Month: December 2024
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These high-quality stocks are well positioned to surge in 2025.
The U.S. stock market posted a stellar performance in 2024, with the benchmark S&P 500 index reaching an all-time high closing value of 6,090.27 on Dec. 6.
But things may turn even better in 2025. According to Charles Schwab, based on 14 interest rate cycles since 1929, the S&P 500 index has posted positive returns 12 months from the first rate cut in the cycle 86% of the time. The benchmark index posted negative returns after rate cuts in 2001 and 2007, attributed mainly to the recessionary environment.
In September 2024, the Federal Reserve commenced the ongoing rate cut cycle by reducing benchmark interest rates by 50 basis points. Subsequently, since the current economic environment does not appear recessionary, it may be prudent to expect the index to continue growing till September 2025. Many analysts seem to agree with this projection. UBS expects the S&P 500 to reach 6,400, while Oppenheimer Asset Management’s chief investment strategist, John Stoltzfus, expects the index to reach 7,100 in 2025.
Against this backdrop, it makes sense for retail investors to pick up small positions in high-quality stock riding secular tailwinds. Here’s why these two companies picks fit the bill.
1. Oracle
When investing in database software and cloud services stocks, Oracle (ORCL -1.10%) is an obvious choice. The company’s second-quarter fiscal 2025 top- and bottom-line performance missed consensus estimates by a slight margin (for the period ended Nov. 30). Despite this, the company’s prominent role in the ongoing AI revolution and its strength in traditional databases make it a worthwhile pick in December 2024.
Oracle’s cloud services and licensing support revenue accounts for almost 77% of the company’s total revenue. The cloud business is expected to rake in $25 billion in revenue in fiscal 2025. Oracle’s prominence in providing artificial intelligence (AI)-optimized data center infrastructure is the main factor fueling the growth of its cloud business. The company’s Oracle cloud infrastructure is used by major AI companies such as Nvidia, Meta Platforms, xAI, OpenAI, and Cohere to train their most important generative AI models.
Oracle is also focused on further improving the performance of its cloud infrastructure and recently released the largest and fastest supercomputer in the world, which uses up to 65,000 Nvidia H200 GPUs. This performance advantage has made Oracle cloud infrastructure faster and cheaper than many competing infrastructure clouds, helping it win large AI training workloads. The company’s GPU usage also jumped by a stunning 336% year over year in the second quarter.
Oracle differentiates itself from many other cloud infrastructure players with its unique cloud architecture. The company has opted for a modular design approach where only six standardized data racks are needed to build a cloud region that provides all services to clients. The company can easily scale the data center infrastructure from 50 kilowatts to 1.6 gigawatts in line with the demand cheaply and efficiently. The standardization in racks and services has also helped Oracle effectively deploy automation tools in its cloud infrastructure.
Oracle has also established a broad geographical footprint with 98 cloud regions. The company has entered into multi-cloud agreements with Microsoft‘s Azure, Alphabet‘s Google Cloud, and Amazon‘s AWS, which further allows customers high flexibility to deploy their systems in the cloud.
Admittedly, Oracle does not seem to be the hottest stock on Wall Street. However, the company recently was trading at just 8.43 times trailing-12-month sales — better than the software industry median price-to-sales (P/S) ratio of 10.4. As multiples expand in line with robust growth, Oracle may see significant share price gains in the coming months.
2. MongoDB
The second database specialist worth investing in is MongoDB (MDB -7.42%). Although the company managed to handily beat consensus revenue and earnings estimates in the third quarter of fiscal 2025, shares have tanked on unexpected news of longtime CFO and Chief Operating Officer Michael Gordon leaving at the end of January 2025. The subsequent price correction has presented an excellent entry opportunity for retail investors.
MongoDB added nearly 1,900 new customers sequentially and ended the third quarter (ended Oct. 31) with a total customer count of more than 52,600. Furthermore, the company catered to 2,314 high-value customers (those generating at least $100,000 in annual recurring revenue) in the third quarter, up from 1,972 customers in the same quarter of the prior year.
Atlas, a cloud-native and integrated suite of database tools and services, accounts for nearly 68% of MongoDB’s total revenue. The cloud platform’s revenue grew 26% year over year in the third quarter, driven by robust adoption by enterprises for running mission-critical projects. Atlas catered to more than 51,100 customers at the end of the third quarter, up from over 44,900 in the same quarter of the prior year.
MongoDB is focusing on reallocating some of its go-to-market resources from mid-market to large enterprise channels. While the funds’ reallocation from the mid-market segment to the enterprise channel is expected to reduce the pace of direct sales customer growth in the short run, it should drive higher revenue growth in the long run.
