Latest news with #MongoDB
Yahoo
a day ago
- Business
- Yahoo
History Says the Nasdaq Will Soar: 2 AI Stocks to Buy Now, According to Wall Street
Key Points The technology-heavy Nasdaq Composite returned 12% annually over the last 20 years, and similar returns are likely in the future as the artificial intelligence (AI) boom unfolds. Arm chips have long been the most popular option in smartphones, but the company has quickly gained market share in data center servers. MongoDB develops the most popular document-oriented database on the market, and its technology is ideal for supporting AI applications. 10 stocks we like better than Arm Holdings › The Nasdaq Composite (NASDAQINDEX: ^IXIC) advanced 857% during the last two decades, equivalent to an annual return of 12%. That period covers such a broad range of economic and stock market conditions that investors can be reasonably confident in similar returns in the future. That is especially true because the Nasdaq is heavily weighted toward technology companies, and artificial intelligence (AI) should be a powerful tailwind for the technology sector. Right now, Wall Street expects particularly robust returns from Arm Holdings (NASDAQ: ARM) and MongoDB (NASDAQ: MDB). Among 43 analysts, Arm has a median target price of $172 per share. That implies 26% upside from the current share price of $136. Among 39 analysts, MongoDB has a median target price of $275 per share. That implies 21% upside from the current share price of $228. In short, history says the Nasdaq Composite is headed much higher in the long run, and Wall Street anticipates material upside in Arm and MongoDB over the next 12 months. 1. Arm Holdings Arm is a British semiconductor company that designs central processing units (CPUs) and related software and systems development tools. Rather than selling chips, Arm develops and licenses CPU architectures to other companies, which use the intellectual property to create custom chips across end markets like mobile devices, data center servers, and automotive systems. Importantly, Arm has traditionally been known for its power-efficient architecture, a quality that has led to dominance in the smartphone market. But the company has more recently gained market share in data center servers due to adoption by companies like Alphabet, Amazon, Microsoft, and Nvidia. In fact, the number of companies that use Arm-based chips in data centers has increased 14-fold since 2021. Arm reported mixed results in the June quarter, missing expectations on the top line. Total sales increased 12% to $1 billion due to strong growth in royalty revenue offset by a decline in licensing revenue. Operating margin contracted 8 percentage points due to an increase in R&D spending, and non-GAAP (generally accepted accounting principles) net income declined 13% to $0.35 per diluted share. However, management gave encouraging guidance for the September quarter: Sales will increase 26%, and non-GAAP earnings will increase 10%. CFO Jason Child told analysts, "We have high confidence in healthy growth in the coming year and in years to come." He said the confidence stems in part from rising demand for custom AI chips. Wall Street expects Arm's adjusted earnings to increase at 24% annually through the fiscal year ending in March 2027. That makes the current valuation of 88 times adjusted earnings look pricey. But I think Arm will grow more quickly as the AI infrastructure build-out creates demand for custom, power-efficient server chips. Also, the company beat the consensus earnings estimate by an average of 9% in the last four quarters. 2. MongoDB MongoDB develops document-oriented database software. The document model is more flexible and scalable than traditional relational databases (i.e., SQL databases), which only store structured information in rows and columns. By comparison, document databases can also store large amounts of unstructured data like text, photos, and videos. MongoDB is particularly well suited to analytics, content management, e-commerce, video games, and payments applications. Also, its vector search capabilities -- vector search relies on semantic meaning, whereas traditional search relies on exact matches -- make it a good option for generative AI applications. Last year, MongoDB introduced MAAP (MongoDB AI Application Program), a collection of reference architectures and resources that help developers enrich their applications with artificial intelligence features. And earlier this year, MongoDB acquired Voyage AI, which develops embedding and reranking models that make AI applications more accurate. CEO Dev Ittycheria recently told analysts: "MongoDB now brings together three things that modern AI-powered applications need: real-time data, powerful search, and smart retrieval. By combining these into one