MongoDB is strong this week

Labor Day special gift inside

August 29, 2025

LABOR DAY SPECIAL

💥OPEN HOUSE💥

Get ALL of JW’s Trades LIVE for 1 WEEK in our special chat room 👀
SIGN UP HERE & GET ACCESS

MDB and SATS have been two of the HOTTEST stocks this week, but can they do it again today??

Why Is MongoDB Stock So Strong This Week?

MongoDB has seen a substantial rally—up around 38–48% in just a few days, driven by an impressive second-quarter earnings report and accompanying updates. Here's a closer breakdown:

1. Blowout Q2 Earnings & Raised Outlook

  • Revenue reached $591 million, a 24% year-over-year increase—well above the $554 million expected. Adjusted EPS came in at $1.00, far exceeding the $0.67 estimate.

  • MongoDB raised its full-year revenue outlook to $2.34–$2.36 billion (up from $2.25–$2.29 billion) and its annual adjusted EPS guidance to $3.64–$3.73 (up from $2.94–$3.12).

2. Robust Growth in Atlas, the Cloud DB Platform

  • Atlas, MongoDB’s cloud database platform, drove a 29% YoY increase, now representing 74% of total revenue.

  • Notable enterprise wins include an unnamed EV company using MongoDB for its autonomous driving platform, Deutsche Telekom scaling mission-critical workloads to 30 million customers, and Agibank seeing 5× better performance at 90% lower cost after switching from PostgreSQL.

3. Strategic Focus & Enterprise Adoption

  • MongoDB is shifting toward large enterprise clients, moving away from SMBs. This has led to better revenue quality and margins—as evidenced by a 65% jump in adjusted operating income and over 5,000 new customers added in the first half of 2025 (the highest H1 tally to date).

  • The company's alignment with AI workloads gives it a clear competitive edge. Analysts highlight its unstructured data fluency and scalability as significant advantages.

4. Institutional Support & Reduced Short Pressure

  • Institutional investors who sold in Q1 are returning in Q2, and short interest has dropped to near-record lows, reducing the risk of bearish pressure.

5. Analyst Optimism & Target Price Uplifts

  • Analysts responded with bullish ratings and raised targets:

    • William Blair maintained an Outperform rating.

    • Cantor Fitzgerald raised its target to $312.

    • BofA’s Brad Sills raised his target to $345.

    • Citi upped its target to $405, putting MongoDB on its 90-day positive catalyst watch list.

  • MarketBeat anticipates further gains—up to 50% over the next few quarters.

Let’s keep an eye on PCE data here at 8:30am this morning and if that pushes markets higher, then MDB calls could be on my radar for today!

What’s on your radar for this morning?

Don’t forget to sign up for my OPEN HOUSE. Check your inbox after you sign up to get you special Labor Day pass!

See you there -

Jeff Williams

🥂Haven’t joined RB Special Events yet?  Change that by subscribing HERE.

Questions or concerns about our products? Call 1-800-380-7072 or Email [email protected] © Copyright 2025, RagingBull.com, LLC

DISCLAIMER: To more fully understand any Ragingbull.com, LLC ("RagingBull") subscription, website, application or other service ("Services"), please review our full disclaimer located at https://ragingbull.com/disclaimer.

FOR EDUCATIONAL AND INFORMATION PURPOSES ONLY; NOT INVESTMENT ADVICE. Any RagingBull Service offered is for educational and informational purposes only and should NOT be construed as a securities-related offer or solicitation, or be relied upon as personalized investment advice. RagingBull strongly recommends you consult a licensed or registered professional before making any investment decision.

RESULTS PRESENTED NOT TYPICAL OR VERIFIED. RagingBull Services may contain information regarding the historical trading performance of RagingBull owners or employees, and/or testimonials of non-employees depicting profitability that are believed to be true based on the representations of the persons voluntarily providing the testimonial. However, trading results of third parties have NOT been tracked or verified and past performance is not necessarily indicative of future results, and the results presented in this communication are NOT TYPICAL. Actual results will vary widely given a variety of factors such as experience, skill, risk mitigation practices, market dynamics and the amount of capital deployed. Investing in securities is speculative and carries a high degree of risk; you may lose some, all, or possibly more than your original investment.

RAGINGBULL IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER. Neither RagingBull nor any of its owners or employees is registered as a securities broker-dealer, broker, investment advisor(IA), or IA representative with the U.S. Securities and Exchange Commission, any state securities regulatory authority, or any self-regulatory organization.

WE MAY HOLD SECURITIES DISCUSSED. RagingBull has not been paid directly or indirectly by the issuer of any security mentioned in the Services except possibly by advertisers mentioned in this email. However, Ragingbull.com, LLC, its owners, and its employees may purchase, sell, or hold long or short positions in securities of the companies mentioned in this communication.

*Sponsored Content: If you purchase anything through a link in this email other than RagingBull (RB) services, you should assume that we have an affiliate relationship with the company providing the product that you purchase, and that we will be paid in some way. RB is not responsible for any content hosted on affiliate’s sites and it is the affiliate’s responsibility to ensure compliance with applicable laws. We recommend that you do your own independent research before purchasing anything. While we believe in the companies we form affiliate relationships with, please don’t spend any money on these products unless you believe they will help you achieve your goals.

RagingBull.com, LLC shall be entitled to recover attorneys’ fees, costs and disbursements. In the event that any suit or action is instituted as a result of doing business with RagingBull.com, LLC and/or its affiliates or if any suit or action is necessary to enforce or interpret these Terms of Service, RagingBull.com, LLC shall be entitled to recover attorneys’ fees, costs and disbursements in addition to any other relief to which it may be entitled.