Digital Transformation, Multi-Cloud, And AI Will Unlock New Horizons

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

03 Aug 25

Updated

04 Feb 26

Views

42

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

44.3%

7D

0.6%

Loading

1Y

44.3%

7D

0.6%

You can edit this narrative until Feb 5 1:20 PM. Then, changes will post as Updates.

Author's Valuation

US$52548.1% undervalued

AnalystHighTarget Fair Value

Shared on 04 Feb 26

Fair value Decreased 4.55%

MDB: AI Workloads And Cloud Recurring Revenue Will Support Future Leadership Transition

Our updated fair value estimate for MongoDB moves to $525 from $550, as analysts factor in expectations for higher long term revenue growth, a richer future P/E multiple, and a lower discount rate, partially offset by more conservative profit margin assumptions. Analyst Commentary Recent Street research has generally tilted positive on MongoDB, with a series of higher price targets and reaffirmed positive ratings.

3 views

Shared on 21 Jan 26

MDB: Atlas And AI Adoption Will Support Upcoming Leadership Transition

Analysts have modestly raised their implied outlook on MongoDB, with price targets now clustering in the US$405 to US$500 range. They cite stronger Atlas momentum, improving profitability, and confidence in the company’s AI positioning and new leadership.

9 views

Shared on 07 Jan 26

Fair value Increased 39%

MDB: Atlas And AI Workloads Will Drive Leadership Transition Upside

Analysts have raised their fair value estimate for MongoDB from $394.78 to $550.00, citing higher expected revenue growth, improved profitability, a lower future P/E assumption, and supportive Street research that emphasizes Atlas momentum, AI related demand, and confidence in the new CEO transition. Analyst Commentary Recent Street research on MongoDB has been broadly constructive, with a series of higher price targets and reaffirmed positive ratings.

10 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$525

48.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

14.35%

Historical revenue growth rate

25.60%

IT revenue growth rate

0.63%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.06%

Calculation

US$433.00m

Earnings '29

x

127.95x

PE Ratio '29

=

US$55.40b

Market Cap '29

US$55.40b

Market Cap '29

/

82.01m

No. shares '29

=

US$675.59

Share Price '29

US$675.59 Share Price '29

Discounted to 2026 @ 8.77% p.a.

=

US$524.95

Fair Value '26