MongoDB Stock Fell 19% Despite Solid Earnings. Is it a Buy?
Morningstar maintains a fair value estimate of $335 per share for MongoDB, despite its recent 19% stock drop following a solid Q2 earnings beat. The company's revenue grew 30%, driven by MongoDB Atlas and Enterprise Advanced, with AI momentum expected to be a stable tailwind. However, Morningstar views the shares as overvalued, noting that the market's enthusiasm for AI potential has outstripped fundamentals, and management's guidance raise was smaller than anticipated.
Weekly Recap: MongoDB (MDB) Q3 GAAP loss guidance and brokerage updates
MongoDB (MDB) has updated its Q3 guidance, forecasting a GAAP operating loss of $10.5M–$14.5M, and up to $28M for the full fiscal year. Despite this, the company emphasizes growth in Atlas and Enterprise Advanced, receiving analyst upgrades, and plans to train two million Indian developers by 2030 to promote AI-platform adoption. Multiple brokerages have also raised their price targets for MDB, largely maintaining Buy/Overweight ratings.
Weekly Recap: High valuation and execution risk and Atlas AI data push
MongoDB (MDB) is trading near historical highs with high valuation multiples, leading analysts to warn of potential valuation and execution risks. Despite these concerns, company executives are promoting Atlas as an AI-ready solution. Meanwhile, some leveraged MDB products offered by Tradr ETFs have been closed amidst a broader shutdown of such offerings.
MongoDB Inc Stock (MDB) Moved Down by 12.69% on Sep 2: What Investors Need To Know
MongoDB Inc. (MDB) stock fell by 12.69% on September 2nd despite beating Q2 expectations, primarily due to concerns over decelerating revenue growth projections for Q3, which implied a drop from 30% to 21%. Investors also reacted to elevated pre-earnings expectations and increasing infrastructure costs tied to AI development. Despite long-term analyst optimism, these factors led to profit-taking and a valuation reset.
(MDB) MongoDB, Inc. Expects Q3 Revenue Range $756.0M - $761.0M
MongoDB, Inc. (MDB) has announced its financial expectations for the third quarter, projecting revenue to be in the range of $756.0 million to $761.0 million. This follows a strong second quarter where the company reported adjusted earnings and revenue increases, leading to raised fiscal year 2027 guidance for both EPS and revenue.
MongoDB To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Wednesday
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MongoDB (MDB) Could Be 9% Overvalued On Its New AI Tools Rollout
MongoDB (MDB) is under scrutiny after unveiling new AI-focused features at MongoDB.local Build Fest, leading to a narrative that values the stock at $394.68 per share, suggesting it could be 9% overvalued compared to its current price of $430.83. This valuation comes despite strong recent share price returns, driven by product innovation and compounding cloud adoption. Investors are encouraged to weigh the risks, such as competition and stock-based compensation, against the potential rewards.
This Insider Has Just Sold Shares In MongoDB
MongoDB Co-Founder & Director, Dwight Merriman, recently sold US$7.4 million worth of stock, though this accounted for a small portion of his holdings. Over the past year, MongoDB insiders, including Independent Director Roelof Botha, have been selling shares but have not made any purchases. While insider ownership remains high at 2.5%, the recent selling activity suggests a cautious outlook despite strong alignment between insiders and shareholders.
Is MongoDB’s (MDB) Deeper AI Tool Integration Quietly Redefining Its Core Competitive Moat?
MongoDB recently announced deeper integration of its intelligent data platform and Atlas Managed MCP Server into popular AI development tools, positioning its core database as an AI-ready engine. This move aims to provide native, low-friction access to live operational data for AI agents and applications. While this could enhance Atlas usage and reinforce MongoDB's growth narrative, investors should also consider the company's valuation, stock-based compensation, and potential competitive pressures.
Did MongoDB, Inc. Insiders Breach their Fiduciary Duties to Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of MongoDB, Inc. (NASDAQ: MDB) breached their fiduciary duties to shareholders. The firm is encouraging current long-term MongoDB shareholders to contact them to discuss legal rights and options, which could include seeking corporate governance reforms, the return of funds to the company, or financial incentive awards. Halper Sadeh LLC emphasizes that shareholder involvement can improve company policies and oversight, potentially enhancing shareholder value.
MongoDB, Inc. Revenue Breakdown – NASDAQ:MDB
MongoDB, Inc. (NASDAQ: MDB) generated $2.46 billion USD in revenue last year, with its Atlas-related segment contributing the most at $1.81 billion USD. The United States was the largest regional contributor, accounting for $1.33 billion USD of the total revenue.
