Is It Time To Revisit MongoDB (MDB) After Its Recent Share Price Slide?
MongoDB (MDB) has experienced a significant share price decline recently, dropping 41.1% year-to-date, prompting a re-evaluation of its stock. A Discounted Cash Flow (DCF) analysis suggests the stock might be undervalued by 14.6% at $235.51, with an intrinsic value of $275.64 per share. However, its Price-to-Sales (P/S) ratio of 7.68x is above the industry average, indicating a premium pricing relative to its sales performance.
MongoDB Names New CRO To Sharpen AI And Cloud Revenue Execution
MongoDB has appointed Ryan Mac Ban as its new Chief Revenue Officer, aiming to enhance sales execution and growth in the AI and cloud data markets. This strategic hire, following other executive additions, is intended to translate high demand for AI and multi-cloud data platforms into revenue, particularly focusing on customer segments, partner channels, and multi-cloud offerings. Investors will closely watch how this leadership change influences customer acquisition, sales efficiency, and the company's competitive standing against major cloud providers.
How Investors May Respond To MongoDB (MDB) Shelf Offering Amid Softer Outlook And AI Investment Push
MongoDB recently filed a shelf registration for US$1.35 billion in Class A common stock following a fiscal 2025 revenue of US$2.01 billion, with its Atlas platform being a primary driver. Despite strong AI-related momentum, the company faces a softer fiscal 2026 revenue outlook. This has prompted investor scrutiny on how MongoDB will balance AI investments, growth, and potential share dilution, especially given the existing skepticism from some analysts regarding future profitability and revenue growth.
MongoDB (MDB) Valuation Check After Fiscal 2025 Results Guidance Reset And Voyage AI Acquisition
MongoDB (MDB) reported fiscal 2025 revenue of US$2.01 billion, driven by Atlas, and announced its Voyage AI acquisition, but issued fiscal 2026 guidance below analyst expectations. Despite recent share price pullbacks, the stock has seen a 42.72% total shareholder return over the past year. Analysts are debating whether the current valuation, which suggests it is 25.5% undervalued with a narrative fair value of $362.40, represents a true buying opportunity given the slower growth guidance and leadership transition risks, contrasting with market ratios that appear richer than industry peers.
MongoDB’s US$1.35b Shelf Raises Flexibility Questions And Dilution Risks
MongoDB (NasdaqGM:MDB) has filed a shelf registration to issue US$1.35 billion in Class A Common Stock, which provides the company with flexibility for corporate initiatives and employee stock ownership plans but raises concerns about potential share dilution for existing investors. The filing comes as MongoDB invests in Atlas growth and AI capabilities, and has reported GAAP profitability in Q4, leading investors to weigh the benefits of funding growth against the impact on per-share metrics. Investors should monitor how and when new shares are issued, their pricing, and the specific uses, as well as management's commentary and competitive responses in the database market.
MongoDB (MDB) Turns Quarterly EPS Positive Challenging Bearish Profitability Narratives
MongoDB (MDB) has reported a positive basic EPS of US$0.19 in Q4 FY 2026, marking a significant shift from previous quarterly losses, although its trailing twelve-month EPS remains negative at US$0.88. The company's revenue continues to grow, with US$2.46 billion on a trailing basis, fueling bullish arguments about its long-term growth potential, while bearish narratives focus on its high P/S multiple and the persistence of trailing losses. Investors are now closely watching how MongoDB navigates profitability and margin improvement amidst ongoing competition and high valuation expectations.
After Earnings, Is MongoDB Stock a Buy, a Sell, or Fairly Valued?
MongoDB's fiscal fourth-quarter earnings report showed strong full-year revenue growth but soft fiscal 2027 guidance and unexpected leadership changes led to a 24% stock drop. Despite current restructuring challenges, Morningstar maintains a $303 per share fair value estimate for MongoDB, deeming shares undervalued post-selloff. The company is expected to benefit from AI-led growth opportunities and continued strong demand for MongoDB Atlas, projecting mid-to-high-teens annual revenue growth over the next five years.
