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MongoDB (MDB) Beat Expectations, Is The Stock Still Overvalued?
Simply Wall St.1d agobullish
MongoDB (MDB) Beat Expectations, Is The Stock Still Overvalued?

Why MongoDB’s latest earnings matter for investors MongoDB (MDB) just released Q2 fiscal 2027 results that topped revenue and adjusted EPS estimates, raised full year guidance, and still saw the stock fall sharply in after hours trading. For investors, the combination of stronger than expected headline numbers, higher outlook, and a 13% after hours share price decline sets up a useful moment to reassess what the latest figures say about MongoDB’s growth profile. MongoDB’s earnings release...

Duolingo (DUOL) Is Up 8.7% After AI-Proof Upgrade And Buyback — Has The Bull Case Changed?
Simply Wall St.1d agobullish
Duolingo (DUOL) Is Up 8.7% After AI-Proof Upgrade And Buyback — Has The Bull Case Changed?

Earlier this week, Evercore ISI upgraded Duolingo to Outperform, citing stronger-than-expected user engagement, product improvements, and resilience against competition from AI tools like ChatGPT. Evercore’s research suggested that many language learners use ChatGPT alongside Duolingo rather than instead of it, and Duolingo’s new US$400,000,000 share repurchase programme reinforced analyst confidence in the company’s positioning. We’ll now examine how Evercore’s upgrade, especially its view...

Fervo Energy (FRVO) Bags New Power Deal, Soars 28%; Hedge Fund Interest Climbs
Insider Monkey1d agobullish
Fervo Energy (FRVO) Bags New Power Deal, Soars 28%; Hedge Fund Interest Climbs

Fervo Energy (NASDAQ:FRVO) soared by 28.41 percent on Tuesday to close at $19.75 apiece after bagging home a new power purchase agreement (PPA) with Google to support the development of its data center facility in Utah. Under the agreement, the energy company will deliver 396 megawatts of power to Google from its Cape Station project […]

Netflix (NFLX) Unveils New Partnership, Is It Still Below Fair Value?
Simply Wall St.1d agobullish
Netflix (NFLX) Unveils New Partnership, Is It Still Below Fair Value?

Netflix (NFLX) is back in the spotlight after unveiling “The Gentlemen’s Serve,” a multi-country partnership with Stella Artois tied to the second season of Guy Ritchie’s series The Gentlemen. Netflix’s latest brand tie up lands as the stock trades at US$80.81, with a 30 day share price return of 12.69% but a year to date share price decline of 11.19%, while the 1 year total shareholder return is down 33.44% despite an 80.11% gain over three years. This suggests that long term momentum...

Cantor Expects a Smaller Snowflake Beat Than Last Quarter — Will That Be Enough?
Insider Monkey1d agobullish
Cantor Expects a Smaller Snowflake Beat Than Last Quarter — Will That Be Enough?

Snowflake (NYSE:SNOW) is all set to report its fiscal second-quarter 2027 earnings on Wednesday, September 2. The stock has a history of exceeding Wall Street expectations, and investors also seem positively hyped around the data and analytics software segment this time around. On August 31, Cantor Fitzgerald analyst Thomas Blakey raised the price target on […]

SentinelOne Just Rebounded From a Rough Quarter With a Beat-and-Raise. Wall Street’s Still Not Convinced
Insider Monkey1d agobullish
SentinelOne Just Rebounded From a Rough Quarter With a Beat-and-Raise. Wall Street’s Still Not Convinced

SentinelOne (NYSE:S) delivered a clean beat-and-raise this quarter, yet Wall Street had mixed opinions. The stock fell more than 8% in the afternoon session after posting its second-quarter 2027 numbers, with analysts having differing opinions on the stock’s trajectory. Three months ago, the company missed top-line expectations, making this quarter an opportunity to make up […]

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.

GitLab (NASDAQ:GTLB) Reports Bullish Q2 CY2026, Stock Jumps 15.9%
StockStory1d agobullish
GitLab (NASDAQ:GTLB) Reports Bullish Q2 CY2026, Stock Jumps 15.9%

DevSecOps platform provider GitLab (NASDAQ:GTLB) announced better-than-expected revenue in Q2 CY2026, with sales up 21.3% year on year to $286.3 million. The company expects next quarter’s revenue to be around $282 million, close to analysts’ estimates. Its non-GAAP profit of $0.24 per share was 33.6% above analysts’ consensus estimates.

Dell Sees Surge in AI Server Sales, Boosts Outlook
Bloomberg1d agobullishVIDEO
Dell Sees Surge in AI Server Sales, Boosts Outlook

Dell Technologies Inc. shares jumped in extended trading after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Michael Monaghan, partner and portfolio manager for Founder Etfs, says Dell dominates the supply chain and keeps innovating. He joins "Bloomberg The Close."

Palo Alto Networks beats Q4 earnings on AI security demand
Proactive1d agobullish
Palo Alto Networks beats Q4 earnings on AI security demand

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...