Cloud database Atlas growth stabilizing, but FY26 guide introduced slower top-line cadence. Stock rebounded 13% into earnings, but still down 20% YTD. 4 straight EPS beats, yet valuation still ...
No-moat MongoDB’s first-quarter results topped expectations, but a slower start to Atlas consumption growth and new workload wins led to an outlook cut for the year. Management blames the slow Atlas ...
Atlas-related revenue climbed 29% YoY to $502.6 million, which, according to Morgan Stanley, was 2 percentage points below buyside expectations. However, MongoDB’s guidance for the first quarter of ...