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Atlas Adoption Will Drive Enterprise Cloud Transformation

Published
19 Mar 25
Updated
28 Aug 25
AnalystConsensusTarget's Fair Value
US$311.71
5.1% undervalued intrinsic discount
28 Aug
US$295.70
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1Y
25.6%
7D
39.0%

Author's Valuation

US$311.7

5.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on28 Aug 25
Fair value Increased 15%

The consensus analyst price target for MongoDB has been raised from $272.21 to $311.71, reflecting strong Atlas cloud momentum, improved management credibility from consistent outperformance and guidance raises, and growing confidence in the company’s position to capture AI-related demand and broader enterprise data modernization trends. Analyst Commentary Bullish analysts highlighted a significant reacceleration in Atlas cloud revenue growth, with strong consumption trends, robust new customer additions, and margin expansion driving broad-based outperformance across recent quarters.

Shared on01 May 25
Fair value Increased 7.02%

Shared on24 Apr 25
Fair value Decreased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.