MongoDB's (NASDAQ: MDB ) stock is now up over 120% since the lows of early April, with the business continuing to show signs of strength. The company's revenue increased 24% YoY in the second quarter, with Atlas revenue increasing 29%, up fromRichard 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 adjusted returns can be achieved by identifying busines ...

MongoDB's (NASDAQ: MDB ) stock is now up over 120% since the lows of early April, with the business continuing to show signs of strength. The company's revenue increased 24% YoY in the second quarter, with Atlas revenue increasing 29%, up fromRichard 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 adjusted returns can be achieved by identifying busines ...

Palo Alto Networks and MongoDB were both added to Wedbush's "best ideas list†on Monday. Chris Jung / NurPhoto / Getty Images Close Two tech companies—a database software company and a cybersecurity firm—are now on a stock-picking "best ideas" list. Analysts at Wedbush on Monday added MongoDB (MDB) and Palo Alto Networks (PANW), the software and cybersecurity outfits, respectively, to their 14-company list, citing their potential to benefit from booming artificial intelligence demand. The analysts raised the ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

公司评级与目标价调整 - Wedbush将MongoDB目标价从300美元上调至400美元并重申优于大盘评级 [1] - 目标价上调推动公司股价在周一盘中上涨超过2% [1] 业务发展策略 - 公司正扩大对企业级机会的关注 尤其在美国市场 [1] - 中端市场业务保持稳定发展态势 [1] 增长动力与竞争优势 - 公司处于有利地位 能够把握人工智能驱动用例的机遇 [1] - 人工智能用例预计在未来几年将显著扩张 [1] - 被列入Wedbush最佳投资理念名单 标志着进入新一轮增长阶段 [2]

SPECIAL REPORT: See The Most Trusted Financial Firms By Category MongoDB stock rallied Monday, adding to recent gains after analysts at Wedbush Securities added the company to its "Best Ideas List" of favorite stocks. While the AI-driven growth prospects of Oracle (ORCL) are the talk of Wall Street, its smaller database competitor MongoDB (MDB) has been rallying in recent weeks as well. MongoDB shares have rallied more than 60% since the company reported fiscal second-quarter results late last month. The c ...

Wedbush analyst Daniel Ives maintained MongoDB MDB with an Outperform and raised the price forecast from $300 to $400.Ives cited the company's successful push into enterprise markets and renewed momentum in its cloud business. The analyst added MongoDB to Wedbush's Best Ideas List, and projected that the company is entering its "next stride" as AI use cases expand significantly in the coming years.Also Read: MongoDB Expands AI Capabilities With Voyage AI Deal, Targets Faster Insights From Unstructured DataH ...

Last month, I published The Latest Thoughts From American Technology Companies On AI (2025 Q2). In it, I shared commentary in earnings conference calls for the second quarter of 2025, from the leaders of technology companies that I follow or have a vested interest in, on the topic of AI and how the technology could impact their industry and the business world writ large. A few more technology companies I’m watching hosted earnings conference calls for 2025’s second quarter after I prepared the article. The ...

Accessibility StatementSkip Navigation NEW YORK, Sept. 11, 2025 /PRNewswire/ -- As previously announced, MongoDB, Inc. (NASDAQ: MDB) will host an investor session at MongoDB.local in New York City. The day will begin at 9:00 a.m. ET on Wednesday, September 17 with a MongoDB.local keynote presentation from Dev Ittycheria, MongoDB's President & CEO. The investor session, hosted by MongoDB's executive team, will follow from 11:00 a.m. – 3:00 p.m. ET. Both the keynote presentation and the investor session will ...

AI对软件行业的影响 - AI被视为软件的一种形式 与SaaS同属软件范畴[1] - AI变革步伐异常迅速 远超其他技术领域[1] - 行业存在"AI存在性威胁"与"指数级机遇"两种对立观点[1] 行业竞争态势 - 出现"相关性竞赛"现象 应用公司争相适应AI变革[1] - 企业需要快速响应AI技术发展需求以保持竞争力[1] - 数据库公司Mongo面临如何支持应用企业适应AI变革的挑战[1] SaaS领域现状 - SaaS消亡论被过度夸大 行业仍具发展潜力[1] - SaaS本质上仍属于软件范畴 与AI存在内在联系[1] - 尽管同属软件领域 但AI与SaaS存在显著差异特征[1]