Tuesday, December 2, 2025
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There were no S&P 500 earnings reactions on Monday, but there were some big double beats last night that we want to tell you about. Some stocks rally on headlines. Others rally on hype. But the best stocks, the ones we love at The Beat Report, rally because of their fundamentals. That's exactly what's happening this morning in MongoDB $MDB and Credo Technology $CRDO. Both companies delivered better-than-expected results last night, and Mr. Market is telling us loud and clear that he loved their reports. MDB is set to open more than 20% above yesterday's close, and CRDO is sprinting toward a similar gain. The stocks are being rerated in real-time. MongoDB is the perfect place to start, because its earnings reaction history tells the whole story. |
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Last quarter, MDB delivered its single best earnings reaction in its entire public life, ripping almost 40% in one session. Big reactions like that matter... They tell us which companies the market wants to own, which management teams are executing, and which growth stories are strong enough to punch through macro noise and sector weakness. And now we're seeing exactly what we hoped for: upside follow-through. The company's revenues climbed to $628M , driven by accelerating Atlas growth and a massive expansion in customer count to more than 62,500 companies worldwide. Atlas alone grew 30% year-over-year and now represents roughly three-quarters of total revenue, reaffirming MongoDB's position as the modern database platform of choice for AI-driven, cloud-native workloads. That backdrop makes the chart even more compelling. |
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MDB spent the past year carving out a textbook bearish-to-bullish reversal pattern. Now the stock is gapping away from it with authority. A stock with this kind of fundamental momentum and this kind of technical structure doesn't show up often. When the market makes its intentions this clear, our job is to shut up and listen. Credo is a different business, but the story feels the same. |
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The company posted a blockbuster report last night, with revenue surging 272% year-over-year. Management explicitly tied that growth to the build-out of the world's largest AI training and inference clusters, and it's hard to overstate how powerful that tailwind can be. Credo isn't just participating in the AI hardware boom: it's supplying the connective tissue that keeps hyperscale systems moving at speed. And once again, the chart is confirming the narrative. After rallying more than 500% from the April low, the CRDO has been consolidating over the past few weeks. Today, the stock is expected to open nearly 20% higher, a new all-time high. MongoDB and Credo are two of the cleanest examples of Fusion Analysis you'll find right now. The fundamentals are among the strongest in the entire growth landscape. The price action is among the strongest in the entire market. And the earnings reactions, the ultimate truth serum, are telling us everything we need to know about where the leadership is. Thank you for reading -The Beat Team |
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Editor's Note: Retail earnings can create some of the fastest moves of the quarter, especially when expectations are off. Our retail expert, Jeff Macke, will highlight the stocks where that disconnect is biggest right now. Get access to the live session. |
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STAY HUNGRY. STAY FOOLISH |
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