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MongoDB Is the Latest SaaS Apocalypse Victim to Say "Not Today"
Authored by Sam Quirke. Posted: 6/3/2026.
Key Points
- MongoDB shares are surging after last week’s blowout earnings report, adding to a recovery that has already seen the stock climb nearly 40% from pre-earnings levels.
- The results were stellar across the board, with all key metrics coming in well ahead of expectations, silencing fears that AI would undermine its growth.
- A wave of analyst price target increases has since followed, with some calling for as much as 20% in additional upside from current levels.
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A pattern is emerging in the software sector right now, and MongoDB Inc (NASDAQ: MDB) is the latest company to fit it. A stock gets crushed on fears that AI will disrupt its business model. The selloff goes further than anyone expected. Then the company reports earnings, the numbers not only hold up but accelerate, and the market scrambles to reprice. Snowflake (NYSE: SNOW) did it. ServiceNow (NYSE: NOW) did it. HubSpot (NYSE: HUBS) looks like it’s starting to do it.
Now MongoDB, which had shed more than 40% from the start of January to April, is doing it too, with shares surging following last week’s earnings report that left little room for the bears to argue. The stock’s recovery was already starting to take shape before last week’s update, but the report itself was the confirmation bulls had been waiting for.
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See the 5 stocks to avoidFor those of us on the sidelines, that means a compelling recovery play is opening up in a company the market had treated as a SaaSpocalypse casualty, but which has just delivered one of the more impressive beats in the software sector this reporting season. Wall Street has wasted no time in responding—let's jump in and see just how good this opportunity could be.
The Selloff Was Getting Harder to Justify
The main bear case against MongoDB centered on a thesis that will have been only too familiar to most software stocks over the past year. The rise of artificial intelligence (AI), the argument went, would reduce demand for traditional platforms by enabling developers to build faster and with fewer resources, effectively undercutting central pillars of MongoDB’s and its peers' go-to-market strategies. The stock's brutal decline from last December’s peak is proof that the market took that argument very seriously.
However, what’s made the selloff increasingly hard to defend in recent weeks is the growing disconnect between that fear and the company’s actual business trajectory. As evidenced by last week’s report, MongoDB hasn’t been losing customers, and demand hasn’t crumbled.
In other words, it’s looking more and more like the market priced in a deterioration that the fundamentals never really delivered, which is precisely why the post-earnings reaction has been so sharp.
The Earnings Report Changed the Conversation
In terms of specific metrics, MongoDB’s Q1 earnings per share and revenue both came in ahead of expectations, while full-year guidance was raised well above what the Street had been modeling. Coming after a multi-month selloff, this is the kind of guidance update that gets investors particularly excited.
Atlas, the cloud-hosted version of MongoDB's database that now accounts for the large majority of subscription revenue, grew strongly year over year and also saw its guidance range lifted. The forward pipeline metric, which captures contracted future revenue over the next 12 months, surged dramatically, pointing to a business with robust demand visibility that the pre-earnings share price was not reflecting.
All told, it was a stellar report across the board. Considering the bears had already been under pressure to keep the stock down in the week beforehand, it’s no real surprise that MongoDB’s shares have surged in the sessions since the results came out.
The AI Angle Is a Tailwind, Not a Headwind
In the context of the wider shift we’re now seeing in the software space, arguably the most important narrative embedded in these results is the reframing of AI from threat to opportunity. Wedbush's Dan Ives, a long-term MongoDB bull, described MongoDB as the “essential database for AI,” citing a surge in customers using the platform to modernize legacy applications and scale AI workloads.
That framing is powerful because it largely negates the bear case entirely. The technology that was supposed to replace MongoDB is actually proving to be a meaningful driver of demand for it.
Legacy modernization is a particularly important angle here. As enterprises race to build AI-ready infrastructure, they need databases capable of handling the unstructured, high-volume data generated by modern AI workloads. MongoDB's document-based architecture is well suited to that requirement in ways older relational databases are not, and the results suggest that enterprises are beginning to act on that recognition at scale.
The Analyst Response Tells Its Own Story
It can’t quite be argued that those of us getting involved in MongoDB at current levels are getting in on the ground floor of the recovery, but it’s still not a bad entry point. Consider for a moment that the likes of Wedbush, Mizuho, Oppenheimer, and Guggenheim, to name just a few, all reiterated Buy or equivalent ratings in the immediate aftermath of last week’s report and set fresh price targets ranging up to $475.
Yes, it would have been ideal to have been building a position in MongoDB when it was still trading below $250 at the start of May, but from current levels, that still implies roughly 20% in targeted upside to consider. However, with how quickly investor sentiment is shifting on software stocks, don't expect that window to last too long.
Hims & Hers Eyes Global Growth: Will $1.15B Eucalyptus Deal Fuel Its Recovery or Dilute Shareholders?
Submitted by Jessica Mitacek. Publication Date: 5/28/2026.
Key Points
- Hims & Hers Health plans to acquire Australian telehealth platform Eucalyptus for up to $1.15 billion, targeting expansion into Australia, Japan, the United Kingdom, Germany, and Canada.
- To fund the deal, Hims & Hers borrowed $350 million via zero-coupon convertible senior notes that could convert into more than 11.8 million shares, raising shareholder dilution concerns.
