WEBVTT - MongoDB Gains, Credo Technology Rises, Boeing Jumps on 2026 Cash Reversal

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news, The.

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<v Speaker 2>Stock Movers Report, your roundup of companies making moves in

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<v Speaker 2>the stock market, harnessing the power of Bloomberg Data.

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<v Speaker 3>Let's take a look at some of the stocks on

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<v Speaker 3>the move today. I'm Paul swinging alongside Alex Semanova, and

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<v Speaker 3>we're joined by Bloomberg's Billy Lipschaltz. Billy, what are you

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<v Speaker 3>looking at? Yeah?

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<v Speaker 1>I want to start with Mango dB. I can't tell

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<v Speaker 1>if it's my favorite name or my least favorite name.

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<v Speaker 1>It kind of weirds me out. Tickerr MDB right now

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<v Speaker 1>up twenty five percent says this is a thirty three

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<v Speaker 1>billion dollar company. This isn't a kind of small niche player.

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<v Speaker 1>They operate in the infrastructure software space, so trading at

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<v Speaker 1>the highest level since March twenty twenty four, so some

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<v Speaker 1>size and scope there. This comes after the company beat expectations,

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<v Speaker 1>raise its full year forecast. A number of analysts kind

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<v Speaker 1>of pounding the table and raising their price targets, saying

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<v Speaker 1>there's significantly outperforming expectations. Another quarter delivered to the upside.

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<v Speaker 1>This is a company that when you look at how

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<v Speaker 1>it's traded his orally after earnings pretty volatile, so right

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<v Speaker 1>now up about twenty five percent. Quarter before jump thirty

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<v Speaker 1>eight percent. Quarter before that thirteen percent, So some wild

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<v Speaker 1>swings again for a company in that infrastructure software automating

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<v Speaker 1>or helping work as an open source database for automating, monitoring,

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<v Speaker 1>and deploying.

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<v Speaker 3>Backup, seeing a pretty big swing here, I see up

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<v Speaker 3>twenty percent Credo Technology. What's going on over there?

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<v Speaker 1>Yeah? Stocks tickers see our doo. This comes after, as

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<v Speaker 1>analysts point out, another blowout quarter. So good earnings for

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<v Speaker 1>some of these companies. So they're in the communications equipment space,

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<v Speaker 1>so they've boughten wires and chips. Another company that maybe

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<v Speaker 1>people had never heard of before today, but the stock

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<v Speaker 1>trading at an all time high right now again up

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<v Speaker 1>more than twenty percent. Tickers see our do. This is

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<v Speaker 1>a company that again raise its outlook, raise its beat

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<v Speaker 1>earnings on the top and bottom line, really showing that

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<v Speaker 1>they're continuing to ramp up customer customer demands. Barclays calling

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<v Speaker 1>out that their new product solutions are layering onto growth

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<v Speaker 1>in twenty twenty seven and beyond. So Wall Street certainly

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<v Speaker 1>likes companies that are delivering and guys. Another company that's

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<v Speaker 1>larger than thirty billion dollars. So not picking small potatoes.

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<v Speaker 3>And Bloomberg Intelligence has coverage research coverage of this. Jake

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<v Speaker 3>Silverman in New York is our tech analysts covering this dock.

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<v Speaker 3>If you want to read the research on CREDO. Big

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<v Speaker 3>is the ticker to get you to Bloomberg Intelligence.

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<v Speaker 1>One more, one more Boeing. Yeah right now almost eight

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<v Speaker 1>percent ticker b A trading at the highest level since November,

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<v Speaker 1>but biggest inturday gain since April. This comes after the

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<v Speaker 1>company talked up the expectations for generating cash again in

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<v Speaker 1>twenty twenty six. Uh. Again, it's been a rough go

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<v Speaker 1>for Boeing over the last few years. I think they're

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<v Speaker 1>out of the.

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<v Speaker 3>They're out of the I almost say in the last

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<v Speaker 3>nine months they're out of the doghouse, out of the

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<v Speaker 3>out of there. I am a Boeing foundly house of mouse.

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<v Speaker 3>But you don't fly though less less I get paid.

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<v Speaker 3>I'm not playing anymore less people pay me to fly.

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<v Speaker 3>So so I did some good news.

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<v Speaker 1>There, Yeah, positive news again talking about expectations for positive

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<v Speaker 1>free cash flow low single digits next year according to

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<v Speaker 1>the CFO and presentation and Investor conference again, company that

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<v Speaker 1>is trying to write the ship, if you will, seeing

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<v Speaker 1>steady demand improving for their seven thirty seven Max seven

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<v Speaker 1>eighty seven Dream minor jet. Kind of trying to again

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<v Speaker 1>get ready to deliver on free cashful. Analysts expecting Bowing

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<v Speaker 1>to generate two point four to six billion in free

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<v Speaker 1>cash flow next year, so that would be an uptick

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<v Speaker 1>from the first cash outflow nine months earlier this year.

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<v Speaker 3>That was a long, multi year slog for Boweling to

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<v Speaker 3>kind of right the ship after those crashes and whatnot.

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<v Speaker 1>I mean, it's been one of those names that when

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<v Speaker 1>you talk to investors, it's like, if you're going to

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<v Speaker 1>invest in plane making companies, America is not going to

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<v Speaker 1>outsource that.

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<v Speaker 2>The Stock Movers report from Bloomberg Radio. Check back with

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