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
MongoDB Sparks Optimism as Analysts Hike Targets on Robust FY2026 Outlook
- Net customer additions jumped 60% year-over-year, with net revenue retention climbing to 121%, signaling a shift to durable, high-margin expansion.
- Q3 projections show revenue of $587-592 million and operating profit of $66-70 million, underscoring accelerating Atlas cloud momentum.
- Analysts spotlight AI as a key tailwind, with vibe coding and AI apps demanding heavier database workloads, viewing FY2027 outlook as conservative.
MongoDB Sparks Optimism as Analysts Hike Targets on Robust FY2026 Outlook
- Net customer additions jumped 60% year-over-year, with net revenue retention climbing to 121%, signaling a shift to durable, high-margin expansion.
- Q3 projections show revenue of $587-592 million and operating profit of $66-70 million, underscoring accelerating Atlas cloud momentum.
- Analysts spotlight AI as a key tailwind, with vibe coding and AI apps demanding heavier database workloads, viewing FY2027 outlook as conservative.
When is the next earnings date for MongoDB, Inc. (MDB)?
MongoDB's next earnings date is estimated for late May to early June 2026, with specific projections around May 27-28, 2026, aligning with the company's historical pattern of early-week announcements. This report will cover the third quarter of fiscal 2026, ending October 31, 2025. Investors should monitor official channels for the precise date and time, typically after market close.
Stock Performance Snapshot
Analyst Rating
Analysts suggest buying MongoDB's stock with a target price of $444.18, indicating strong potential growth.
Financial Health
MongoDB is performing well with strong revenue and cash flow, showcasing effective business operations.
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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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