platform, we make it dramatically easier for developers to build intelligent, responsive apps without stitching together multiple systems." Grand View Research expects the database management systems (DBMS) market to grow 13% annually through 2030. Consultancy Gartner has recognized MongoDB as a leader in DBMS for the last three years, and it is the most popular document database on the market by a wide margin. That should translate into above-average growth in the years ahead, which makes the current valuation of 8.5 times sales look quite reasonable, especially when the three-year average is 12.9 times sales. Should you buy stock in Arm Holdings right now? Before you buy stock in Arm Holdings, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Arm Holdings wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $631,505!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,103,313!* Now, it's worth noting Stock Advisor's total average return is 1,039% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Trevor Jennewine has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, MongoDB, and Nvidia. The Motley Fool recommends Gartner and 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. History Says the Nasdaq Will Soar: 2 AI Stocks to Buy Now, According to Wall Street was originally published by The Motley Fool
Yahoo
a day ago
- Business
- Yahoo
MongoDB, Inc. Announces Date of Second Quarter Fiscal 2026 Earnings Call
NEW YORK, Aug. 5, 2025 /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced it will report its second quarter fiscal year 2026 financial results for the three months ended July 31, 2025, after the U.S. financial markets close on Tuesday, August 26, 2025. In conjunction with this announcement, MongoDB will host a conference call on Tuesday, August 26, 2025, at 5:00 p.m. (Eastern Time) to discuss the Company's financial results and business outlook. A live webcast of the call will be available on the "Investor Relations" page of the Company's website at To access the call by phone, please go to this link (registration link), and you will be provided with dial in details. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time. A replay of the webcast will also be available for a limited time at About MongoDB Headquartered in New York, MongoDB's mission is to empower innovators to create, transform, and disrupt industries with software and data. MongoDB's unified, intelligent data platform was built to power the next generation of applications, and MongoDB is the most widely available, globally distributed database on the market. With integrated capabilities for operational data, search, real-time analytics, and AI-powered retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, and simplify complex architectures. Millions of developers and more than 50,000 customers across almost every industry—including 70% of the Fortune 100—rely on MongoDB for their most important applications. To learn more, visit Investor RelationsBrian DenyeauICR for MongoDB646-277-1251ir@ Media RelationsMongoDBpress@ View original content to download multimedia: SOURCE MongoDB, Inc. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Wix, Amplitude, MongoDB, Cloudflare, and Twilio Shares Are Soaring, What You Need To Know
What Happened? A number of stocks jumped in the pre-market session after the Software as a Service (SaaS) sector rebounded following the sell-off in the previous trading session as a weaker-than-expected U.S. jobs report increased the probability of a Federal Reserve interest rate cut. The July Nonfarm Payrolls (NFP) report showed the U.S. economy added only 73,000 jobs, significantly below the 110,000 forecast. This, combined with downward revisions for May and June, signaled a cooling labor market to investors. In response, market expectations for a September interest rate cut by the Federal Reserve surged from roughly 40% to over 80%. A potential rate cut is generally favorable for growth sectors like technology and SaaS, as lower rates can increase the present value of their future earnings, boosting stock valuations. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: E-commerce Software company Wix (NASDAQ:WIX) jumped 3.6%. Is now the time to buy Wix? Access our full analysis report here, it's free. Data Analytics company Amplitude (NASDAQ:AMPL) jumped 3%. Is now the time to buy Amplitude? Access our full analysis report here, it's free. Data Storage company MongoDB (NASDAQ:MDB) jumped 3%. Is now the time to buy MongoDB? Access our full analysis report here, it's free. Content Delivery company Cloudflare (NYSE:NET) jumped 4.4%. Is now the time to buy Cloudflare? Access our full analysis report here, it's free. Communications Platform company Twilio (NYSE:TWLO) jumped 3.1%. Is now the time to buy Twilio? Access our full analysis