MongoDB, Inc. provides general purpose database platform worldwide. The company offers MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premise, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB. It also provides professional services comprising consulting and training. The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013. MongoDB, Inc. was incorporated in 2007 and is headquartered in New York, New York.

MongoDB, Inc.

Средний индекс, значительно упал. Быки в растерянности.

Medium index, significantly down. The bulls are confused.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Слабый индекс, незначительно вырос

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MongoDB (MDB) Q2 2027 Earnings Call Transcript

Friday, September 4, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), Broadcom Inc. (AVGO) and Shell plc (SHEL), as well as a micro-cap stock KVH Industries, Inc. (KVHI). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
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The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Non-farm Payrolls Surprise Higher: +162K, +4.1% Unemployment
Today's Featured Research Reports
Shares of Apple have gained +19% over the year-to-date period against the Zacks Computer - Micro Computers industry’s gain of +27.3%. The company’s third-quarter fiscal 2026 results showed broad demand across iPhone and Mac, while Services benefited from a record installed base and rising paid subscriptions.
Siri AI and deeper on-device intelligence can strengthen ecosystem engagement and support future hardware upgrades. Apple’s cash generation and continued buybacks also provide support.
However, fourth-quarter fiscal 2026 growth is expected to slow as foreign exchange and supply constraints intensify. Memory costs are rising, recent price increases may test demand, and tariff refunds provided a temporary benefit to margins and earnings.
App Store changes and regulatory actions remain an added risk to Services economics. These offsets leave the long-term growth case intact, but the near-term mix of execution, cost and policy risks supports a Neutral view.
(You can read the full research report on Apple here >>>)
Broadcom’s shares have gained +3% over the year-to-date period against the Zacks Electronics - Semiconductors industry’s gain of +23.4%. The company is benefiting from expanding AI infrastructure spending, with custom XPUs and networking driving semiconductor growth while VMware supports infrastructure software.
Multiyear engagements with six XPU customers, broader Ethernet adoption and rising AI deployments provide long-term revenue visibility. Free cash flow remains substantial, non-AI semiconductor demand is stabilizing and debt reduction improves financial flexibility.
However, the investment case is balanced by high customer concentration, intense competition, declining gross margin as XPUs mix higher, and execution risk tied to large AI infrastructure commitments.
Broadcom also remains exposed to a sizable debt burden and integration complexity. These factors offset the strength of Broadcom’s AI-led growth profile and support a Neutral recommendation.
(You can read the full research report on Broadcom here >>>)
Shares of Shell have gained +29.7% over the year-to-date period against the Zacks Oil and Gas - Integrated - International industry’s gain of +39.1%. The company benefits from higher commodity prices, robust LNG trading, improved refining and chemicals margins and disciplined execution that supports solid cash generation.
Shell continued rewarding shareholders through dividends and buybacks while strengthening its balance sheet with lower debt. In addition, portfolio optimization and strategic investments, including the ARC Resources acquisition, enhance its long-term growth outlook. However, Shell remains exposed to geopolitical disruptions, commodity price volatility and execution risks tied to major acquisitions.
Some businesses, including Marketing and Renewables & Energy Solutions, underperformed, while higher maintenance activity weighs on production. Hence, a Neutral recommendation appears justified as long-term strengths are balanced by near-term uncertainties.
(You can read the full research report on Shell here >>>)
KVH Industries’ shares have gained +2.3% over the year-to-date period against the Zacks Communication - Components industry’s gain of +70.3%. This microcap company with a market capitalization of $128.26 million has an investment case that centers on its shift toward recurring LEO connectivity and managed services. Rising Starlink and OneWeb adoption is supporting airtime revenues, subscriber growth and adjusted EBITDA, while sustained terminal shipments underpin further recurring-revenue expansion.
A debt-free balance sheet and scalable operating platform add flexibility, while managed IT, cybersecurity and multi-network services could deepen customer value. Risks include dependence on third-party LEO providers, declining legacy VSAT and TracVision demand, manufacturing wind-down costs, margin pressure and cash for prepaid capacity.
Execution on value-added services and subscriber monetization remains key. The valuation suggests potential upside for investors if KVHI successfully converts its growing recurring revenue base into stronger margins and cash generation.
(You can read the full research report on KVH Industries here >>>)
Other noteworthy reports we are featuring today include Robinhood Markets, Inc. (HOOD), MongoDB, Inc. (MDB) and Watts Water Technologies, Inc. (WTS).
Mark Vickery
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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Strong iPhone 17 & Services Growth to Aid Apple's (AAPL) Prospects
Strong Demand for Networking Products Aids Broadcom (AVGO)
Featured Reports
Watts Water (WTS) Benefits from Data Center and Margin Growth
Per the Zacks analyst, Watts Water's data center growth and pricing discipline are supporting margins, while acquisitions and productivity initiatives are strengthening its growth prospects.
FAA Progress and Defense Pipeline Support Archer Aviation (ACHR)
Per the Zacks analyst, Archer Aviation should benefit from FAA progress, UAE launch plans and expanding flight activity. Defense, AI and ample liquidity should support long-term growth.
TNGX's Lead Candidate Drives Upside, But Sparse Pipeline Worries
Per the Zacks Analyst, Tango's lead PRMT5 inhibitor and multiple clinical catalysts support long-term potential, but its lack of marketed products and limited pipeline remain key risks.
Growing Top Line, Solid Capital Position Aid Palomar (PLMR)
Per the Zacks analyst, Palomar's growing revenues driven by higher premiums and net investment income have led to significant growth. Moreover, robust capital position supports capital deployment.
Insperity (NSP) Benefits From PEO Demand Amid Elevated Borrowings
Per the Zacks analyst, Insperity's long-term growth is aided by rising demand for professional employer organization (PEO). Higher debt constrains financial flexibility and raises interest-rate risk.
Loan Sourcing Aids Ellington Financial (EFC), Yet Rate Risks Persist
Per the Zacks analyst, Ellington Financial benefits from wider sourcing, recurring Longbridge earnings and flexible funding supporting income and dividends. However, rate and asset-mark risks persist.
Phibro (PAHC) Rides on Animal Health Arm, Unfavorable FX Ails
Per the Zacks analyst, Phibro's Animal Health arm remains a key contributor to growth. Meanwhile, foreign currency losses were $12.6 million in fiscal 2026, compared with $7.9 million in fiscal 2025.
New Upgrades
Product Diversification, Business Expansion Aid Robinhood (HOOD)
Per the Zacks analyst, product diversification and deeper wallet share will likely continue to aid Robinhood. Business expansion initiatives will deepen its global presence.
MongoDB's Atlas Extends Enterprise Traction Amid Rising AI Data Layers
MongoDB's Atlas platform keeps winning enterprise customers, even as cloud-giant competition and consumption-based revenue add uncertainty to the growth story.
Solid Demand for AI Servers Aids Dell Technologies (DELL) Prospects
Per the Zacks analyst, Dell is benefiting from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications.
New Downgrades
Oil Price, Execution & Leverage Risks to Hurt Vista Energy (VIST)
Per the Zacks analyst, oil price sensitivity, infrastructure risks, high spending & acquisition leverage pressure Vista Energy's cash flow, deleveraging & financial flexibility.
Weak Commodity Prices and Lower Sales Ail Lindsay (LNN)
The Zacks analyst is concerned that lower sales in its North America irrigation business will hurt Lindsay's results in the near term. Weak commodity prices will also act as a woe.
On Holding AG (ONON) Faces Tariff, Cost Pressures Outlook
Per the Zacks analyst, ONON faces tariff uncertainty and rising SG&A costs as reinvestment in brand, retail and capacity expansion weighs on profitability.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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This article originally published on Zacks Investment Research (zacks.com).

Top Research Reports for Apple, Broadcom & Shell

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Blackrock Inc (Symbol: BLK), where a total volume of 7,591 contracts has been traded thus far today, a contract volume which is representative of approximately 759,100 underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 135% of BLK's average daily trading volume over the past month, of 562,425 shares. Especially high volume was seen for the $1030 strike call option expiring September 18, 2026, with 2,400 contracts trading so far today, representing approximately 240,000 underlying shares of BLK. Below is a chart showing BLK's trailing twelve month trading history, with the $1030 strike highlighted in orange:
MongoDB Inc (Symbol: MDB) saw options trading volume of 24,460 contracts, representing approximately 2.4 million underlying shares or approximately 127.2% of MDB's average daily trading volume over the past month, of 1.9 million shares. Particularly high volume was seen for the $390 strike call option expiring September 04, 2026, with 1,720 contracts trading so far today, representing approximately 172,000 underlying shares of MDB. Below is a chart showing MDB's trailing twelve month trading history, with the $390 strike highlighted in orange:
And AST SpaceMobile Inc (Symbol: ASTS) options are showing a volume of 117,649 contracts thus far today. That number of contracts represents approximately 11.8 million underlying shares, working out to a sizeable 113.9% of ASTS's average daily trading volume over the past month, of 10.3 million shares. Especially high volume was seen for the $66 strike call option expiring September 04, 2026, with 8,078 contracts trading so far today, representing approximately 807,800 underlying shares of ASTS. Below is a chart showing ASTS's trailing twelve month trading history, with the $66 strike highlighted in orange:
For the various different available expirations for BLK options, MDB options, or ASTS options, visit StockOptionsChannel.com.
Further BLK Research:

