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Shopify (SHOP) Stock Looks Above Fair Value On Cash Flow And Earnings
Simply Wall St.1d agoneutral
Shopify (SHOP) Stock Looks Above Fair Value On Cash Flow And Earnings

Shopify has delivered a strong 112.3% gain over the past three years, while current valuation checks point to the stock trading at a premium to what its cash flows and market multiples suggest. A 112.3% share price gain over three years means recent investors have already seen substantial value created, which raises the bar for further upside from here. The expanded partnership with Affirm through Shop Pay Installments in Australia can support expectations for ongoing commerce volume growth...

MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.
Barrons.com1d agoneutral
MongoDB Earnings Beat Expectations. Why the Stock Is Dropping Anyway.

MongoDB reported strong second-quarter earnings results Tuesday, but the document database company’s stock fell in after-hours trading. The company also raised its fiscal year 2027 guidance, citing a 29% year over year revenue increase for its multi-cloud database service, Atlas But with Atlas growing at the same pace for three consecutive fiscal quarters, investors hoping to see whether new clients are spending on cloud apps could feel disappointed. Mizuho Securities analyst Jordan Klein wrote late Tuesday that major hedge funds had privately expected 30.5% to 31% growth in Atlas revenue.

Credo Shares Slump Despite Earnings Beat
Barrons.com1d agobullish
Credo Shares Slump Despite Earnings Beat

FEATURE Shares of Credo Technology, which makes electrical cables and digital signal processors used in artificial intelligence data centers, fell sharply Tuesday despite an earnings beat. The AI connectivity firm reported adjusted earnings for the three months ending on Aug.

Investing.com1d agobearish
MongoDB stock tumbles despite earnings beat on profit-taking

Investing.com -- MongoDB (NASDAQ:MDB) reported second quarter fiscal 2027 results that exceeded analyst expectations, with adjusted earnings per share of $1.90 beating the consensus estimate of $1.61, while revenue of $771.8 million surpassed the $735.16 million estimate. Revenue increased 30% YoY, marking the highest growth rate in several years.

Dell raises full-year guidance after AI server revenue doubles
Proactive1d agoneutral
Dell raises full-year guidance after AI server revenue doubles

Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal...