MongoDB(MDB.US)盘前一度大涨逾9%。开盘后该股涨幅收窄，截至发稿，该股涨超2.5%，报369.3美 元。消息面上，该公司宣布管理层重大变动前ServiceNow(NOW.US)高管CJ Desai将接替Dev Ittycheria出 任总裁兼首席执行官(CEO)，并同时上调其2026财年第三季度业绩指引，预期收入与盈利将超过此前预 期。 ...

Database software firm MongoDB on Monday named Chirantan Desai, Cloudflare's product and engineering head, as its new chief executive officer, effective November 10. ...

Accessibility StatementSkip Navigation Chirantan "CJ" Desai Appointed President and Chief Executive Officer Dev Ittycheria to Remain on the Board of Directors Q3 FY26 Results Expected Above the High-End of Guidance Ranges Driven by Strength in Atlas NEW YORK, Nov. 3, 2025 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced that its Board of Directors has appointed Chirantan "CJ" Desai as President and Chief Executive Officer ("CEO"), effective November 10, 2025. Desai succeeds Dev Ittycheria, who, a ...

MongoDB CEO Dev Ittycheria arrives at the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, on July 9, 2025.Database software maker MongoDB said on Monday that CEO Dev Ittycheria is stepping down from the top job after an 11-year run. Chirantan "CJ" Desai, who has spent the past year as president of product and engineering at Cloudflare, is replacing Ittycheria, effective Nov. 10, MongoDB said. Ittycheria will remain on the company's board. "Earlier this year, I would say as part of our norm ...

市场动态与财报焦点 - 标普500指数从高点略有回落 但市场整体仍在上涨[1] - 10月份市场走势复杂 但上升趋势得以延续[2] - 本周有多家重要公司发布财报 包括Palantir、Robinhood和AMD[1] 值得关注的公司股票 - 礼来公司股票评级获得上调[4] - Nu Holdings被列为当日焦点股 作为拉丁美洲最大金融科技公司已准备好突破[4] - 摩根大通是本周值得关注的标普500成分股之一[1] - Interactive Brokers和MongoDB同样被列为焦点公司[1] - 礼来公司季度财报表现远超预期 被称为本季度" arguably the strongest print"[4] 企业并购与竞争 - 诺和诺德公司出价65亿美元竞购Metsera 与辉瑞展开激烈竞争[4]

MongoDB, Inc. (NASDAQ:MDB) is one of the stocks on Jim Cramer’s radar recently. A caller asked if Cramer is still a proponent of the stock, and he commented: “Oh, I am, but I gotta tell you, after this run, I’m thinking about ServiceNow. That’s my favorite right now… not MongoDB.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels MongoDB, Inc. (NASDAQ:MDB) builds and supports a database platform used for managing and deploying ...

Whales with a lot of money to spend have taken a noticeably bullish stance on MongoDB.Looking at options history for MongoDB (NASDAQ:MDB) we detected 41 trades.If we consider the specifics of each trade, it is accurate to state that 41% of the investors opened trades with bullish expectations and 26% with bearish.From the overall spotted trades, 8 are puts, for a total amount of $412,301 and 33, calls, for a total amount of $1,839,776.What's The Price Target?Analyzing the Volume and Open Interest in these c ...

文章核心观点 - 长期投资者可通过投资处于人工智能和云计算革命中心的创新公司来获益 [1] - CoreWeave和MongoDB作为两家在云计算和数据领域具备强劲趋势的公司 有望在未来五年内为投资者带来巨大回报 [3] CoreWeave公司分析 - 公司提供高性能云数据中心基础设施 业务受益于训练和部署人工智能模型的巨大需求 [4] - 第二季度末积压订单金额达301亿美元 较年初增长近一倍 显示出较高的多年收入可见性 [4] - 当前数据中心运营容量为470兆瓦 目标在2025年底前提升至900兆瓦 并已为未来扩建储备22吉瓦容量 [6] - 第二季度营收同比增长207%至12亿美元 调整后营业利润同比增长1353%至2亿美元 [7] - 公司以约90亿美元收购Core Scientific的提议面临股东阻力 若完成将增加13吉瓦数据中心容量并具备额外1吉瓦扩展潜力 [8] - 当前市销率为1775倍 分析师预计营收将从2025年的526亿美元增长至2030年的301亿美元 并预计在2027年实现盈利 [9][10] - 基于保守估计 到2030年公司市值可能达到2679亿至3732亿美元 是目前662亿美元市值的4至56倍 [11] MongoDB公司分析 - 公司的灵活数据平台正成为全球人工智能基础设施建设的关键部分 为开发人员提供处理事务数据、搜索和人工智能功能的完整解决方案 [12] - 文档模型能够处理结构化、半结构化和非结构化数据 并提供内置搜索和向量搜索功能 [13] - 2026财年第二季度营收同比增长24%至5914亿美元 其中基于云的Atlas数据库服务营收增长29% 占该季度总营收的74% [14] - 公司新增2800名客户 第二季度末总客户数达到59900名 [14] - 当前市销率为12倍 低于其五年平均水平的149倍 [15] - 分析师预计公司营收将从2026财年的236亿美元增长至2031财年的536亿美元 若市销率回归历史平均水平 市值可能达到约796亿美元 是目前2658亿美元市值的近3倍 [15] 行业趋势 - 人工智能计算能力的需求远超过供应 [6] - 企业正在快速采用人工智能和实时分析技术 [13]

BREAKING: Futures Fall, Oil Spikes; Tesla, IBM Fall INVESTING RESOURCES Take a Trial Today Database software company MongoDB (MDB) is worth watching as it's in a first-stage flat base. But investors might want to proceed with caution as the fundamentals have a few minor flaws. The New York City-based company is part of the computer software database industry group that ranks No. 29 out of 197 industry groups tracked by Investor's Business Daily. It's… Related news Dow Jones Index Rallies To Record Highs; Ne ...

We came across a bullish thesis on MongoDB, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MDB. MongoDB, Inc.'s share was trading at $314.44 as of October 10th. MDB’s forward P/E was 76.92 according to Yahoo Finance. NexGen (NXE) Uranium Exploration Sparks Share Price 6% Boost nullplus/Shutterstock.com MongoDB has built its success by liberating developers from rigid relational schemas, becoming the default choice for modern web applications. Its document-based model e ...