MongoDB Résultats passés
Passé contrôle des critères 0/6
MongoDB a connu une croissance annuelle moyenne de ses bénéfices de 23.1%, tandis que le secteur IT a vu ses bénéfices augmenter de en hausse à 5.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 25.6% par an.
Informations clés
23.06%
Taux de croissance des bénéfices
27.21%
Taux de croissance du BPA
| IT Croissance de l'industrie | 22.43% |
| Taux de croissance des recettes | 25.60% |
| Rendement des fonds propres | -2.41% |
| Marge nette | -2.89% |
| Dernière mise à jour des bénéfices | 31 Jan 2026 |
Mises à jour récentes des performances passées
Recent updates
MDB: AI Data Stack Positioning Will Support Post Earnings Reset Upside
Narrative Update The updated analyst price target for MongoDB edges lower to $455.27 from $462.19. This reflects analysts' use of slightly lower valuation multiples and more gradual margin assumptions after recent price target cuts across the Street, even as they continue to reference solid Q4 results and ongoing interest in Atlas and AI use cases.MongoDB: Strong Platform, Uncertain Inflection, Watching The Transition
Apr 29
MDB: Fair Outlook Sees AI Data Role Tested By Guidance Reset
Analysts keep the fair value estimate steady at $250.00 while trimming margin assumptions, slightly lifting revenue growth expectations, and allowing for a higher future P/E. This reflects recalibrated Street price targets after mixed Q4 results and softer fiscal 2027 guidance.MDB: AI Data Stack Leadership Will Support Post Reset Upside Potential
The updated analyst price target for MongoDB moves from about $525 to about $462, as analysts factor in softer margin and revenue growth assumptions alongside a slightly higher future P/E multiple following recent Q4 results and guidance. Analyst Commentary Recent Street research on MongoDB reflects a wide reset in price targets following Q4 results and fiscal 2027 guidance.MDB: Fair Outlook Balances AI Data Ambition With Atlas And Leadership Uncertainty
Analysts are resetting expectations for MongoDB, applying a lower implied valuation multiple and assuming more gradual margin expansion. This feeds through to the updated price target while keeping revenue assumptions broadly in line and recognizing improving profit margin assumptions in the model.MDB: Fair Outlook Sees AI Data Opportunity Tempered By Atlas And Leadership Uncertainty
Narrative Update Our updated analyst price target for MongoDB moves from $340.43 to $250.00, reflecting analysts' lower long term revenue growth assumptions, a slightly higher discount rate and a more conservative future P/E multiple, even as they highlight ongoing AI related opportunities and the recent post earnings selloff as a reset in expectations rather than a change in the core story. Analyst Commentary A wave of post earnings research on MongoDB has centered on resetting expectations after mixed guidance and a sharp pullback in the share price.
MongoDB Inc. (MDB): The Data Platform Pivot – Navigating the FY2027 Outlook in 2026.
MongoDB (MDB) is currently undergoing a significant valuation recalibration, trading at $252.73 as of the March 3, 2026, close. The stock suffered a massive 22.24% collapse today following its Q4 fiscal 2026 earnings release, which took place after the bell on March 2.MDB: Fair Outlook Balances AI Workload Opportunity With Execution And Expectation Risks
Narrative Update: MongoDB Our fair value estimate for MongoDB has been revised to $340.43, reflecting a higher revenue growth assumption of 18.87% and a very large future P/E multiple, as analysts point to broadly supportive price target moves tied to Atlas growth expectations, AI driven demand, and a generally constructive multi year setup in recent research. Analyst Commentary Recent research on MongoDB continues to lean constructive, with several firms lifting their price targets and highlighting the company as a key beneficiary of database modernization and artificial intelligence related workloads.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.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.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.MongoDB, Inc.'s (NASDAQ:MDB) 26% Share Price Surge Not Quite Adding Up
Dec 19
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.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.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.MDB: AI Adoption And Expanding Platform Will Support Balanced Outlook Ahead
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.Atlas Adoption Will Drive Enterprise Cloud Transformation
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.Atlas Adoption Will Drive Enterprise Cloud Transformation
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.Revenues Not Telling The Story For MongoDB, Inc. (NASDAQ:MDB) After Shares Rise 32%
Aug 29Atlas Adoption Will Drive Enterprise Cloud Transformation
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.