Noteworthy Friday Option Activity: BLK, MDB, ASTS

Breakfast News: Week in Review
1. The Cheapest AI Yet Squeezes the Companies Selling It
Tokens serve as the billing unit that AI models use for their services. On Monday, a million tokens could be purchased for $0.97. That's a record low, and less than half the summer high, according to Silicon Data's index of token prices. Low-priced tokens benefit anyone executing queries but create difficulties for those selling the resulting answers.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Prices fall; bills don't: Cheap Chinese open-source models and price cuts at the biggest labs helped drive the slide. Those labs' computing bills are already committed, so they don't shrink when a query gets cheaper.
Two of those labs want to sell shares: Anthropic and OpenAI both filed confidentially for initial public offerings this summer. Each has to pitch investors on a business whose price per unit is falling.
Microsoft will soon make volume visible: For the first time, Microsoft (NASDAQ: MSFT) will report revenue in dollars for Azure, the computing power it rents to other companies. That number moves with how much customers actually use.
The build-out pays off in the future only if usage increases faster than the price per unit declines. Microsoft's new Azure line will show whether that's happening.
2. Nvidia Is Spending Like the Easy Years Are Over
Nvidia (NASDAQ: NVDA) confirmed on Thursday that it will spend $13 billion to buy Hugging Face, the hub where developers publish and test open-source AI models. Nvidia once sold every chip it made to buyers with no alternative. Now those buyers have one, so Nvidia is spending to stay central anyway.
The seller made the first call: Hugging Face CEO Clément Delangue said he approached Nvidia over the summer, not the reverse; even a thriving platform felt it needed a giant's backing. The deal is expected to close in the first half of 2027, pending regulatory approval.
Nvidia wrote another check on Monday: It put $3.5 billion into Taiwanese chip designer MediaTek, whose parts will plug into Nvidia systems. That keeps Nvidia in the chain even when a buyer picks a rival chip.
Nvidia holds the lease under someone else's deal: Hut 8 (NASDAQ: HUT) will develop the Texas data center behind the $35 billion Anthropic-Lambda deal. Nvidia backs Lambda, leases the site, and sells the chips that fill it.
More of Nvidia's sales now come from customers it helped fund. Owning it from here means trusting Nvidia to earn its keep across the whole stack.
3. Nvidia's Beat and a Telling Purchase
Nvidia (NASDAQ: NVDA) beat again. Revenue topped $96 billion, more than double a year ago, and the stock is up 9% since reporting. What lifted its shares? The CFO guiding for 70% revenue growth in 2028. But our analyst Emily Flippen calls Nvidia "a lagging indicator of the AI buildout, not a leading one." Its reported revenue just confirms spending that the market already knew about. But the more revealing news came Thursday, when Nvidia revealed what's on its shopping list.
The deal: Nvidia reportedly agreed to buy Hugging Face, the open-source hub where developers publish and test AI models, for about $13 billion. It's Nvidia's largest acquisition ever, at roughly 86 times the target's sales.
Why that price isn't incredibly high: Nothing is expensive against Nvidia's scale. Flippen notes Nvidia could buy Hugging Face seven times over using cash already set aside to repurchase its own stock. She also flags this as a defensive hedge. Nvidia's biggest customers are starting to design their own chips. Whoever owns the platform developers download models from can steer them toward rival hardware. Nvidia is paying to keep that door shut.
We've recommended Nvidia more than 30 times and never sold. In fact, a $10,000 stake invested in 2005, when we first recommended Nvidia in Stock Advisor, is worth about $13 million today. But the build-out that made it can't grow forever, and this deal is a tell that Nvidia knows the easy years are behind it. What we're watching now is whether it can defend its lead as well as it once extended it.
3. Snowflake, Sezzle, and FIGS All Sounded Like Bad Ideas
Three of this week's Breakfast News statements went back to an earlier recommendation. We issued each one before the market came around.
Snowflake went nowhere for five years. Our first Rule Breakers recommendation of Snowflake (NYSE: SNOW), May 2021 at $245.15, is up 45% and trails the S&P 500. Hidden Gems recommended it in June 2022 at $138.24. That call is up about 158%. It's still a Buy in Hidden Gems and Rule Breakers.
Sezzle carried its industry's stigma. Wall Street treated buy now, pay later as a subprime accident waiting to happen. We first recommended Sezzle (NASDAQ: SEZL) in August 2024 at $21.32, and shares have more than quintupled. It turns 61% of revenue into free cash flow, a software-like rate.
FIGS is the newest of the three. Scrubs maker FIGS (NYSE: FIGS) disappointed for years after its 2021 IPO. We recommended it in Rule Breakers in June 2026 at $12.22. Revenue rose nearly 29% year over year in the second quarter.
Sezzle paid for its industry's reputation. Snowflake and FIGS had their own bad years. None of that told you what any of those businesses is worth today.
4. Uber Is Lobbying Against the Robotaxis It's Funding
Uber (NYSE: UBER) said Wednesday that it will cut 10% of its workforce, roughly 3,300 jobs, to flatten management. CEO Dara Khosrowshahi framed it as freeing capacity for a planned $10 billion-plus push into autonomous vehicles. He didn't blame AI, unlike most tech CEOs who cut staff this year.
Then Uber lobbied to slow robotaxis down: It joined driver unions in New Jersey and Washington, D.C., to push for rules that keep human drivers in most self-driving rides. In New Jersey, it wants at least 85% of rides to have a person behind the wheel. Alphabet's (NASDAQ: GOOG) Waymo says the 85% minimum solves a problem that doesn't exist.
The rule would bite Waymo hardest: One tracker counts just over 200 Tesla (NASDAQ: TSLA) vehicles registered as unsupervised, against Waymo's 4,000 across 14 cities. Tesla teased a Cybercab event Wednesday, and shares rose 5.5% that day.
The Rule Breakers recommendation is outperforming the S&P 500 by more than 250% since July 2022. Uber is spending $10 billion on a fleet it doesn't have yet. The thesis needs the rules to slow Waymo down long enough for Uber to close that gap.
5. MongoDB Beat, Raised Guidance, and Fell 15%
MongoDB (NASDAQ: MDB) sells the database where applications keep their data. Its Atlas cloud service is now where AI coding agents read and write live data, too. Our Rule Breakers recommendation reported Tuesday night. The quarter beat estimates, management raised its full-year outlook, and shares fell almost 15%.
Growth accelerated, and margins followed: Revenue rose 30% year over year in the fiscal second quarter, the best in several years. Adjusted operating margin reached 24%, up from 15%.
Then management forecast a slower third quarter: That gave investors an excuse to sell after a string of blowout quarters.
The payoff runs a step behind the build-out. Software like MongoDB's gets used after the servers are installed. It launched a service connecting coding agents like Claude Code and OpenAI's Codex to live Atlas data. Contracted future revenue climbed 91% to $1.52 billion, so the demand is booked.
These results show that the market has stopped paying in advance for AI demand. It wants revenue collected rather than contracted. Holding MongoDB means trusting those signed commitments to arrive on schedule.
6. The Week Ahead
The August jobs report landed this morning. Strong hiring makes a rate hike more likely, and higher rates hit expensive AI stocks hardest. Those stocks are priced on profits that won't arrive for years. Federal Reserve Governor Christopher Waller said on Thursday that he'd lean toward holding steady this month. Odds of a September hike fell to 50.4% from 63.2% a day earlier, close to a coin flip.
Oil keeps inflation in the picture: Crude near $92 keeps the pressure on, and consumer and producer price reports land next week.
Then management forecast a slower third quarter: That gave investors an excuse to sell after a string of blowout quarters.
Four recommendations report: Chewy (NYSE: CHWY) reports on Wednesday morning and AeroVironment (NASDAQ: AVAV) on Wednesday afternoon. Oracle (NYSE: ORCL) and Adobe (NASDAQ: ADBE) follow on Thursday afternoon.
7. Your Take
MongoDB beat estimates this week, and its stock fell 15% anyway. When a company's payoff keeps sliding further out, how do you decide whether to keep holding or revisit your thesis?
Debate with friends and family, or become a member to hear what your fellow Fools are saying!
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The Motley Fool has positions in and recommends Adobe, AeroVironment, Alphabet, Chewy, Figs, Microsoft, MongoDB, Nvidia, Oracle, Sezzle, Snowflake, and Tesla. The Motley Fool recommends Uber Technologies and recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Breakfast News: Week in Review

