MongoDB开始在Raymond James进行市场表现评级

2025-12-16 23:12

MongoDB (MDB) was started with a Market Perform rating at Raymond James on the belief that the tech firm's Atlas platform is shouldering a “humongous opportunity.”
“We think the company enters pivotal strategic crossroads shaped by 1) The rise of AI and agentic applications, which demand flexible data infrastructure capable of unifying operational, unstructured, and vector workloads, and 2) intensifying competition from Postgres, open-source ecosystems, and analytical platforms expanding into transactional territory as enterprises consolidate fragmented data estates,” Raymond James analyst Mark Cash wrote in a note to clients.
Cash continued: “MongoDB remains one of the most strategically important independent database platforms, but we see the stock debate becoming increasingly balanced. Performance will hinge on its ability to 1) deliver sustainable 20%-plus growth with a Rule of 40-plus profile, 2) navigate a consumption- driven revenue model with limited near-term visibility and potential volatility from Atlas usage patterns or non-Atlas deal structures, and 3) maintain developer and enterprise mindshare amidst a growing field of well-funded, increasingly interoperable alternatives.”
MongoDB shares rose 1.7% in early trading on Tuesday.

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