Voyage AI Acquisition Adds Advanced Tech, Talent to MongoDB's AI Capabilities: Analyst
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2025
0mins
Source: Benzinga
MongoDB's Acquisition of Voyage AI: Goldman Sachs analyst Kash Rangan maintains a Buy rating for MongoDB following its $220 million acquisition of Voyage AI, which is expected to enhance MongoDB’s AI capabilities and strengthen its position in the modern data stack.
Growth Potential: The analyst anticipates over 20% revenue growth for MongoDB's Atlas platform, which now constitutes about 70% of its revenue, projecting long-term revenues could reach between $6 billion and $8 billion.
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Analyst Views on MDB
Wall Street analysts forecast MDB stock price to rise
28 Analyst Rating
24 Buy
4 Hold
0 Sell
Strong Buy
Current: 364.460
Low
380.00
Averages
468.85
High
550.00
Current: 364.460
Low
380.00
Averages
468.85
High
550.00
About MDB
MongoDB, Inc. is a developer data platform company. Its developer data platform is a globally distributed operational database integrated with a set of data services that allow development teams to address the growing variety of application requirements. Its customers can implement its developer data platform as a managed service offering, or they can choose a self-managed option. Its MongoDB Atlas is its managed multi-cloud database-as-a-service (DBaaS) offering that includes an integrated set of databases and related services. Atlas Vector Search allows the integration of an operational database and vector search in a unified, fully managed platform. MongoDB Enterprise Advanced is its proprietary self-managed commercial offering for enterprise customers that can run in the cloud, on-premises or in a hybrid environment. It also provides professional services for its customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sales Exceed Expectations: The company achieved quarterly sales of $953.194 million, exceeding the analyst consensus estimate of $916.577 million, demonstrating Datadog's robust performance in customer demand and market share, which may attract more investor interest.
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See More
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See More
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- Intuit's AI Potential: Although Intuit's stock has fallen around 30% this year, Rishi highlights the substantial potential of embedding AI in TurboTax and QuickBooks, which could enhance user experience and disrupt traditional accounting services, creating significant market opportunities.
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See More
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- MongoDB Growth Potential: MongoDB's Atlas revenue grew 30% year-over-year in F3Q26, with analysts believing its application in AI workloads will further drive long-term market share growth, setting a price target of $500.
- Datadog Market Confidence: Despite competitive pressures, Bank of America analysts assert that Datadog's observability is critical, expecting a rebound in its stock price with a target of $215, emphasizing that non-AI native growth is a key metric to watch.
- JFrog AI Beneficiary: JFrog is seen as a beneficiary of AI developments, with analysts suggesting that the recent stock pullback creates a buying opportunity, targeting $74, as its cloud revenue grew 50% year-over-year in Q3 2025, indicating strong market demand.
See More
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- Shift in Investor Sentiment: Software stocks have dropped nearly 30% from recent highs, as investors turned against trades perceived as crowded and expensive; despite the IGV surging over 58% in 2023, the current pullback is seen as a buying opportunity by some.
- Uncertain Market Outlook: While some analysts argue that the sell-off in software stocks is overdone and that established players are unlikely to be disrupted by emerging AI technologies, others caution that the current downturn may indicate deeper issues within the industry, especially among highly leveraged hyperscale companies.
- Changing Capital Flows: As funds shift from the Nasdaq to
See More
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- Seat-Based Model Struggles: Truist Securities reported that companies with predominantly seat-based business models have been the worst performers since 2025, continuing to underperform into early 2026, indicating a lack of market confidence that could lead to declining revenues and profits for these firms.
- Price Target Reductions: Truist lowered price targets for several companies, including Atlassian from $210 to $150, GitLab from $42 to $35, PagerDuty from $16 to $12, and ServiceNow from $240 to $175, reflecting analysts' cautious outlook on their future performance amid ongoing market volatility.
- Impact of AI Narratives: Truist highlighted that companies like MongoDB, JFrog, and Snowflake have benefited from AI narratives, receiving Buy ratings, suggesting these firms possess stronger growth potential in the current market environment, which may attract more investor interest.
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See More
