I'm an investment analyst with several years of clinical experience and a Master of Business Administration, now expanding my focus beyond biotech and healthcare into a range of sectors. I've had the privilege of sharing my insights on Seeking Alpha since 2017. Outside of spending time with my family, it is my favorite thing to do. My work emphasizes financial modeling techniques, such as Discounted Cash Flow (DCF) analysis, to uncover hidden assumptions within stock valuations across multiple industries. B ...

MongoDB (MDB) closed the latest trading day at $271.85, indicating a +0.54% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily gain of 0.41%. Meanwhile, the Dow experienced a rise of 0.69%, and the technology-dominated Nasdaq saw an increase of 0.8%.The the stock of database platform has risen by 6.88% in the past month, leading the Computer and Technology sector's loss of 0.01% and the S&P 500's loss of 0.97%.Market participants will be closely following th ...

With a rocky start to the year in the first quarter, MongoDB has shown in the second quarter performance that the slow start to the first quarter was not going to be Outperforming the Market Outperforming the Market is focused on helping you outperform the market while having downside protection during volatile markets by providing you with comprehensive deep dive analysis articles, the AI deep dive report, and access to The Barbell Portfolio. The Barbell Portfolio outperformed the S&P 500 by 50% in the pas ...

文章核心观点 - MongoDB公司最近一个交易日的股价上涨1.98%,表现优于标普500指数的下跌0.03% [1] - 过去一个月公司股价下跌3.35%,低于计算机和技术板块1.65%的涨幅和标普500指数1.39%的涨幅 [1] - 公司即将发布的财报预计每股收益为0.69美元,同比下降28.13%,营收为4.952亿美元,同比增长14.39% [1] - 全年来看,公司预计每股收益为2.43美元,同比下降27.03%,营收为19.3亿美元,同比增长14.48% [2] - 分析师对公司的预测有所上调,反映了对公司业务健康和盈利能力的乐观预期 [2] 行业分析 - 公司所属的互联网软件行业目前在所有行业中排名前28%,行业平均估值市盈率为32.9倍 [3][4] - 公司当前市盈率为108.54倍,远高于行业平均水平,PEG比率为10.44,也高于行业平均2.07倍 [3] - 根据Zacks研究,排名前50%的行业公司的表现要优于后50%的行业公司2倍以上 [4]

Software stocks MDB, ZS, and TEAM have bounced off their lows but are still struggling Cloud-based software stocks were flying high to start the year, but have undergone an extensive correction since the spring. Many heavy hitters in the sector are higher today, so is it time to buy back in at intriguing entry points? MongoDB Inc (NASDA Q:MDB) stock was last seen up 4.1% to trade at $270.20, but is 47.6% off its Feb. 12 record high of $509.62. The shares are 34% lower in 2024, thanks in large part to a mass ...

文章核心观点 - MongoDB公司在2024年第四季度业绩良好,但随后在2025财年全年指引中预期收入低于预期 [1][2] - MongoDB公司将收入预期下调的原因归因于公司调整了销售激励结构,导致了"未使用承诺"和"多年许可交易"相关收入的下降 [1] - 2024年5月30日,MongoDB进一步下调了2025财年全年指引,原因是宏观环境影响了消费增长 [2] - 分析师质疑MongoDB调整营销策略是否导致了客户行为和使用模式的改变 [2] 公司相关 - MongoDB在2024年第四季度业绩良好,但2025财年全年指引低于预期 [1][2] - MongoDB将收入预期下调的原因归因于公司调整了销售激励结构 [1] - MongoDB在2024年5月30日进一步下调了2025财年全年指引,原因是宏观环境影响了消费增长 [2] 行业相关 - 分析师质疑MongoDB调整营销策略是否导致了客户行为和使用模式的改变 [2]

MongoDB (MDB) shares have declined 38.1% year to date, underperforming the broader Zacks Computer and Technology sector's appreciation of 22.5%. MDB shares have also lagged the Zacks Internet Software industry and its peers like Samsara (IOT) , Fortinet (FTNT) and Cognyte Software (CGNT) . Over the same time frame, shares of Samsara, Fortinet and Cognyte Software have returned 37%, 31.5% and 0.6%, respectively. The industry appreciated 21.3% YTD. The underperformance of MDB shares can be attributed to chall ...

Update to the world's most popular document database is the most performant version of MongoDB ever released, with greater ease of use and enterprise-grade security, resilience, and availability for a wide variety of applications Optimizations in MongoDB 8.0 improve overall throughput by up to 32%, while accelerating time series data aggregations by more than 200% New scale-out capabilities in MongoDB 8.0 distribute data up to 50x faster and reduce single-shard cluster costs by up to 50% for efficient scala ...

NEW DELHI, Sept. 27, 2024 (GLOBE NEWSWIRE) -- BUSINESSNEXT, a global leader in composable enterprise solutions for financial services, has partnered with MongoDB to accelerate autonomous operations powered with specialized predictive and generative AI for banking and insurance. Headquartered in New York, MongoDB empowers innovators to create, transform, and disrupt industries with the power of software and data. The collaboration between BUSINESSNEXT and MongoDB will empower banking and financial services w ...

报告公司投资评级 - 维持"买入"评级 [2] 报告的核心观点 - 营收稳步增长,净利润承压。FY2025Q2(CY2024Q2)公司实现收入4.781亿美元(YoY+13%),得益于直销客户的订阅收入增加。受销售营销支出与研发成本增加的影响,公司净亏损为0.545亿美元(YoY+45%)；Non-GAAP净利润为0.590亿美元(YoY-23%),经调整净利润率为12%(YoY-5.8pcts) [2] - 订阅服务持续发力,直销客户贡献增长。FY2025Q2(CY2024Q2)公司服务收入为0.143亿美元,同比下降1%。得益于直销客户部分收入增长0.432亿美元,订阅服务收入为4.638亿美元(YoY+13%),占总收入97%(YoY+0.4pcts),反映了市场对公司平台和相关服务的需求增加 [2] - 客户规模显著扩大,驱动收入增长。截至FY2025Q2(CY2024Q2),公司总客户数量超过50,700名(YoY+13%),得益于Atlas客户的增长;直销客户超过7,300名,同比增长7%,贡献了超过87%的订阅收入,客户规模增长显著。Atlas在FY2025Q2(CY2024Q2)季度末拥有超过49,200名客户(YoY+13%),反映了公司新客户以及现有企业客户添加增量Atlas工作负载 [3] 财务数据总结 - 营业收入:FY2024为16.83亿美元,FY2025E为19.30亿美元,FY2026E为22.04亿美元,FY2027E为26.29亿美元 [4] - 毛利率:FY2024为74.8%,FY2025E为75.1%,FY2026E为76.0%,FY2027E为77.0% [4] - Non-GAAP归母净利润:FY2024为2.74亿美元,FY2025E为2.07亿美元,FY2026E为2.53亿美元,FY2027E为3.45亿美元 [4] - Non-GAAP净利润率:FY2024为16.3%,FY2025E为10.7%,FY2026E为11.5%,FY2027E为13.1% [4]