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Get what investors say about MDB next
2 investor calls on MDB in the last 90 days (2 bullish, 0 bearish). Follow MDB free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what MDB did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MDB
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-29 | Dev IttycheriaInterim president & CEO, MongoDB | Bullish | Bloomberg The Close | Agentic AI workloads structurally require fresh live data from operational data stores and elastic platforms… |
| 2026-09-29 | Tyler RadkeCo-head of software equity research, Citi | Bullish | Fox Making Money (playlist) | CEO departure to ServiceNow/Cloudflare is a concern but not a fundamental problem — business is accelerating… |
| 2025-01-31 | Dan IvesTech analyst, Wedbush Securities | Bullish | The Compound | MongoDB is a consumption-based AI play: as enterprise AI use cases proliferate and data volumes explode… |
Next report: 30 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 1 Sep 2026 | after the close | 1.90 vs 1.61 | +1.7% |
Notable options days
Sessions in the last 120 where MDB’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-30 | ||||||
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| 2026-05-28 |
MDB on the Wheel
MDB did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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