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MongoDB (MDB) has an average rating of overweight and mean price target of $399.82, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $357.09, Change: $+6.35, Percent Change: +1.81%
Hope F Cochran, Director, on May 29, 2026, sold 1,000 shares in Mongodb (MDB) for $350,000. Following the Form 4 filing with the SEC, Cochran has control over a total of 27,010 common shares of the company, with 27,010 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1441816/000162828026039828/xslF345X05/wk-form4_1780433516.xml
MongoDB (MDB) has an average rating of overweight and mean price target of $394.34, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $389.91, Change: $-13.97, Percent Change: -3.46%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our price target by $4 to $439, 71x our FY 27 (Jan.) EPS view. We raise our FY 27 EPS estimate by $0.27 to $6.18 and our FY 28 view by $0.14 to $7.39. MDB's Q1 came in modestly better than expected, with another strong bookings quarter driving RPO growth up by an impressive 88% Y/Y to $1.46B. AI volumes continue to accelerate but remain a small part of the overall business, with core enterprise workloads delivering the beat and modest guidance raise (MDB now expects 24% sales growth vs. a prior 22% view). We expect 2026 to be a significant scaling year for agentic workloads, and we continue to think investors are underestimating MDB's potential to see growth accelerate as it gains traction with AI natives and existing Fortune 500 customers evolve their AI offerings. We think Q1's results were a decent print that did enough to convince investors that FY 26's deceleration relates more to conservatism than AI competition/existentialism that has rocked the software space this year.
MongoDB's (MDB) outlook remains encouraging amid strengthening traction among AI-native customers and continued momentum in Atlas, its cloud database service, following fiscal first-quarter results that beat estimates and an increase in full-year guidance, RBC Capital Markets said Thursday in a report.Atlas revenue grew 29.4%, marking the fourth straight quarter of growth above 29%, and management said the service has become more predictable as it has scaled, making it less sensitive to swings from individual customers or segments, the report said.Management guided to Atlas growth of almost 26% in Q2 and 23% to 25% in fiscal 2027, up from the prior outlook of 21% to 23%, RBC said. MongoDB also projected mid-single-digit fiscal 2027 growth for the Enterprise Advanced division and other on-premise products, implying roughly flat performance in H2 due to tougher comparisons, the report said.RBC maintained its outperform rating on MongoDB stock and its $395 price target.Price: $311.89, Change: $-13.80, Percent Change: -4.24%
All three major US stock indexes were up in late-morning trading Friday, as President Donald Trump said on Truth Social that he will soon make a final determination regarding the proposed memorandum of understanding between the US and Iran.In company news, Dell Technologies (DELL) reported fiscal Q1 non-GAAP net income late Thursday of $4.86 per diluted share, up from $1.55 a year earlier and above the FactSet consensus analyst estimate of $2.96. Fiscal Q1 revenue was $43.84 billion, up from $23.38 billion a year ago and above the FactSet consensus of $35.74 billion. For fiscal Q2, the company said it expects non-GAAP EPS of $4.80 at the midpoint and revenue of $44 billion to $45 billion. Analysts polled by FactSet expect $2.99 and $35.10 billion, respectively. For fiscal 2027, Dell said it expects non-GAAP EPS of $17.90 at the midpoint on revenue of $165 billion to $169 billion. Analysts polled by FactSet expect $13.12 and $143.19 billion, respectively. Dell shares were up 29.4% around midday.Autodesk (ADSK) reported fiscal Q1 adjusted earnings late Thursday of $2.99 per diluted share, up from $2.29 a year earlier and above the FactSet consensus of $2.84. Fiscal Q1 revenue was $1.93 billion, up from $1.63 billion a year ago and above the FactSet consensus of $1.89 billion. For fiscal Q2, the company said it expects adjusted EPS of $3.10 to $3.14 on revenue of $2.00 billion to $2.02 billion. Analysts polled by FactSet expect $3.04 and $1.99 billion, respectively. For fiscal 2027, Autodesk said it expects adjusted EPS of $12.40 to $12.65 on revenue of $8.16 billion to $8.22 billion. Analysts expect $12.42 and $815 billion, respectively. Additionally, the company said late Thursday it has agreed to acquire MaintainX, a modern maintenance and operations business, in an all-cash deal valued at about $3.6 billion. Autodesk shares were down 4%.Amazon (AMZN) founder Jeff Bezos said Thursday on X that all personnel are safe and accounted for after his Blue Origin company's New Glenn rocket exploded Thursday night during a hot-fire test at a Space Force facility in Cape Canaveral, Florida. Amazon shares were down 0.5%.MongoDB (MDB) reported fiscal Q1 adjusted earnings late Thursday of $1.32 per diluted share, up from $1.00 a year earlier and above the FactSet consensus of $1.19. Fiscal Q1 revenue was $687.6 million, up from $549.0 million a year ago and above the FactSet consensus of $664.5 million. For fiscal Q2, the company said it expects adjusted EPS of $1.58 to $1.61 on revenue of $729 million to $734 million. Analysts polled by FactSet expect $1.29 and $700.5 million, respectively. For fiscal 2027, the company said it expects adjusted EPS of $5.95 to $6.14, up from its previous guidance of $5.75 to $5.93 and above the FactSet consensus of $5.92. Fiscal 2027 revenue is expected to be between $2.92 billion and $2.96 billion, above its previous guidance and the FactSet consensus of $2.90 billion. MongoDB shares were down 5.8%.Activist hedge fund Toms Capital Investment Management has built a significant stake in McCormick (MKC) as the US food company works on its planned acquisition of Unilever's (UL) food business, Reuters reported Friday, citing sources familiar with the matter. The size of the stake, which Toms acquired in Q2, and what Toms intends to do with it, could not be determined, Reuters reported. McCormick shares were up 1.2%, while Unilever shares were down 0.4%.Price: $411.54, Change: $+94.49, Percent Change: +29.80%
MongoDB (MDB) delivered a solid start to 2027, with Q1 results and guidance coming in ahead of expectations, supported by continued strength in Atlas consumption and improving enterprise adoption, Oppenheimer said in a Thursday note.The analysts noted that Atlas growth showed a slight year-over-year acceleration, supported by broader adoption across financial services, technology and media customers, along with early traction from AI-native companies and frontier labs.Oppenheimer said MongoDB's execution remains strong, supported by disciplined go-to-market strategies and a differentiated architecture, while highlighting an emerging artificial intelligence opportunity that could provide longer-term upside.The firm noted competitive pressure from PostgreSQL-based solutions and said AI workloads have not yet become a meaningful revenue driver despite early traction, but added that MongoDB's results support confidence in continued upside momentum as enterprise and AI adoption grow.Oppenheimer maintained its outperform rating on the stock and raised its price target to $410 from $375.Shares of MongoDB were down more than 4.8% in Friday trading.Price: $309.76, Change: $-15.92, Percent Change: -4.89%
MongoDB (MDB) is likely to see artificial intelligence as a growth tailwind soon with senior management's commentary on the technology turning "more constructive," following the company's better-than-expected fiscal first-quarter results, Morgan Stanley said in a client note emailed Friday.During a late Thursday conference call with analysts, MongoDB Chief Executive CJ Desai highlighted early AI deployments with enterprise customers and expanding momentum with AI natives, according to Morgan Stanley. Desai also indicated that the database software maker is being deployed for mission-critical use cases and expressed confidence in its ability to expand within these customers over time, the brokerage said.While MongoDB's growth is currently being driven by enterprise applications, it has consistently said for several quarters that AI will eventually emerge as robust driver for long-term gains, Morgan Stanley wrote in the note."Management tone on the AI opportunity shifted more positive and suggests that an AI-powered inflection is on the horizon," the brokerage added.The company late Thursday reported adjusted earnings of $1.32 per share for the quarter ended April 30, up from $1 a year earlier. Revenue advanced 25% to $687.6 million. Both metrics topped Wall Street's estimates.Shares of MongoDB rose 2% in the most recent premarket activity.Revenue growth from the firm's cloud-based Atlas developer data platform increased 29% on a yearly basis in the quarter, but came in below investors' expectations for an increase of 30% to 31%, according to Morgan Stanley. For the ongoing three-month period, Chief Financial Officer Michael Berry told analysts on the call that the company is projecting Atlas revenue to rise by roughly 26%.Atlas has become "more predictable" and "less sensitive" to revenue movements with any individual customer or cohort as it has gotten larger, Barry said late Thursday, according to a FactSet transcript. As a result, the company doesn't expect "large swings versus guidance for the current quarter," as consumption changes during the period only has a "modest impact" on revenue, the CFO added."On a beat-adjusted basis, this suggests that Atlas growth is more likely to sustain rather than accelerate, which given the major rally in shares leading up to results and on the back of blockbuster guidance raises from Datadog (DDOG) and Snowflake (SNOW) may be viewed as slightly underwhelming," Morgan Stanley said.The brokerage maintained its overweight rating on MongoDB's stock and lifted the price target to $380 from $355.