MongoDB (MDB) Is Down 17.7% After Soft 2027 Outlook And Leadership Shift In Sales Team
MongoDB (MDB) experienced a 17.7% drop following its early March 2026 announcement of new fiscal 2027 guidance, which projects lower-than-anticipated revenues of US$2.86 billion to US$2.90 billion, alongside continued operating and per-share losses. The company also announced key leadership changes in its sales team, including the hiring of a new Chief Customer Officer and the departure of its President of Field Operations and Chief Revenue Officer. These developments have led investors to question the company's forward guidance and the implications for its investment narrative, particularly regarding growth and profitability.
MongoDB Earnings: Revenue Growth Losing Speed as Go-to-Market Leadership Restructures
MongoDB concluded fiscal 2026 with 23% revenue growth and an improved adjusted operating margin of 19%. However, the company's stock fell 24% after hours due to soft fiscal 2027 guidance and unexpected leadership changes. This indicates a potential slowdown in revenue growth despite past performance.
MongoDB Q4 Record Results Put Leadership Shift And AI Focus In View
MongoDB (MDB) reported record Q4 fiscal 2026 results alongside a significant leadership refresh in its go-to-market team, including a new Chief Customer Officer and a planned CRO transition. The company also unveiled new AI capabilities and expanded its AI-focused startup program. This leadership and product news comes as MongoDB's stock has seen a significant decline year-to-date, making the execution of these strategic changes crucial for investor sentiment and future growth, particularly in aligning with earnings guidance that anticipates operating losses for fiscal 2027.
Analysts Offer Insights on Technology Companies: MongoDB (MDB) and Lasertec (OtherLSRCF)
Analysts have provided new ratings for MongoDB (MDB) and Lasertec (LSRCF). Bank of America Securities maintained a Buy rating on MongoDB with a $500.00 price target, while Goldman Sachs maintained a Hold rating on Lasertec with a Yen28000.00 price target. The consensus for MongoDB is a Strong Buy, implying a 38.0% upside, and for Lasertec, it's a Hold with a $202.30 average price target.
Analysts Are Bullish on Top Technology Stocks: Xiaomi (XIACF), MongoDB (MDB)
Three analysts have issued bullish sentiments on technology stocks Xiaomi (XIACF), MongoDB (MDB), and Micron (MU). Alex NG of CMB International Securities maintained a Buy rating on Xiaomi with a HK$50.21 price target. Rosenblatt Securities analyst Blair Abernethy maintained a Buy rating on MongoDB with a $425.00 price target, and Stifel Nicolaus analyst Brian Chin reiterated a Buy rating on Micron with a $550.00 price target.
MongoDB Stock Crashes After Q4 Earnings: Here's Why
MongoDB (NASDAQ: MDB) stock fell significantly in extended trading after its Q4 earnings beat expectations, but its forward guidance disappointed investors. The company reported strong Q4 revenue and EPS, exceeding analyst estimates, and increased its total customer count. However, the projected Q1 adjusted EPS and revenue, while close to analyst targets, and the fiscal 2027 revenue guidance, caused the stock decline.
MongoDB, Inc. to Present at the Morgan Stanley Technology, Media & Telecom Conference
MongoDB, Inc. announced that its President and CEO, CJ Desai, and CFO, Mike Berry, will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026, at 8:30 a.m. Pacific Time. A live webcast of the presentation will be available on the company's investor relations website. MongoDB's mission is to empower innovators with its unified data platform, which is widely used by millions of developers and over 60,000 customers.
MongoDB’s Vector Search and Embeddings Need to See Faster Customer Adoption
The article highlights that MongoDB, a document-oriented database, excels at handling unstructured data crucial for modern applications like gaming and retail. The author suggests that while MongoDB is an ideal tool, its vector search and embeddings features require faster customer adoption to fully leverage its capabilities. The company's revenue growth is losing speed as a result of restructuring its go-to-market leadership.
MongoDB Q4 2026 Results: Profit of $15.5M, Beats Analyst Forecasts - News and Statistics
MongoDB announced its fiscal fourth-quarter 2026 financial results, reporting a profit of $15.5 million and adjusted per-share earnings of $1.65, both exceeding analyst expectations. The company also surpassed revenue forecasts with $695.1 million for the quarter. While the full fiscal year saw a net loss of $71.2 million on $2.46 billion in revenue, MongoDB provided optimistic guidance for the upcoming quarter and full fiscal year.