report here, it's free. Zooming In On Cloudflare (NET) Cloudflare's shares are very volatile and have had 25 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock gained 3.5% as a string of impressive earnings reports from industry leaders pointed to resilient growth. Leading the charge was Microsoft, which neared a $4 trillion valuation after reporting booming sales in its Azure cloud division and forecasting record spending. This positive momentum was echoed elsewhere in the sector. PTC Inc. shares jumped on a 24% revenue increase driven by its AI-powered portfolio and raised its full-year outlook. Similarly, F5 Networks and BigCommerce both surpassed analyst expectations for revenue and earnings. The optimism extended to ad-tech, where AppLovin gained on investor confidence in its AI-driven advertising solutions, showcasing broad strength in specific software niches. Cloudflare is up 87.5% since the beginning of the year, and at $211.00 per share, has set a new 52-week high. Investors who bought $1,000 worth of Cloudflare's shares 5 years ago would now be looking at an investment worth $4,987. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
CNBC
4 days ago
- Business
- CNBC
Top Wall Street analysts pick these 3 stocks for their growth potential
This earnings season, a number of companies are demonstrating their resilience by delivering solid performance despite macro challenges and tariff uncertainties. With their in-depth analysis, top Wall Street analysts can help investors pick stocks that can navigate short-term pressures with solid execution and focus on delivering attractive returns. Here are three stocks favored by the Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance. Database management software company MongoDB (MDB) is this week's first pick. In June, the company delivered solid results for the first quarter of fiscal 2026. Recently, BMO Capital analyst Keith Bachman initiated coverage of MongoDB stock with a buy rating and a price target of $280. Meanwhile, TipRanks' AI analyst has an "outperform" rating on MDB stock with a price forecast of $263. Bachman said that, according to Gartner, the database market is among the largest software markets at over $100 billion in annual spend, and MongoDB is a leader in the non-relational database segment. Notably, this segment accounts for about 25% of the overall market and is growing by about 20% year over year. The 5-star analyst noted that feedback from Value Added Resellers (VARs) and users indicates that developers have a very positive view of MongoDB, a platform that is well-suited for customers with multi-cloud deployments. Bachman believes that MongoDB can be one of the generative artificial intelligence (AI) database winners. "We think MDB is currently focused on improving its vector search capabilities to help win new workloads, including through M&A," noted the analyst. Also, Bachman expects MongoDB's cloud-based database offering, Atlas, to sustain low- to mid-20% growth through fiscal 2027. He expects MongoDB to deliver mid- to high-teens growth in fiscal 2027, while gradually enhancing profitability. Bachman ranks No. 531 among more than 9,900 analysts tracked by TipRanks. His ratings have been profitable 58% of the time, delivering an average return of 10.3%. See MongoDB Insider Trading Activity on TipRanks. We move to ServiceNow (NOW), an AI-powered platform for business transformation. The company posted better-than-anticipated second-quarter results and lifted its full-year outlook, backed by increasing AI adoption. Reacting to the Q2 print, TD Cowen analyst Derrick Wood reaffirmed a buy rating on ServiceNow stock and raised the price forecast to $1,200 from $1,150. Meanwhile, TipRanks' AI analyst has an "outperform" rating on NOW stock with a price target of $1,129. Wood noted the impressive 21.5% growth (at constant currency) in ServiceNow's current remaining performing obligations, delivering a 200 basis-point beat. The top-rated analyst explained that this strong growth was driven by early renewals and AI strength in the enterprise business, which offset tougher federal spending conditions. The analyst also highlighted that the company's generative AI suite, NOW Assist, delivered better-than-expected net new annual contract value, driven by higher deal volumes and increased deal sizes. "We continue to view NOW as the best positioned SaaS [software as a service] vendor to monetize GenAI, and we expect momentum to keep building in 2H," said Wood. Overall, the analyst is very encouraged by the robust key performance indicators, with ServiceNow's new AI and data products and strength in the enterprise business offsetting headwinds resulting from tightening federal spending. Wood ranks No. 352 among more than 9,900 analysts tracked by TipRanks. His ratings have