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MDB delivered solid Q1 FY27 results with revenue of $688M (+25% Y/Y) beating consensus $664M and non-GAAP EPS of $1.32 (+32%) above expectations of $1.18. Atlas revenue grew 29% Y/Y, matching the prior quarter's performance, while non-GAAP gross margin held steady at 74%. Remaining Performance Obligations surged 88% Y/Y to $1.46B, with the magnitude of RPO outperformance looking particularly impressive and signaling greater growth ahead that should help shake deceleration fears from last quarter's selloff. Management raised FY27 guidance modestly to $2.94B revenue (+19% Y/Y) vs. prior $2.88B, citing Atlas strength as the primary driver. Customer metrics remained healthy with 2,500 net additions bringing total customers to 67,700 (+12% Y/Y), while $100k+ ARR customers grew 16% Y/Y to 2,895. We view the guidance increase as conservative given MDB's consumption-based model and elevated macro uncertainty, with Q2 revenue guided to $732M vs. consensus $700M.
US benchmark equity indexes were higher intraday as traders parsed a report that Washington and Iran have reached a tentative peace agreement.The Nasdaq Composite was up 0.7% at 26,862 after midday Thursday, while the S&P 500 rose 0.5% to 7,560.5. The Dow Jones Industrial Average advanced 0.1% to 50,693.5. The indexes closed at new all-time highs in the previous session.Among sectors, healthcare and technology paced the gainers intraday Thursday, while financials saw the biggest decrease.The US and Iran have agreed to a 60-day memorandum of understanding to extend the ceasefire and begin talks on Tehran's nuclear program, Axios reported, citing sources. However, US President Donald Trump has yet to sign off on the deal, according to the report.Iran fired a ballistic missile toward Kuwait overnight, which was intercepted by Kuwaiti forces, US Central Command said on X.West Texas Intermediate crude oil was up 0.1% at $88.75 a barrel intraday, while Brent fell 0.7% to $93.60.In economic news, annual inflation hit the highest reading in almost three years in April even as consumer spending moderated in the face of high gasoline prices in the US, official data showed."If elevated inflation continues, we can expect slower trend real consumer spending ahead," BMO said in a note.Although artificial intelligence has the potential to be a "transformative technology," the risks of a miscalculation regarding its impact on inflation and productivity are "too great," St. Louis Federal Reserve President Alberto Musalem said."If the evidence becomes clear that higher productivity growth is likely to ease inflation pressures, I'm prepared to adjust my policy views," Musalem said. "However, at present, I believe we should keep our guard up against persistent above-target inflation today, rather than base monetary policy on the hope that we will have higher productivity growth tomorrow."US Treasury yields were lower intraday, with the 10-year rate down 3.2 basis points at 4.45% and the two-year rate falling 1.9 basis points to 4.01%.In company news, Dollar Tree (DLTR) shares jumped nearly 18%, the second-top gainer on the S&P 500, as the discount retailer raised its full-year earnings outlook after posting fiscal first-quarter results above Wall Street's estimates.Snowflake (SNOW) shares surged 37%. Late Wednesday, the cloud-based data platform raised its full-year product revenue outlook on the back of better-than-expected fiscal first-quarter results. The company agreed to a $6 billion infrastructure spending deal with Amazon's (AMZN) cloud platform.Burlington Stores (BURL) increased its full-year outlook Thursday, while the off-price retailer's guidance for the ongoing quarter indicated a sequential slowdown in comparable sales growth. The company's shares were down 8.3% intraday.Dell Technologies (DELL), Costco Wholesale (COST), and MongoDB (MDB) are scheduled to report financials after the closing bell Thursday, along with others.Gold was up 1.3% at $4,538.60 per troy ounce, while silver advanced 1.6% $76.08 per ounce.