MongoDB Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
MongoDB (NASDAQ: MDB) is expected to report higher Q4 earnings, with analysts forecasting $1.47 per share on revenue of $669.36 million. Several analysts have revised their price targets ahead of the earnings call on March 2, 2026, generally maintaining Outperform or Buy ratings while cutting price targets. MongoDB shares recently fell 2.4% to $328.47.
MongoDB, Inc. - Class A Common Stock (Nasdaq:MDB) Stock Quote
This article provides a stock quote and recent news for MongoDB, Inc. (MDB), highlighting its current trading price, performance metrics, and a series of news headlines related to its recent Q4 earnings, cautious guidance, and subsequent stock plummet. The news suggests significant analyst and investor reactions to MongoDB's financial announcements, despite beating earnings, due to concerns about future growth.
A Glimpse of MongoDB's Earnings Potential
MongoDB (NASDAQ: MDB) is preparing to release its latest quarterly earnings report on Monday, March 2, 2026, with analysts estimating an EPS of $0.92. The company has a history of beating EPS estimates, an event that frequently correlates with a significant increase in its share price. MongoDB, a provider of document-oriented database solutions, shows strong market capitalization and solid revenue growth, though its net margin and return on equity/assets indicate areas for improvement in profitability and capital efficiency.
Peering Into MongoDB Inc's Recent Short Interest
MongoDB Inc's short interest has increased by 6.53% since its last report, with 3.74 million shares sold short, representing 4.73% of available shares. It would take traders 2.15 days to cover these positions on average. Despite the increase, MongoDB Inc's short interest is lower than its peer group average of 9.14%.
Why MongoDB (MDB) Is Down 11.8% After Rising AI Expectations Ahead of Earnings And What's Next
MongoDB (MDB) has seen its shares drop by 11.8% despite rising expectations for its role in AI and GenAI applications, and strong demand for its Atlas cloud platform. Investors are keenly awaiting its upcoming March 2nd earnings report, focusing on AI traction and the new CEO's go-to-market strategy. Analysts project MongoDB's revenue to reach $3.5 billion and earnings to hit $5.0 million by 2028, with a fair value estimate significantly above its current price, though some express caution regarding increasing AI competition.
Artisan Mid Cap Fund Bets on MongoDB’s (MDB) Atlas cloud platform
Artisan Mid Cap Fund has increased its position in MongoDB, Inc. (MDB), a leading database software provider, citing the strength of its Atlas cloud platform and potential for growth fueled by enterprise adoption and AI-related use cases. The fund highlighted MongoDB's Q4 2025 performance, which exceeded guidance and led to a raised full-year outlook. Despite the fund's confidence, MongoDB is not among Insider Monkey's 30 Most Popular Stocks Among Hedge Funds, as they believe other AI stocks offer higher return potential in a shorter timeframe.
MongoDB Expands AI Offerings As Shares Trade Near Estimated Fair Value
MongoDB is expanding its AI offerings with new product integrations, including Voyage AI models, to enhance its platform's AI capabilities and support the modernization of legacy applications. Despite a recent 13.8% decline year-to-date, the company's shares are trading near their estimated fair value, roughly 23% below analyst targets. Investors are advised to monitor AI feature usage, cloud service revenue growth, and analyst target changes, while also noting significant insider selling as a potential minor risk.
Is MongoDB’s (MDB) Atlas AI Push Redefining Its Competitive Moat In Cloud Databases?
MongoDB is gaining attention due to accelerating revenue growth in its Atlas cloud database business and newly announced AI features, including access to Voyage AI models, which are expected to deepen its platform. Despite recent market volatility and competition concerns, analysts believe MongoDB could play a crucial role in AI-driven application modernization, provided it continues execution on AI features and maintains Atlas adoption growth. The company's investment narrative centers on Atlas remaining the preferred foundation for modern applications as AI usage expands, alongside a steady move towards profitability.
