Posts on MDB

Latest ideas and analyses related to MongoDB Inc. Class A Common Stock

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CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+46 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 60, Votes: 5, Responses: 1, Attachments: 1
GTLB , TEAM , ORCL , ALTR , INFA , SNOW , MDB , CRM , DDOG , NOW , MSFT

+50 pts



Framework for navigating turbulence: $GTLB/$TEAM to Buy; Reinstate $ORCL at Sell, $ALTR to Sell

By ethonomics on June 27, 2022, 3:31 p.m.
Tagged topics: analyst downgrade , analyst upgrade

Views: 40, Votes: 9, Responses: 0, Attachments: 1
VEEV , GWRE , MSFT , MDB , CRM , TWLO

+33 pts



Software: All Eyes on Recession Sensitivity & Other Takeaways from Recent Investor Meetings in Europe

By junkfoodlover on June 27, 2022, 2:13 p.m.
Tagged topics: investor meetings

Views: 17, Votes: 3, Responses: 0, Attachments: 1
MDB

+36 pts



$MDB 1Q23 Results: Setting Up for Success on the Back of a Strong Q1 and a Prudent FY23 Outlook

By realmomobags on June 2, 2022, 2:15 a.m.
Tagged topics: earnings results , SaaS

Views: 19, Votes: 6, Responses: 0, Attachments: 1
COUP , VEEV , MDB , HUBS , DOCU , SMAR , PING , MSP , MSFT , NOW , TEAM , ZI , TWLO , PLTR , PATH , BOX , CRM , ZM

+43 pts



Software: Takeaways from Recent Investor Meetings

By mooreideas on April 18, 2022, 2:05 p.m.
Tagged topics: non deal roadshow

Views: 59, Votes: 4, Responses: 0, Attachments: 1
MSFT , CRM , NOW , ADBE , INTU , WDAY , SNOW , DDOG , MDB , MNDY , U

+59 pts



Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth

By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike

Views: 686, Votes: 10, Responses: 1, Attachments: 1
MDB

+34 pts



Takeaways from MS On 4Q22 $MDB Results, that in their view defied expectations

By realmomobags on March 9, 2022, 8:14 a.m.
Tagged topics: cloud , SaaS

Views: 31, Votes: 3, Responses: 0, Attachments: 1
MDB , SNOW

+44 pts



MongoDB is not SNOW

By labjordan on March 3, 2022, 5:16 p.m.
Tagged topics: earnings read through

Views: 171, Votes: 7, Responses: 1, Attachments: 1
SNOW , BILL , MDB , U , PCOR

+50 pts



Five "all-weather" cloud growth stocks that could weather rising rates, supply chain disruptions, and Omicron

By mooreideas on Jan. 10, 2022, 4:10 p.m.
Tagged topics: analyst top pick

Views: 236, Votes: 8, Responses: 0, Attachments: 1
SNOW , DDOG , MDB , MNDY , ZI , CRM , SPLK , INTU , RNG , INFA , WEAV , MSFT , NOW , ADBE , WDAY , TWLO , DT

+50 pts



Top software picks heading into 2022

By ethonomics on Jan. 3, 2022, 1:30 p.m.
Tagged topics: analyst top pick

Views: 91, Votes: 6, Responses: 0, Attachments: 1
SPLK , NTNX , NEWR , DOMO , AYX , CVLT , RAMP , AI , FROG , SNOW , DDOG , MDB , DT

+38 pts



Needham says software is well positioned to outperform within tech because it is largely immune from supply chain challenges

By realjoe on Oct. 25, 2021, 10:09 a.m.
Tagged topics: software , inflation fears , investor sentiments

Views: 179, Votes: 5, Responses: 0, Attachments: 2
MSFT , CRM , NOW , WDAY , SPLK , ADBE , U , SNOW , MDB

+44 pts



Goldman raises targets for select software names on increasingly strong demand environment and improving fundamentals

By mooreideas on Sept. 7, 2021, 11:58 a.m.
Tagged topics: strong fundamentals , software , Goldman Sachs , strong demand , conviction buy

Views: 451, Votes: 6, Responses: 0, Attachments: 2
TWLO , ESTC , SMAR , MDB , AYX , ASAN , TEAM , BOX , DDOG , FROG , NEWR , NTNX , SNOW , VMW , ZM

+33 pts



$TWLO, $ESTC, $SMAR - Oppenheimer says street expectations for software's Mar/Apr quarter look conservative, see potential for beat and raise, 3 stocks best positioned

By mooreideas on April 8, 2021, 2 p.m.
Tagged topics: low expectations , positive catalyst , software , earnings preview , beat and raise , Oppenheimer , buy the dip

Views: 240, Votes: 3, Responses: 0, Attachments: 30
ESTC , MDB

+1 pts



$ESTC - Barcalys says Elastic is mispriced because its stock does not reflect its strong fundamentals

By phenphen on March 23, 2021, 12:15 p.m.
Tagged topics: valuations , buying opportunity , software , Barclays , mispricing opportunity , buy the dip , bull vs bear

Views: 217, Votes: 1, Responses: 0, Attachments: 13