MongoDB uses AI tools and professional services to modernize customers’ legacy applications. Since many of these applications are based on relational databases, the company also deploys a relational migrator to migrate them to MongoDB’s platform (suitable for documents and other complex data structures). This modernization reduces cost, time, and risk of data loss or corruption. Hence, MongoDB sees a solid long-term growth opportunity in the legacy application modernization market.
Finally, MongoDB is also poised to benefit from enterprises increasingly focusing on AI-powered applications, which mostly require querying complex and rich datasets. The company says its unified platform approach (combining source data, metadata, operational data, and vector data) is superior to using multiple complex databases.
Considering its several growth tailwinds and strong financials, MongoDB seems a compelling buy now.
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. Manali Pradhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, MongoDB, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
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1 No-Brainer Electric Vehicle (EV) Stock to Buy With $500 Right Now – The Globe and Mail
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This year, the valuations of many electric car stocks slumped. One that struggled mightily at times was Rivian(NASDAQ: RIVN). At the start of 2024, shares were priced above $20. Last month, they fell below the $10 mark.
Then something extraordinary happened. In recent weeks, Rivian shares have surged by more than 40%. It seems as if market sentiment for this struggling EV stock has finally turned around. But if you think the upside potential has already been realized, think again. This is a business that could grow significantly in the years to come, and there’s one event in particular that should have growth investors excited.
Pay attention to this major upcoming milestone
Even after the recent run-up, Rivian’s share price is still more than 40% below where it began this year. The downtrend is nothing new for the EV maker. Since its IPO in 2021, its shares have lost more than 80% of their value. When it first went public, the company had a market cap of roughly $100 billion. Today, its market cap has shrunk to just $14 billion. For comparison, leading EV maker Tesla is valued at nearly $1.3 trillion.
What’s strange is that Rivian’s sales base was actually exploding over those years, growing from nearly nothing to more than $4 billion annually. At its height, the company was bringing in more than $5 billion in sales every year, yet its share price remained in the dumps. There are several reasons for this, but the biggest is quite simple: The market steeply overvalued Rivian when it went public. In 2021, it was one of several EV companies to do so, and it was a time when the valuations of many cleaner-energy-related businesses were shooting through the roof. Rivian has done a terrific job creating quality vehicles that consumers love, which has driven its sales higher and higher (at least, until their recent slump). Yet the company’s business results still weren’t outstanding enough to justify its extreme valuation. The result was perhaps inevitable — a drastic reduction in Rivian’s valuation.
But just as markets can overvalue a stock significantly, so too can they undervalue a stock. That’s seemingly the case for Rivian today, as shares trade at just 3.1 times sales. Tesla, a more mature competitor with a more diversified business model, trades at nearly 14 times sales. Lucid Group, another EV upstart in a similar position to Rivian, trades at nearly 10 times sales.
Of course, a cheap valuation isn’t any good for would-be investors unless the company can outpace the market’s low expectations for it. You may look at Rivian’s recent revenue decline and think its best days are behind it — but think again. In 2026, the company expects to launch three new mass-market models, all with starting prices below $50,000. The two models it currently has in production have base prices of about $70,000 and $76,000, with high-end versions priced at $100,000 or more. Getting its new models to market should allow it to compete for tens of millions of additional customers whose budgets for a new vehicle are tighter. When Tesla released its mass-market vehicles — the Model 3 and Model Y — its revenue base multiplied by several times in value in the years that followed. The same could be true for Rivian if it can survive until then.
But if you’re still hesitant about buying the stock after its recent run-up, you should know that there’s an event coming in the near term that could provide you with another buying opportunity.
This could be your next big buying opportunity
Rivian will deliver its next quarterly report on Feb. 18. If you believe the predictions of the company’s management team, it should shift to producing positive gross margins — a huge potential win for a company that thus far has been losing tens of thousands of dollars on every vehicle it sells.
In short, every time Rivian made a sale, its net loss widened. In the fourth quarter, all of that could change.
If Rivian achieves positive gross margins, expect the market to react favorably. It would represent a huge achievement for a company operating in an industry that has had plenty of financial failures. But if Rivian fails to meet that target, the stock could pull back again, creating an opportunity for investors to buy shares at a discount.
Still, betting on quarterly results is an inferior strategy compared to taking a long-term approach. If you like Rivian as a business — particularly while it’s still trading at a historically cheap valuation — don’t be afraid to jump in at today’s prices. You could still add more to your position in a couple of months if the company fails to achieve gross profitability this quarter.
Don’t miss this second chance at a potentially lucrative opportunity
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Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon.
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Ryan Vanzo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a disclosure policy.
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MongoDB, Inc. (NASDAQ:MDB – Get Free Report)’s stock price was down 5.6% during mid-day trading on Friday . The stock traded as low as $271.50 and last traded at $272.35. Approximately 2,358,962 shares were traded during mid-day trading, an increase of 55% from the average daily volume of 1,522,469 shares. The stock had previously closed at $288.61.
Analysts Set New Price Targets
Several equities research analysts have recently commented on the company. Canaccord Genuity Group boosted their price objective on MongoDB from $325.00 to $385.00 and gave the company a “buy” rating in a report on Wednesday. Oppenheimer boosted their price target on shares of MongoDB from $350.00 to $400.00 and gave the company an “outperform” rating in a research note on Tuesday. Royal Bank of Canada raised their price objective on shares of MongoDB from $350.00 to $400.00 and gave the company an “outperform” rating in a research note on Tuesday. Mizuho lifted their price objective on shares of MongoDB from $275.00 to $320.00 and gave the company a “neutral” rating in a report on Tuesday. Finally, Needham & Company LLC upped their target price on shares of MongoDB from $335.00 to $415.00 and gave the stock a “buy” rating in a report on Tuesday. One equities research analyst has rated the stock with a sell rating, six have given a hold rating, twenty have given a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat.com, MongoDB currently has an average rating of “Moderate Buy” and a consensus price target of $370.08.
Check Out Our Latest Stock Report on MongoDB
MongoDB Stock Down 7.4 %
The firm has a 50 day moving average of $293.17 and a 200 day moving average of $268.08. The firm has a market cap of $19.74 billion, a PE ratio of -97.51 and a beta of 1.17.
MongoDB (NASDAQ:MDB – Get Free Report) last issued its quarterly earnings results on Monday, December 9th. The company reported $1.16 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.48. MongoDB had a negative return on equity of 12.22% and a negative net margin of 10.46%. The firm had revenue of $529.40 million for the quarter, compared to analysts’ expectations of $497.39 million. During the same quarter in the prior year, the firm earned $0.96 EPS. The business’s revenue for the quarter was up 22.3% compared to the same quarter last year. On average, research analysts anticipate that MongoDB, Inc. will post -2.29 EPS for the current year.
Insider Transactions at MongoDB
In other news, CRO Cedric Pech sold 302 shares of the stock in a transaction dated Wednesday, October 2nd. The shares were sold at an average price of $256.25, for a total value of $77,387.50. Following the sale, the executive now directly owns 33,440 shares of the company’s stock, valued at approximately $8,569,000. This represents a 0.90 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Thomas Bull sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, December 9th. The shares were sold at an average price of $355.92, for a total transaction of $355,920.00. Following the completion of the transaction, the chief accounting officer now owns 15,068 shares of the company’s stock, valued at $5,363,002.56. This trade represents a 6.22 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 26,600 shares of company stock worth $7,611,849 over the last quarter. Corporate insiders own 3.60% of the company’s stock.
Hedge Funds Weigh In On MongoDB
A number of institutional investors have recently added to or reduced their stakes in the business. MFA Wealth Advisors LLC bought a new stake in shares of MongoDB during the 2nd quarter worth $25,000. Quarry LP lifted its stake in MongoDB by 2,580.0% during the second quarter. Quarry LP now owns 134 shares of the company’s stock worth $33,000 after purchasing an additional 129 shares during the last quarter. Brooklyn Investment Group bought a new stake in MongoDB during the third quarter worth about $36,000. Continuum Advisory LLC boosted its holdings in shares of MongoDB by 621.1% in the 3rd quarter. Continuum Advisory LLC now owns 137 shares of the company’s stock worth $40,000 after purchasing an additional 118 shares in the last quarter. Finally, Hantz Financial Services Inc. bought a new position in shares of MongoDB during the 2nd quarter valued at about $35,000. 89.29% of the stock is currently owned by institutional investors.
About MongoDB
MongoDB, Inc, together with its subsidiaries, provides general purpose database platform worldwide. The company provides MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB.
See Also
Before you consider MongoDB, you’ll want to hear this.
MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and MongoDB wasn’t on the list.
While MongoDB currently has a “Moderate Buy” rating among analysts, top-rated analysts believe these five stocks are better buys.
Thinking about investing in Meta, Roblox, or Unity? Click the link to learn what streetwise investors need to know about the metaverse and public markets before making an investment.
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Geode Capital Management LLC lifted its position in MongoDB, Inc. (NASDAQ:MDB – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,230,036 shares of the company’s stock after purchasing an additional 34,814 shares during the quarter. Geode Capital Management LLC owned about 1.67% of MongoDB worth $331,776,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently modified their holdings of MDB. Blue Trust Inc. lifted its position in MongoDB by 26.6% during the second quarter. Blue Trust Inc. now owns 538 shares of the company’s stock valued at $134,000 after purchasing an additional 113 shares during the period. OFI Invest Asset Management boosted its stake in shares of MongoDB by 420.4% in the second quarter. OFI Invest Asset Management now owns 510 shares of the company’s stock worth $119,000 after buying an additional 412 shares during the last quarter. Fifth Third Bancorp boosted its stake in shares of MongoDB by 7.6% in the second quarter. Fifth Third Bancorp now owns 620 shares of the company’s stock worth $155,000 after buying an additional 44 shares during the last quarter. MFA Wealth Advisors LLC acquired a new stake in MongoDB during the second quarter worth about $25,000. Finally, MN Wealth Advisors LLC purchased a new position in MongoDB during the second quarter valued at approximately $576,000. Institutional investors and hedge funds own 89.29% of the company’s stock.
Analysts Set New Price Targets
MDB has been the subject of a number of recent analyst reports. Royal Bank of Canada lifted their price objective on shares of MongoDB from $350.00 to $400.00 and gave the company an “outperform” rating in a report on Tuesday. Mizuho lifted their price target on MongoDB from $275.00 to $320.00 and gave the company a “neutral” rating in a research note on Tuesday. The Goldman Sachs Group increased their price target on MongoDB from $340.00 to $390.00 and gave the stock a “buy” rating in a research report on Tuesday. Scotiabank boosted their price objective on MongoDB from $295.00 to $350.00 and gave the company a “sector perform” rating in a research report on Tuesday. Finally, Oppenheimer upped their target price on MongoDB from $350.00 to $400.00 and gave the stock an “outperform” rating in a research note on Tuesday. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating, twenty have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, MongoDB presently has a consensus rating of “Moderate Buy” and an average target price of $370.08.
Get Our Latest Analysis on MongoDB
Insiders Place Their Bets
In other news, CRO Cedric Pech sold 302 shares of MongoDB stock in a transaction on Wednesday, October 2nd. The shares were sold at an average price of $256.25, for a total transaction of $77,387.50. Following the completion of the sale, the executive now directly owns 33,440 shares of the company’s stock, valued at approximately $8,569,000. The trade was a 0.90 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Thomas Bull sold 154 shares of the firm’s stock in a transaction on Wednesday, October 2nd. The shares were sold at an average price of $256.25, for a total value of $39,462.50. Following the completion of the sale, the chief accounting officer now owns 16,068 shares in the company, valued at approximately $4,117,425. This represents a 0.95 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 26,600 shares of company stock worth $7,611,849 in the last quarter. 3.60% of the stock is owned by company insiders.
MongoDB Stock Down 7.4 %
NASDAQ:MDB traded down $21.42 during trading hours on Friday, reaching $267.19. 5,086,127 shares of the stock were exchanged, compared to its average volume of 1,534,332. MongoDB, Inc. has a twelve month low of $212.74 and a twelve month high of $509.62. The business has a 50-day moving average of $293.17 and a two-hundred day moving average of $268.08. The company has a market capitalization of $19.74 billion, a price-to-earnings ratio of -97.51 and a beta of 1.17.
MongoDB (NASDAQ:MDB – Get Free Report) last issued its quarterly earnings results on Monday, December 9th. The company reported $1.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.48. MongoDB had a negative net margin of 10.46% and a negative return on equity of 12.22%. The business had revenue of $529.40 million for the quarter, compared to analysts’ expectations of $497.39 million. The business’s quarterly revenue was up 22.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.96 earnings per share. On average, research analysts forecast that MongoDB, Inc. will post -2.29 EPS for the current fiscal year.
About MongoDB
MongoDB, Inc, together with its subsidiaries, provides general purpose database platform worldwide. The company provides MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB.
See Also
Before you consider MongoDB, you’ll want to hear this.
MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and MongoDB wasn’t on the list.
While MongoDB currently has a “Moderate Buy” rating among analysts, top-rated analysts believe these five stocks are better buys.
Wondering where to start (or end) with AI stocks? These 10 simple stocks can help investors build long-term wealth as artificial intelligence continues to grow into the future.
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