MongoDB (MDB) Shares Just Climbed, So What Is Behind The Move?
MongoDB (MDB) shares have recently climbed significantly, driven by AI-focused product announcements at MongoDB.local Build Fest, including new Atlas Managed MCP Server tooling and Voyage AI powered retrieval features. Despite this momentum, the stock is considered overvalued, trading above the average analyst price target with a fair value estimated at $394.68 against a last close of $472.29. The article suggests investors examine underlying data and consider potential risks like cloud rival pressure or regulatory hurdles.
MongoDB Brings Live Operational Data to the Agentic Coding Stack
MongoDB announced at MongoDB.local Build Fest that its intelligent data platform is now natively available within AI tools for developers, with the release of MongoDB Atlas Managed MCP Server. This new offering allows coding agents like Claude Code, Codex, Grok Build, and Devin to connect directly to live operational data in MongoDB Atlas without additional infrastructure. The company also introduced new capabilities for its Voyage AI retrieval models, including Automated Embeddings and an Atlas Embedding and Reranking API, further integrating AI into its operational database.
Are MongoDB’s (MDB) Customer Acquisition Costs Undermining Its Long-Term Platform Ambitions?
Analysts are raising concerns about MongoDB's customer acquisition costs and persistently negative operating margins, despite revenue growth. This inefficiency challenges the company's long-term platform ambitions and the narrative that its developer-friendly platform and Atlas cloud business can justify a premium valuation. While revenue is projected to grow, the ability to translate scale into operating leverage and improve profitability will be crucial for MongoDB's investment outlook.
MongoDB, Inc. Announces Date of Second Quarter Fiscal 2027 Earnings Call
MongoDB, Inc. (NASDAQ: MDB) announced it will report its second quarter fiscal year 2027 financial results on Tuesday, September 1, 2026, after market close. The company will host a conference call at 5:00 p.m. ET to discuss the results and business outlook, with a live webcast available on its investor relations page.
MongoDB, Inc. Class A Revenue Breakdown – BMV:MDB
This article provides a revenue breakdown for MongoDB, Inc. Class A (BMV:MDB), highlighting its top-performing segment and geographical contribution. Last year, the company generated 43.06 billion MXN in total revenue, with the Atlas-related segment contributing 31.60 billion MXN. The United States was the largest regional contributor, accounting for 23.25 billion MXN.
Is MongoDB’s (MDB) AI Search Push and Governance Shift Reframing Its Competitive Moat?
MongoDB recently secured shareholder approval to remove supermajority voting requirements and unveiled new AI-focused search capabilities, aiming to make its database platform more accessible. These changes, particularly the expanded Search and Vector Search into on-premises and community editions, could reinforce its role in AI applications. The article analyzes how these developments influence MongoDB's investment narrative, including its projected revenue and earnings by 2029, while acknowledging competitive risks and differing analyst views on its valuation.
Price to book forward of MongoDB, Inc. – NASDAQ:MDB
This page from TradingView provides financial information for MongoDB, Inc. (NASDAQ: MDB), specifically focusing on its price to book forward ratio. It includes an overview of the company's financials and market data.
Price to book forward of MongoDB, Inc. Class A – MIL:1MDB
This article provides financial information for MongoDB, Inc. Class A (MIL:1MDB) on the Euronext Milan exchange, specifically focusing on its price-to-book forward ratio. It notes that the market is currently closed with no trades. The content highlights the availability of various financial and market data tools provided by TradingView.
ETFs Investing in MongoDB, Inc. Class A Stocks
This article lists various ETFs that invest in MongoDB, Inc. Class A stocks. It provides a table detailing each fund's market value, weight of MongoDB stock, issuer, management style, focus, expense ratio, assets under management (AUM), price, change percentage, relative volume, and 3-year NAV total return. The information aims to help investors understand the different ways to gain exposure to MongoDB through diversified ETF investments.
Will Broader Vector Search Access Across Atlas and On‑Premises Environments Change MongoDB's (MDB) Narrative
MongoDB recently made its Search and Vector Search capabilities broadly available across its Atlas, Enterprise Advanced, and Community Edition platforms, including for on-premises deployments. This strategic move aims to address common enterprise AI project challenges like unreliable retrieval quality and compliance constraints, potentially deepening usage among existing customers and AI-focused startups. While strengthening MongoDB's AI product story and aligning with recent positive financial results, the company still faces competitive pressures and questions regarding the translation of AI use cases into sustainable Atlas revenue.
