Analyst Price Target News: Darden Restaurants, MongoDB - September 19th, 2025

By: Matthew Otto

Darden Restaurants Q1 Earnings Miss Estimates but Revenue Rises, Guidance Reaffirmed

Darden Restaurants reported first-quarter fiscal 2026 earnings per share of $1.97, three cents below the analyst estimate of $2. Net income totaled $257.8 million, or $2.19 per share, compared with $207.2 million, or $1.74 per share, in the same quarter last year.

Revenue increased 10.4% to $3.04 billion, though below the consensus estimate of $3.04 billion. Same-restaurant sales grew 4.7% overall, with Olive Garden up 5.9% and LongHorn Steakhouse up 5.5%, offset by a 0.2% decline in Fine Dining. Segment profit rose to $267.6 million at Olive Garden from $250.1 million a year earlier and to $134.9 million at LongHorn Steakhouse from $128.4 million, while Fine Dining slipped to $38.7 million from $38.9 million.

For fiscal 2026, Darden forecast earnings of $10.5 to $10.7 per share, compared with the consensus estimate of $10.69. Revenue growth is expected between 7.5% and 8.5%, including approximately 2% from a 53rd week, and same-restaurant sales are projected to increase 2.5% to 3.5%.

Darden plans about 65 new restaurant openings and capital spending of $700 million to $750 million, with an effective tax rate near 13%. Despite the earnings miss, revenue growth was supported by the acquisition of 103 Chuy’s Tex-Mex restaurants and the opening of 22 net new locations.

Analysts Reaffirm Ratings as Darden Price Targets Fall 8% on Average

Stephens & Co. analyst Jim Salera reiterated an Equal-Weight rating and a $215 price target.
TD Cowen analyst Andrew M. Charles kept a Hold rating but trimmed his price target from $235 to $200.
BTIG analyst Peter Saleh continued a Buy rating, yet reduced the price target from $235 to $225.
BMO Capital analyst Andrew Strelzik lowered the price target to $205 from $215.

Which Analyst has the best track record to show on DRI?

Analyst John Ivankoe (JPMORGAN) currently has the highest performing score on DRI with 18/19 (94.74%) price target fulfillment ratio. His price targets carry an average of $22.54 (10.37%) potential upside. Darden Restaurants stock price reaches these price targets on average within 277 days.

MongoDB Modernization and Search Enhancements Amid Growing Customer Base

MongoDB in mid-September unveiled updates designed to help enterprises modernize legacy systems and improve data retrieval. On September 16, it introduced MongoDB AMP, an AI-powered Application Modernization Platform, which helps accelerate legacy application transformation.

Technical debt in the U.S.—from software failures, poor code quality, and maintenance of outdated systems—is estimated at nearly US$4 trillion annually. MongoDB reports that AMP enables modernization projects to be completed 2-3× faster, with some code-transformation tasks accelerated by up to 10×. In concrete customer cases, Australia’s Bendigo Bank achieved a 90% reduction in migration time for a core banking application, while Lombard Odier shortened regression testing cycles from three days to three hours.

The following day, MongoDB announced that full-text search and vector search capabilities—previously available only on its cloud platform, MongoDB Atlas—are now in public preview for its Community Edition and Enterprise Server offerings. This change potentially benefits millions of developers globally who use MongoDB in on-premises or self-managed environments.

A 2025 IDC survey shows 74% of organizations plan to use vector databases in their AI workflows. In terms of scale, MongoDB reports having over 57,100 customers as of April 30, 2025, after adding 2,600 customers in the most recent quarter. The company also notes that more than 50,000 customers, including 70% of the Fortune 100, rely on its database platforms. Developers have downloaded MongoDB over 265 million times.

Analysts Lift Ratings Outlook on MongoDB with 7% Average Price Target Increase

JMP Securities analyst Patrick Walravens maintained a Market Outperform rating while raising the price target from $345 to $375.
Needham analyst Mike Cikos kept a Buy rating and lifted the price target from $325 to $365.

Which Analyst has the best track record to show on MDB?

Analyst Brent Bracelin (PIPER SANDLER) currently has the highest performing score on MDB with 29/33 (87.88%) price target fulfillment ratio. His price targets carry an average of $49.62 (22.02%) potential upside. MongoDB stock price reaches these price targets on average within 115 days.

Nuvation Bio Gains Japan Approval for IBTROZI in ROS1-Positive Lung Cancer

Nuvation Bio announced that Japan’s Ministry of Health, Labour and Welfare (MHLW) has approved IBTROZI (taletrectinib) for adult patients with ROS1-positive unresectable, advanced, or recurrent non-small cell lung cancer (NSCLC). Under a 2023 licensing agreement, Nippon Kayaku will commercialize the drug in Japan.

The approval is supported by results from the global Phase 2 TRUST program, which included two pivotal single-arm studies with more than 360 participants across China and other regions. Data from the program, published in the Journal of Clinical Oncology in April 2025, showed objective response rates and durability of benefit in this patient population. Regulators also approved the AmoyDx® PLC Panel as a companion diagnostic to identify ROS1-positive NSCLC patients eligible for treatment.

NSCLC is diagnosed in more than 1 million people globally each year, with about 2% (roughly 20,000 patients annually) having ROS1-positive disease. Among these patients, an estimated 35% present with brain metastases at diagnosis, and approximately 50% of previously treated patients experience central nervous system progression.

The approval in Japan follows earlier authorizations in the United States and China in 2025. Reimbursement pricing in Japan is expected in the fourth quarter of 2025. This triggers a $25 million milestone payment to Nuvation Bio. Safety findings from clinical studies noted risks including liver enzyme elevations (up to 88% of patients), interstitial lung disease (2.3%), QT interval prolongation (13%), and skeletal fractures (3.4%), alongside more common side effects such as diarrhea (64%), nausea (47%), and fatigue (20%).

HC Wainwright Reaffirms Buy Rating on Nuvation Bio and Keeps Price Target Unchanged

HC Wainwright & Co. analyst Robert Burns reiterated a Buy Rating and a $10 price target.

Which Analyst has the best track record to show on NUVB?

Analyst Michael Yee (JEFFERIES) currently has the highest performing score on NUVB with 1/3 (33.33%) price target fulfillment ratio. His price targets carry an average of $6.03 (151.89%) potential upside. Nuvation Bio stock price reaches these price targets on average within 3 days.