been successful 59% of the time, delivering an average return of 13.3%. See ServiceNow Ownership Structure on TipRanks. Finally, let's look at cloud-native and AI-powered data security company Varonis Systems (VRNS). On July 29, the company reported solid results for the second quarter of 2025, driven by continued momentum in its business. Impressed by the performance, Baird analyst Shrenik Kothari raised his price target for VRNS stock to $63 from $58 and reaffirmed a buy rating. In comparison, TipRanks' AI analyst has a "neutral" rating on VRNS stock with a price target of $54. Kothari highlighted that Varonis delivered a "clean beat/raise" across key metrics like annual recurring revenue (ARR), subscription revenue and free cash flow. The 5-star analyst added that Q2 conversion ARR was better-than-expected and aligned with strong checks and his preview. Additionally, the analyst noted that the company again raised its full-year ARR guidance, which reflects improving upsell and net-new business opportunities. "GenAI, Copilot integrations, and MDDR [Managed Data Detection and Response] tailwinds are driving growing customer appetite for the full platform," said Kothari. The analyst pointed out that SaaS ARR represented about 69% of overall Q2 ARR, up from 61% in the first quarter, with the company on track to complete its SaaS transition by the end of 2025. He added that Varonis now expects to exit 2025 with an 82% SaaS ARR mix compared to its previous estimate of 80%, backed by solid, broad-based demand from both new and existing customers. Kothari ranks No. 85 among more than 9,900 analysts tracked by TipRanks. His ratings have been successful 73% of the time, delivering an average return of 26.7%. See Varonis Systems Statistics on TipRanks.
Time Business News
31-07-2025
- Business
- Time Business News
Suffescom Drove the Success of a Leading Dropshipping Platform
In today's rapidly expanding eCommerce market, dropshipping has emerged as a preferred business model for entrepreneurs looking to sell products without holding inventory. As the competition in the online retail sector heats up, it becomes essential for dropshipping platforms to differentiate themselves through technology, user experience, and scalability. Suffescom Solutions played a significant role in the rise of one of the most successful dropshipping platforms in the USA by delivering advanced technology solutions, seamless integrations, and an exceptional digital strategy. This article highlights how Suffescom helped revolutionize the business model for a top-tier dropshipping platform and set it on the path to long-term success. The client approached Suffescom with a bold vision—to create a scalable, intuitive, and user-friendly dropshipping platform that connects suppliers and retailers seamlessly. The challenge was to simplify the supply chain, streamline order fulfillment, and ensure real-time inventory management, all while keeping the platform easy to use for non-technical sellers. Suffescom began by conducting a detailed discovery phase. This involved analyzing the client's target audience, understanding market demands, and identifying technological gaps in the current platforms. Through workshops and user interviews, Suffescom gained deep insights into what the platform needed to offer in order to succeed in the competitive USA market. To build a high-performing platform, Suffescom selected a customized technology stack tailored to meet the needs of a modern dropshipping business. Key components included: Backend: and Python for efficient processing and API management and Python for efficient processing and API management Frontend: for dynamic, responsive interfaces for dynamic, responsive interfaces Database: MongoDB and PostgreSQL for structured and unstructured data MongoDB and PostgreSQL for structured and unstructured data Cloud Infrastructure: AWS for scalable, secure, and reliable hosting AWS for scalable, secure, and reliable hosting Payment Integration: Stripe and PayPal for secure transactions Stripe and PayPal for secure transactions Third-party APIs: Real-time product sync with supplier databases, shipping APIs, and sales channel integrations This modern stack ensured that the dropshipping platform could support thousands of users and transactions without lag, delays, or downtime. A critical aspect of any dropshipping business is the ability to connect with suppliers and marketplaces. Suffescom built powerful APIs that integrated seamlessly with global suppliers and eCommerce platforms such as Shopify, WooCommerce, and Amazon. This allowed users to: Import products directly from suppliers Sync inventory in real time Automate product listings across multiple channels Manage orders and shipping from a single dashboard This level of integration made it incredibly