Key Points
MongoDB reported a strong quarter and raised guidance.
However, investors may have been slightly underwhelmed by its "as-a-service" Atlas segment.
Still, overall growth beat expectations, and the pullback could be an opportunity.
Shares of enterprise database upstart MongoDB (NASDAQ: MDB) fell this week, with the stock down 14.5% as of Thursday at 1:30 p.m., according to data from S&P Global Market Intelligence.
MongoDB had been a victim of the first half of the year's "SaaS-pocalypse," in which software-as-a-service stocks sold off hard amid fears of AI disruption.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
However, from the end of June through the early part of earnings season, software stocks had rebounded strongly, as most companies hadn't yet seen any disruption to their businesses.
So, MongoDB had already seen its stock rise through this earnings season, heading into this week's report. While the company delivered strong results, apparently, investors were looking for a bit more.
MongoDB beats across the board, except maybe its as-a-service offering
In its fiscal second quarter, MongoDB grew revenue 30.5% to $771.8 million, with adjusted (non-GAAP) earnings per share growing 90% to $1.90. Both figures handily beat analyst expectations. Not only that, but MongoDB also guided well above analyst expectations for the current quarter and raised its outlook for the year.
So, what was the problem? Well, even after this week's sell-off, MongoDB trades at about 59 times this year's adjusted EPS estimates, and just over 10 times this year's revenue estimate. That's not overly expensive relative to where software stocks used to trade, but it's a more suspect valuation in the age of AI uncertainty.
Second, MongoDB had a curious mix of revenue last quarter, with its Enterprise Advanced segment growing 36%, but its cloud-delivered as-a-service offering, Atlas, growing at just 29%. Enterprise Advanced is a subscription offering that large enterprises run on their own on-premises, private cloud, or hybrid infrastructure. Atlas, on the other hand, is a usage-based database-as-a-service offering delivered through the cloud. In recent years, the Atlas segment has typically grown at a higher rate, and it now accounts for over 73% of total revenue.
So, the fact that Atlas is now growing more slowly, even as Enterprise Advanced accelerates, may have given investors pause, given that Atlas is now the largest revenue driver.
MongoDB could be an AI winner
MongoDB's flexible database architecture could eventually become an AI winner as artificial intelligence migrates from the hardware-based infrastructure build-out to the proliferation of AI-powered software and apps. While investors haven't seen the massive acceleration in growth we've seen in some other software companies, such as those in the cybersecurity sector, MongoDB is still posting strong, steady growth.
For those looking for opportunities in software amid this year's AI-driven disruption fears, MongoDB is a name to add, or at least put on one's watch list.
Should you buy stock in MongoDB right now?
Before you buy stock in MongoDB, consider this:
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Billy Duberstein and/o his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends MongoDB. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Why MongoDB Fell This Week

