Earnings Report for December 1, 2025: CRDO, MDB, VSTS, SLP Released After Market Hours
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
0mins
Should l Buy MDB?
Source: NASDAQ.COM
Credo Technology Group Holding Ltd (CRDO): Expected to report earnings with a forecasted EPS of $0.31, reflecting a 1133.33% increase year-over-year, and has consistently beaten expectations in the past year.
MongoDB, Inc. (MDB): Anticipated to report earnings with a forecasted EPS of -$0.53, indicating a 35.90% decrease compared to the previous year, yet has also beaten expectations consistently.
Vestis Corporation (VSTS): Set to report earnings with a forecasted EPS of $0.03, showing a 72.73% decrease year-over-year, but is projected to have higher earnings growth than its industry competitors.
Simulations Plus, Inc. (SLP): Expected to report earnings with a forecasted EPS of $0.10, representing a 66.67% increase year-over-year, although it missed the consensus in the previous quarter.
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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: 356.740
Low
380.00
Averages
468.85
High
550.00
Current: 356.740
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.
MongoDB (MDB.US) Director Plans to Sell $3.55 Million in Common Stock, According to Form 144
Stock Sale Announcement: Merriman and Wight plan to sell 10,000 shares of MongoDB common stock on February 13, with an estimated market value of approximately $3.55 million.
Reduction in Shareholding: Merriman and Wight have decreased their shareholding in MongoDB by 61,383 shares since November 12, 2025, with a total value of around $24.05 million.
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Datadog Beats Earnings Estimates, Shares Surge 16.3%
- Strong Earnings Report: Datadog reported a quarterly earnings per share of $0.59, surpassing the analyst consensus estimate of $0.56, indicating a sustained enhancement in the company's profitability and reinforcing its leadership position in the cloud monitoring market.
- 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.
- Significant Stock Surge: Following the positive earnings report, Datadog's shares jumped 16.3% to $132.59 on Tuesday, reflecting market optimism regarding the company's future growth potential, which could further bolster investor confidence.
- Overall Market Performance: U.S. stocks were generally higher, with the Dow Jones gaining around 200 points on Tuesday, indicating a positive sentiment towards tech stocks, potentially providing a more favorable investment environment for companies like Datadog.
See More
Surge in Options Volume for BLSH and MDB Stocks
- BLSH Options Volume: As of now, BLSH ordinary shares options have seen a trading volume of 12,843 contracts, representing approximately 1.3 million underlying shares, which is 50.6% of its average daily trading volume of 2.5 million shares over the past month, indicating strong market interest in the stock.
- High-Frequency Trading Analysis: Notably, the $30 strike put option expiring on February 13, 2026, has traded 2,735 contracts today, equating to about 273,500 underlying shares, suggesting an increased investor expectation for future price declines.
- MDB Options Dynamics: Concurrently, MDB ordinary shares options have recorded a trading volume of 7,687 contracts, approximately 768,700 underlying shares, which accounts for 50.4% of its average daily trading volume of 1.5 million shares over the past month, reflecting active trading interest among investors.
- Bullish Call Options Trading: For MDB, particularly the $400 strike call option expiring on February 27, 2026, has seen a trading volume of 452 contracts today, representing around 45,200 underlying shares, indicating a bullish sentiment regarding MDB's future price increase.
See More
RBC Analyst Highlights Software Stock Opportunities
- HubSpot Investment Opportunity: Despite HubSpot's stock dropping about 70% over the past year, Rishi Jaluria believes its innovation and unified platform will keep it competitive in the SMB software market, presenting significant growth potential ahead.
- MongoDB Market Outlook: With a 20% decline in stock this year, MongoDB is viewed as the preferred platform for building new AI applications, particularly those utilizing unstructured data, with an expanding customer base expected in the future.
- 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.
- Market Reaction to Software Stocks: Rishi Jaluria argues that the market has overreacted to software stocks, especially in the context of rapid advancements in AI technology, suggesting investors should focus on these companies' long-term innovation capabilities and market adaptability.
