US · 3 entries · 3 publications
Mongodb
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · The Inflection · Miguel | The Inflection
An interim CEO, three-quarters of revenue from one product, an AI story that is still early. The numbers did not change when the CEO left; what changed is who runs MongoDB next.
Since publication +6.2% α +7.0 pp vs S&P 500 · USD
Substack · Compounding Your Wealth · Sergey
$PANW, $MDB, $GTLB Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Since publication MDB +3.7% α +3.5 pp vs S&P 500 · USD
Blogs · ValueWalk
Earnings season has slowed to a trickle at this point in the cycle, which brings a lot of investor attention to the few companies that are still reporting earnings.
Since publication −3.2% α −15.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.