Core Insights - MongoDB's CEO, Chirantan Desai, indicated that while AI is a major focus in technology, agentic AI is still in pilot stages and not yet ready for large-scale deployment [1][2] Group 1: Agentic AI Deployment - Desai stated that the excitement surrounding agentic AI has not yet resulted in significant real-world applications, with many enterprises still in pilot phases [2] - He emphasized that there are currently no AI agents in production that fundamentally transform business operations or enhance customer service [2] - The deployment of AI agents is particularly limited in heavily regulated sectors such as financial services, healthcare, and the public sector [3] Group 2: Company Performance - MongoDB reported third-quarter revenue of $628.31 million, representing a 19% year-over-year increase, and exceeding consensus estimates of $591.52 million [5] - The company achieved a profit of $1.32 per share, surpassing analyst expectations of $0.80 per share [5] - Following the strong quarterly results, MongoDB's stock experienced a pre-market increase of 22.84%, despite a 1.05% decline on the day of the earnings release [5] Group 3: Future Positioning - Desai expressed confidence that MongoDB is well-positioned to play a significant role once AI workloads transition to production [4] - He noted that the company is still in the early stages of this transition [4]

AI应用股MongoDB(MDB.US)盘前大涨近23%报404.25美元。公司2026财年Q3营收6.28亿美元超预期， 同比增长19%；超出了公司指引的上限。 ...

AI应用股MongoDB盘前大涨超23%，报405.59美元。消息上，MongoDB 2026财年Q3营收6.28亿美元超 预期，同比增长19%；超出了公司指引的上限，这得益于Atlas业务的持续强劲增长，其同比增速提升至 30%。基于这一强劲势头，公司上调了本年度剩余时间的营收和利润指引。 | MDB MongoDB | | | | --- | --- | --- | | 328.870 ↓ -3.500 -1.05% | | 收盘价 12/01 16:00 美 | | 405.590 + 76.720 +23.33% | | 盘前价 12/02 04:21 美 | | 三 7 24 华 S 9 日 ♥ 白选 | | ● 快捷交易 | | 最高价 335.920 | 开盘价 326.430 | 成交量 499.76万 | | 最低价 321.259 | 昨收价 332.370 | 成交额 17.38亿 | | 平均价 347.799 | 市盈率ITM 亏损 | 总市值 267.56亿 (m) | | 振 幅 4.41% | 市盈率(静) 亏损 | 总股本 8135.74万 | | 换手率 6.32% | 市 ...

Group 1 - United Natural Foods Inc. (NYSE:UNFI) is expected to report quarterly earnings of 41 cents per share on revenue of $7.91 billion [2] - Credo Technology Group Holding Ltd. (NASDAQ:CRDO) reported strong second-quarter results and anticipates third-quarter revenue between $335 million and $345 million, exceeding the analyst estimate of $247.04 million [2] - Signet Jewelers Ltd. (NYSE:SIG) is projected to post quarterly earnings of 29 cents per share on revenue of $1.37 billion [2] - MongoDB Inc. (NASDAQ:MDB) reported third-quarter revenue of $628.31 million, surpassing analyst estimates of $591.52 million, and raised its FY26 guidance [2] - CrowdStrike Holdings Inc. (NASDAQ:CRWD) is expected to report quarterly earnings of 94 cents per share on revenue of $1.21 billion [2] Group 2 - United Natural Foods shares increased by 3.3% to $35.50 in after-hours trading [2] - Credo Technology shares surged 14.9% to $196.62 in after-hours trading [2] - Signet shares fell 0.8% to $94.93 in after-hours trading [2] - MongoDB shares jumped 21.7% to $400.30 in after-hours trading [2] - CrowdStrike shares rose 0.7% to $507.60 in after-hours trading [2]

Core Viewpoint - MongoDB, Inc. has demonstrated strong financial performance, significantly surpassing earnings and revenue expectations, driven by the growth of its cloud platform, Atlas Financial Performance - MongoDB reported earnings per share (EPS) of $1.32, exceeding the estimated $0.79, resulting in a 67.09% earnings surprise [2][6] - The company achieved revenues of $628.3 million for the quarter ending October 2025, surpassing the Zacks Consensus Estimate by 6.27% and showing an increase from $529.38 million in the same period last year [3][6] Stock Market Reaction - Following the release of its third-quarter 2026 financial results, MongoDB's stock surged by 21.8% in after-hours trading, closing at $328.87 after reporting higher-than-expected revenue and adjusted EPS [4] Growth Drivers - The CEO of MongoDB attributed the strong financial results to the robust growth of its cloud platform, Atlas, which saw a 30% year-over-year revenue increase [5] - In response to the strong performance, MongoDB revised its fiscal 2026 revenue forecast upwards to a range of $2.434 billion to $2.439 billion, up from the previous forecast of $2.25 billion [5] Financial Health - MongoDB maintains a strong balance sheet, highlighted by a debt-to-equity ratio of 0.012 and a current ratio of 5.25, indicating low leverage and strong liquidity [5][6]

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Core Insights - MongoDB reported strong earnings for Q3 of fiscal year 2026, exceeding Wall Street expectations, leading to a stock price surge of over 20% in after-hours trading [1][5] - The company's growth is closely tied to its integration with Google Cloud and the Gemini AI product line, positioning it as a key beneficiary in the AI ecosystem [2][7] Financial Performance - For Q3, MongoDB's total revenue was approximately $628 million, representing a year-over-year growth of 19%, significantly above the expected $592 million [4][5] - The Non-GAAP earnings per share were reported at $1.32, far exceeding the anticipated $0.80 [4][5] - MongoDB's core product, Atlas, achieved a revenue increase of 30%, accounting for about 75% of total revenue, surpassing the expected growth of 20%-25% [4][5] Future Guidance - The company raised its revenue guidance for Q4 to a range of $665 million to $670 million, well above the Wall Street consensus of approximately $626 million [2][4] - For the full fiscal year 2026, MongoDB increased its revenue forecast to between $2.434 billion and $2.439 billion, up from a previous estimate of $2.34 billion to $2.36 billion, and above the average analyst expectation of $2.36 billion [3][4] Market Context - The strong performance of MongoDB is reflective of the broader demand for AI-related infrastructure and services, particularly in the context of Google's significant investments in AI and cloud computing [6][8] - The launch of Google's Gemini AI products has driven a surge in AI token processing, indicating a robust demand for AI capabilities that MongoDB is well-positioned to support [9][10]

Market Overview - US stock futures showed a cautious recovery with S&P 500 futures rising 0.3%, Nasdaq 100 futures up 0.4%, and Dow Jones Industrial Average futures increasing by approximately 0.2% [1] - The market is attempting to regain ground after a sell-off that interrupted a five-day winning streak for major US indexes, marking a rocky start to December, a month typically strong for equities [2] Cryptocurrency Market - Bitcoin traded above $87,000, recovering from a low of $84,000, which was its worst day since March [3] - Shares of crypto-related companies like Coinbase and Robinhood also saw positive movement after previously closing over 4% lower [3] Economic Indicators - Investors are focused on economic data as delayed government reports are released, which may influence expectations for a potential interest rate cut in December [4] - Current market sentiment reflects a significant increase in bets on easing, with an 87% probability of a rate cut on December 10, according to the CME FedWatch tool [5] Company Earnings - Marvell is expected to release earnings results after market close, with its stock rising due to reports of advanced talks to acquire chip start-up Celestial AI in a multibillion-dollar deal [6] - MongoDB's stock increased by 2% in premarket trading after reporting revenue of $628.3 million for Q3, a 19% year-over-year increase, surpassing its previous guidance [7][8] - MongoDB's CEO highlighted strong customer expansion and a positive outlook for the full year, expecting revenue between $2.434 billion and $2.439 billion [8] Investment Trends - Retail investors in cryptocurrency are facing significant losses, particularly with Strategy Inc. (MSTR) shares dropping over 60% from recent highs amid a broader digital currency decline [10] - Strategy has created a $1.4 billion reserve to manage dividend and interest payments, but many investors have already experienced substantial losses, with some ETFs tracking its stock down over 80% this year [11][12]

Core Insights - MongoDB reported quarterly earnings of $1.32 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, and showing an increase from $1.16 per share a year ago, resulting in an earnings surprise of +67.09% [1] - The company achieved revenues of $628.31 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 6.27% and up from $529.38 million year-over-year [2] - MongoDB has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the last quarter was +56.25%, with actual earnings of $1 compared to an expected $0.64 [1] - The company has a favorable trend in estimate revisions leading to a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [6] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $622.14 million, and for the current fiscal year, it is $3.70 on revenues of $2.35 billion [7] - The sustainability of stock price movement will depend on management's commentary during the earnings call [3][4] Industry Context - The Internet - Software industry, to which MongoDB belongs, is currently ranked in the top 28% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - MongoDB's stock experienced a significant increase of 21.8% in after-hours trading following the release of its Q3 2026 financial results, which exceeded expectations on both revenue and earnings [1][2] Financial Performance - Analysts had projected MongoDB's revenue at $593.4 million and adjusted EPS at $0.79, but the company reported actual sales of $628.3 million and adjusted EPS of $1.32 [2] - The company has revised its fiscal 2026 revenue forecast to a range of $2.434 billion to $2.439 billion, up from the previous estimate of $2.25 billion to $2.29 billion [5] - Adjusted EPS expectations have also been increased from a range of $2.94 to $3.12 to a new range of $4.76 to $4.80 [5] Market Data - As of the latest trading session, MongoDB's stock price was $328.87, with a market capitalization of $27 billion [3] - The stock's trading range for the day was between $321.26 and $335.92, and it has a 52-week range of $140.78 to $385.44 [4] Business Highlights - The strong performance in Q3 2026 is attributed to the cloud platform, Atlas, which saw a 30% year-over-year revenue increase [4] - MongoDB's shares are currently valued at 11.8 times trailing sales, which is below its five-year average sales multiple of 14.7, indicating a discount to its historical sales valuation [6]