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MDB

MongoDB

$75.18

-11.23 (-13.00%)

, AMZN

Amazon.com

$1,656.78

-3.51 (-0.21%)

08:44
01/11/19
01/11
08:44
01/11/19
08:44

Competitive concerns on MongoDB from Amazon may be overblown, says DA Davidson

DA Davidson analyst Rishi Jaluria kept his Neutral rating and $80 price target on MongoDB (MDB) following the Amazon (AMZN) AWS announcement of the launch of DocumentDB that supports MongoDB workloads. The analyst contents that the move is not surprising given the AWS pattern of moving "up the stack" over time. Jaluria also notes that the company has faced a similar threat in the past with Azure Cosmos DB's API for MongoDB, but believes that the company's MongoDB Atlas was not impacted. Further, the analyst ponders whether Amazon's attempt to undercut MongoDB sets up a potential bid for the company.

MDB

MongoDB

$75.18

-11.23 (-13.00%)

AMZN

Amazon.com

$1,656.78

-3.51 (-0.21%)

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MDB MongoDB
$75.18

-11.23 (-13.00%)

01/10/19
KEYB
01/10/19
NO CHANGE
KEYB
KeyBanc remains bullish on MongoDB as Amazon unveils DocumentDB
KeyBanc analyst Brent Bracelin Amazon (AMZN) has unveiled a new cloud database called DocumentDB that emulates API functionality similar to MongoDB (MDB). The analyst believes this increases the competitive overlap with Amazon, but also validates the need for MongoDB's patented document-oriented database. We remain bullish on the prospects for MongoDB to sustain high growth based on a large $63B TAM that can support multiple players, differentiated functionality in MongoDB version 4.0 versus Amazon DocumentDB emulating version 3.6, and proprietary data analysis that validates robust MongoDB growth on Microsoft's (MSFT) Azure and Google (GOOGL; GOOG) Cloud suggests customers increasingly desire multi-cloud functionality.
01/10/19
OPCO
01/10/19
NO CHANGE
Target $90
OPCO
Outperform
Amazon database negative for MondoDB, validates opportunity, says Oppenheimer
Oppenheimer analyst Ittai Kidron notes that AWS (AMZN) announced DocumentDB, a MongoDB (DMB)-compatible database designed to give users performance, scalability, and availability when operating mission-critical MongoDB workloads at scale. While the development is negative and adds to competitive pressures, the analyst sees positives as it validates MongoDB's growing popularity and market opportunity and it is likely to offer MongoDB a permanent feature advantage. Further, Kidron argues that MongoDB still maintains its cloud-independent value proposition. He reiterates an Outperform rating and $90 price target on MongoDB's shares.
01/10/19
STFL
01/10/19
NO CHANGE
Target $95
STFL
Buy
Stifel doesn't see meaningful near-term impact on MongoDB from new AWS offering
After Amazon Web Services (AMZN) announced Amazon DocumentDB, a MongoDB (MDB) compatible database that is a managed offering, Stifel analyst Brad Reback said he was not surprised by the news given MongoDB's "tremendous developer popularity," but he does expect MongoDB shares to be under pressure. With that said, Reback does not expect this product to have a meaningful impact on MongoDB's near-term business, due to a lack of being able to access core MongoDB functionality within the database, his belief that customers value Mongo's deployment optionality and lack of lock-in, and the fact that Atlas already offers many of same features AWS is touting. Reback keeps a Buy rating and $95 price target on MongoDB shares, which are down $10.63, or 12%, to $75.99 in pre-market trading.
01/10/19
RSBL
01/10/19
NO CHANGE
RSBL
MongoDB shares defended at Rosenblatt
AMZN Amazon.com
$1,656.78

-3.51 (-0.21%)

01/10/19
JPMS
01/10/19
NO CHANGE
Target $44
JPMS
Overweight
Twitter named a 2019 best Internet idea at JPMorgan
JPMorgan analyst Doug Anmuth names Twitter (TWTR) a best Internet idea for 2019 along with Facebook (FB) and Amazon.com (AMZN). Twitter shares increased 20% in 2018 on "continued solid" daily active user growth, "significant" revenue re-acceleration following 2017 declines, and the company's first full year of GAAP profitability, Anmuth tells investors in a research note. Going into 2019, he believes Twitter is making "meaningful progress on its health work identifying malicious and spammy content." Quality improvements should drive benefits to usage and advertising revenue long-term, adds the analyst. Further, Anmuth's channel checks suggest Twitter's advertising products and improving return on investment "are increasingly resonating with marketers." The analyst lowered his price target for the shares to $44 from $45 and keeps an Overweight rating on Twitter. The stock closed yesterday up 44c to $32.25 and is up 3% in premarket trading to $33.26 after BofA/Merrill analyst Justin Post double upgraded his rating on Twitter to Buy from Underperform.
01/11/19
OPCO
01/11/19
NO CHANGE
Target $2020
OPCO
Outperform
Amazon's U.S. holiday sales likely 'strong,' says Oppenheimer
Oppenheimer analyst Jason Helfstein maintained an Outperform rating and $2,020 price target on Amazon.com ahead of the company's Q4 results. In a research note to investors, Helfstein says he expects "strong" U.S. holiday sales to be partially offset by slower international sales, and adds that he expects AWS revenue and margin growth to remain at similar levels on software adoption and CapEx efficiency. He believes brick and mortar retailers "suffered" in Q4 as consumers shifted their online shopping behavior to apps vs. browser/mobile-web.

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AMZN

Amazon.com

$1,696.01

4.01 (0.24%)

07:14
01/22/19
01/22
07:14
01/22/19
07:14
Recommendations
Amazon.com analyst commentary  »

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CRSP

Crispr Therapeutics

$37.21

1.22 (3.39%)

07:14
01/22/19
01/22
07:14
01/22/19
07:14
Hot Stocks
Crispr Therapeutics signs collaboration agreement with ProBioGen »

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STZ

Constellation Brands

$164.13

3.78 (2.36%)

07:13
01/22/19
01/22
07:13
01/22/19
07:13
Initiation
Constellation Brands initiated  »

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HBM

Hudbay Minerals

$5.65

0.03 (0.53%)

07:12
01/22/19
01/22
07:12
01/22/19
07:12
Downgrade
Hudbay Minerals rating change  »

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CRSP

Crispr Therapeutics

$37.21

1.22 (3.39%)

07:12
01/22/19
01/22
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01/22/19
07:12
Downgrade
Crispr Therapeutics rating change  »

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BTE

Baytex Energy

$1.92

-0.05 (-2.54%)

07:12
01/22/19
01/22
07:12
01/22/19
07:12
Downgrade
Baytex Energy rating change  »

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  • 10

    Feb

FB

Facebook

$150.01

1.77 (1.19%)

07:11
01/22/19
01/22
07:11
01/22/19
07:11
Periodicals
VC says Facebook the most 'vulnerable' big tech firm, CNBC reports »

Facebook is the most…

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PEBO

Peoples Bancorp

$31.57

-0.11 (-0.35%)

07:11
01/22/19
01/22
07:11
01/22/19
07:11
Hot Stocks
Peoples Bancorp reports Q4 net interest margin 3.77% vs. 3.68% sequentially »

Compared to 3.63% for the…

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  • 22

    Jan

AXGN

AxoGen

$16.00

0.64 (4.17%)

07:10
01/22/19
01/22
07:10
01/22/19
07:10
Hot Stocks
AxoGen appoints Eric Sandberg CCO »

AxoGen (AXGN) announced…

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PEBO

Peoples Bancorp

$31.57

-0.11 (-0.35%)

07:10
01/22/19
01/22
07:10
01/22/19
07:10
Earnings
Peoples Bancorp reports Q4 EPS 71c, consensus 67c »

Earnings per diluted…

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  • 22

    Jan

CTSO

CytoSorbents

$7.66

0.04 (0.52%)

07:09
01/22/19
01/22
07:09
01/22/19
07:09
Hot Stocks
CytoSorbents expands partnership with Fresenius Medical Care to Korea and Mexico »

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WB

Weibo

$60.80

2.57 (4.41%)

07:09
01/22/19
01/22
07:09
01/22/19
07:09
Downgrade
Weibo rating change  »

Weibo downgraded to…

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DRNA

Dicerna

$10.76

-0.395 (-3.54%)

07:08
01/22/19
01/22
07:08
01/22/19
07:08
Upgrade
Dicerna rating change  »

Dicerna upgraded to Buy…

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TRV

Travelers

$123.97

1.03 (0.84%)

07:07
01/22/19
01/22
07:07
01/22/19
07:07
Hot Stocks
Travelers reports Q4 return on equity 10.9% »

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  • 22

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VYGR

Voyager Therapeutics

$8.27

-0.22 (-2.59%)

, RHHBY

Roche

$0.00

(0.00%)

07:07
01/22/19
01/22
07:07
01/22/19
07:07
Hot Stocks
Voyager Therapeutics names Robert Hesslein as general counsel »

Voyager Therapeutics…

VYGR

Voyager Therapeutics

$8.27

-0.22 (-2.59%)

RHHBY

Roche

$0.00

(0.00%)

03/08/13
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CAPR

Capricor Therapeutics

$0.62

-0.007 (-1.11%)

07:07
01/22/19
01/22
07:07
01/22/19
07:07
Hot Stocks
Capricor Therapeutics announces outcome of FDA meeting for CAP-1002 »

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AUPH

Aurinia Pharmaceuticals

$7.54

0.11 (1.48%)

07:07
01/22/19
01/22
07:07
01/22/19
07:07
Hot Stocks
Breaking Hot Stocks news story on Aurinia Pharmaceuticals »

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  • 22

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REXR

Rexford Industrial

$32.00

0.225 (0.71%)

07:07
01/22/19
01/22
07:07
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07:07
Hot Stocks
Rexford Industrial acquires two industrial properties for $27.6M »

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MDT

Medtronic

$87.31

-0.29 (-0.33%)

07:06
01/22/19
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07:06
Hot Stocks
Medtronic announces new data shared on IN.PACT Admiral DCB »

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BG

Bunge

$52.95

0.745 (1.43%)

07:06
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01/22
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07:06
Hot Stocks
Bunge says Lupo, Bachrach, Boilini won't stand for re-election to board »

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AUPH

Aurinia Pharmaceuticals

$7.54

0.11 (1.48%)

07:05
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01/22
07:05
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07:05
Hot Stocks
Aurinia says VOS demonstrates statistically superior efficacy versus Restasis »

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  • 22

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07:05
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General news
Global stock markets under pressure after gloomy IMF report. »

Global stock markets…

BG

Bunge

$52.95

0.745 (1.43%)

07:04
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07:04
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Bunge sees FY18 total segment adjusted EBIT below previously disclosed range »

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IPGP

IPG Photonics

$132.54

3.37 (2.61%)

07:04
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01/22
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07:04
Hot Stocks
IPG Photonics to acquire Padtec SND »

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CNC

Centene

$126.64

1.37 (1.09%)

07:04
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Centene subsidiary selected by Arizona's Department of Corrections »

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