AI颠覆焦虑退散？MongoDB(MDB.US)业绩与指引全线超预期软件股集体回春

智通财经05-29

智通财经APP获悉，受最新财报和业绩指引全面碾压市场预期提振，数据库平台龙头MongoDB(MDB.US)的股价在周四盘后交易中一度大幅飙升。这不仅显示企业级需求依然强劲，也进一步表明市场对人工智能(AI)冲击软件行业的担忧正在消退。根据MongoDB公布的2027财年第一季度(截至4月30日)业绩，公司调整后每股收益为1.32美元，远超分析师普遍预期的1.19美元，较上年同期的1.00美元增长...

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MongoDB (MDB.US) Performance and Guidance Beat Expectations across the Board, Software Stocks Collectively Rejuvenate","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGIX":1.5,"AIPO":1.5,"IGM":1.5,"CHAT":1.5,"MDB":1.5,"IGV":1.5,"MDBX":0.6,"ARTY":1.5},"content_text":"智通财经APP获悉，受最新财报和业绩指引全面碾压市场预期提振，数据库平台龙头MongoDB(MDB.US)的股价在周四盘后交易中一度大幅飙升。这不仅显示企业级需求依然强劲，也进一步表明市场对人工智能(AI)冲击软件行业的担忧正在消退。根据MongoDB公布的2027财年第一季度(截至4月30日)业绩，公司调整后每股收益为1.32美元，远超分析师普遍预期的1.19美元，较上年同期的1.00美元增长32%。当季营收同比增长25%，达到6.876亿美元，同样显著超出市场预期的约6.65亿美元。更令市场兴奋的是MongoDB给出的业绩展望。公司预计第二季度调整后每股收益将在1.58至1.61美元之间，营收介于7.29亿至7.34亿美元，两项指引中值均远高于分析师预估的每股收益1.29美元和营收7.01亿美元。与此同时，MongoDB还上调了全财年业绩指引。公司将全年调整后每股收益指引由此前的5.75至5.93美元上调至5.95至6.14美元，营收指引由28.6亿至29亿美元上调至29.2亿至29.6亿美元，而市场此前的预期分别为5.92美元和29亿美元。受此提振，MongoDB股价在周四盘后一度飙升超过25%。在当日常规交易时段，该股已先行大涨近11%，收于325.68美元。自4月10日触及215.68美元的阶段性低点以来，该股累计涨幅已超过50%，不过年内仍录得约22%的跌幅。公司将其强劲表现与上调指引归因于市场对其多云数据库服务Atlas的旺盛需求。财报显示，Atlas当季收入同比增长29%，保持着稳健的增长节奏。更值得关注的是，AI业务正成为新的增长引擎。在随后的业绩电话会议上，公司管理层透露，虽然金融、科技和媒体等传统行业的大客户仍贡献了主要增长，但AI相关业务正在加速发力。首席财务官迈克尔·贝里指出，早期AI部署以及来自前沿AI实验室和AI原生公司的业务势头，构成了“规模尚小但正在加速的增长驱动力”。首席执行官奇兰坦·德赛强调，企业正将代理式AI应用投入生产，“并选择MongoDB作为驱动这些应用的数据平台”。德赛表示：“我们的市场团队继续表现出色，并抓住了企业级用例和新兴AI机遇中对MongoDB平台的强劲终端需求。”他进一步表示，近期在产品和销售领域扩大的领导团队，使公司能够以更快速度前进，并对其推动持久、长期增长的能力充满信心。MongoDB的靓丽财报是软件板块复苏浪潮的一部分。近期，Snowflake(SNOW.US)和Datadog(DDOG.US)等同行也相继公布了强劲业绩。在经历了因AI冲击担忧引发的长期抛售后，软件股正明显回暖。追踪软件板块的扩展科技软件行业ETF-iShares(IGV.US)自4月10日以来已反弹28%，回到今年1月以来的最高水平，尽管年初至今仍下跌10%。巴克莱分析师雷默·伦肖在客户报告中指出，虽然Atlas收入增速并未像Snowflake或Datadog那样出现加速，但上调后的全年营收指引让这份财报成为公司新财年一个“非常可信”的开端。他认为这些业绩“非常稳固”，足以推动股价走高，并维持对MongoDB的“增持”评级。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2639179806","isCrawlerRequest":true}

AI颠覆焦虑退散？MongoDB(MDB.US)业绩与指引全线超预期 软件股集体回春

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AI颠覆焦虑退散？MongoDB(MDB.US)业绩与指引全线超预期软件股集体回春