ETFs Investing in MongoDB, Inc. Class A Stocks
This article lists various Exchange Traded Funds (ETFs) that hold MongoDB, Inc. Class A stocks, providing details such as market value, weight of MDB in the ETF, issuer, management style, expense ratio, and assets under management (AUM). The data aims to help investors identify ETFs offering diversified exposure to MongoDB, Inc. Class A stocks.
Is MongoDB (MDB) Undervalued After Q1 Revenue Beat And New AI Features?
MongoDB (MDB) experienced a Q1 revenue beat, added 96 large enterprise customers, and introduced new AI features, leading to a 90-day share price return of 40.20%. While analysts suggest the stock is 10.1% undervalued with a fair value of $394.68 per share, its current P/S ratio of 11x is significantly higher than the US IT industry average of 1.7x, raising concerns about valuation risk if market sentiment shifts. The company's future growth hinges on Atlas margins and sustained enterprise workload demand.
MONGODB ALERT: Bragar Eagel & Squire, P.C. is Investigating
Bragar Eagel & Squire, P.C., a shareholder rights law firm, is investigating potential claims against MongoDB, Inc. (NASDAQ: MDB) on behalf of long-term stockholders. This investigation follows a class action complaint filed after MongoDB's stock price fell significantly due to lower-than-expected full-year guidance for 2025, attributed to changes in sales incentive structure and macro developments affecting consumption growth. The firm encourages investors who suffered losses between August 31, 2023, and May 30, 2024, to contact them to discuss their legal options.
Why MongoDB (MDB) Is Down 5.6% After Strong Q1, Raised Guidance, And New AI Partnership
MongoDB (MDB) recently reported strong fiscal Q1 2027 results, raised its full-year guidance, and announced a new AI partnership with LangChain, integrating AI-focused capabilities into its Atlas cloud platform. Despite these positive developments, the stock experienced a 5.6% dip. The article suggests this strengthens MongoDB's position as critical infrastructure for AI workloads, although competitive risks from hyperscaler and open-source alternatives remain a key concern for investors.
Enterprise value to revenue forward of MongoDB, Inc. Class A – BX:MDB
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Price to sales forward of MongoDB, Inc. Class A – BX:MDB
This article provides financial data on MongoDB, Inc. Class A (BX:MDB), specifically focusing on its price-to-sales forward ratio. It notes that the market is closed with no recent trades. The content is presented as a snapshot from TradingView, highlighting key financial metrics and company information.
MongoDB, Inc. Class A Actuals & Estimates (NASDAQ:MDB)
This article provides key financial data and analyst estimates for MongoDB, Inc. (NASDAQ:MDB), including its current stock price, historical performance, and future forecasts. It details earnings, revenue, net income, market capitalization, and employee count, alongside outlining volatility and analyst recommendations.
Price to book forward of MongoDB, Inc. Class A – BX:MDB
This article provides financial data for MongoDB, Inc. Class A (BX:MDB), specifically focusing on its "Price to book forward" metric. The content highlights the stock's financials and general market information through TradingView, noting that the market is currently closed.
What MongoDB (MDB)'s Interest‑Rate Tailwind From the Strait of Hormuz Peace Deal Means For Shareholders
The article discusses how a peace deal in the Strait of Hormuz led to lower long-term Treasury yields, benefiting rate-sensitive assets like MongoDB (MDB). While this shift provides a tailwind for MongoDB by increasing the present value of its future cash flows and simplifying market valuation, it doesn't fundamentally alter the company's core business trajectory or competitive risks. MongoDB's investment narrative still relies on its Atlas platform's ability to convert data and AI demand into revenue and improve profitability, backed by a strong FY2027 guidance.
MDB Stock Price and Chart — NASDAQ:MDB
This page provides a comprehensive overview of MongoDB, Inc. (MDB) stock, including real-time price, historical performance data, key financial stats, and analyst ratings. It details company information, upcoming earnings reports, and various user-generated trading ideas. The article also lists ETFs that hold MDB stock and answers frequently asked questions about the company's financial performance and stock characteristics.
