MongoDB, Inc.
MongoDB, Inc. (MDB) is the developer of MongoDB, a widely used document‑oriented (NoSQL) database, and the cloud-hosted Atlas database platform. With a market capitalisation around $26.5bn, the company has shifted from licences to a subscription and cloud-first model, driving recurring revenue from Atlas, enterprise subscriptions and support services. Investors should note solid historical revenue expansion powered by developer adoption, multi‑cloud capability and product enhancements, but also relatively high valuation and ongoing investment in sales and R&D. Key opportunities include continued cloud migration, enterprise modernisation and international expansion; main risks include intense competition from hyperscalers and established database vendors, execution on profitability, and sensitivity to IT spend cycles. This summary is for educational purposes only and not personalised advice — stock values can rise or fall and past performance does not predict future returns. Consider your risk tolerance and time horizon before investing.
Why It's Moving
Shares climb after blowout Q3 results and bullish analyst revisions revive momentum
MongoDB’s stock moved sharply this week as investors digested December quarter (Q3 FY2026) results and upbeat guidance that materially beat expectations, and several brokerages raised ratings and targets on the strength of accelerating revenue and margin progress. The market is interpreting the beat-and-raise and concentrated analyst upgrades as confirmation that demand for MongoDB’s cloud and AI-related offerings is translating into faster monetization and improving profitability.
- Earnings beat and raised outlook: MongoDB reported Q3 results that topped consensus on both EPS and revenue and set Q4 and FY2026 guidance well above Street estimates, which investors read as proof of sustainable cloud demand and stronger operating leverage.
- Multiple analyst upgrades: In the past week several major brokerages boosted ratings and lifted targets after the print, signaling increased institutional conviction and helping drive positive price momentum.
- Sector/context driver — AI/cloud monetization: Analysts pointed to MongoDB’s traction in cloud database services and AI-driven product adoption as the underlying reason the company can convert growth into higher margins, a dynamic that has shifted sentiment from skepticism to optimism.
Shares climb after blowout Q3 results and bullish analyst revisions revive momentum
MongoDB’s stock moved sharply this week as investors digested December quarter (Q3 FY2026) results and upbeat guidance that materially beat expectations, and several brokerages raised ratings and targets on the strength of accelerating revenue and margin progress. The market is interpreting the beat-and-raise and concentrated analyst upgrades as confirmation that demand for MongoDB’s cloud and AI-related offerings is translating into faster monetization and improving profitability.
- Earnings beat and raised outlook: MongoDB reported Q3 results that topped consensus on both EPS and revenue and set Q4 and FY2026 guidance well above Street estimates, which investors read as proof of sustainable cloud demand and stronger operating leverage.
- Multiple analyst upgrades: In the past week several major brokerages boosted ratings and lifted targets after the print, signaling increased institutional conviction and helping drive positive price momentum.
- Sector/context driver — AI/cloud monetization: Analysts pointed to MongoDB’s traction in cloud database services and AI-driven product adoption as the underlying reason the company can convert growth into higher margins, a dynamic that has shifted sentiment from skepticism to optimism.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying MongoDB's stock with a target price of $436.77, indicating growth potential.
Financial Health
MongoDB is performing well with strong revenue, cash flow, and high profit margins.
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Explore BasketWhy You’ll Want to Watch This Stock
Cloud growth engine
Atlas subscription growth underpins recurring revenue and potential margin improvement, though stiff cloud competition can affect pricing and expansion.
Developer community pull
Strong developer adoption and open‑source roots help enterprise uptake and product-led growth, but adoption rates can differ by sector and scale.
Profitability path
Ongoing investment in product and go‑to‑market aims to improve operating leverage over time, yet execution risk and macro conditions matter.
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