MongoDB. Every tracked FinTwit mention of $MDB, newest first. 101 mentions since the first on Aug 29, 2025. See the price chart.
July 2026 · 3 mentions
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain?
SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade.
Anthropic is tracki…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 6
Alphatica — LARGE / MID-CAP DARK POOL | July 6, 2026
Large / mid-cap dark pool. +$130M net buy. $MRNA +$123M zero sells. $CRWV +$59M zero sells. 34 off-exchange prints. 248 names tracked.
$2…↗
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…
May 2026 · 19 mentions
May 29
Alphatica — MDB is down 1.98% this morning after an afterhours high of $413 yesterday.
Here is both Alphatica signals in action.
The Alphatica Earnings Quality Signal: 0/6 BEARISH.
The dat…↗
May 29
PhotonBull — What is going on here?🤣
$MDB https://t.co/v6Ue5oAp6x↗
May 28
TheValueist — $MDB KEY READ-THROUGHS FROM MONGODB Q1 FY27 EARNINGS CALL
MongoDB’s Q1 FY27 call was materially positive for enterprise data infrastructure sentiment, but the broader market read-…↗
May 28
Alphatica — @Apo__strophe It was this Institutional Investor that caused liftoff: ✅ 60,230 shares @ $324.00 = $19.5M one trade (10:40 AM ET, exch 4) and then all the fomo's that shorted it tod…
April 2026 · 9 mentions
Apr 20
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT
1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 12
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
Alphatica — $SPY is down 4.5%. The Alphatica Earnings Quality Signal is up +2.90% now during this sell-off.
That's +7.43% alpha while the market bleeds.
Short book went 9/11 in this selloff.…↗
Mar 23
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
The Future Investors — What a week. Pure fear in the market 😱📉
Next week, a new round of earnings 📊
Monday: $CRDO, $MDB
Tuesday: $SE, $CRWD
Wednesday: $AVGO
Thursday: $MRVL
Which one are you lookin…↗
Feb 25
TheValueist — Still in this $MDB . Looking even better here. https://t.co/wAClwvDKGv↗
Feb 24
Jason Luongo — I asked Claude to rank the top 10 stocks best positioned for the agentic (Openclaw) AI wave.
This is the list he gave me:
1. $NVDA - GPU infrastructure powering all AI agents
2.…↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…
January 2026 · 10 mentions
Jan 30
TheValueist — Will look to at to $MDB at 100dma. https://t.co/bFTajRHBPU↗
Jan 22
TheValueist — Might bottom fish $MDB here at the 50dma https://t.co/Mv9X9lcpXi↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
InvestmentGuru — Morgan Stanley’s 2026 Playbook: Bull Market Continues.
Morgan Stanley is laying out a strongly bullish outlook for 2026, with the S&P 500 projected around ~7,800 (base case) and…↗
The Future Investors — Next week is packed with exciting earnings! 🔥🚀
Monday: $MDB
Tuesday: $MRVL, $CRWD
Wednesday: $CRM, $SNOW, $PATH
Thursday: $RBRK
Which report are you most excited for? 🤩 https:…↗
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z. Full fundamental analysis + final score ⭐
Check out our past editions on $IREN, $AXON, $MDB,…↗
Nov 3
The Future Investors — $MDB BREAKING 🚨: Dev Ittycheria is stepping down as MongoDB CEO after 11 years but will remain on the board. CJ Desai, formerly of Cloudflare, takes over on Nov. 10.
Meanwhile, M…
August 2025 · 3 mentions
Aug 29
Ben Pouladian — MongoDB vs. Elastic earnings:
$MDB: Atlas +26% y/y, +2,600 net new customers, clean consumption growth, big FCF → stock rips.
$ESTC: Cloud +25% y/y, but mostly a 5% price hike, CRP…↗
Aug 29
Ben Pouladian — @sam_badawi MongoDB vs. Elastic earnings:
$MDB: Atlas +26% y/y, +2,600 net new customers, clean consumption growth, big FCF → stock rips.
$ESTC: Cloud +25% y/y, but mostly a 5% pri…↗
Aug 29
Ben Pouladian — @JKeynesAlpha MongoDB vs. Elastic earnings tell two very different stories:
$MDB: Atlas +26% y/y, +2,600 net new customers, clean consumption growth, big FCF → stock rips.
$ESTC: C…↗
Shay Boloor — $MDB Q1 EARNINGS
• Revenue $688M vs Est. $668M
• EPS $1.32 vs Est. $1.18
• Net Income $112M vs Est. $104M
• RPO: $1.46B (+88% YoY)
• Atlas Sales +29% YoY
FY27 Guidance
• Revenue…↗
May 28
Alphatica — MDB just reported. We called BEAT with caution. Here are the receipts.
Street EPS: $1.19
Alphatica EPS: $1.35
Actual EPS: $1.32 ✅
Street Revenue: $664.5M
Alphatica Revenue: $690M…↗
The Future Investors — 𝗠𝗼𝗻𝗴𝗼𝗗𝗕 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $MDB
EPS: $1.32 vs $1.18 est. ✅
Revenue: $687.62M vs $663.79M est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝗙𝗬𝟮𝟳
EPS: $1.58-$1.61 vs $1.28 est. ✅
R…↗
May 28
Alphatica — MDB reports tonight after the close.
