MDB MongoDB, Inc. Loading... : Bullish and Bearish Analyst Opinions
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17:51
Jul 14
Jul 14
The author is compiling a list of follower-requested stocks for future review without expressing any current positions or trade ideas.
LOW
14:01
Jul 08
Jul 08
Watch software names PLTR, RDDT, NOW, ZETA, MDB as the inverse rotation basket — they rally when AI/semi names sell off, but author does not claim ownership of these positions.
MED
17:01
Jul 07
Jul 07
Long MDB as part of author's software portfolio. Up +9.9% on the week; author explicitly holds and benefits from the semi-to-software rotation trade.
MED
07:31
Jul 05
Jul 05
The author lists 23 stocks he plans to review after receiving suggestions from followers, with no current position or directional view expressed.
LOW
01:21
Jul 03
Jul 03
Author describes a balanced core portfolio rebalanced in June 2026 that has outperformed the S&P 500, but the tweet is a retrospective performance update and general advice to stay balanced, not a fresh trade call.
15:54
Jul 02
Jul 02
Long these names as part of a balanced portfolio rebalanced on 6/15 to rotate out of tech into healthcare, financials, energy, and defensives, outperforming SPY by 4x.
MED
12:23
Jun 28
Jun 28
Author discloses active ongoing long positions in MDB alongside DDOG, maintaining software exposure with no stated exit trigger.
MED
00:14
Jun 24
Jun 24
Author flags MDB as a "potential star" in software during a possible relief rally, speculative framing with no personal position disclosed.
MED
13:00
Jun 23
Jun 23
Buy MongoDB on short-term weakness; author discloses a current position alongside NOW and DDOG, recommending a longer-term hold through near-term pressure.
MED
00:30
Jun 12
Jun 12
Link to review of MDB conference interviews; speaker states no personal view.
MED
22:17
Jun 08
Jun 08
Watch MDB; rated Buy in the June 7 ratings list. No detailed thesis provided in the available text and no confirmed position disclosed.
MED
20:06
Jun 08
Jun 08
AI needs 10x data storage
AI-driven data explosion will require enterprises to store 10x more data over the next three years, benefiting infrastructure software (databases, data management) that collects, stores, and manages this data. Companies like Snowflake, MongoDB, and Oracle are well-positioned and currently undervalued relative to this tailwind.
HIGH
17:57
Jun 07
Jun 07
Watch MDB rated Buy as AI-resistant SaaS; architectural simplicity gives it a structural edge over bolt-on vector store competitors. Author is DCA'ing depressed SaaS names broadly. No explicit position confirmed for MDB specifically.
MED
17:30
Jun 02
Jun 02
MongoDB is essential for AI data layer.
MongoDB provides the critical data layer for AI workloads, including agentic models and LLMs. The company is seeing accelerating momentum, with 2,500 new logos added in Q1 and raised guidance. Enterprises are still in early stages of AI adoption, and MongoDB is uniquely positioned as the operational data platform with embeddings and real-time capabilities. The stock has reacted strongly post-earnings, and the CEO is optimistic about sustained growth.
HIGH
23:07
Jun 01
Jun 01
Long MDB as an active trading position; author expresses strong affinity and ongoing trading activity, framing it as a potential catalyst for a broader SaaS sector rebound.
MED
21:15
Jun 01
Jun 01
Software earnings strong, growth intact.
Strong earnings results from software companies like Datadog, Snowflake, and MongoDB disprove the narrative that software growth is broadly slowing. The positive earnings season for these names suggests that the sell-off in software stocks was premature, and the sector retains growth momentum.
MED
17:52
Jun 01
Jun 01
Author names MDB favorably within the AI-native SaaS basket; no explicit current holding disclosed, positive lean without committed position.
MED
19:00
May 29
May 29
Long MongoDB; deeply embedded developer-facing database platform with high migration friction; AI application development tailwinds and internal AI adoption should drive margin expansion.
MED
04:28
May 29
May 29
The author announces upcoming earnings reviews for MDB, SNOW, and ZS but does not express any personal position or forward-looking trade idea.
LOW
01:01
May 29
May 29
The author reacts with amusement to MongoDB's volatile after-hours price action, treating it as a meme-like move rather than a directional trade call.
LOW
23:24
May 28
May 28
The author provides a detailed read-through analysis of MongoDB's earnings call, identifying positive implications for consumption-based infrastructure software and negative implications for standalone search solutions and proprietary databases, but does not state a personal position.
LOW
21:34
May 28
May 28
The author describes MDB's price action as a "special type of retarded roller coaster," expressing frustration or skepticism without taking a directional position.
LOW
21:17
May 28
May 28
Watch MDB following a strong Q1 beat (EPS $1.32 vs. $1.19 est., revenue +25% y/y) and raised FY2027 guidance; shares up 24% after-hours. Research recap, no explicit author position.
MED
20:21
May 28
May 28
The author notes a dramatic intraday reversal in MDB's data quality but does not state a personal position or forward call.
LOW
20:19
May 28
May 28
Buy MDB as a strong quarterly result validates that consumption-based software models in data infrastructure are outperforming, suggesting durable revenue momentum in the current AI-driven data demand environment.
MED
20:16
May 28
May 28
Buy these AI‑exposed software and data companies as the monetization of AI across the stack reaches a key inflection point, driving revenue acceleration. [Verifier: Author names MongoDB (MDB) directly in own tweet as part of AI stack monetization theme with bullish framing.]
MED
11:53
May 28
May 28
Watch DELL, COST, and MDB after-hours as key reads on AI infrastructure spend and enterprise demand continuation following Snowflake's blowout quarter.
MED
06:42
May 28
May 28
The author notes that MDB's upcoming event will be interesting as either a confirmation or rejection of an existing idea, without expressing a personal directional view.
LOW
23:01
May 27
May 27
Watch MDB as a read-through peer with the strongest sympathetic move (+9.6%) on Snowflake's results, suggesting the market is pricing in broader enterprise data platform demand acceleration from AI workload migration.
MED
21:15
May 27
May 27
Watch MDB as a peer read-through on Snowflake's beat; strongest sympathetic mover among listed peers at +9.6%, suggesting market pricing in broader cloud/AI data infrastructure tailwinds.
MED
About MDB Analyst Coverage
Buzzberg tracks MDB (MongoDB, Inc.) across 17 sources. 20 bullish vs 0 bearish calls from 21 analysts. Sentiment: predominantly bullish (44%). 45 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: __con_, ParadisLabs, asklivermore.