Software Stocks Are Sinking In 2026, But These 'Fab Five' Are Up 30% — And BofA Says They're Just Getting Started
While most enterprise software stocks are declining in 2026, a select group of five companies, dubbed the "Fab Five" by Bank of America, are experiencing significant growth, averaging a 30% increase. These companies—Datadog, JFrog, MongoDB, Snowflake, and Twilio—are benefiting from strong execution, AI exposure, and effective market strategies. Bank of America believes this gap will widen and the "Fab Five" are well-positioned for future AI-driven spending.
MongoDB (MDB) Valuation Check After Raised Guidance And Interest Rate Pressure On Growth Stocks
MongoDB (MDB) recently raised its full-year 2027 guidance despite pressure on growth stocks from higher interest rates, yet its share price has shown volatility, with a 7-day return down 12.71% contrasting with a 30-day return up 17.73%. While a popular narrative suggests MongoDB is 10.9% undervalued with a fair value of $395.77, driven by strong demand from digital transformation and AI, another view highlights its rich P/S ratio of 10.9x as expensive compared to the industry and peers. The article advises investors to review underlying data and consider both rewards and risks, suggesting exploring other investment opportunities.
MongoDB (MDB) director Dev Ittycheria sells 40,000 shares in open-market trades
MongoDB (MDB) director Dev Ittycheria sold 40,000 shares of common stock in open-market transactions on June 4, 2026, for a total of approximately $15.33 million. The sales occurred across eight transactions with weighted average prices ranging from $380.00 to $388.12 per share. Following these sales, Ittycheria still holds 161,762 shares of MongoDB common stock, indicating a continued significant stake in the company.
How Earnings Beat, AI Focus and Governance Shift At MongoDB (MDB) Has Changed Its Investment Story
MongoDB recently reported strong first-quarter results, beating revenue and net income expectations, and raised its fiscal 2027 guidance. Coupled with a proposed governance shift and a focus on AI-related workloads, these developments highlight the company's efforts to enhance its market position and financial health. The improved outlook reinforces MongoDB's investment narrative, particularly around its Atlas cloud platform and AI features, though margin pressures from competitors remain a key risk.
MongoDB, Inc. Class A Trade Ideas — XETR:526
This article compiles various trade ideas for MongoDB, Inc. Class A (XETR:526) from different traders on TradingView. The ideas include both long and short positions, citing technical indicators, upcoming earnings, and price targets. Traders offer diverse perspectives on MDB's potential movements, highlighting various entry and exit points, stop losses, and market observations.
MongoDB, Inc. Class A Trade Ideas — XETR:526
MongoDB (NASDAQ: MDB) recently saw its stock plunge over 20% due to weak financial guidance for the upcoming quarter and full year, missing analyst expectations. This cautious outlook aligns with trends from other enterprise software companies facing an uncertain economic environment. Despite the negative news, the article presents various trade ideas from analysts, ranging from bearish short-term predictions to bullish long-term strategies, with technical analysis like inverse head and shoulders patterns and accumulation zones being discussed.
Price to book ratio of MongoDB, Inc. Class A – XETR:526
This page provides financial information for MongoDB, Inc. Class A, specifically its price to book ratio. It details the company's stock information on the Deutsche Borse Xetra under the ticker 526, and also lists various data providers for market and reference information.
Net income before discontinued operations of MongoDB, Inc. Class A – XETR:526
This article displays the net income before discontinued operations for MongoDB, Inc. Class A (XETR:526). It presents financial data with period, value, change, and change percentage. The information is provided by TradingView, with market data from ICE Data Services and reference data from FactSet.
MongoDB, Inc. Class A Trade Ideas — XETR:526
This article compiles various trade ideas and analyses for MongoDB, Inc. (XETR:526, NASDAQ:MDB), offering diverse perspectives ranging from bullish long-term potential due to AI integration and market position to bearish short-term outlooks based on technical indicators and recent leadership changes. Contributors discuss potential price targets, entry/exit points, and risk management strategies, noting both optimistic growth catalysts and concerns like valuation and share-based compensation. The analyses highlight key support and resistance levels, gap fills, and the impact of broader market trends and company-specific news.
MongoDB, Inc. Class A Trade Ideas — XETR:526
This article compiles various trade ideas and analyses for MongoDB, Inc. Class A (XETR:526, NASDAQ:MDB). It presents both bullish and bearish perspectives from multiple traders and analysts, covering technical breakdowns like descending wedges, head and shoulders patterns, and Ichimoku breakouts, as well as fundamental considerations such as Q4 earnings, revenue guidance, leadership changes, and AI integration. The analyses offer entry/exit points, price targets, and risk management strategies based on different technical indicators and market contexts.