easy for sellers to manage their entire business without switching between multiple systems. A good platform isn't just about technology—it's also about how users interact with it. Suffescom designed an intuitive, user-friendly interface that worked seamlessly for all user personas—first-time entrepreneurs, large-scale resellers, and suppliers. Features included: Drag-and-drop store setup Step-by-step onboarding wizards Dashboard with sales analytics, trending products, and customer insights Mobile-responsive design for easy access on any device The ease of use contributed significantly to higher user retention and faster business scaling for the platform's customers. Manual tasks like product listing, order fulfillment, and customer communication slow down business growth. Suffescom introduced automation tools that became game changers: Automated product updates and pricing adjustments Auto-order routing to suppliers Auto-generated shipping labels AI-based product recommendation engine These features not only improved operational efficiency but also reduced human errors, saving time and money for every user on the platform. Data plays a vital role in scaling a dropshipping business. Suffescom developed custom dashboards and analytics tools to provide real-time insights into: Top-selling products Supplier performance Abandoned carts Customer behavior Profit margins per SKU These insights empowered platform users to make better decisions and helped the client optimize marketing strategies, inventory management, and supplier partnerships. The client had ambitious plans to scale across the United States and expand internationally. To support these goals, Suffescom implemented a microservices architecture, making it easier to update features, add new modules, and handle spikes in traffic. The cloud infrastructure enabled horizontal scaling, ensuring that the platform remained fast and reliable even as it added more users, suppliers, and data. Suffescom didn't just build and deliver the platform—they also offered ongoing support and optimization. The dedicated support team monitored performance, resolved bugs quickly, and implemented user feedback regularly. Monthly feature updates kept the platform aligned with evolving user expectations and industry trends. From backend upgrades to UI/UX improvements and compliance updates (like GDPR and PCI-DSS), Suffescom ensured the platform stayed secure, updated, and ahead of the curve. With Suffescom's strategic planning, design thinking, and robust mobile application development, the client's dropshipping platform quickly rose to become one of the most trusted names in the USA. Key achievements include: 150% user growth in the first year 200+ integrations with top suppliers and eCommerce channels 99.9% uptime and lightning-fast page speed $10M+ in monthly GMV (Gross Merchandise Value) within 18 months Thousands of positive reviews from sellers and suppliers This partnership showcases how the right technology partner can transform a vision into a market-leading product. The success of this leading dropshipping platform in the USA was no accident—it was the result of careful planning, cutting-edge technology, and a dedicated development partner. Suffescom Solutions played a pivotal role in bringing the client's vision to life, enabling them to stand out in a crowded marketplace and deliver exceptional value to users. Whether you're looking to build a dropshipping platform, enhance your existing operations, or scale your eCommerce business, choosing a reliable tech partner like Suffescom Solutions can make all the difference. 1. What made Suffescom a good choice for building a dropshipping platform? Suffescom's expertise in eCommerce, custom software development, and user experience design made them an ideal partner. Their deep understanding of dropshipping workflows helped build a platform that solved real-world problems for users. 2. How long did it take to develop the platform? The initial version of the platform was launched in approximately 5-6 months. Continuous updates and feature enhancements followed in the subsequent months. 3. Can Suffescom integrate my dropshipping store with platforms like Shopify and WooCommerce? Yes, Suffescom has experience with various third-party eCommerce platforms and can build seamless integrations for inventory, order management, and product listings. 4. Does Suffescom offer post-launch support? Absolutely. Suffescom provides ongoing maintenance, performance optimization, and feature upgrades to ensure long-term success. 5. How much does it cost to build a dropshipping platform? The cost depends on features, integrations, scalability requirements, and customization. Suffescom offers flexible engagement models tailored to different business needs and budgets. TIME BUSINESS NEWS
