24/7 Wall Street
29 Sept 2026, 14:51 UTC · 1h ago
Verdict
Headline takes no side. We score DDOG +0.40 across five claims — moderately bullish.
+0.40moderately bullish
More positive than 68% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
CEO CJ Desai left MongoDB for Meta, causing the stock to drop 25.06% over the last month.
Priced inanalysis of price decline over the last month
More negative than 94% of claims this week
Citigroup analyst Tyler Radke raised the price target for MongoDB to $565 from $545.
Priced in
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So whatThis target represents roughly 68.8% upside from the current price of $334.68.
More positive than 87% of claims this week
MongoDB reaffirmed full-year revenue guidance of $2.99 billion to $3.03 billion and non-GAAP EPS of $6.39 to $6.58.
Priced inreaffirmed when announcing Desai's exit
So whatMaintaining this guide suggests the business can sustain its roughly 27% full-year growth target.
More positive than 79% of claims this week
Atlas revenue grew 29% to $565.92 million, exceeding guidance by approximately 300 basis points.
Priced inanalysis of last quarter results
So whatOperating leverage grew as non-GAAP operating margins increased 900bps to 24% YoY.
More positive than 67% of claims this week
Remaining performance obligations for MongoDB increased 91% to $1.52 billion.
Priced inanalysis of last quarter results
So whatHigh RPO provides visibility into revenue streams for the next fiscal year.
More positive than 67% of claims this week
Which stocks this story touches
More positive than 68% of ticker scores this week
The stock rose 13.39% over the month and maintains strong Buy/Strong Buy ratings from the vast majority of analysts.
More negative than 66% of ticker scores this week
The stock fell nearly 12% over the past month and analyst coverage is more divided compared to peers.
More positive than 57% of ticker scores this week
Despite a 25% price drop due to CEO departure, the company reports strong fundamentals, surging Atlas revenue, and a bullish outlook from Citi.
More positive than 51% of ticker scores this week
Positive mention of hiring MongoDB's CEO to lead its new Meta Enterprise Platform.
Near neutral — 92% of ticker scores this week are stronger
Mentioned as holding flat/stable during MongoDB's decline with a general buy rating from analysts.
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CNBC
3h ago
More positive than 14% of relationship scores this week
[mutual] Datadog is grouped with MongoDB as part of a peer group of rivals in the database/cloud sector.
More positive than 14% of relationship scores this week
[mutual] Elastic is included in the comparative group of database rivals alongside MongoDB.
−1.8%
Price is moving against the score
$263.83 vs $268.70 close before publication (Sep 28) · not market-adjusted
DDOG chart →