The main US stock measures were trending lower in Thursday's premarket activity amid renewed tensions in the Middle East, while traders await key inflation and economic data.The S&P 500 and the Dow Jones Industrial Average edged down 0.1% each before the opening bell, while the Nasdaq was off 0.2%. The indexes finished Wednesday's trading session with fresh highs.Iran's Islamic Revolutionary Guard Corps said Thursday it targeted a US airbase, CNBC reported, citing Tehran's semi-official Tasnim news agency.The reported attack came after a US official told MS Now on Wednesday that US forces carried out strikes against a military site believed to threaten its troops and commercial shipping through the Strait of Hormuz.West Texas Intermediate crude oil increased 1.7% to $90.21 a barrel in premarket action, while Brent rose 1.6% to $95.81.President Donald Trump on Wednesday said that no single country will control the crucial Strait of Hormuz, according to Bloomberg News. "Nobody's going to control it, it's international waters," Trump reportedly said at the White House. "The strait's going to be open to everybody," and the US will "watch over it," he added.Earlier on Wednesday, Trump expressed confidence that the US would be able to reach a deal to end the conflict, but he is not yet satisfied with the terms, CNN reported. Iranian state TV previously claimed that a draft memorandum on ending the conflict calls for the US to withdraw its military forces and lift the naval blockade in return for reopening the Strait of Hormuz within a month. However, the White House dismissed it as a "complete fabrication," according to CNN.The personal income and outlays report for April is due to be released at 8:30 am ET. The report includes the personal consumption expenditure core price index, the Federal Reserve's preferred inflation metric.Treasury yields were moving higher before the open, with the two-year rate gaining 2.7 basis points to 4.06% and the 10-year rate adding 1.2 basis points to 4.49%.Thursday's economic calendar also has the second estimate report of the first-quarter gross domestic product at 8:30 am, along with the weekly jobless claims bulletin and the durable goods orders report for last month. The new home sales report for April is out at 10 am, followed by the EIA domestic petroleum inventories report at 12 pm.New York Fed President John Williams is slated to speak at 8:55 am, while St. Louis Fed President Alberto Musalem speaks at 10:15 am. Richmond Fed President Thomas Barkin's remarks are due at 3 pm.Shares of Snowflake (SNOW) jumped 38% pre-bell after the cloud-based data platform lifted its full-year product revenue outlook and agreed to a $6 billion infrastructure spending deal with Amazon's (AMZN) cloud platform. Salesforce (CRM) declined nearly 2% as the company issued a soft fiscal second-quarter outlook.Marvell Technology (MRVL) and Synopsys (SNPS) dropped 3.3% and 2.8%, respectively, following their latest quarterly results.Burlington Stores (BURL), Dollar Tree (DLTR), Li Auto (LI), XPeng (XPEV), Best Buy (BBY) and Hormel Foods (HRL) are expected to release their earnings before the bell, among others. Costco Wholesale (COST), Dell Technologies (DELL) and MongoDB (MDB) are scheduled to announce their results after the markets close.Gold fell 1.1% to $4,400 per troy ounce, while bitcoin slipped 2.2% to $73,258.
MongoDB (MDB) is set to outperform its "conservative" fiscal 2027 guidance, Wedbush Securities said.The company is scheduled to report its fiscal Q1 financial results on Thursday.The brokerage said in a Monday note that it expects MongoDB to report "solid" fiscal Q1 results, with the company looking to expand its artificial intelligence portfolio across enterprise channels, especially US enterprise, and midmarket opportunities.Wedbush said the company has yet to scratch the surface of the over $100 billion opportunity it faces.Analysts said MongoDB's recent acquisition of Voyage AI is a critical part of its AI strategy.Wedbush reiterated its outperform rating on the stock with a $380 price target.Price: $312.18, Change: $-13.95, Percent Change: -4.28%
Zoom Communications (ZM) continues to expand beyond video conferencing into a "broader enterprise communications and collaboration platform" spanning messaging, calendaring, email and artificial intelligence-powered workflow tools, RBC Capital Markets said in a report emailed Friday.The company delivered fiscal Q1 results above consensus estimates and raised its fiscal 2027 guidance across most metrics, with reported revenue of $1.239 billion, up 5.5% year over year and above consensus estimates of $1.224 billion, while non-GAAP earnings per share came in at $1.55, topping expectations of $1.42.The brokerage said "enterprise fundamentals remain strong," supported by growth in customers contributing more than $100,000 in annual revenue and improving "net dollar expansion" rates. RBC also highlighted continued strength in Zoom's "contact center" business and said AI products are contributing more meaningfully to revenue growth.Zoom's "Custom AI Companion" secured notable customer wins during the quarter, including deployments at Raymond James Financial (RJF) and MongoDB (MDB), while the company's "My Notes" product reached 1.5 million monthly active users within four months of launch, according to the report.RBC raised its price target on Zoom to $130 from $110 while maintaining its outperform rating.Price: $107.94, Change: $+11.19, Percent Change: +11.57%
