Seeking Alpha盘前综述：Dell AI服务器业绩大超预期、GitLab/MongoDB/Credo财报汇总

Stock futures were mixed early Wednesday as investors exercised caution ahead of key economic data releases and the Federal Reserve’s Beige Book. Premarket sentiment remained constrained by renewed U.S.-Iran military strikes and a sharp rise in global bond yields, which continued to cap risk appetite across global markets. Here are some of Wednesday's biggest stock movers: Biggest stock gainers GitLab ( GTLB ) +22% - Shares jumped after the software development platform topped Q2 expectations and issued upbeat guidance, with record gross bookings and net ARR growth of more than 40%. Revenue rose 21% Y/Y to $286.3M, while dollar-based net retention was 117% and non-GAAP operating income increased to $42.6M. GitLab expects Q3 revenue of $281M-$283M, roughly in line with consensus at the midpoint, while adjusted EPS of $0.19-$0.20 is above the $0.18 estimate. Management also highlighted growing demand as AI drives more software creation, with GitLab positioning its security, governance, and control capabilities as increasingly important as humans and AI agents build software together. Dell Technologies ( DELL ) +10% - Shares surged after the IT and hardware company delivered a strong FQ2, with revenue up 58% Y/Y to $46.97B and adjusted EPS of $7.04, both comfortably above Wall Street estimates. Infrastructure Solutions Group revenue jumped 89% to $31.78B, while adjusted operating income reached $5.93B versus the $4.18B consensus. Dell also raised FY2027 revenue guidance by $25B to $192B, well above the $173.3B consensus, driven primarily by an increase in its AI-optimized server revenue outlook to $74B from $60B. AI server orders reached a record $60.9B, with $16.4B in recognized revenue and a $95B backlog, underscoring the strength of AI infrastructure demand. Biggest stock losers MongoDB ( MDB ) -15% - Shares plunged despite the database software company topping Wall Street’s expectations with 30% Y/Y revenue growth and nearly doubling adjusted earnings while also raising its full-year outlook. Operating expenses increased 12% amid higher AI and infrastructure costs, overshadowing the company’s improving operating leverage. MongoDB expects Q3 revenue of $756M-$761M and adjusted EPS of $1.57-$1.61, while FY2027 revenue guidance was raised to $2.99B-$3.03B and adjusted EPS to $6.39-$6.58, both above consensus. Credo Technology Group ( CRDO ) -7% - Shares fell despite the semiconductor company topping consensus, with FQ1 revenue more than doubling Y/Y to $479M and adjusted EPS rising to $1.20 from $0.52. The selloff appears tied to pressure on profitability, as GAAP gross margin narrowed to 64.5% from 67.4% a year earlier, while GAAP operating expenses more than doubled to $188.4M. The operating margin also fell to 25.2% from 27.2%. Credo expects Q2 revenue of $525M-$535M, above the $516.5M consensus, but forecasts a GAAP gross margin of 62.9%-64.9% and operating expenses of $199M-$204M, pointing to continued investment and margin pressure.