Snowflake jumps as enterprise demand for data offerings drives forecast raise
Snowflake's shares surged 36% in premarket trading after the data analytics firm raised its annual product revenue forecast and announced a five-year, $6 billion AI infrastructure deal with Amazon Web Services. This jump reflects a significant turnaround in sentiment for data names, indicating how AI integration can boost a company's prospects. The company's AI tools like Cortex Code and Snowpark have seen strong adoption, and the AWS partnership is expected to further strengthen its position in the enterprise AI market.
MongoDB (MDB) Turns Q1 EPS To Profit Challenging Concerns Over Its Path To Profitability
MongoDB (MDB) reported a profitable Q1 2027 with revenue of US$687.6 million and basic EPS of US$0.06, a significant improvement from a loss in Q1 2026. While the company's trailing 12-month losses have narrowed to US$29.1 million on US$2.6 billion in revenue, indicating progress towards profitability, its premium valuation with a 10.4x P/S ratio and the share price exceeding its DCF fair value raise concerns among cautious investors. Analysts
This MongoDB Analyst Raises Price Target Over 30% On AI Traction
Despite a Friday dip in stock price, MongoDB Inc. (MDB) reported upbeat first-quarter results, prompting several analysts to raise their price targets. Needham, RBC Capital Markets, and Cantor Fitzgerald all reiterated Buy/Outperform/Overweight ratings, with Needham specifically increasing its price target from $300 to $400, citing strong AI traction and growth in Atlas and enterprise features. MongoDB's revenue growth, driven largely by its Atlas platform, exceeded expectations, although some analysts noted conservative guidance for future Atlas growth despite its strategic importance in the AI data stack.
MongoDB Earnings: AI Customer Onboarding Contributes to Atlas' Growth Outperformance
MongoDB reported strong first-quarter results, with revenue growing 25% year over year, exceeding guidance. The company's Atlas product, despite lower margins, expanded faster than expected, driven by increased adoption of AI-related features like embeddings and vector search. MongoDB has raised its full-year revenue and operating margin guidance, with a positive outlook for consistent margin improvement and GAAP income.
AI Customer Onboarding Supports MongoDB's Revenue Growth Outperformance
MongoDB, a document-oriented database, excels in handling unstructured data and is becoming a preferred choice for commercial users due to its ease of use. The company's revenue growth is significantly boosted by its AI customer onboarding, particularly contributing to the outperformance of its Atlas product. Analyst notes highlight this AI-driven customer acquisition as a key factor in MongoDB's financial success.
UPDATE 1-Snowflake jumps as AWS deal, upbeat forecast lift lagging sentiment
Snowflake's shares surged 39% premarket after raising its annual revenue forecast and announcing a $6 billion deal with Amazon Web Services for access to Graviton chips. This news alleviated investor skepticism surrounding data companies in the AI software sell-off, signaling that AI is positively impacting Snowflake's top line. The AWS partnership is expected to strengthen Snowflake's position in the data platform market and boost its enterprise AI initiatives.
How MongoDB’s First Profitable Quarter And Rising Revenue At MongoDB (MDB) Has Changed Its Investment Story
MongoDB, Inc. (MDB) reported its first profitable quarter ending April 30, 2026, with revenue of US$687.62 million and net income of US$4.43 million, marking a significant turnaround from a prior net loss. This profitability, coupled with increased enterprise adoption and AI-related features, strengthens its investment narrative, although long-term risks like stock-based compensation and competition remain. Analysts project continued growth, with some estimating a significant upside to its current price.
MongoDB Delivers Better-Than-Expected Q1, Raises FY27 Outlook, Shares Surge
MongoDB Inc. reported strong first-quarter fiscal 2027 results, beating analyst estimates for both revenue and earnings per share. The company also raised its full-year fiscal 2027 guidance for both revenue and adjusted earnings, leading to a significant surge in its stock price. This performance was attributed to successful execution by go-to-market teams and strong demand for the MongoDB platform, including emerging AI opportunities.
MongoDB, Inc. - Class A Common Stock (Nasdaq:MDB) Stock Quote
This page provides a stock quote for MongoDB, Inc. (MDB), showing its current price of $330.00 and trading activity as of May 18, 2026. It includes recent news articles related to MDB, covering topics like stock performance, legal investigations targeting long-term shareholders, and analyst insights. Key financial data such as 52-week range, shares outstanding, and performance metrics are also presented.
