MongoDBCoStar Group
Live Report · Updated 12 August 2026

MongoDB vs CoStar Group

Document database leader powering modern cloud applications vs Leading commercial real estate data and marketplace provider. Which is the better buy for your portfolio in August 2026? Plain-English answer below.

MongoDB bets everything on a developer-first document database that scales horizontally, while CoStar Group monetizes a proprietary commercial real estate data moat that brokers can't live without. Th...

Why It’s Moving

MongoDB

MongoDB draws renewed analyst support as AI-driven growth and stronger FY2026 outlook keep momentum alive.

  • Analysts remain constructive on MongoDB, with recent reports reiterating Buy ratings and arguing that its cloud database business is still benefiting from AI-related demand and recurring revenue strength.
  • The latest analyst commentary points to improved FY2026 expectations, suggesting the company’s updated outlook is convincing investors that growth can stay resilient even in a competitive software market.
  • Attention is also on the wide spread in analyst targets, which signals both confidence in upside potential and uncertainty around how quickly MongoDB can convert product momentum into sustained earnings growth.
Sentiment:
🐃Bullish
CoStar Group

CoStar Group is moving on a big gap between near-term spending pressure and analysts’ bullish long-term earnings view.

  • Analysts remain broadly constructive on CoStar Group because the stock still screens as significantly undervalued versus where many Wall Street models place it, keeping the name in “catch-up” territory rather than fully priced.
  • Recent commentary has focused on margin pressure from aggressive residential spending, but investors appear to be looking past near-term costs and toward the longer-term earnings lift if that investment starts to scale.
  • Even after several target cuts earlier this year, the broader analyst tone has stayed positive, suggesting the market is weighing execution risk against a much stronger medium-term profit outlook.
Sentiment:
🐃Bullish

Investment Analysis

Pros

  • MongoDB has demonstrated strong revenue growth, reaching $2.01 billion in 2024 with a 19.22% increase year-over-year.
  • It offers a leading multi-cloud database platform with differentiated products like MongoDB Atlas and Enterprise Advanced supporting hybrid deployments.
  • Analyst sentiment is predominantly positive, with a strong buy consensus and an average 12-month target near current prices, reflecting confidence in its growth potential.

Considerations

  • The company remains unprofitable with a net loss of $78.62 million trailing twelve months, reflecting ongoing investment and margin pressure.
  • MongoDB’s stock price has shown volatility and mixed forecast predictions, with some models projecting notable price declines beyond 2025.
  • Leadership transition risks exist as the CEO Dev Ittycheria is stepping down, introducing uncertainty around future strategic direction.

Pros

  • CoStar Group dominates the commercial real estate data and analytics market, benefiting from high barriers to entry and recurring subscription revenues.
  • The company has expanded its product offerings and geographic footprint, driving steady revenue growth supported by digital transformation trends in real estate.
  • Strong balance sheet with healthy cash flow generation enables investments in technology and potential acquisitions to sustain competitive advantage.

Considerations

  • CoStar Group’s exposure to commercial real estate markets subjects it to economic cycles and fluctuations in property sector demand.
  • Recent macroeconomic challenges and regulatory scrutiny in the real estate sector could pressure CoStar’s growth trajectory and margins.
  • Valuation levels remain elevated relative to earnings, reflecting high expectations that could limit upside if growth slows or risks materialise.

MongoDB (MDB) Next Earnings Date

The next earnings date for MDB is expected to be September 1, 2026, after the market close. It should cover Q2 fiscal 2027 results, based on MongoDB’s current reporting schedule. MongoDB has not formally confirmed the date yet, but this is the consensus estimate from earnings-calendar sources.

CoStar Group (CSGP) Next Earnings Date

CoStar Group’s next earnings date is expected on October 27, 2026, based on the company’s historical reporting pattern. The release is expected to cover third-quarter 2026 results. The company has not publicly confirmed the date yet, so this should be treated as an estimate rather than a finalized announcement.

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MDB
MDB$467.65
vs
CSGP
CSGP$31.92
Buy MDB