MongoDB, Inc. Announces Date of Fourth Quarter and Full Fiscal 2026 Earnings Call
MongoDB, Inc. (NASDAQ: MDB) announced the date for its fourth quarter and full fiscal year 2026 earnings call. The company will report its financial results for the period ending January 31, 2026, after the U.S. financial markets close on Monday, March 2, 2026. A conference call will be held on the same day at 5:00 p.m. Eastern Time to discuss the results and business outlook, with a live webcast available on MongoDB's investor relations website.
Is MongoDB Inc Gaining or Losing Market Support?
MongoDB Inc.'s short interest has recently decreased by 7.59%, with 3.37 million shares sold short, representing 4.26% of its float. This decline in short interest suggests a potentially more bullish sentiment from investors. When compared to its peers, MongoDB Inc. has less short interest, indicating a relatively favorable market perception.
MongoDB Gains AI Procurement Exposure As Omnea Expands US Enterprise Reach
MongoDB is gaining exposure in the AI procurement sector as Omnea, a key customer, expands its presence in the US enterprise market. This partnership positions MongoDB's database platform at the core of Omnea's AI-driven procurement offering, highlighting MongoDB's role in supporting AI and data-heavy SaaS solutions for large organizations. The collaboration reinforces the bullish narrative around MongoDB's growing AI-related demand and usage within large enterprises, despite ongoing competition in the database market.
MongoDB Deepens AI Role With Voyage Models And Multimodal Capabilities
MongoDB has enhanced its AI platform by integrating Voyage AI models, adding multimodal embedding capabilities to support intelligent applications. This move positions MongoDB's database and developer tools as a central hub for AI applications, potentially increasing its adoption for new AI-intensive projects. While competition is strong, this expansion aims to make MongoDB more attractive for teams seeking to unify data and AI retrieval.
MongoDB Expands AI Platform As Valuation And Momentum Raise Questions
MongoDB has integrated Voyage AI models and launched new AI-focused APIs and an AI assistant, broadening its platform beyond just a database vendor. Despite strong past performance in stock returns, the company faces questions regarding its valuation, as shares are trading significantly above estimated fair value, and recent insider selling. Investors are advised to monitor the impact of AI developments on revenue and customer adoption.
Analysts’ Opinions Are Mixed on These Technology Stocks: Automatic Data Processing (ADP), Parsons (PSN) and MongoDB (MDB)
This article presents a mixed overview of analyst opinions on three technology stocks: Automatic Data Processing (ADP), Parsons (PSN), and MongoDB (MDB). While ADP received a "Hold" rating from BMO Capital and RBC Capital, Parsons garnered a "Buy" rating from Truist Financial and an upgrade from TipRanks – Anthropic. MongoDB received "Strong Buy" consensus, with Truist Financial and RBC Capital maintaining "Buy" ratings.
Dan Ives Calls It 1996, Not 1999 — 3 AI Stocks Wall Street Still Isn't Pricing In
Wedbush analyst Dan Ives believes the current AI market mirrors 1996, not the 1999 bubble, with significant spending and growth still ahead. He highlights three AI stocks—Snowflake, MongoDB, and Palantir—as poised to benefit from the next phase of AI adoption beyond initial infrastructure buildout, focusing on consumption and operational integration. Ives argues these companies are undervalued and will see increased demand as AI workloads and applications mature.
Looking Into MongoDB Inc's Recent Short Interest
MongoDB Inc.'s short interest has decreased by 7.59% since its last report, with 3.37 million shares now sold short, representing 4.26% of available shares. This decline suggests a potentially more bullish market sentiment towards the stock. Compared to its peers, MongoDB Inc. has less short interest, averaging 8.38%.
Should Renewed AI Optimism Around MongoDB’s Platform Require Action From MongoDB (MDB) Investors?
MongoDB (MDB) has garnered renewed optimism from research firms due to its database platform's role in AI-focused applications, particularly following CES 2026. While analysts, like Oppenheimer, have raised price targets citing AI opportunities and customer growth, investors are cautioned to consider increasing competition from cloud provider databases and potential margin pressures. The article emphasizes that while AI boosts sentiment, upcoming earnings, guidance, and competitive risks remain crucial for MongoDB's investment narrative, alongside a fair value estimate of $440.10.
