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 Shares Rally as Software Sector Stabilizes Following AI Concerns
- Fourth quarter revenue reached $695.1 million, up 27% year-over-year, with Atlas—the core database platform—driving 29% growth and adding 2,700 new customers to reach over 65,200 total clients
- MongoDB generated $179.6 million in operating cash flow during Q4, more than triple the $50.5 million from the year-ago period, showcasing dramatically improved cash generation and operational efficiency
- Management achieved 'rule of 40' performance (combining revenue growth and operating margin expansion), signaling the company can sustain durable growth while expanding profitability—a key metric investors watch in the AI era
MongoDB Shares Rally as Software Sector Stabilizes Following AI Concerns
- Fourth quarter revenue reached $695.1 million, up 27% year-over-year, with Atlas—the core database platform—driving 29% growth and adding 2,700 new customers to reach over 65,200 total clients
- MongoDB generated $179.6 million in operating cash flow during Q4, more than triple the $50.5 million from the year-ago period, showcasing dramatically improved cash generation and operational efficiency
- Management achieved 'rule of 40' performance (combining revenue growth and operating margin expansion), signaling the company can sustain durable growth while expanding profitability—a key metric investors watch in the AI era
When is the next earnings date for MongoDB, Inc. (MDB)?
MongoDB's next earnings date is estimated for June 3, 2026, which will cover the company's Q1 2027 results. The official announcement has not yet been confirmed by the company, but this date is based on MongoDB's historical reporting schedule. Analysts are projecting an EPS of approximately $0.59 for this upcoming earnings period. MongoDB most recently reported earnings on March 2, 2026, posting an EPS of $1.65, which exceeded analyst expectations.
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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