The S&P 500 Index ($SPX) (SPY) closed up by +0.46% on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up by +0.56%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +0.23%. E-mini S&P futures (ESU26) rose +0.46%, and September E-mini Nasdaq futures (NQU26) rose +0.23%.
Stocks settled higher on Wednesday as T-note yields stabilized. The 10-year T-note yield finished little changed at 4.79% on Wednesday after a weaker-than-expected Aug ADP employment report eased Fed rate hike expectations slightly, boosting stocks. Stock gains accelerated on dovish comments from New York Fed President Williams, who said inflation is continuing to trend down.
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Wednesday’s US economic news was mixed for stocks after July factory orders rose more than expected, but the Aug ADP employment change rose less than expected.
Stock index futures initially moved lower in overnight trade as US-Iran hostilities pushed crude oil prices to a 6-week high and the 10-year T-note yield up to a 2.75-year high of 4.82%.
The global bond sell-off generally continued on Wednesday, pushing bond yields to multi-year highs and undercutting stocks. The UK 10-year gilt yield surged to a 19-year high of 5.29%, the German 10-year bund yield jumped to a 15-year high of 3.39%, the Japanese 10-year JGB bond yield surged to a 30-year high of 3.04%, and the 10-year T-note yield rose to a 2.75-year high of 4.82%.
US MBA mortgage applications rose +0.8% in the week ended August 28, with the purchase mortgage sub-index up +2.2% and the refinancing mortgage sub-index down -1.1%. The average 30-year fixed-rate mortgage rose +1 bp to 6.79% from 6.78% in the prior week.
The US Aug ADP employment change rose by +38,000, showing a slightly weaker labor market than expectations of +47,000.
US July factory orders rose +0.9% m/m, stronger than expectations of +0.7% m/m. Also, July factory orders ex-transportation rose +0.6% m/m, stronger than expectations of +0.4% m/m.
New York Fed President John Williams said, "The data recently has been encouraging. I am actually seeing the trend in inflation moving slowly down as some of the effects of the tariffs move into the rearview mirror."
The Fed Beige Book was positive for stocks as it stated that economic activity in the Fed's 12 districts in the period through August 24 "increased modestly," with prices accelerating moderately in most districts. Also, “healthy labor demand was seen most frequently in manufacturing, construction and some service sectors, while retail and hospitality sectors saw falling labor demand."
Oct WTI crude oil prices (CLV26) climbed to a fresh 6-week high on Wednesday as fighting intensified between the US and Iran. The US carried out a second round of strikes in three days overnight, targeting radar systems and mine-laying capabilities along Iran's southern coast. Iran retaliated with drone and missile attacks on US bases across the Middle East. Also, Axios reported that the US attacked two Iranian tankers anchored off Iran’s north coast under a new “tanker for tanker” policy approved by President Trump to further deter Iranian attacks on tankers that move through the Strait of Hormuz. Gains in crude were limited as supply concerns abated slightly after US Energy Secretary Wright said that over 17 million bbl of oil went through the Strait of Hormuz on Monday.
Q2 earnings results are a bullish factor for stocks. The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and nearly four times the average earnings growth rate outside of the Covid period since Q4 of 2013, according to Bloomberg Intelligence. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 86% of the 489 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 60% chance of a +25 bp rate hike at the next FOMC meeting on September 15-16.
Overseas stock markets settled lower on Wednesday. The Euro Stoxx 50 dropped to a 1-month low and closed down -0.11%. China's Shanghai Composite closed down -0.97%. Japan's Nikkei-225 Stock Average fell to a 4-week low and closed down -2.85%.
Interest Rates
December 10-year T-notes (ZNZ6) closed up by +1 tick on Wednesday. The 10-year T-note yield fell -0.4 bp to 4.794%. T-notes recovered from a 1.75-year nearest-futures low today and turned higher, and the 10-year T-note yield fell from a 2.75-year high of 4.816% and moved lower. Short covering emerged and pushed T-notes higher after the Aug ADP employment change rose less than expected, and after New York Fed President Williams said inflation is continuing to trend down. Gains in T-notes were limited after WTI crude oil climbed to a 6-week high, which boosted inflation expectations and is hawkish for Fed policy.
European government bond yields moved higher on Wednesday. The 10-year German bund yield climbed to a 15-year high of 3.395% and finished up +3.2 bp to 3.376%. The 10-year UK gilt yield jumped to a 19-year high of 5.289% and finished up +1.0 bp to 5.230%.
ECB Governing Council member and Bundesbank President Joachim Nagel warned that "inflation isn't close to our medium-term target" and said, "markets are pricing in a probability of more than 95% that we'll raise interest rates at our September meeting, and I'd say that the markets have a rather good understanding of how we're likely to respond at this stage."
Markets are discounting a 99% chance of a +25 bp ECB rate hike at its next policy meeting on September 10.
US Stock Movers
Strength in chipmakers on Wednesday supported the broader market. Nvidia (NVDA) closed up more than +3% to lead gainers in the Dow Jones Industrials. Also, NXP Semiconductors (NXPI), Micron Technology (MU), and Qualcomm (QCOM) closed up more than +2%. In addition, Intel (INTC), Microchip Technology (MCHP), and ASML Holding NV (ASML) closed up more than 1%.
Airlines and cruise line operators moved higher on Wednesday after crude oil prices stabilized. United Airlines Holdings (UAL) closed up more than +3%, and Alaska Air Group (ALK), Delta Air Lines (DAL), Southwest Airlines (LUV), and Carnival (CCL) closed up more than +2%. Also, American Airlines Group (AAL) and Norwegian Cruise Line Holdings (NCLH) closed up more than +1%.
Palo Alto Networks (PANW) closed down more than -9% to lead cybersecurity stocks lower and losers in the S&P 500 and Nasdaq 100 after reporting Q4 subscription and support revenue of $2.67 billion, below the consensus of $2.68 billion. Also, CrowdStrike Holdings (CRWD) closed down more than -5%, and Cloudflare (NET), SentinelOne (S), and Fortinet (FTNT) closed down more than -4%. In addition, Zscaler (ZS) closed down more than -3% and Okta (OKTA) closed down more than -2%.
Dell Technologies (DELL) closed up more than +15% to lead gainers in the S&P 500 after reporting Q2 total net revenue of $46.97 billion, well above the consensus of $44,78 billion, and raising its 2027 revenue forecast to $192 billion from a previous forecast of $165 billion to $169 billion, stronger than the consensus of $173.76 billion.
Gitlab (GTLB) closed up more than +9% after boosting its 2027 revenue forecast to $1.13 billion from a previous forecast of $1.11 billion to $1.12 billion, better than the consensus of $1.12 billion.
SiriusXM (SIRI) closed up more than +7% after Deutsche Bank upgraded the stock to buy from hold with a price target of $45.
Brown-Forman (BF.B) closed up more than +3% after reporting a Q1 gross margin of 60.2%, better than the consensus of 58.6%.
Credo Technology (CRDO) closed down more than -20% despite reporting better-than-expected Q EPS as the company failed to exceed its Q1 adjusted gross margin estimate of 68%.
MongoDB (MDB) closed down more than -13% despite reporting better-than-expected Q2 EPS as revenue growth in the company’s Atlas product didn’t accelerate in Q2 versus Q1.
G-III Apparel Group Ltd (GIII) closed down more than -11% after reporting Q2 net sales of $554.1 million, weaker than the consensus of $570.3 million, and forecasting Q3 net sales of about $870 million, below the consensus of $899 million.
Edison International (EIX) closed down more than -6%, and PG&E (PCG) closed down more than -5% after analysts said it is unlikely that California legislators will hold a special session to pass a wildfire liability bill favorable to utilities.
Earnings Reports (9/3/2026)
Campbell's Company/The (CPB), Ciena Corp (CIEN), DocuSign Inc (DOCU), Guidewire Software Inc (GWRE), Lululemon Athletica Inc (LULU), Planet Labs PBC (PL), Samsara Inc (IOT), Toro Co/The (TTC), UiPath Inc (PATH), Zscaler Inc (ZS).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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Stocks Settle Higher as Bond Yields Stabilize

