MongoDBTeradyne

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.

Why It's Moving

MongoDB

MongoDB Shares Rally as Software Sector Stabilizes Following AI Concerns

  • Fourth quarter revenue reached $695.1 million, up 27% year-over-year, with Atlas—the core database platform—driving 29% growth and adding 2,700 new customers to reach over 65,200 total clients
  • MongoDB generated $179.6 million in operating cash flow during Q4, more than triple the $50.5 million from the year-ago period, showcasing dramatically improved cash generation and operational efficiency
  • Management achieved 'rule of 40' performance (combining revenue growth and operating margin expansion), signaling the company can sustain durable growth while expanding profitability—a key metric investors watch in the AI era
Sentiment:
🐃Bullish
Teradyne

Teradyne Stock Retreats From Peak as AI Boom Faces Digestion Concerns

  • Q4 earnings crushed expectations with $1.08B revenue versus $983M forecast and $1.80 EPS, triggering an 18% post-earnings jump and 11 analyst upgrades
  • Management guided Q1 revenue to $1.15B-$1.25B but cautioned about 'lumpiness' in the new sales pattern, warning of a potential digestion period after the AI buildout surge
  • Stock has fallen roughly 16% from its $344.92 February peak to current levels, with the recent volatility signaling investor anxiety about sustainability of the AI-driven growth trajectory
Sentiment:
🌋Volatile

Investment Analysis

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.

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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MongoDB (MDB) Next Earnings Date

MongoDB's next earnings date is estimated for June 3, 2026, which will cover the company's Q1 2027 results. The official announcement has not yet been confirmed by the company, but this date is based on MongoDB's historical reporting schedule. Analysts are projecting an EPS of approximately $0.59 for this upcoming earnings period. MongoDB most recently reported earnings on March 2, 2026, posting an EPS of $1.65, which exceeded analyst expectations.

Teradyne (TER) Next Earnings Date

Teradyne's next earnings report is scheduled for April 27, 2026, covering first quarter 2026 results. The company will host a conference call with investors following the announcement to discuss financial performance and forward guidance. Analysts are currently projecting earnings per share of $2.10 for this quarter, representing a significant increase from the $1.80 EPS reported in the prior quarter.

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