Atlas And Voyage AI Investments Will Expand Future AI Capabilities
MongoDB's focus on AI capabilities and app modernization aims to expand revenue streams and improve long-term earnings.MongoDB Earnings: Sky-High Valuation Leaves No Margin For Error (Downgrade)
Mar 06MongoDB: Sell Before The Weak Fundamentals Catch Up With The Stock (Technical Analysis)
Feb 15MongoDB: Growth Outlook Remains Positive
Jan 14MongoDB's Growth Rate Inflection: Just Over The Horizon
Dec 26MongoDB Q3 Earnings: Growth Acceleration Could Be On The Horizon, But A Lot Priced In
Dec 10MongoDB: Playing The Long Game In A Fiercely Competitive Market
Nov 08MongoDB: AI Tailwinds Make For A Long Growth Runway
Oct 28MongoDB Isn't Much Of A Growth Stock Any Longer, Though It's Priced Like One (Rating Downgrade)
Oct 02MongoDB: Solid Second Quarter Eases Competition Concerns
Sep 05MongoDB Earnings: Don't Chase This Stock, Cache Out
Aug 30MongoDB: The Q2 Event Won't Have Too Many Highs, But A Trough Seems Imminent
Aug 21MongoDB Stock: Still A Risky Investment After A 40% Decline
Aug 14MongoDB: Volatility Should Persist In The Medium Term
Jul 04MongoDB Q1 Earnings Preview: Caution Ahead As Investor Optimism Remains Elevated
May 26MongoDB: Less Profitable Than Expected (Rating Downgrade)
Apr 25MongoDB: Ongoing Demand Headwinds
Apr 05MongoDB: Growth And Margins Expected To Compress In FY25
Mar 24Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment MongoDB gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Jan 26 | 2,464 | -71 | 1,187 | 716 |
| 31 Oct 25 | 2,317 | -71 | 1,136 | 678 |
| 31 Jul 25 | 2,218 | -79 | 1,116 | 652 |
| 30 Apr 25 | 2,105 | -86 | 1,085 | 620 |
| 31 Jan 25 | 2,006 | -129 | 1,090 | 597 |
| 31 Oct 24 | 1,916 | -200 | 1,092 | 592 |
| 31 Jul 24 | 1,820 | -220 | 1,064 | 569 |
| 30 Apr 24 | 1,765 | -203 | 1,034 | 545 |
| 31 Jan 24 | 1,683 | -177 | 976 | 516 |
| 31 Oct 23 | 1,586 | -186 | 942 | 481 |
| 31 Jul 23 | 1,487 | -241 | 915 | 460 |
| 30 Apr 23 | 1,367 | -322 | 895 | 442 |
| 31 Jan 23 | 1,284 | -345 | 860 | 422 |
| 31 Oct 22 | 1,189 | -365 | 805 | 400 |
| 31 Jul 22 | 1,082 | -362 | 742 | 376 |
| 30 Apr 22 | 978 | -320 | 658 | 340 |
| 31 Jan 22 | 874 | -307 | 595 | 309 |
| 31 Oct 21 | 778 | -298 | 538 | 275 |
| 31 Jul 21 | 702 | -290 | 494 | 247 |
| 30 Apr 21 | 642 | -277 | 452 | 224 |
| 31 Jan 21 | 590 | -267 | 417 | 205 |
| 31 Oct 20 | 543 | -254 | 382 | 191 |
| 31 Jul 20 | 502 | -223 | 350 | 176 |
| 30 Apr 20 | 463 | -196 | 323 | 164 |
| 31 Jan 20 | 422 | -176 | 295 | 149 |
| 31 Oct 19 | 384 | -135 | 265 | 134 |
| 31 Jul 19 | 346 | -115 | 238 | 118 |
| 30 Apr 19 | 306 | -106 | 218 | 102 |
| 31 Jan 19 | 267 | -99 | 201 | 90 |
| 31 Oct 18 | 238 | -91 | 185 | 80 |
| 31 Jul 18 | 208 | -93 | 173 | 73 |
| 30 Apr 18 | 184 | -91 | 160 | 68 |
| 31 Jan 18 | 166 | -84 | 146 | 62 |
| 31 Oct 17 | 139 | -92 | 133 | 59 |
| 31 Jul 17 | 124 | -87 | 120 | 55 |
| 30 Apr 17 | 112 | -85 | 111 | 53 |
| 31 Jan 17 | 115 | -70 | 102 | 52 |
| 31 Jan 16 | 65 | -73 | 74 | 43 |
Des revenus de qualité: MDB n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: MDB n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: MDB n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 23.1% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de MDB au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: MDB n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur IT ( 26.5% ).
Rendement des fonds propres
ROE élevé: MDB a un retour sur capitaux propres négatif ( -2.41% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/01 21:19 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
MongoDB, Inc. est couverte par 52 analystes. 36 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |