Schwab Network 对 $MDB 的判断变化

2026-09-02看跌
Wednesday's First Moves: GTLB Surges, CRDO & MDB Fall on Earnings
MDB股价下跌,原因是Atlas业务增长(29%)未达到市场的高预期(>30%),尽管总营收和每股收益超预期。

那 MongoDB 呢?那是一个有趣的案例。是的,这是另一个。这是一个棘手的案例。George Solless 说在业绩公布后要小心这个,因为它可能很棘手,而且业绩公布前的预期已经升高。

所以,你看到这里出现急剧抛售。我们下跌超过 12%。

How about we're looking at MongoDB? That's an interesting one. >> Yeah, this is another one. This is a tricky one. George Solless said be careful of this one off the back of earnings because it can be tricky and expectations were elevated going into its results. So, you're seeing a sharp sell off here. We're down more than 12%.

尽管第二季度营收同比增长 30%,跃升至 7.718 亿美元,这实际上好于预期。但同样,在业绩公布前预期很高。调整后每股收益为 1.90 美元,也好于预期。

Uh even though second quarter revenue jumped 30% year-over-year, uh it jumped to 771.8 million. That was actually better than expected. But again, expectations were high coming into these results. Earnings per share coming in at buck 90 on an adjusted basis. Also better than expected.