9月17日，MongoDB盘中上涨5.14%，报395.69美元/股，成交额8648.04万美元。此前公司因Q2财报后Atlas增速未达部分投资者隐形预期，股价一度大跌逾13%，近期持续反弹主要受多家投行维持积极评级及9月29日投资者日预期催化。
消息面上，麦格理发布研报指出，MongoDB下半年Atlas增速放缓的指引并不令人过度担忧，稳定的消费趋势和多行业扩展的工作负载使公司有充足空间超越自身指引，维持跑赢大盘评级。此外，Truist、Oppenheimer、Evercore等多家机构亦维持买入或跑赢评级，目标价普遍在465至525美元区间。基本面上，公司Q2总营收同比增长30%至7.718亿美元，Non-GAAP每股收益1.90美元，均大幅超预期，且全年指引全面上调。
MongoDB是一家开发者数据平台提供商，核心产品为基于文档的通用数据库，云数据库产品Atlas约占总收入的74%，支持云、本地及混合环境部署。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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