异动解读 | MongoDB盘中大涨24.96%,业绩超预期及AI增长潜力提振股价

异动解读
Dec 02, 2025

MongoDB Inc.(MDB)今日盘中大涨24.96%,成为市场焦点。

消息面上,MongoDB公布的第三季度财报显示,其盈利和营收均超出市场预期,同时公司上调了全年业绩指引。第三季度总营收同比增长19%至6.283亿美元,调整后每股收益为1.32美元,显著高于预期。此外,MongoDB的Atlas云数据库服务与谷歌AI生态系统的深度集成,进一步强化了市场对其长期增长潜力的信心。

多家券商随后上调了MongoDB的目标价,Piper Sandler将其目标价从400美元上调至490美元,加拿大皇家银行则从405美元上调至450美元,反映出市场对其在AI和云计算领域前景的乐观态度。

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