MongoDB has rallied ~80% YTD, but I downgrade shares to "Neutral" due to valuation concerns. MDB's 19% Q3 revenue growth beat expectations, but growth decelerated and gross margins fell to 74% amid ...

Warby Parker is downgraded to "Neutral" after a momentum-driven rally fueled by Google AI glasses partnership news. Despite Q3 revenue growth of 15% y/y, WRBY missed both Street estimates and its own ...