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MongoDB, Inc. (MDB): Among Paul Tudor Jones’ Stock Picks with Huge Upside Potential

We recently published an article titled Billionaire Paul Tudor Jones’ 10 Stocks Picks with Huge Upside Potential. In this article, we are going to take a look at where MongoDB, Inc. (NASDAQ:MDB) stands against Paul Tudor Jones’ other stock picks with huge upside potential.

It’s all gloomy regardless of what US President Donald Trump does. That’s the sentiment echoed by billionaire investor Paul Tudor Jones, who is taking issue with the aggressive tariffs aimed at settling the trade deficit between the US and its trading partners. While the US markets have pulled back by up to 8% in response to the tariff war woes, Jones believes the dust is unlikely to settle anytime soon.

The hedge fund manager insists stocks are bound to hit new lows even on Trump toning down on aggressive tariffs on China. That’s because macroeconomic conditions continue to deteriorate.

“For me, it’s pretty clear. You have Trump who’s locked in on tariffs. You have the Fed who’s locked in on not cutting rates. That’s not good for the stock market,” Jones said on CNBC’s “Squawk Box.” “We’ll probably go down to new lows, even when Trump dials back China to 50%.”

The remarks come on Trump slapping 145% tariffs on imported Chinese goods as one of the ways of getting Beijing into the negotiation table. While the administration has hinted at the possibility of dialing it back to about 50% or 40%, Jones insists it will be too little too late.

READ ALSO: Billionaire Ray Dalio’s Bridgewater’s 10 Stock Picks with Huge Upside Potential and Billionaire Mario Gabelli’s 10 Large-Cap Stock Picks with Huge Upside Potential.

“He’ll dial it back to 50% or 40%, whatever. Even when he does that … it’d be the largest tax increases since the ’60s,” Jones said. “So you can kind of take 2%, 3% off growth.”

The tariff war has put the US central bank in a tight spot as it tries to balance interest rates amid a tariff war likely to spark inflation. The US Federal Reserve has had to keep its key overnight lending rate steady since December, on growing concerns that the trade war will trigger a significant spike in inflation. Fed chair Jerome Powell, insisting that policymakers wait for greater clarity, has not only rattled the markets but also triggered a backlash from the US president.

Amid the headwinds and uncertainties, Jones has positioned his portfolio to benefit from any bounce back once the selloff dust settles. Jones, who shot to fame on profiting from the 1987 market crash, has etched his name on Wall Street owing to his extraordinary ability to foresee market shifts and try to capitalize on them.

Jones has constantly reiterated the need to concentrate on risk management and protecting current investments during heightened market volatility. Instead of daydreaming about possible gains, he advises investors to spend 90% of their time considering the cash at risk in their investments.

“People need to focus on the money that they have at risk and how much capital is at risk in any single investment they have. If everyone spent 90% of their time on that, not 90% of the time on pie-in-the-sky ideas of how much money they’re going to make, then they would be incredibly successful investors,” Jones said.

Tudor Investment Corporation, founded in 1980, is the investment firm that the hedge fund manager uses to pursue opportunities in the equity markets while leveraging solid risk management strategies. The firm has generated an average return of 19% over the years, affirming a solid stock-picking strategy. With that, let’s take a look at the firm’s top stock picks with huge upside potential.

Our Methodology

We combed Tudor Investment Corporation Q4 2024 13F filings to identify Billionaire Paul Tudor Jones’ 10 Stocks Picks with Huge Upside Potential. We then settled on stocks with more than 30% upside potential based on analysts ratings and analyzed why the stocks stand out, as solid value investments well poised to generate significant long term value. Finally, we ranked the stocks in ascending order based on the stocks upside potential (as of May 7). We have also mentioned the broader hedge fund sentiment for these stocks, as of Q4 2024.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A software engineer hosting a remote video training session on a multi-cloud database-as-a-service solution.

MongoDB, Inc. (NASDAQ:MDB)

Tudor Investment Corporation Equity Stake: $21.31 Million

Stock Upside Potential as of May 7: 57.23%

Number of Hedge Fund Holders: 70

MongoDB, Inc. (NASDAQ:MDB) is a software infrastructure company that provides a general-purpose database platform worldwide. It provides MongoDB Atlas, a hosted multi-cloud database-as-a-service solution, and MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud. The company has been under pressure from an uncertain macroeconomic climate and soaring competitive pressure.

While MongoDB, Inc. (NASDAQ:MDB) has dropped 16% year–to–date, Piper Sandler analyst Brent Bracelin reiterated a Buy rating on April 23 with a $200 price target. Wall Street remains bullish about the company’s outlook as it increasingly capitalizes on the artificial intelligence boom. That was clear as it bounced back to profitability in the fourth quarter of fiscal 2025.

MongoDB, Inc. (NASDAQ:MDB) reported earnings of $1.28 a share as it benefited from a 20% jump in revenue in the quarter to $548.4 million. Subscription revenues were up 19% in the quarter as services revenue increased 34%. MongoDB continues to add more customers, affirming strong demand for its solutions; consequently, it ended Q4 FY 2025 with over 54,500 paying customers. However, the company rattled Wall Street on projecting earnings of between $2.44 and $2.62 for fiscal 2026, well below $3.38 that analysts expect.

Overall MDB ranks 2nd on our list of Paul Tudor Jones’ stock picks with huge upside potential. While we acknowledge the potential of MDB as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MDB but that trades at less than 5 times its earnings check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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