The S&P 500 Index ($SPX) (SPY) is up by +0.50% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.79%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.17%. E-mini S&P futures (ESU26) are up +0.49%, and September E-mini Nasdaq futures (NQU26) are up +0.15%.
Stock index futures recovered from overnight losses and are moving higher today as a retreat in crude oil prices knocked bond yields lower. Crude oil prices gave up an overnight advance and turned lower today when US Energy Secretary Wright said that over 17 million bbl of oil went through the Strait of Hormuz on Monday, easing supply concerns. That knocked the 10-year T-note yield down -1 bp to 4.79%, benefiting stocks. Gains in stocks accelerated on dovish comments for New York Fed President Williams, who said inflation is continuing to trend down.
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Today’s US economic news was mixed for stocks after July factory orders rose more than expected, but the Aug ADP employment change rose less than expected.
Stock index futures initially moved lower in overnight trade as US-Iran hostilities pushed crude oil prices to a 6-week high and the 10-year T-note yield up to a 2.75-year high of 4.82%. Stocks were under pressure as global bond yields stayed elevated on US-Iran hostilities, which extended crude oil’s advance and threatened to worsen the inflation outlook.
The global bond sell-off generally continued today, pushing bond yields to multi-year highs and undercutting stocks. The UK 10-year gilt yield surged to a 19-year high of 5.29%, the German 10-year bund yield jumped to a 15-year high of 3.39%, the Japanese 10-year JGB bond yield surged to a 30-year high of 3.04%, and the 10-year T-note yield rose to a 2.75-year high of 4.82%.
US MBA mortgage applications rose +0.8% in the week ended August 28, with the purchase mortgage sub-index up +2.2% and the refinancing mortgage sub-index down -1.1%. The average 30-year fixed-rate mortgage rose +1 bp to 6.79% from 6.78% in the prior week.
The US Aug ADP employment change rose by +38,000, showing a slightly weaker labor market than expectations of +47,000.
US July factory orders rose +0.9% m/m, stronger than expectations of +0.7% m/m. Also, July factory orders ex-transportation rose +0.6% m/m, stronger than expectations of +0.4% m/m.
New York Fed President John Williams said, "The data recently has been encouraging. I am actually seeing the trend in inflation moving slowly down as some of the effects of the tariffs move into the rearview mirror."
Oct WTI crude oil prices (CLV26) fell from a 6-week high today and turned lower as supply concerns abated after US Energy Secretary Wright said that over 17 million bbl of oil went through the Strait of Hormuz on Monday. Crude prices initially rallied in overnight trade as fighting intensified between the US and Iran. The US carried out a second round of strikes in three days overnight, targeting radar systems and mine-laying capabilities along Iran's southern coast. Iran retaliated with drone and missile attacks on US bases across the Middle East. Also, Axios reported that the US attacked two Iranian tankers anchored off Iran’s north coast under a new “tanker for tanker” policy approved by President Trump to further deter Iranian attacks on tankers that move through the Strait of Hormuz.
Q2 earnings results are a bullish factor for stocks. The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and nearly four times the average earnings growth rate outside of the Covid period since Q4 of 2013, according to Bloomberg Intelligence. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 86% of the 489 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 67% chance of a +25 bp rate hike at the next FOMC meeting on September 15-16.
Overseas stock markets are lower today. The Euro Stoxx 50 dropped to a 1-month low and is down -0.01%. China's Shanghai Composite closed down -0.97%. Japan's Nikkei-225 Stock Average fell to a 4-week low and closed down -2.85%.
Interest Rates
December 10-year T-notes (ZNZ6) are up by +2 ticks today. The 10-year T-note yield is down -0.4 bp to 4.794%. T-notes recovered from a 1.75-year nearest-futures low today and turned higher, and the 10-year T-note yield fell from a 2.75-year high of 4.816% and moved lower. Short covering emerged and pushed T-notes higher after WTI crude fell from a 6-week high and turned lower, easing inflation expectations. T-notes remained slightly higher after the Aug ADP employment change rose less than expected, and after New York Fed President Williams said inflation is continuing to trend down.
European government bond yields are moving higher today. The 10-year German bund yield climbed to a 15-year high of 3.395% and is up +3.3 bp to 3.376%. The 10-year UK gilt yield jumped to a 19-year high of 5.289% and is up +1.4 bp to 5.234%.
ECB Governing Council member and Bundesbank President Joachim Nagel warned that "inflation isn't close to our medium-term target" and said, "markets are pricing in a probability of more than 95% that we'll raise interest rates at our September meeting, and I'd say that the markets have a rather good understanding of how we're likely to respond at this stage."
Markets are discounting a 99% chance of a +25 bp ECB rate hike at its next policy meeting on September 10.
US Stock Movers
Strength in chipmakers today is providing support to the broader market. Nvidia (NVDA) is up more than +3% to lead gainers in the Nasdaq 100 and Dow Jones Industrials. Also, NXP Semiconductors (NXPI) is up more than +2%, and Microchip Technology (MCHP), Analog Devices (ADI), Qualcomm (QCOM), and Texas Instruments (TXN) are up more than 1%.
Airlines and cruise line operators are moving higher today after crude oil prices turned lower, a positive factor for the companies’ profitability. United Airlines Holdings (UAL) is up more than +4%, and Alaska Air Group (ALK) is up more than +3%. Also, American Airlines Group (AAL), Delta Air Lines (DAL), Southwest Airlines (LUV), and Norwegian Cruise Line Holdings (NCLH) are up more than +2%. In addition, Carnival (CCL) and Royal Caribbean Cruises (RCL) are up more than +1%.
Palo Alto Networks (PANW) is down more than -7% to lead cybersecurity stocks lower and lead losers in the Nasdaq 100 after reporting Q4 subscription and support revenue of $2.67 billion, below the consensus of $2.68 billion. Also, CrowdStrike Holdings (CRWD) and Fortinet (FTNT) are down more than -4%, and Okta (OKTA) is down more than +3%. In addition, Cloudflare (NET) and SentinelOne (S) are down more tan -2%, and Zscaler (ZS) is down more than -1%.
Gitlab (GTLB) is up more than +16% after boosting its 2027 revenue forecast to $1.13 billion from a previous forecast of $1.11 billion to $1.12 billion, better than the consensus of $1.12 billion.
SiriusXM (SIRI) is up more than +5% after Deutsche Bank upgraded the stock to buy from hold with a price target of $45.
Dell Technologies (DELL) is up more than +4% after reporting Q2 total net revenue of $46.97 billion, well above the consensus of $44,78 billion, and raising its 2027 revenue forecast to $192 billion from a previous forecast of $165 billion to $169 billion, stronger than the consensus of $173.76 billion.
Brown-Forman (BF.B) is up more than +3% after reporting a Q1 gross margin of 60.2%, better than the consensus of 58.6%.
Credo Technology (CRDO) is down more than -18% despite reporting better-than-expected Q EPS as the company failed to exceed its Q1 adjusted gross margin estimate of 68%.
MongoDB (MDB) is down more than -9% despite reporting better-than-expected Q2 EPS as revenue growth in the company’s Atlas product didn’t accelerate in Q2 versus Q1.
PG&E (PCG) is down more than -8% to lead losers in the S&P 500, and Edison International (EIX) is down more than -6% after analysts said it is unlikely that California legislators will hold a special session to pass a wildfire liability bill favorable to utilities.
G-III Apparel Group Ltd (GIII) is down more than -7% after reporting Q2 net sales of $554.1 million, weaker than the consensus of $570.3 million, and forecasting Q3 net sales of about $870 million, below the consensus of $899 million.
Earnings Reports (9/2/2026)
Broadcom Inc (AVGO), Brown-Forman Corp (BF/B), Five Below Inc (FIVE), Hewlett Packard Enterprise Co (HPE), NetApp Inc (NTAP), Ollie's Bargain Outlet Holding (OLLI), PVH Corp (PVH), Snowflake Inc (SNOW).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

