MDB 这只股走势也是天马行空随机游走
MDB MongoDB beats by $0.33, beats on revs, Atlas revenue growth of 29%; guides Q3 EPS above consensus, revs above consensus; guides FY26 EPS above consensus, revs above consensus (214.57 -3.87)
Reports Q2 (Jul) earnings of $1.00 per share, $0.33 better than the FactSet Consensus of $0.67; revenues rose 23.7% year/year to $591.4 mln vs the $553.94 mln FactSet Consensus.
MongoDB Atlas Revenue up 29% year-over-year, 74% of Total Q2.
Revenue Added 2,800 Customers, with Over 59,900 Total Customers as of July 31, 2025.
Co issues upside guidance for Q3, sees EPS of $0.76-$0.79, excluding non-recurring items, vs. $0.72 FactSet Consensus; sees Q3 revs of $587-$592 mln vs. $582.26 mln FactSet Consensus.
Co issues upside guidance for FY26, sees EPS of $3.64-$3.73, excluding non-recurring items, vs. $3.17 FactSet Consensus; sees FY26 revs of $2.34-$2.36 bln vs. $2.29 bln FactSet Consensus.
OKTA Okta beats by $0.07, beats on revs; guides Q3 EPS in-line, revs above consensus; guides FY26 EPS above consensus, revs above consensus (91.56 +0.21)
Reports Q2 (Jul) earnings of $0.91 per share, excluding non-recurring items, $0.07 better than the FactSet Consensus of $0.84; revenues rose 12.7% year/year to $728 mln vs the $711.18 mln FactSet Consensus.
cRPO grew 13% yr/yr to $2.265 bln vs $2.200-2.205 bln prior guidance.
Non-GAAP operating margin improved to 28% vs 23% a year ago and vs 26% prior guidance.
Co issues guidance for Q3 (Oct), sees EPS of $0.74-0.75, excluding non-recurring items, vs. $0.75 FactSet Consensus; sees Q3 revs of $728-730 mln vs. $721.25 mln FactSet Consensus.
Co guides to Q3 Current RPO of $2.260-$2.265 bln (+10% yr/yr). Co guides to Q3 non-GAAP operating margin of 22%.
Co issues upside guidance for FY26, sees EPS of $3.33-3.38, excluding non-recurring items, vs. $3.27 FactSet Consensus; sees FY26 revs of $2.875-2.885 bln vs. $2.86 bln FactSet Consensus.
Co increases guidance for FY26 non-GAAP op mgn to 25-26% vs 25% prior guidance.
PVH PVH beats by $0.51, beats on revs; guides Q3 EPS below consensus, revs in-line; reaffirms FY26 EPS guidance, guides FY26 revs above consensus (82.49 +0.89)
Reports Q2 (Jul) earnings of $2.52 per share, excluding non-recurring items, $0.51 better than the FactSet Consensus of $2.01; revenues rose 4.5% year/year to $2.17 bln vs the $2.12 bln FactSet Consensus.
Co issues downside guidance for Q3 (Oct), sees EPS of $2.35-2.50, excluding non-recurring items, vs. $2.94 FactSet Consensus; sees Q3 revs being flat to increase slightly yr/yr vs. +1.2% or $2.28 bln FactSet Consensus.
Co issues guidance for FY26, reaffirms EPS of $10.75-11.00, excluding non-recurring items, vs. $10.84 FactSet Consensus; for revs, co raises FY26 outlook to "increase slightly to up low single-digits" compared to "flat to increase slightly" previously. Current FactSet consensus is +1.9%. Co reaffirms FY26 revenue outlook of flat to increase slightly on a constant currency basis.
