MongoDB, Inc.

Report azionario NasdaqGM:MDB

Capitalizzazione di mercato: US$21.3b

MongoDB Performance degli utili passati

Criteri Il passato verificati 0/6

MongoDB ha registrato una crescita degli utili a un tasso medio annuo di 23.1%, mentre il settore IT ha registrato utili in crescita a un tasso medio annuo di 7.4%. I ricavi sono stati in crescita a un tasso medio annuo di 25.6%.

Informazioni chiave

23.06%

Tasso di crescita degli utili

27.21%

Tasso di crescita dell'EPS

IT Crescita del settore22.43%
Tasso di crescita dei ricavi25.60%
Rendimento del capitale proprio-2.41%
Margine netto-2.89%
Prossimo aggiornamento sugli utili28 May 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento dell'analisi May 01

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.
Seeking Alpha Apr 29

MongoDB: Strong Platform, Uncertain Inflection, Watching The Transition

Summary MongoDB is transitioning to a profitable, AI-era infrastructure company, leveraging its Atlas cloud database and native vector search capabilities. MDB's revenue growth has stabilized near 20% Y/Y, with margin improvement and strong revenue visibility, but near-term guidance is softer than prior years. Atlas remains the core growth driver, with landmark enterprise deals, robust customer expansion, and a 97% Y/Y surge in remaining performance obligations. We rate MDB a Hold, citing fair valuation at 44x forward adjusted P/E and the need for clearer AI-native customer adoption before further upside. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Apr 16

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.
Aggiornamento dell'analisi Apr 02

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.
Aggiornamento dell'analisi Mar 19

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.
Aggiornamento dell'analisi Mar 05

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.
Nuova analisi Mar 04

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.
Aggiornamento dell'analisi Feb 18

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.
Aggiornamento dell'analisi Feb 04

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.
Aggiornamento dell'analisi Jan 21

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.
Aggiornamento dell'analisi Jan 07

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.
Articolo di analisi Dec 19

MongoDB, Inc.'s (NASDAQ:MDB) 26% Share Price Surge Not Quite Adding Up

Despite an already strong run, MongoDB, Inc. ( NASDAQ:MDB ) shares have been powering on, with a gain of 26% in the...
Aggiornamento dell'analisi Dec 17

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.
Aggiornamento dell'analisi Dec 03

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.
Aggiornamento dell'analisi Nov 19

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.
Aggiornamento dell'analisi Nov 01

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.
Aggiornamento dell'analisi Oct 18

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.
Aggiornamento dell'analisi Oct 03

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.
Articolo di analisi Aug 29

Revenues Not Telling The Story For MongoDB, Inc. (NASDAQ:MDB) After Shares Rise 32%

MongoDB, Inc. ( NASDAQ:MDB ) shares have continued their recent momentum with a 32% gain in the last month alone. The...
Aggiornamento dell'analisi Aug 28

Atlas 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.
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Nuova analisi Mar 19

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.
Seeking Alpha Mar 06

MongoDB Earnings: Sky-High Valuation Leaves No Margin For Error (Downgrade)

Summary MongoDB, Inc. operates debt-free with $2.3 billion in cash but is overvalued at 150x forward free cash flow, prompting a sell rating. Despite guiding for 20% y/y revenue growth, flawless execution in a tough market is required, which is uncertain. MongoDB's flagship product, Atlas, continues to grow, but competition from Amazon, Microsoft, and Oracle remains fierce. MDB stock's current valuation demands near-flawless execution, making it too risky compared to other investment opportunities. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

MongoDB: Sell Before The Weak Fundamentals Catch Up With The Stock (Technical Analysis)

Summary The technicals are currently strong for MDB stock, with most indications showing a bullish outlook. Q3 earnings and Q4 guidance are overall worrying as revenue growth decelerates and adjusted EPS growth is expected to drop sharply into negative territory. The stock is overvalued as the P/S ratio fails to adequately reflect the deteriorating fundamentals of the business. Therefore, I believe investors should use the strong technicals as a selling opportunity as the fundamentals are weakening. Read the full article on Seeking Alpha
Seeking Alpha Jan 14

MongoDB: Growth Outlook Remains Positive

Summary MDB's Atlas platform and Enterprise Advanced segments are key growth drivers, benefiting from the AI tailwind and multi-cloud adoption. Despite a share price drop, MDB's fundamentals remain strong with solid growth prospects and a resurgence in the Enterprise Advanced segment. Management's FY25 revenue guidance of 17% y/y growth is achievable, with potential for even higher growth as hybrid cloud demand accelerates. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

MongoDB's Growth Rate Inflection: Just Over The Horizon

Summary Despite recent stock declines, MongoDB's technology remains strong, with substantial growth potential driven by its No-SQL database offerings and AI integration. The company's current growth malaise is attributed to macroeconomic conditions and slower-than-expected usage growth, particularly among smaller enterprises. MongoDB is pivoting towards enterprise clients and AI-driven legacy app modernization to drive future growth, with promising early results. I recommend MongoDB shares for risk-oriented investors, anticipating a growth inflection within the next few quarters, despite current market challenges. MongoDB dominates the No-SQL database market with a share of almost 50% that has risen recently. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

MongoDB Q3 Earnings: Growth Acceleration Could Be On The Horizon, But A Lot Priced In

Summary MongoDB's fiscal Q3 2024 results were strong, but the fiscal Q4 2024 outlook shows a typical seasonal slowdown, raising concerns about Atlas consumption growth. The stock is expensive at 70x next year's non-GAAP operating profits, making it a cautious buy despite recent momentum. Fiscal 2026 revenue growth may reach 20% CAGR, but the current valuation at 71x forward non-GAAP operating profits limits the upside without significant growth surprises. While MongoDB has positive momentum, high valuation, and macroeconomic challenges suggest a cautious approach; I'll remain neutral. Read the full article on Seeking Alpha
Seeking Alpha Nov 08

MongoDB: Playing The Long Game In A Fiercely Competitive Market

Summary MongoDB's Q2 fiscal 2025 revenue increased by 13% year-over-year to $478.1 million, with Atlas contributing 71% of total revenue. The NoSQL database market is projected to grow significantly, with estimates reaching up to $82.3 billion by 2031, indicating robust industry expansion. MDB faces strong competition from Amazon's DynamoDB, which offers comparable features and benefits from AWS integration. Despite revenue growth, the Company continues to report net losses, primarily due to substantial SG&A and R&D expenditures. I recommend a buy for MongoDB, as its dominant market position and Atlas growth potential provide strong long-term upside despite current profitability challenges. Read the full article on Seeking Alpha
Seeking Alpha Oct 28

MongoDB: AI Tailwinds Make For A Long Growth Runway

Summary MongoDB's new business remains unaffected by the macro environment, with strong new customer growth and a low market share in a large market. Existing workload consumption is impacted by macro conditions, but Atlas consumption growth exceeded expectations, contributing to a 13% year-over-year revenue increase. MongoDB's realistic approach to AI highlights long-term opportunities, with AI applications expected to benefit from MongoDB's flexible, scalable, and secure data layer. Strong Q2 performance with improved sales productivity and retention rates, reinforcing confidence in MongoDB's ability to capitalize on long-term growth opportunities in AI and legacy modernization. Read the full article on Seeking Alpha
Seeking Alpha Oct 02

MongoDB Isn't Much Of A Growth Stock Any Longer, Though It's Priced Like One (Rating Downgrade)

Summary Downgrading MongoDB to a sell rating as its growth rate has decayed further, driven by weak consumption trends as its clients pull back on IT budgets. Even after a ~30% YTD drop, the stock still trades at a very sharp ~8x FY26 revenue multiple, well above many software peers that are growing in the low teens. Making growth matters worse, the company is still spending heavily to support sales, which is causing operating margins to decline. Wall Street consensus is already calling for FY26 revenue growth to accelerate after lapping consumption weakness this year, which is hardly guaranteed if we enter a recession. Read the full article on Seeking Alpha
Seeking Alpha Sep 05

MongoDB: Solid Second Quarter Eases Competition Concerns

Summary Despite a weak demand environment, MongoDB continues to attract new customers and expand within existing ones. Growth is currently soft though, due in large part to difficult comparable periods in 2023. While MongoDB's margins are trending upward, large investments in future growth, despite a sluggish demand environment, will limit near-term gains. I'm currently fairly neutral on MongoDB due to potential economic headwinds and the time needed for AI benefits to materialize. Read the full article on Seeking Alpha
Seeking Alpha Aug 30

MongoDB Earnings: Don't Chase This Stock, Cache Out

Summary Despite MongoDB's raised guidance, its stock is still priced at an exorbitant 100x forward non-GAAP operating profits, which is unsustainable. MongoDB's growth rates are erratic and below 20% CAGR, failing to justify its premium valuation and high market enthusiasm. The shift to MongoDB Atlas is cannibalizing its on-premise business, and macroeconomic pressures could further impact revenue growth. Paying 100x forward non-GAAP EPS for MongoDB is too high a premium given its slower growth and uncertain profitability path. Read the full article on Seeking Alpha
Seeking Alpha Aug 21

MongoDB: The Q2 Event Won't Have Too Many Highs, But A Trough Seems Imminent

Summary MongoDB which has plummeted by -38% YTD and underperformed the Nasdaq could have an opportunity to bridge the price gap seen on the daily charts since the Q1 event. MDB reports Q2 earnings on the 29th of this month, and we focus on some of the key themes that could dominate the event. Forward P/E valuations are rather off-putting, particularly in light of the medium-term earnings growth on offer. The stock is intriguingly poised near its descending trendline and no longer looks overbought versus other offerings that participate in the expanded tech space. Read the full article on Seeking Alpha
Seeking Alpha Aug 14