MongoDB (MDB) is expected to deliver strong fiscal Q1 results as Atlas growth momentum remains robust and demand trends across both cloud and on-premise offerings point to upside potential, BofA Securities said in a note Tuesday.The investment firm said Atlas growth rose 29% year over year in Q4 and added that recent beat trends imply Atlas revenue growth could reaccelerate to about 30% in fiscal Q1.The firm also highlighted Enterprise Advanced, MongoDB's on-premise offering, as a source of growth upside. BofA analysts noted the company is investing more heavily in the product as more enterprise workloads are likely to shift toward hybrid models.BofA said MongoDB's positioning in the AI-native ecosystem could help drive adoption as a foundational database for new AI applications.The company is scheduled to report its fiscal Q1 results after markets close on May 28.BofA reiterated its buy rating on the stock and raised its price objective to $375 from $350.Shares of MongoDB were up 1.9% in Tuesday trading.Price: $336.20, Change: $+6.20, Percent Change: +1.88%
Dwight A Merriman, Director, on May 14, 2026, sold 16,000 shares in Mongodb (MDB) for $4,869,798. Following the Form 4 filing with the SEC, Merriman has control over a total of 1,543,474 common shares of the company, with 993,316 shares held directly and 550,158 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1441816/000162828026036036/xslF345X05/wk-form4_1779138143.xml
MongoDB (MDB) faces mixed investor sentiment due to AI uncertainties, but modest upside is good enough to support the stock, considering rising enterprise adoption and the extended visibility offered by its recovery point objective coverage, Oppenheimer said Tuesday.The brokerage said its checks suggest stable Atlas consumption, sales execution, and win rates, driving healthy net annual recurring revenue expansion and Atlas growth.Oppenheimer sees potential revenue upside of about 2% to the fiscal Q1 Street estimate of $664 million. MongoDB is working to establish Enterprise Advanced/Atlas feature parity, adding Search/Vector Search features, which could offer a boost in the second half of fiscal 2027, the brokerage added.MongoDB's very strong cRPO coverage ratio reinforces confidence in normal fiscal Q1 upside, with potential for incrementally higher Atlas contribution over multiple quarters, according to the note.Oppenheimer kept an outperform rating on MongoDB with a price target of $375.Shares of MongoDB rose more than 5% in Tuesday trading.Price: $312.84, Change: $+18.19, Percent Change: +6.17%
Datadog (DDOG) is executing "very well" and end-market demand is inflecting, with the company's Q2 revenue growth guidance looking "impressive" and Q1 performance suggesting ongoing revenue growth acceleration, BofA Securities said in a Thursday note.The company's announcement of two deals signed with artificial intelligence labs in "two of the world's largest technology companies" validates thesis that Datadog "solves mission critical and hard problems," BofA said, adding that accelerating foundational AI model usage and newly built specialized enterprise AI models are a tailwind for the company.Datadog's Q1 results are a positive read for the other pure-play public observability vendors like Dynatrace (DT), while also being a positive signal for Snowflake (SNOW) and MongoDB (MDB) that play on similar themes of AI, digital transformations, and cloud migrations, BofA said.BofA raised its earnings per share estimate on Datadog to $2.43 from $2.11 for 2026, to $2.66 from $2.35 for 2027, and to $3.06 from $2.65 for 2028.BofA lifted its price target on the company's stock to $225 from $170 and maintained its buy rating.Price: $192.14, Change: $+3.41, Percent Change: +1.80%
MongoDB (MDB) has an average rating of overweight and mean price target of $345.78, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $270.75, Change: $+9.32, Percent Change: +3.57%
Dwight A Merriman, Director, on April 14, 2026, sold 12,000 shares in Mongodb (MDB) for $2,904,414. Following the Form 4 filing with the SEC, Merriman has control over a total of 1,561,474 common shares of the company, with 1,005,316 shares held directly and 556,158 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1441816/000162828026025556/xslF345X05/wk-form4_1776373965.xml