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

$33.47B

Market Cap

$36.29B

7.84%

Potential Profit

-13.79%

Buy

Analyst Rating

Buy

Why It's Moving

MongoDB surges to 52-week highs on analyst upgrades fueled by blowout Q3 earnings and upbeat guidance.

Atlas revenue rocketed 30% year-over-year, comprising 75% of total Q3 revenue, highlighting deepening adoption of MongoDB's cloud services.
Total Q3 revenue hit $628.3 million, up 19% year-over-year and beating estimates, with 2,600 new customers added to reach over 62,500 total.
Analysts from BMO, Citizens, Stifel, and others upgraded targets post-earnings, citing strong FY'26 guidance and CEO CJ Desai's focus on profitable growth.

Sentiment:

🐃Bullish

Teradyne surges to 52-week high on tech sector rotation and AI optimism.

Sector rotation drives gains as investors pile into tech amid Nasdaq-100's 0.39% rise, highlighting TER's strength in semiconductor testing.
BofA hikes price target to $235 with Buy rating, viewing 2026 as key midpoint in AI infrastructure upgrade cycle boosting demand.
Analyst upgrades signal robust growth outlook, offsetting choppy AI scrutiny with faster large language model and AI factory builds.

Sentiment:

🐃Bullish

MongoDB surges to 52-week highs on analyst upgrades fueled by blowout Q3 earnings and upbeat guidance.

Atlas revenue rocketed 30% year-over-year, comprising 75% of total Q3 revenue, highlighting deepening adoption of MongoDB's cloud services.
Total Q3 revenue hit $628.3 million, up 19% year-over-year and beating estimates, with 2,600 new customers added to reach over 62,500 total.
Analysts from BMO, Citizens, Stifel, and others upgraded targets post-earnings, citing strong FY'26 guidance and CEO CJ Desai's focus on profitable growth.

Sentiment:

🐃Bullish

Teradyne surges to 52-week high on tech sector rotation and AI optimism.

Sector rotation drives gains as investors pile into tech amid Nasdaq-100's 0.39% rise, highlighting TER's strength in semiconductor testing.
BofA hikes price target to $235 with Buy rating, viewing 2026 as key midpoint in AI infrastructure upgrade cycle boosting demand.
Analyst upgrades signal robust growth outlook, offsetting choppy AI scrutiny with faster large language model and AI factory builds.

Sentiment:

🐃Bullish

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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