down 8% and the Nasdaq Composite down 14%, presenting a buying opportunity, particularly for technology stocks listed on Nasdaq [1] Group 1: Shopify - Shopify has a 42% upside potential based on Wall Street's median target price [3] - The company provides commerce software and services, ranking as a leader in digital commerce platforms for mid-market businesses [3][4] - Shopify's merchants account for over 12% of U.S. retail e-commerce sales and 6% in Western Europe, making it the second-largest e-commerce company in these regions [4] - The B2B e-commerce market, where Shopify has been recognized as a leader, is three times larger than retail e-commerce and growing nearly twice as fast [5] - In Q4, Shopify's revenue increased by 31% to $2.8 billion, with non-GAAP earnings rising 29% to $0.44 per diluted share [6] - The median stock price target for Shopify is $135, indicating a 42% upside from the current price of $95, with expected earnings growth of 24% in 2025 [7] Group 2: MongoDB - MongoDB has a 73% upside potential based on Wall Street's median target price [8] - The company is recognized as a leader in cloud database management systems, with strengths in transaction processing and analytical capabilities [9] - MongoDB's customer base grew by 14% to 54,500, with revenue rising 20% to $548 million in Q4 of fiscal 2025 [10] - The median target price for MongoDB is $300, suggesting a 73% upside from the current price of $173 [11] - Despite disappointing guidance predicting a 30% earnings decline in fiscal 2026, MongoDB's current valuation of 65 times forward earnings is the lowest in its history [12]

Core Viewpoint - MongoDB's stock experienced a significant decline of 20.3% following the release of its Q4 2024 earnings report, despite beating earnings expectations, primarily due to disappointing guidance for 2025 [1]. Group 1: Q4 2024 Earnings Performance - Analysts had forecasted MongoDB to earn $0.67 per share on sales of $519.8 million, but the company reported sales of $548.4 million and earnings of $1.28 per share, nearly double the expectations [2]. - Q4 revenue increased by 20% year over year, while full-year revenue grew by 19%. However, the gross profit margin declined to 73% in Q4, and GAAP earnings were reported at -$0.20 per share, an improvement from -$0.77 in the previous year [3]. - Free cash flow (FCF) fell by more than half to $22.9 million in Q4, although the full-year FCF was $114.5 million, slightly up from $109.9 million in fiscal 2024, with a growth rate of only 4% [4]. Group 2: 2025 Guidance Concerns - MongoDB provided guidance for Q1 in line with expectations, projecting sales of $526 million and non-GAAP earnings of $0.63 per share or better. However, for the full year, the company indicated that sales would not exceed $2.3 billion, and earnings could drop to between $2.44 and $2.62 per share, a significant decrease from last year's $3.66 per share [5][6].