0/6 on our Alphatica Earnings Quality Signal. BEARISH on our disclosure signal. 34 consecutive quarters without a miss. A 97% lifetime beat ra…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 22
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…↗
InvestmentGuru — $DDOG can bring some momentum in
$SNOW
$ESTC
$MDB
$CSCO
$PLTR↗
May 7
The Future Investors — $MDB MongoDB announced new AI capabilities to make enterprise AI production-ready 🤖
The platform now combines vector search, embeddings, agent memory, and real-time operational d…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
— I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 9
The Future Investors — Software stocks are getting dumped again today 🤮📉
What’s going on?
$CRM $ADBE $NOW $MDB $TEAM↗
Apr 3
Alphatica — The Alphatica Earnings Quality Signal finds companies where the numbers don't match the narrative.
We started publishing it publicly on this feed a few months ago. 21 calls. Every…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…↗
Mar 15
Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition.
In a world where the “SaaSpocalypse” narrative is repricing every c…↗
Tradable Astronaut — 🚨Leaderboard for the day🚨
Top 5 Strongest: $AAOI $ACLX $LWLG $YOU $AEHR
Top 5 Weakest: $EOSE $MKND $RUN $GRAL $SHLS
Newly added to Strongest: $APA $PBF $RCAT $REI $RELY $USO…↗
Mar 3
The Future Investors — Check the $MDB full deep dive here 👇
https://t.co/0XEBe3aVR8↗
Mar 3
The Future Investors — 𝗠𝗼𝗻𝗴𝗼𝗗𝗕 𝗤𝟰 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $MDB
EPS: $1.65 vs $1.48 est. ✅
Revenue: $695.07M vs $669.37M est. ✅
Guidance Q1 FY27:
EPS: $1.15-$1.19 vs $1.21 est. ❌
Revenue: $659…↗
Mar 2
TheValueist — $MDB (Bloomberg) -- (Adds shares.)
MongoDB shares are down 20% in extended trading, after the database software company gave a full-year revenue forecast that is weaker than expect…↗
Mar 2
Dillon Valdez — @MongoDB needs to fire their CFO.
I’ve followed their stock for years and like clockwork, every Q1, their stock gets crushed because they completely nerf their guide. So they’ll s…↗
Mar 2
KaizenInvestor — $MDB down 21% despite a strong double beat.
While MongoDB crushed Q4 with 27% growth and fantastic profit margins, investors hit the panic button over two main issues.
First, th…↗
Mar 2
Shay Boloor — $MDB Q4 EARNINGS
• Revenue $695M vs Est. $669M
• EPS $1.65 vs Est. $1.47
• FCF $177M vs Est. $103M
• Atlas Sales +29% YoY
FY26 Guidance
• Revenue $2.9B vs Est. $2.9B
• EPS $5.84…↗
Mar 1
KaizenInvestor — Some interesting earnings next week, I’ll be looking at following earnings.
Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR
Tuesday: $SE, $ASM.AS, $CRWD, $…↗
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 17
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack
• Where value is migrating in the Agentic AI…↗
Feb 16
Midas — The truth is AI could replace SaaS companies like $PATH and $ZETA
However cyber security & cloud platforms like $NET $SNOW $CRWD $MDB only get better with AI.↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30
Daniel & I dove into four big themes:
• Our take on Michael Burry’s short on $PLTR
• Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗
Feb 13
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z.
Full fundamentals + final score ⭐
Check out the past 9 editions $AVGO, $SOFI, $IREN, $AXON…↗
Feb 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29
Daniel & I dove into four big themes:
• Earnings reactions: $GOOGL, $AMZN, $PLTR
• Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗
Feb 7
Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026:
Rule of 40 scores
• Unicorn (60%+) | $PLTR
• Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS
• Great (4…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH
1. $ADBE embedding AI directly into the creative & digital content workflow
2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 17
TheValueist — Great piece below. The only names of these I would consider bottom fishing are $ORCL $MDB https://t.co/8tx1ZyFriV↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 15
TheValueist — $MDB MongoDB announced a set of integrated AI retrieval and developer-productivity capabilities centered on the Voyage 4 embedding model family and associated retrieval tooling, po…↗
Jan 5
TheValueist — $MDB $ORCL $AMZN $GOOGL SQL vs NoSQL: Evolution and the Generative AI Frontier↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
— HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…
Shay Boloor — 5 BIGGEST WINNERS FROM $NVDA + GROQ DEAL
1. $MSFT & $AMZN benefit because AI inference stays anchored to a unified Nvidia platform making it easier to deploy & scale AI services w…↗
Dec 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
The Future Investors — 📦 𝗨𝗻𝗽𝗮𝗰𝗸𝗲𝗱 – Our monthly deep dive where we break down a company from A to Z. Full fundamentals + final score ⭐
Check out past editions $SOFI, $IREN, $AXON, $MDB, $HIMS,…↗
Dec 19
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 18
Shay Boloor — INVESTING WITH THE BOYS PODCAST Grid & Power: $CEG, $NEE, $VST, $EOSE AI Data Platforms: $PLTR, $SNOW, $MDB AI Cloud: $MSFT, $AMZN, $GOOGL, $ORCL AI Utility / Compute: $CRW…↗
Dec 1
The Future Investors — 𝗠𝗼𝗻𝗴𝗼𝗗𝗕 𝗤𝟯 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $MDB
EPS: $1.32 vs $0.79 est. ✅
Revenue: $628.31M vs $593.44M est. ✅
Guidance Q4 FY26:
EPS: $1.44-$1.48 vs $0.93 est. ✅
Revenue: $665…↗