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 Surges on Goldman Sachs Nod to AI Strength Amid Analyst Optimism.
- Goldman Sachs praised MongoDB's durable economics and active AI product pushes, like January's Voyage AI integration for vector search in Atlas, easing disruption worries and boosting the stock 9.3%.
- Recent brokerage actions, including price target hikes, align with a Moderate Buy consensus, reflecting optimism over MongoDB's role in enterprise AI workloads.
- Upward earnings estimate revisions over the last 30 days, up 41.4% for the year, point to analysts' belief in stronger profitability, forming a potential trend reversal after a weekly dip.
MongoDB Surges on Goldman Sachs Nod to AI Strength Amid Analyst Optimism.
- Goldman Sachs praised MongoDB's durable economics and active AI product pushes, like January's Voyage AI integration for vector search in Atlas, easing disruption worries and boosting the stock 9.3%.
- Recent brokerage actions, including price target hikes, align with a Moderate Buy consensus, reflecting optimism over MongoDB's role in enterprise AI workloads.
- Upward earnings estimate revisions over the last 30 days, up 41.4% for the year, point to analysts' belief in stronger profitability, forming a potential trend reversal after a weekly dip.
When is the next earnings date for MongoDB, Inc. (MDB)?
MongoDB is scheduled to report its fourth quarter and full fiscal 2026 earnings results on March 2, 2026, after market close at 5:00 p.m. ET. The earnings report will cover the quarter ended January 31, 2026, and will be accompanied by a live webcast and conference call. In the prior quarter, MongoDB delivered $628.3 million in revenue with strong non-GAAP profitability while raising guidance, setting expectations for similar momentum in the upcoming report.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying MongoDB's stock with a target price of $444.18, indicating growth potential.
Financial Health
MongoDB is performing well with strong revenue and profit margins, indicating solid business health.
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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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