Updated
Updated · CNBC · Jun 14
Analysts Lift MongoDB Target to $515, Reaffirm Buys on Snowflake and Walmart
Updated
Updated · CNBC · Jun 14

Analysts Lift MongoDB Target to $515, Reaffirm Buys on Snowflake and Walmart

2 articles · Updated · CNBC · Jun 14

Summary

  • MongoDB drew the biggest target increase, with Tigress Financial raising its price target to $515 from $430 after upbeat fiscal first-quarter results tied to enterprise demand and AI-related opportunities.
  • Snowflake also kept a buy rating, with Bank of America holding a $300 target after the company posted market-beating results, lifted its FY27 product revenue growth outlook to 31%, and cited 34% product revenue growth.
  • Walmart retained a buy rating and a $145 target at KeyBanc, which pointed to faster delivery, automation that is about 60% complete in the U.S., and 37% first-quarter advertising growth.
  • The calls come as geopolitical and macroeconomic volatility weighs on sentiment, with analysts arguing these companies still offer long-term upside through AI, cloud and efficiency-driven growth.

Insights

Is Wall Street ignoring the massive geopolitical risk to AI's hardware supply chain in its bullish forecasts for tech stocks?
As Walmart's AI aims to 'crush competitors,' is the retail industry heading towards an unbeatable monopoly on fulfillment?
With AI agents now a major security threat, how are data giants protecting clients from the next big data breach?