MongoDB Stock: Still A Risky Investment After A 40% Decline

Summary MongoDB, Inc. stock is down by more than 40% since the beginning of the year, and that's not good news for investors. Despite the poor share price performance, MongoDB is still exposed to significant downside risk. Profitability is likely to worsen as the current fiscal year progresses, and investors need to keep a close eye on margins. Read the full article on Seeking Alpha
Seeking Alpha Jul 04

MongoDB: Volatility Should Persist In The Medium Term

Summary MongoDB stock dropped post-FQ1 results despite double-digit revenue growth and beating estimates, but with lowered guidance for the full fiscal year. The stock outperformed tech-heavy Invesco QQQ Trust due to AI-related optimism, but challenges persist. MongoDB faces demand weakness, competition from hyperscalers, and risks from Gen AI advancements, leading to a bearish outlook. It could potentially benefit from AI, but this could take time to show in MongoDB’s numbers. In the meanwhile, it could face volatility given that its valuations show that the market is full of expectations. Read the full article on Seeking Alpha
Seeking Alpha May 26

MongoDB Q1 Earnings Preview: Caution Ahead As Investor Optimism Remains Elevated

Summary MongoDB has underperformed the indices YTD. It will report its Q1 FY25 earnings on May 30, where it expects to generate $440M in revenue and $23.5M in non-GAAP operating income. The company reported strong revenue and earnings growth in its Q4 FY24 earnings report led by consumption trends and workload acquisition in its Atlas offering. For FY25, management is focused on driving product innovation to bring new workloads, while expanding its sales capacity to gain market share among enterprise customers. I believe we need to pay close attention to management’s commentary on consumption trends while assessing progress on gaining customers with $100K+ in ARR as the company expands sales capacity. There appears to be elevated investor confidence given the last four quarters of earnings outperformance, meaning risk-reward does not look attractive at current levels. Read the full article on Seeking Alpha
Seeking Alpha Apr 25

MongoDB: Less Profitable Than Expected (Rating Downgrade)

Summary Investors must navigate MongoDB's growth deceleration and rich valuation. There's a balance to be found between the allure of innovation and the reality of valuation. Here's why I moved to the sidelines on this stock. Read the full article on Seeking Alpha
Seeking Alpha Apr 05

MongoDB: Ongoing Demand Headwinds

Summary MongoDB is facing a soft demand environment, which will likely continue to negatively impact near-term growth. The company is expanding its platform, increasing its addressable market, and strengthening its competitive position. Soft growth and increased investments in 2024 leave the stock vulnerable to further declines, particularly if the broader market weakens. Read the full article on Seeking Alpha
Seeking Alpha Mar 24

MongoDB: Growth And Margins Expected To Compress In FY25

Summary MongoDB's stock has declined while its peers have seen gains, with disappointing Q4 results and a weak outlook for this year. Risks include deceleration in growth rates, weaker usage trends, and slower customer additions. The company is guiding to just 13-15% y/y growth in FY25 (despite exiting Q4 of FY24 at a 27% growth rate), citing tougher comps in the prior year. It's also pointing to operating margin compression, driven in part by adding sales capacity. Despite these risks, MongoDB stock trades at a rich ~13x revenue multiple. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come MongoDB guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGM:MDB Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Jan 262,464-711,187716
31 Oct 252,317-711,136678
31 Jul 252,218-791,116652
30 Apr 252,105-861,085620
31 Jan 252,006-1291,090597
31 Oct 241,916-2001,092592
31 Jul 241,820-2201,064569
30 Apr 241,765-2031,034545
31 Jan 241,683-177976516
31 Oct 231,586-186942481
31 Jul 231,487-241915460
30 Apr 231,367-322895442
31 Jan 231,284-345860422
31 Oct 221,189-365805400
31 Jul 221,082-362742376
30 Apr 22978-320658340
31 Jan 22874-307595309
31 Oct 21778-298538275
31 Jul 21702-290494247
30 Apr 21642-277452224
31 Jan 21590-267417205
31 Oct 20543-254382191
31 Jul 20502-223350176
30 Apr 20463-196323164
31 Jan 20422-176295149
31 Oct 19384-135265134
31 Jul 19346-115238118
30 Apr 19306-106218102
31 Jan 19267-9920190
31 Oct 18238-9118580
31 Jul 18208-9317373
30 Apr 18184-9116068
31 Jan 18166-8414662
31 Oct 17139-9213359
31 Jul 17124-8712055
30 Apr 17112-8511153
31 Jan 17115-7010252
31 Jan 1665-737443

Guadagni di qualità: MDB al momento non è redditizia.

Margine di profitto in crescita: MDB al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: MDB non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 23.1% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di MDB nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: MDB non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore IT ( 37% ).


Rendimento del capitale proprio

ROE elevato: MDB ha un Return on Equity negativo ( -2.41% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 14:58
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/01/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

MongoDB, Inc. è coperta da 52 analisti. 37 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Adam ShepherdArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird