MDB MongoDB Inc

$MDB 🚨🚨🚨🚨🚨 Revenue: $771.8M (Est. $734M) 🟢; +30% YoY 🔹 Adj. EPS: $1.90 (Est. $1.61) 🟢; +90% YoY 🔹 RPO: $1.52B; +91% YoY 🔹 Non-GAAP Operating Margin: 24%; +900 bps YoY Raises FY27 Guide: 🔹 Revenue: $2.99B-$3.03B (Est. $2.95B) 🟢 🔹 Adj. EPS: $6.39-$6.58 (Est. $6.13) 🟢 🔹 Non-GAAP Oper Income: $616.3M-$636.3M (Est. $582M) 🟢 Q3 Guide: 🔹 Revenue: $756M-$761M (Est. $745M) 🟢 🔹 Adj. EPS: $1.57-$1.61 (Est. $1.54) 🟢 🔹 Non-GAAP Oper Income: $152M-$156M (Est. $149M) 🟢 Segment Net Revenue: 🔹 Atlas: $565.9M; +29% YoY (Est. $552.4M) 🟢 🔹 Enterprise Advanced & Other: $181.2M; +36% YoY 🔹 Services: $24.6M; +29% YoY (Est. $21.9M) 🟢 Other Q2 Metrics: 🔹 Subscription Revenue: $747.1M; +31% YoY (Est. $710.7M) 🟢 🔹 cRPO: $797.3M; +73% YoY 🔹 Free Cash Flow: $137.6M; nearly doubled YoY Business Highlights: 🔹 Launched: Atlas Managed MCP Server 🔹 General Availability: MongoDB Search and Vector Search in Enterprise Advanced

$MDB the hedge fund playbook: 1) set up short algos for earnings (because only 1/4 scenarios sends a stock higher and that beat and raise needs to exceed whisper number), 2) illegally naked short (because the SEC only fines firms and never has systemic audits of broker dealer stock deliveries), 3) hire losers and create agents to spam stock message boards and social media to create fear, 4) collude together like the software narrative SaaSpocolypse, 5) get bailed out by Citidel if they are wrong.

$MDB Buy Barclays raises target price to $480 from $460 Bernstein raises target price to $484 from $449 BMO cuts target price to $450 from $500 Citigroup raises target price to $565 from $545 Mizuho raises target price to $460 from $400 Monness Crespi Hardt raises target price to $500 from $460 Morgan Stanley raises target price to $430.00 from $380.00 Piper Sandler raises target price to $470 from $400 RBC cuts target price to $465 from $515 Canaccord Genuity raises target price to $480 from $400 Rosenblatt Securities raises target price to $445 from $395 Scotiabank raises target price to $440 from $395 Stifel cuts target price to $465 from $475 UBS cuts target price to $410 from $460

$MDB MongoDB is a big deal because it made the document model mainstream, then productized it as an easy cloud platform that developers actually like. You’ve gotta be stupid not to understand how Mongo will inevitably grow faster and faster as companies need to upgrade the databases and have their customer’s information organized properly for the new Ai age. Gathering actionable information for and from their clients is necessary, so they all can stay competitive and maintain their customer’s needs for growth from changes they have to make. The valuation isn’t too high. It’s the only main game in town!

$MDB so this is down despite beating everything right. But $gtlb is up despite massive losses. Make it make sense.

$MDB guess was call selling to collect premium 🙊😅, it was just way way too much otm calls. keep in mind for next time

$MDB MongoDB options imply 14.9% move in share price post-earnings Pre-earnings options volume in MongoDB is 2.0x normal with puts leading calls 8:5. Implied volatility suggests the market is anticipating a move near 14.9%, or $64.99, after results are released. Median move over the past eight quarters is 20.3%.

$MDB let’s see how the market reacts this week. I called $ARM this week and it popped the past two days I can see $MDB to $405 - $410 before reaching higher to $420.

$MDB Numbers were solid honestly not sure how much they will be able to drag this down.

$MDB It's OK boys Jim don't like Mongo! Looks like were going higher maybe parabolic at some point!

$MDB This is buy time, you are safe by the end of the year. After that someone is going to make an offer to gobble them up.

$MDB Business seems to be quite well positioned in AI pipeline for companies that use it. Revenue seems to be shifting into other areas as well other than atlas. Number this quarter were not that bad. Revenue overall was beat but so so. Guided up. Really not bad at all. Strong fundamentals it seems.

$MDB They basically just told you bulls that growth is not really going to ramp. Valuation is unsustainable at these levels.

$MDB MDB is hit hard after hours — down about 16% to $380.50 after the beat. The stream tells the story: Atlas grew 29% and full-year guidance was raised, but the sequential decline in Q3 revenue guidance combined with the stock's already-stretched valuation into the print (remember that 34% one-month run-up) is what's driving the sell-the-news reaction. Sentiment on the platform is oddly "extremely bullish" (86 score, 81% bull) even as the stock craters — a lot of that chatter is people calling it a buying opportunity or noting shorts are covering, and message volume is "extremely high," so this one's getting a lot of eyes right now. One trader in the feed mentioned shorting since $384 with a trailing stop at $425 — worth noting since it maps to the exact zone price is now testing. For your KC1/KC2 read, a ~16% overnight gap is well outside normal ATR% bands, so tomorrow's open is going to be the real test of where the volatility regime resets.

$MDB lol crazy how the companies delivering massive beats are tanking after the ER recently

$MDB 360 printed but they pumped it. Actual buyers here? Let’s wait for volume to follow through, cause last weeks abysmal volume is not going to hold price up

$MDB Bearish. MongoDB proved you can grow 30% and still get gutted — because when a whole sector's multiple is the trade everyone's in, "great results" just becomes the best exit liquidity.

$MDB the dust will settle, the profit will have been taken, it ll recover to the pre results price. Beyond that ? That’s another story and I won’t be taking part.

$MDB Here is my logic for my flipping friends, buy MDB and when it reaches 460 in week or two or more then sell and buy $DELL. You can repeat this again in reverse possibly.

concept for today: a clean beat and raise does not guarantee a green stock, the market prices the number that decides the future, not the one that already happened. $MDB beat on revenue and eps and raised the full year guide, and the stock still dropped about 14%. why: atlas growth, the actual growth engine, was flat at 29% for a third quarter running. investors were pricing acceleration, they got the same rate again. the headline beat was already old news.