- HIMS shares have fallen more than 18% since its May 11 earnings call, with slowing revenue growth, negative EPS growth, and short interest at 31.4% weighing on the stock.
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As the market works its way through Q2 earnings season, there is, as usual, plenty of noise. Companies that have handily beaten consensus expectations have been punished, while others have seen their shares surge despite dramatically missing analyst forecasts.
But as unpredictable as the market’s reaction to some earnings can be, other moves have been painfully predictable. That has been especially true for telehealth platform Hims & Hers Health (NYSE: HIMS).
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Don’t be left behind. Click here now.Following an enormous earnings miss and a slightly less painful revenue miss earlier this month, shares of HIMS have sold off. The stock is down more than 18% since the company’s earnings call on May 11, helping drag its one-year performance to a loss of more than 50%.
But amid the fallout was a somewhat overlooked reminder that the San Francisco-based company is not just eyeing international expansion, it is actively pursuing it with a controversial financing plan.
Hims & Hers’ Path to Global Expansion Begins With Eucalyptus
Hims & Hers isn’t aiming to compete with Big Pharma giants like Eli Lilly (NYSE: LLY) and AbbVie (NYSE: ABBV).
Instead, the company is leaning into its niche role as a healthcare disruptor that is capitalizing on the GLP-1 weight loss, hair loss, sexual health, mental health, and dermatology markets by offering telehealth access in the United States and, possibly, abroad in the second half of 2026.
That starts with Hims & Hers' planned acquisition of Australian telehealth platform Eucalyptus, announced on Feb. 19. The $1.15 billion deal is expected to close in the second half of this year and would mark the company's latest foray into the global telehealth marketplace.
Founded in 2019, Eucalyptus connects patients with medical practitioners for remote consultations, prescriptions, and home delivery of medications and supplements. If its D2C services sound a lot like those offered by Hims & Hers in the United States, that’s because they are—but on an international scale.
Eucalyptus’s core brands include:
Pilot: Men’s health treatments for sexual health, hair loss, and weight management.
Juniper: A remote weight loss and menopause clinic pairing GLP-1 drugs—including Novo Nordisk (NYSE: NVO) products Wegovy and Ozempic—with health coaching and dieticians.
Kin: Reproductive health and fertility treatment for family planning.
According to a company press release, the acquisition positions Hims & Hers, once the deal closes, to expand into Australia and Japan and deepen its presence in the United Kingdom, Germany, and Canada.
But for Hims & Hers, whose slow climb toward profitability finally materialized in 2024, taking on more than $1 billion in debt obligations could risk its financial well-being. According to TradeSmith, the company reached the Green Zone for the first time this year only two months ago.
Even so, Hims & Hers is moving ahead with a financing plan that, if successful, will allow the company to diversify away from U.S. regulatory risks while rapidly expanding its role as a global consumer health provider.
Does Hims & Hers’ Eucalyptus Deal Run the Risk of Shareholder Dilution?
Despite the deal’s price tag of up to $1.15 billion, Eucalyptus brings meaningful scale to the transaction. When Hims & Hers announced the acquisition in February, Eucalyptus had an annual recurring revenue run rate of more than $450 million.
To help fund the purchase, Hims & Hers has borrowed $350 million through zero-coupon convertible senior notes from institutional investors. The notes do not carry interest but mature in 2032.
But the big catch—and what shareholders will be watching closely—is that if the stock reaches $29.53 or higher by that date, those senior notes can be converted into as many as 11.852 million shares. For context, that would represent a more than 5% increase from the 231,460,000 shares outstanding Hims & Hers has previously issued.
The $350 million offering size marks an increase from the $300 million the company originally planned to borrow. However, while the move may have raised some eyebrows, Hims & Hers isn’t aiming to use the funds solely to finance the acquisition of Eucalyptus, but rather as part of a broader strategy to expand its global footprint.
According to the company’s website, “Hims & Hers intends to use the net proceeds from the offering to preserve financial flexibility while executing on its international expansion strategy, including its proposed acquisition of Eucalyptus.”
The Eucalyptus Acquisition Could Validate Hims & Hers’ Expansion Strategy
How that plan takes shape remains to be seen. But the company’s execution and integration of Eucalyptus will be crucial in demonstrating its capacity for future revenue and earnings growth. At the end of fiscal 2025, those metrics suggested momentum was grinding to a halt.
In 2022, year-over-year revenue growth reached a five-year high of nearly 94%. Last year, it had fallen to 59%. Similarly, earnings per share (EPS) growth, which surged to an all-time high of nearly 582% in 2024, turned negative at negative 3.77% in 2025.
Adding insult to injury, Hims & Hers’ Q1 miss marked the company’s third in the last four quarters.
As a result, the stock has become a target of Wall Street’s bears. Current short interest stands at a concerningly high 31.4%, or approximately $1.72 billion worth of shares. Institutional ownership has seen nearly as much selling as buying, with outflows of $1.48 billion barely trailing inflows of $1.75 billion over the past 12 months.
Although analysts have issued HIMS a consensus Hold rating, the consensus price target of around $29 points to potential upside of more than 10%. If the Eucalyptus deal goes off without a hitch, the goal posts could move, and Wall Street may turn bullish on HIMS in short order.
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