MongoDB (MDB) Rose by Overall Positive Sentiment
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter can be downloaded here. The fourth quarter of 2025 saw mixed results for midcap stocks. Among the style indexes, the Russell Midcap® Growth Index decreased by 3.70%, while the Russell Midcap® Value Index rose by 1.41%. In the growth index, materials achieved the highest absolute return at 17.51%. However, due to their smaller weight in the index, their contribution to overall returns was limited. The healthcare (up 1.13%) and real estate (up 0.24%) sectors were the only other positive contributing sectors. Midcap stocks generated positive returns in 2025 but trailed their 2024 annual returns. The Russell Midcap Growth Index rose by 8.66%, trailing the Russell Midcap Value Index’s 11.04% return. In the growth index, utilities recorded the highest absolute return among all sectors, up 29.40%. The firm anticipates a favorable year ahead for equity markets. The letter outlined potential opportunities in Cyclicals, Healthcare, Information Technology, Financials, and Consumer Spending sectors through 2026. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MongoDB, Inc. (NASDAQ:MDB) as one of its leading contributors. MongoDB, Inc. (NASDAQ:MDB) is a software company that provides a general-purpose database platform. On March 3, 2026, MongoDB, Inc. (NASDAQ:MDB) stock closed at $252.73 per share. One-month return of MongoDB, Inc. (NASDAQ:MDB) was -25.14%, and its shares lost 4.32% over the past 52 weeks. MongoDB, Inc. (NASDAQ:MDB) has a market capitalization of $20.57 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MongoDB, Inc. (NASDAQ:MDB) in its fourth quarter 2025 investor letter:
"MongoDB, Inc. (NASDAQ:MDB), a provider of data base software, reacted positively to strong earnings results, with both an acceleration in sales of its flagship Atlas cloud data base product as well as strength in sales to customers who use the on-premises version of the product. Investor sentiment also improved following the hiring of a new CEO and the optimistic prospects for the software’s increasing relevancy in an AI world."
MongoDB, Inc. (NASDAQ:MDB) is not on our list of 40 Most Popular Stocks Among Hedge Funds. According to our database, 99 hedge fund portfolios held MongoDB, Inc. (NASDAQ:MDB) at the end of the fourth quarter, up from 89 in the previous quarter. While we acknowledge the potential of MongoDB, Inc. (NASDAQ:MDB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.
Content Original Link:
" target="_blank">