Stocks Push Higher as Crude Oil and Bond Yields Stabilize

In trading on Wednesday, defense shares were relative laggards, down on the day by about 0.7%. Helping drag down the group were shares of Kratos Defense & Security Solutions, off about 3.1% and shares of Lockheed Martin down about 2.1% on the day.
Also lagging the market Wednesday are application software shares, down on the day by about 0.2% as a group, led down by MongoDB, trading lower by about 10.6% and Palo Alto Networks, trading lower by about 8.4%.

Wednesday Sector Laggards: Defense, Application Software Stocks

The S&P 500 Index ($SPX) (SPY) is up by +0.16% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.42%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.20%. E-mini S&P futures (ESU26) are up +0.10%, and September E-mini Nasdaq futures (NQU26) are down -0.25%.
Stock index futures recovered from overnight losses and are mostly higher today as a retreat in crude oil prices knocked bond yields lower. Crude oil prices gave up an overnight advance and turned lower today when US Energy Secretary Wright said that over 17 million bbl of oil went through the Strait of Hormuz on Monday, easing supply concerns. That knocked the 10-year T-note yield down -1 bp to 4.79%, benefiting stocks. Bond yields also remained lower after the Aug ADP employment change rose less than expected.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Stock index futures initially moved lower in overnight trade as US-Iran hostilities pushed crude oil prices to a 6-week high and the 10-year T-note yield up to a 2.75-year high of 4.82%. Stocks were under pressure as global bond yields stayed elevated on US-Iran hostilities, which extended crude oil’s advance and threatened to worsen the inflation outlook.
Weakness in cybersecurity stocks today is weighing on the Nasdaq 100.
The global bond sell-off generally continued today, pushing bond yields to multi-year highs and undercutting stocks. The UK 10-year gilt yield surged to a 19-year high of 5.29%, the German 10-year bund yield jumped to a 15-year high of 3.39%, the Japanese 10-year JGB bond yield surged to a 30-year high of 3.04%, and the 10-year T-note yield rose to a 2.75-year high of 4.82%.
US MBA mortgage applications rose +0.8% in the week ended August 28, with the purchase mortgage sub-index up +2.2% and the refinancing mortgage sub-index down -1.1%. The average 30-year fixed-rate mortgage rose +1 bp to 6.79% from 6.78% in the prior week.
The US Aug ADP employment change rose by +38,000, showing a slightly weaker labor market than expectations of +47,000.
Oct WTI crude oil prices (CLV26) fell from a 6-week high today and turned lower as supply concerns abated after US Energy Secretary Wright said that over 17 million bbl of oil went through the Strait of Hormuz on Monday. Crude prices initially rallied in overnight trade as fighting intensified between the US and Iran. The US carried out a second round of strikes in three days overnight, targeting radar systems and mine-laying capabilities along Iran's southern coast. Iran retaliated with drone and missile attacks on US bases across the Middle East. Also, Axios reported that the US attacked two Iranian tankers anchored off Iran’s north coast under a new “tanker for tanker” policy approved by President Trump to further deter Iranian attacks on tankers that move through the Strait of Hormuz.
Q2 earnings results are a bullish factor for stocks. The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and nearly four times the average earnings growth rate outside of the Covid period since Q4 of 2013, according to Bloomberg Intelligence. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 86% of the 489 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 63% chance of a +25 bp rate hike at the next FOMC meeting on September 15-16.
Overseas stock markets are lower today. The Euro Stoxx 50 dropped to a 1-month low and is down -0.08%. China's Shanghai Composite closed down -0.97%. Japan's Nikkei-225 Stock Average fell to a 4-week low and closed down -2.85%.
Interest Rates
December 10-year T-notes (ZNZ6) are up by +2 ticks today. The 10-year T-note yield is down -0.8 bp to 4.790%. T-notes recovered from a 1.75-year nearest-futures low today and turned higher, and the 10-year T-note yield fell from a 2.75-year high of 4.816% and moved lower. Short covering emerged and pushed T-notes higher after WTI crude fell from a 6-week high and turned lower, easing inflation expectations. T-notes added to their gains today when the Aug ADP employment change rose less than expected, a dovish factor for Fed policy.
European government bond yields are moving higher today. The 10-year German bund yield climbed to a 15-year high of 3.395% and is up +3.1 bp to 3.374%. The 10-year UK gilt yield jumped to a 19-year high of 5.289% and is up +0.9 bp to 5.229%.
ECB Governing Council member and Bundesbank President Joachim Nagel warned that "inflation isn't close to our medium-term target" and said, "markets are pricing in a probability of more than 95% that we'll raise interest rates at our September meeting, and I'd say that the markets have a rather good understanding of how we're likely to respond at this stage."
