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MongoDB’s “Strong Start” 🚀

And, PVH cuts outlook due to tariffs.

June 05, 2025

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Today is Thursday, June 5, 2025.

The Early Bird Index today is 81.97

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MongoDB’s “Strong Start” 🚀

MongoDB $MDB ( ▲ 12.84% ) surged 14.60% in after-hours trading on Wednesday after the software company posted strong financial earnings results.

Financials: MongoDB reported earnings of $1 per share and revenue of $549 million in the past quarter. Both were better than expected.

Details: On Wednesday, MongoDB announced an $800 million stock buyback, bringing its total stock buyback in 2025 to $1 billion. The company also posted a good financial outlook.

Quote: “MongoDB is off to a strong start in fiscal 2026 with 26% Atlas revenue growth, meaningful margin outperformance, and the highest total net customer additions in six years.” - CEO Dev Ittycheria.

Early Bird’s Nest Egg Gains: MongoDB’s enterprise strategy, alignment with key tech trends, and large market opportunity make the current moment a good one for the company. Its ability to innovate and adapt positions it well for continued growth despite macroeconomic challenges.

Final Thoughts: After starting the year with the stock down 18%, investors with MongoDB now feel a lot better about the company’s prospects.

Notables

Notable Earnings Today: Broadcom (Nasdaq: AVGO), Lululemon Athletica (Nasdaq: LULU), Petco Health and Wellness (Nasdaq: WOOF), DocuSign (Nasdaq: DOCU), Vail Resorts (NYSE: MTN), Ciena (NYSE: CIEN), Victoria's Secret (NYSE: VSCO), Zumiez (Nasdaq: ZUMZ), Cracker Barrel (Nasdaq: CBRL), Mission Produce (Nasdaq: AVO), Brown-Forman (NYSE: BF.B), Rubrik (NYSE: RBRK), Toro (NYSE: TTC), Samsara (NYSE: IOT), Hello Group (Nasdaq: MOMO), ServiceTitan (Nasdaq: TTAN), Braze (Nasdaq: BRZE), BitFuFu (Nasdaq: FUFU), Duluth Trading (Nasdaq: DLTH), Lands’ End (Nasdaq: LE), Torrid (NYSE: CURV), Waterdrop (NYSE: WDH).

Notable IPOs Today: Circle Internet Group, Inc. (NYSE: CRCL), The Generation Essentials Group (NYSE: TGE), BitMine Immersion Technologies, Inc. (NYSE American: BMNR).

Notable Equity Crowdfunding Campaigns Ending Today: FinEV (Honeycomb), Tim’s Tavern (Honeycomb).

Notable Economic Events Today: Jobless Claims (8:30 a.m. ET), Trade Balance / Imports / Exports (8:30 a.m. ET), Nonfarm Productivity (8:30 a.m. ET), Unit Labor Costs (8:30 a.m. ET), Fed's Balance Sheet (4:30 p.m. ET).

PVH Cuts Outlook Due to Tariffs

PVH $PVH ( ▼ 17.96% ) , the clothing company behind brands such as Tommy Hilfiger and Calvin Klein, fell 7.41% in after-hours trading on Wednesday after posting financial earnings results.

Financials: PVH reported earnings of $2.30 per share and revenue of $1.98 billion in the past quarter. Both were better than expected.

Powering the Story: On Wednesday, the company lowered its financial outlook because of the cost of Trump’s new tariffs. PVH expects to lose $65 million due to tariffs this year.

Final Thoughts: It’s been a bad year for PVH. The stock had already declined by 22%.

ChargePoint Struggles in Mixed Quarter

The electric vehicle infrastructure company ChargePoint Holdings $CHPT ( ▼ 22.49% ) posted mixed financial results on Wednesday, sending the stock down 14.13% in after-hours trading.

Financials: ChargePoint posted a loss of 12 cents per share in the past quarter, which was better than expected. The company posted revenue of $97.6 million, which was lower than expected.

Final Thoughts: It’s a bad time for EV-related companies. The stock was already down 22% this year.

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