MongoDB, Inc. - Class A Common Stock (NQ: MDB
This article compiles recent news and press releases concerning MongoDB, Inc. (MDB), including multiple securities class action lawsuits filed by various law firms in July 2024. It also features analysis from MarketBeat, discussing MongoDB's stock performance, AI integration, and investment opportunities throughout late 2023 and early 2024. The stock's current delayed price is listed as 408.12, down 1.31%.
37 Analysts Have This To Say About MongoDB
37 analysts have evaluated MongoDB (NASDAQ: MDB) over the last three months, showing a diverse range of opinions with an average price target of $443.35, a 15.85% increase from the previous average. The analysis details individual analyst actions, ratings, and price target adjustments, highlighting a generally positive sentiment with several firms raising their ratings. MongoDB's financial overview shows strong revenue growth and net margin, despite some challenges in return on equity.
A Look At MongoDB (MDB) Valuation After Analyst Optimism And AI Enthusiasm Around CES 2026
MongoDB (MDB) has seen a recent share price surge, buoyed by AI enthusiasm at CES 2026 and positive analyst outlooks. While a popular narrative suggests the stock is approximately 1% undervalued with a fair value around US$440, a P/S ratio analysis indicates it trades at a premium compared to its fair ratio and industry average. Investors are advised to consider the potential for an overextended AI favorite versus continued future growth, and to stress-test their own assumptions regarding its valuation.
Peering Into MongoDB Inc's Recent Short Interest
MongoDB Inc's short interest has increased by 4.06% since its last report, now standing at 3.64 million shares sold short, or 4.61% of its float. This rise indicates a more bearish sentiment among investors, although the company's short interest is still lower than its peer group average. The article explains what short interest means and how it can be an indicator of market sentiment.
After Earnings, Is MongoDB Stock a Buy, a Sell, or Fairly Valued?
MongoDB reported a strong Q3 with 19% total revenue growth and 30% Atlas revenue expansion, leading Morningstar to raise its fair value estimate to $303 per share from $244. Despite the positive outlook and investor enthusiasm, Morningstar views the stock as moderately overvalued, trading at 2-stars, citing intense competition and uncertainty from new AI workloads. The firm maintains a "no-moat" rating due to limited adoption of document-oriented databases for mission-critical tasks and the sustainability of long-term growth.
Rosenblatt Securities Reaffirms Their Buy Rating on Rubrik, Inc. Class A (RBRK)
Rosenblatt Securities maintained a Buy rating on Rubrik, Inc. Class A (RBRK) with a $120.00 price target, following a similar Buy rating from Barclays. This comes despite a recent Hold rating from TR | OpenAI – 4o and negative insider sentiment with increased selling of RBRK shares over the past quarter. Rubrik reported strong Q3 financial results with quarterly revenue of $309.86 million, though with a GAAP net loss of $95.93 million.
Rosenblatt Securities Reaffirms Their Buy Rating on Rubrik, Inc. Class A (RBRK)
Rosenblatt Securities analyst Blair Abernethy maintained a Buy rating on Rubrik, Inc. Class A (RBRK) with a $120.00 price target. This re-affirmation comes despite negative corporate insider sentiment with increased selling of RBRK shares recently. The company reported strong Q3 revenue at $309.86 million, up from $204.95 million last year, though it still posted a GAAP net loss of $95.93 million.
MongoDB Earnings: Accelerating Revenue Growth Drives Outsize Operating Leverage
MongoDB reported strong earnings with a 19% increase in total revenue and 30% growth in Atlas revenue year-over-year. The company demonstrated significant operating leverage, with non-GAAP operating margin projected to improve by nearly 300 basis points for fiscal 2026. However, despite a raised fair value estimate to $303 per share, the stock remains overvalued due to strong market enthusiasm.