See More
Positive Outlook for Enterprise Software Stocks Recovery
- Snowflake Performance Outlook: Bank of America maintains a Buy rating on Snowflake with a $275 price target, anticipating its product revenue to grow at 28% year-over-year, significantly benefiting from surging data demand driven by AI data clouds.
- 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
Software Stock Sell-Off Raises Market Concerns
- Market Turmoil in Software Stocks: This week, software stocks continued their decline, with the iShares Expanded Tech-Software Sector ETF (IGV) down over 9% week to date, reflecting growing market concerns about the software industry, particularly in the context of a potential unraveling AI bubble.
- 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
MongoDB (MDB.US) Director Plans to Sell $3.55 Million in Common Stock, According to Form 144
Stock Sale Announcement: Merriman and Wight plan to sell 10,000 shares of MongoDB common stock on February 13, with an estimated market value of approximately $3.55 million.
Reduction in Shareholding: Merriman and Wight have decreased their shareholding in MongoDB by 61,383 shares since November 12, 2025, with a total value of around $24.05 million.
See More
Datadog Beats Earnings Estimates, Shares Surge 16.3%
- Strong Earnings Report: Datadog reported a quarterly earnings per share of $0.59, surpassing the analyst consensus estimate of $0.56, indicating a sustained enhancement in the company's profitability and reinforcing its leadership position in the cloud monitoring market.
- 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.
- Significant Stock Surge: Following the positive earnings report, Datadog's shares jumped 16.3% to $132.59 on Tuesday, reflecting market optimism regarding the company's future growth potential, which could further bolster investor confidence.
- Overall Market Performance: U.S. stocks were generally higher, with the Dow Jones gaining around 200 points on Tuesday, indicating a positive sentiment towards tech stocks, potentially providing a more favorable investment environment for companies like Datadog.
See More
Surge in Options Volume for BLSH and MDB Stocks
- BLSH Options Volume: As of now, BLSH ordinary shares options have seen a trading volume of 12,843 contracts, representing approximately 1.3 million underlying shares, which is 50.6% of its average daily trading volume of 2.5 million shares over the past month, indicating strong market interest in the stock.
- High-Frequency Trading Analysis: Notably, the $30 strike put option expiring on February 13, 2026, has traded 2,735 contracts today, equating to about 273,500 underlying shares, suggesting an increased investor expectation for future price declines.
- MDB Options Dynamics: Concurrently, MDB ordinary shares options have recorded a trading volume of 7,687 contracts, approximately 768,700 underlying shares, which accounts for 50.4% of its average daily trading volume of 1.5 million shares over the past month, reflecting active trading interest among investors.
- Bullish Call Options Trading: For MDB, particularly the $400 strike call option expiring on February 27, 2026, has seen a trading volume of 452 contracts today, representing around 45,200 underlying shares, indicating a bullish sentiment regarding MDB's future price increase.
See More
RBC Analyst Highlights Software Stock Opportunities
- HubSpot Investment Opportunity: Despite HubSpot's stock dropping about 70% over the past year, Rishi Jaluria believes its innovation and unified platform will keep it competitive in the SMB software market, presenting significant growth potential ahead.
- MongoDB Market Outlook: With a 20% decline in stock this year, MongoDB is viewed as the preferred platform for building new AI applications, particularly those utilizing unstructured data, with an expanding customer base expected in the future.
- 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.
- Market Reaction to Software Stocks: Rishi Jaluria argues that the market has overreacted to software stocks, especially in the context of rapid advancements in AI technology, suggesting investors should focus on these companies' long-term innovation capabilities and market adaptability.
See More
Positive Outlook for Enterprise Software Stocks Recovery
- Snowflake Performance Outlook: Bank of America maintains a Buy rating on Snowflake with a $275 price target, anticipating its product revenue to grow at 28% year-over-year, significantly benefiting from surging data demand driven by AI data clouds.
- 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
Software Stock Sell-Off Raises Market Concerns
- Market Turmoil in Software Stocks: This week, software stocks continued their decline, with the iShares Expanded Tech-Software Sector ETF (IGV) down over 9% week to date, reflecting growing market concerns about the software industry, particularly in the context of a potential unraveling AI bubble.
- 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
