MongoDB vs Teradyne

MongoDB, Inc. and Teradyne Inc. are compared here to explore business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

MDB

Metric

TER

$29.98B

Market Cap

$49.28B

19.83%

Potential Profit

-34.50%

Buy

Analyst Rating

Buy

Why It's Moving

MongoDB Surges on Goldman Sachs Nod to AI Strength Amid Analyst Optimism.

Goldman Sachs praised MongoDB's durable economics and active AI product pushes, like January's Voyage AI integration for vector search in Atlas, easing disruption worries and boosting the stock 9.3%.
Recent brokerage actions, including price target hikes, align with a Moderate Buy consensus, reflecting optimism over MongoDB's role in enterprise AI workloads.
Upward earnings estimate revisions over the last 30 days, up 41.4% for the year, point to analysts' belief in stronger profitability, forming a potential trend reversal after a weekly dip.

Sentiment:

🐃Bullish

TER Stock Warning: Why Analysts See -34% Downside Risk

Q4 revenue rocketed to $1.08B, smashing $983M estimates with 44% year-over-year growth, spotlighting insatiable AI infrastructure demand.
Earnings per share hit $1.80 versus $1.38 expected, sparking an 18% stock jump to 52-week highs and analyst upgrades to $325-$335 targets.
Booming AI chip testing orders propelled TER to second-best S&P 500 performer, but management warns of possible spending slowdown in H2, fueling downside risk concerns.

Sentiment:

🌋Volatile

MongoDB Surges on Goldman Sachs Nod to AI Strength Amid Analyst Optimism.

Goldman Sachs praised MongoDB's durable economics and active AI product pushes, like January's Voyage AI integration for vector search in Atlas, easing disruption worries and boosting the stock 9.3%.
Recent brokerage actions, including price target hikes, align with a Moderate Buy consensus, reflecting optimism over MongoDB's role in enterprise AI workloads.
Upward earnings estimate revisions over the last 30 days, up 41.4% for the year, point to analysts' belief in stronger profitability, forming a potential trend reversal after a weekly dip.

Sentiment:

🐃Bullish

TER Stock Warning: Why Analysts See -34% Downside Risk

Q4 revenue rocketed to $1.08B, smashing $983M estimates with 44% year-over-year growth, spotlighting insatiable AI infrastructure demand.
Earnings per share hit $1.80 versus $1.38 expected, sparking an 18% stock jump to 52-week highs and analyst upgrades to $325-$335 targets.
Booming AI chip testing orders propelled TER to second-best S&P 500 performer, but management warns of possible spending slowdown in H2, fueling downside risk concerns.

Sentiment:

🌋Volatile

Investment Analysis

MongoDB

MDB

Pros

MongoDB has a strong presence in the growing database software market with its scalable cloud database platform supporting modern applications.
Analyst consensus leans toward a moderate to strong buy with average price targets around $300-$360 for 2025, reflecting growth potential.
The company shows technical indicators favoring buying interest, supported by a neutral to positive market sentiment and steady price performance.

Considerations

Price forecasts vary widely, with some predictions showing a significant potential decline beyond 2025, indicating uncertainty in long-term valuation.
MongoDB operates in a highly competitive tech environment, facing competition from large cloud providers and open-source alternatives which could pressure margins.
Volatility levels around 4.2% and mixed short-term analyst price forecasts suggest the stock may experience price fluctuations and market sensitivity.

Teradyne

TER

Pros

Teradyne holds a strong market position in semiconductor and electronics test equipment, including leadership in AI chip and custom ASIC testing.
The company demonstrates robust financial health with strong profitability metrics, consistent dividend payments, and favourable analyst sentiment.
Teradyne is strategically positioned to benefit from emerging technology trends like silicon photonics and high-bandwidth memory testing.

Considerations

Teradyne’s valuation reflects a high price-to-earnings ratio above 60, which may indicate the stock is expensive relative to earnings.
The stock’s 52-week price range shows significant volatility, with a wide gap between its low and high, implying cyclical or market risk exposure.
Despite recent upgrades, some analyst targets remain notably below current trading levels, suggesting potential downside risk or profit-taking.

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