MongoDB Q3 2025 Earnings: Revenue Jumps 18.7%, Beats Expectations | NASDAQ:MDB - News and Statistics
MongoDB reported strong third-quarter 2025 results, with revenue of $628.3 million, an 18.7% increase year-over-year, and non-GAAP profit of $1.32 per share, both beating analyst expectations. The company also raised its full-year Adjusted EPS guidance and saw significant growth in its customer base and Atlas cloud database platform. Management expressed confidence in its position for the AI era and expects continued expansion.
MongoDB Q3 2025 Earnings Preview: Revenue Growth & Analyst Expectations - News and Statistics
MongoDB is set to report its Q3 2025 earnings this Monday. Analysts project a revenue growth of 12.3% year-on-year to $594.3 million, with adjusted earnings expected to be $0.79 per share. The company has a history of surpassing revenue expectations, although its stock, like others in the data and analytics software segment, has recently underperformed.
Stock Market Today: Nasdaq, S&P 500 Futures Down Despite Strong Black Friday Sales — NVIDIA MongoDB, Crowdstrike And Salesforce In Focus
U.S. stock futures, including Nasdaq and S&P 500, dipped despite strong Black Friday sales, which saw a 9.4% rise in online sales. Investors are looking ahead to earnings reports from companies like MongoDB, CrowdStrike, and Salesforce. The market is also noting a high likelihood of a Federal Reserve interest rate cut in December.
MongoDB's Revenue Growth Drives Outsize Operating Leverage
MongoDB, a document-oriented database, is experiencing accelerated revenue growth, leading to substantial operating leverage. This growth has resulted in a fair value increase for the company. The flexibility and ease of use of their database position MongoDB as a preferred choice for commercial users in various sectors.
Analysts Offer Insights on Technology Companies: MongoDB (MDB), Exodus Movement, Inc. Class A (EXOD) and Zoom Video Communications (ZM)
Three analysts have issued bullish sentiments on MongoDB, Exodus Movement, Inc. Class A, and Zoom Video Communications. MongoDB received a "Strong Buy" consensus with a 17.1% upside, while Exodus Movement, Inc. Class A also garnered a "Strong Buy" consensus with an impressive 225.4% upside. Zoom Video Communications was rated "Moderate Buy" with a 20.3% upside based on analyst price targets.
Dan Ives Predicts 'Magical 2026' For Tesla And Nvidia, Says Bears Are Still Watching From 'The Window'
Dan Ives, Wedbush Securities Global Head of Tech Research, maintains a strong bullish outlook for the U.S. technology sector, predicting a "magical 2026" for Tesla and highlighting Nvidia's continued leadership in the AI revolution. He dismisses skeptics, viewing market pullbacks as buying opportunities for leading AI companies like Tesla and Nvidia, which he considers the best "physical AI plays." Ives believes the tech bull run is far from over, with the AI "party" just beginning and expecting the Nasdaq to reach 25,000 to 30,000 within the next two years.
TD Asset Management Inc Sells 2,778 Shares of MongoDB, Inc. $MDB - MarketBeat
TD Asset Management Inc reduced its stake in MongoDB, Inc. ($MDB) by 4.6% in the second quarter, selling 2,778 shares and now owning 57,274 shares valued at $12.03 million. Other institutional investors like Jericho Capital Asset Management and Primecap Management Co. CA significantly increased their holdings. The article also provides an overview of analyst ratings, with MongoDB holding a "Moderate Buy" consensus, recent stock performance, and financial results.
MongoDB Director Dwight A. Merriman Sells 16,000 Shares - TradingView
MongoDB Director and 10% Owner, Dwight A. Merriman, sold 16,000 shares of Class A Common Stock over three days in October 2025 for a total of $5,024,193. The sales were conducted under a Rule 10b5-1 trading plan. Following these transactions, Merriman retains significant direct and indirect ownership of MongoDB shares.
MongoDB Stock Price Today | NASDAQ: MDB Live
This article provides real-time stock price data for MongoDB (MDB) on NASDAQ, showing its current price, market capitalization, and various financial metrics. It includes recent news, analyst ratings with price targets, insider trading activities, and a company profile with a SWOT analysis and recent earnings call summary. The data suggests a "Strong Buy" based on technical analysis, although the stock dipped slightly after strong Q2 2026 earnings.
