$MDB

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 12m ago

$MDBr/ValueInvestingDiscussionbullish

u/Fearless_Possible480 · 23d agono track record yet

MDB dropped ~20% after the CEO left, now a buying opportunity.?

MongoDB's business fundamentals remain solid with accelerating revenue growth (30% YoY), strong net ARR expansion (122%), and positive GAAP operating income. The ~20% post-CEO departure selloff appears excessive given reaffirmed FY2027 guidance and improving profitability, suggesting a buying opportunity despite elevated valuation.

Now $390.4712m ago

original post →

$MDBr/ValueInvestingDiscussionbullish

u/Solidplum101 · 181d ago5 prior · awaiting results

The SaaS reversal will be glorious

SaaS selloff is an overreaction driven by weak hands and algorithmic selling despite solid earnings. Current valuations represent attractive entry points similar to Meta and Google; stronger SaaS companies will benefit from AI adoption through consumption-based pricing models.

Now $390.4712m ago

original post →

End of results.