MDB: Leadership Transition And AI Demand Will Shape Durable Profitability Outlook

Analysts have raised their price target on MongoDB by $12, to $440 from $428, citing improving profitability, sustained Atlas driven and AI related demand, and confidence in the company’s leadership transition and long term growth profile. Analyst Commentary Recent research notes highlight a broadly constructive backdrop for MongoDB, with a series of price target increases reflecting improving execution, durable growth prospects, and rising conviction in the company’s AI and Atlas strategies.

Shared on 03 Dec 25

Fair value Increased 16%

MDB: Leadership Change And AI Adoption Will Shape Durable Platform Positioning

The Analyst Price Target for MongoDB has increased by approximately $58 to about $428, as analysts highlight improving profitability, rising confidence in durable Atlas-driven growth and AI adoption, and strengthened leadership positioning as key supports for higher long-term valuation multiples. Analyst Commentary Recent research notes reflect a broadly constructive view on MongoDB, with most price targets moving higher as analysts point to strengthening fundamentals, expanding AI opportunities, and improving visibility into long term growth and profitability.

Shared on 19 Nov 25

Fair value Increased 4.68%

MDB: Leadership Transition And AI Expansion Will Shape Future Performance Amid Competition

MongoDB's analyst price target has been raised from approximately $353 to nearly $370. This reflects analyst confidence in accelerating revenue growth, stronger profit margins, and continued leadership strength amid durable business momentum.

Shared on 01 Nov 25

Fair value Increased 0.73%

MongoDB's analyst price target has increased modestly to $353, as analysts cite strengthening AI adoption, sustained Atlas platform momentum, and improved growth visibility as key drivers supporting the upgrade. Analyst Commentary Recent analyst research on MongoDB has provided a comprehensive overview of both the company’s opportunities and challenges, with price targets broadly trending higher.

Shared on 18 Oct 25

MongoDB's analyst price target has been raised significantly, with recent targets now reaching as high as $430. Analysts cite improving execution, growing AI opportunities, and increasing confidence in Atlas-driven growth as drivers for their higher valuations.

Shared on 03 Oct 25

Fair value Increased 11%

MongoDB's analyst price target has increased significantly from approximately $317 to nearly $351. Analysts cite improved growth visibility, stronger profit margins, and expanding opportunities in AI-driven applications as key drivers behind the upward revision.

Shared on 28 Aug 25

Fair value Increased 16%

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 on 01 May 25

Fair value Increased 7.02%

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Fair value Decreased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.65%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

MDB: AI Adoption And Expanding Platform Will Support Balanced Outlook Ahead

MDB: Leadership Transition And AI Demand Will Shape Durable Profitability Outlook

MDB: Leadership Change And AI Adoption Will Shape Durable Platform Positioning

MDB: Leadership Transition And AI Expansion Will Shape Future Performance Amid Competition

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