Markets are discounting a 99% chance of a +25 bp ECB rate hike at its next policy meeting on September 10.
US Stock Movers
Palo Alto Networks (PANW) is down more than -8% to lead cybersecurity stocks lower and lead losers in the Nasdaq 100 after reporting Q4 subscription and support revenue of $2.67 billion, below the consensus of $2.68 billion. Also, CrowdStrike Holdings (CRWD) is down more than -3%, and Cloudflare (NET), SentinelOne (S), Fortinet (FTNT), and Zscaler (ZS) are down more than -2%. In addition, Okta (OKTA) is down more than +1%.
Credo Technology (CRDO) is down more than -16% despite reporting better-than-expected Q EPS as the company failed to exceed its Q1 adjusted gross margin estimate of 68%.
MongoDB (MDB) is down more than -13% despite reporting better-than-expected Q2 EPS as revenue growth in the company’s Atlas product didn’t accelerate in Q2 versus Q1.
PG&E (PCG) is down more than -9% to lead losers in the S&P 500, and Edison International (EIX) is down more than -7% after analysts said it is unlikely that California legislators will hold a special session to pass a wildfire liability bill favorable to utilities.
G-III Apparel Group Ltd (GIII) is down more than -3% after reporting Q2 net sales of $554.1 million, weaker than the consensus of $570.3 million, and forecasting Q3 net sales of about $870 million, below the consensus of $899 million.
Gitlab (GTLB) is up more than +14% after boosting its 2027 revenue forecast to $1.13 billion from a previous forecast of $1.11 billion to $1.12 billion, better than the consensus of $1.12 billion.
Dell Technologies (DELL) is up more than +5% to lead gainers in the S&P 500 after reporting Q2 total net revenue of $46.97 billion, well above the consensus of $44,78 billion, and raising its 2027 revenue forecast to $192 billion from a previous forecast of $165 billion to $169 billion, stronger than the consensus of $173.76 billion.
Brown-Forman (BF.B) is up more than +5% after reporting a Q1 gross margin of 60.2%, better than the consensus of 58.6%.
SiriusXM (SIRI) is up more than +5% after Deutsche Bank upgraded the stock to buy from hold with a price target of $45.
Johnson & Johnson (JNJ) is up more than +3% to lead gainers in the Dow Jones Industrials after UBS raised its price target on the stock to $320 from $280.
Earnings Reports (9/2/2026)
Broadcom Inc (AVGO), Brown-Forman Corp (BF/B), Five Below Inc (FIVE), Hewlett Packard Enterprise Co (HPE), NetApp Inc (NTAP), Ollie's Bargain Outlet Holding (OLLI), PVH Corp (PVH), Snowflake Inc (SNOW).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

Stocks Stabilize as Crude Oil Prices and Bond Yields Ease

Key Points
MongoDB delivered a beat-and-raise quarter.
The results weren't enough to overcome its pricey valuation.
Shares of MongoDB (NASDAQ: MDB) slumped out of the gate on Wednesday, plunging as much as 14.6%. As of 11:02 a.m. ET, the stock was still down 10.8%.
The catalyst that drove the database-as-a-service (DBaaS) provider lower was its quarterly financial report. While the results were better than expected, investors wanted more.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Too much is never enough
For its fiscal 2027 second quarter (ended July 31), MongoDB delivered revenue of $772 million, up 30% year over year, showing that its strategy to tap into the booming demand for artificial intelligence (AI) is paying off. As a result, the company delivered adjusted earnings per share (EPS) of $1.90, which rose 90%.
For context, analysts' consensus estimates were looking for revenue of $734 million and adjusted EPS of $1.61, so MongoDB surpassed both benchmarks with room to spare.
MongoDB continued to attract new users, adding 2,900 net new customers to the company's database-as-a-service solution -- Atlas -- bringing the total to 70,600, up 18% year over year.
The company also continues to generate plenty of cash, with operating cash flow of $141.9 million and free cash flow of $137.6 million, both up 97%.
The AI wildcard
Over the past few years, MongoDB has pivoted to adapt its offerings to focus on the accelerating adoption of AI. That strategy is paying off, as customers deploying AI on its Atlas database now account for 30% of the company's annual recurring revenue. Customers are using the secure Atlas environment to build AI applications, while also allowing AI agents to tap into complex data sets.
As a result of the company's robust performance, management increased its full-year guidance. MongoDB is now forecasting revenue of $3 billion and adjusted EPS of $6.49, or growth of 22% and 31%, respectively, at the midpoint of its guidance.
MongoDB stock isn't cheap, selling for 63 times forward earnings and 53 times next year's expected earnings. Investors found it hard to justify a premium of that magnitude with low-double-digit growth -- which helps explain today's sell-off.
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Danny Vena, CPA has positions in MongoDB. The Motley Fool has positions in and recommends MongoDB. The Motley Fool has a disclosure policy.
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