MongoDB, Inc.

NasdaqGM:MDB 株式レポート

時価総額：US$31.7b

MongoDB 過去の業績

過去 基準チェック /36

MongoDBは、平均年間34.8%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間12.1% 23.7%収益成長率で 成長しています。 MongoDBの自己資本利益率は2%であり、純利益率は2.1%です。

主要情報

34.75%

収益成長率

37.86%

EPS成長率

IT 業界の成長22.43%
収益成長率23.71%
株主資本利益率1.98%
ネット・マージン2.12%
前回の決算情報31 Jul 2026

最近の業績更新

Recent updates

Seeking Alpha • Sep 18

MongoDB: AI Native Customers Are Lapping Up Its Products

Summary MongoDB remains a compelling 'growth at a reasonable price' play amid market correction concerns. MDB demonstrates accelerating ~30% y/y revenue growth at a ~$3B run rate, driven by new products and customer traction. The consumption-based model and AI-focused offerings like Voyage AI position MDB to benefit from secular data growth. I reiterate a buy rating, citing strong fundamentals, high-70s gross margins, Rule of 40+ scalability, and healthy cash flow. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 09

MDB: Atlas And AI Workloads Will Drive Stronger Long Term Earnings Power

MongoDB's analyst fair value estimate has moved from $394.68 to $454.72 as analysts factor in a broad reset of price targets following Q2 results. Many are highlighting consistent Atlas growth, stronger long term revenue and margin profiles, and rising expectations for AI related workloads, despite some near term share pressure tied to Atlas growth optics.
ナラティブ更新 • Aug 26

MDB: AI Hype Will Test New Data Platform Features Against Reality

MongoDB's fair value estimate edges higher to $298.94, with analysts pointing to a broad wave of price target increases that lean on expectations for solid upcoming results, Atlas-driven AI workloads, and generally constructive checks across enterprise and public sector demand. Analyst Commentary Street research on MongoDB has been active in recent months, with a series of higher price targets and mostly positive views on Atlas, AI related workloads, and enterprise demand.
ナラティブ更新 • Aug 12

MDB: Atlas Adoption And AI Workloads Will Drive Post Earnings Repricing

Analysts have nudged the fair value estimate for MongoDB higher from about $503 to roughly $515, reflecting updated views on revenue growth, profit margins, future P/E, and a series of recent price target increases that cite Atlas strength, AI related demand, and upcoming product and event catalysts. Analyst Commentary Recent research on MongoDB points to broadly constructive sentiment, with many bullish analysts lifting price targets and emphasizing execution around Atlas, enterprise accounts, and AI related use cases.
ナラティブ更新 • Jul 17

MDB: Atlas And AI Workloads Will Support Post Earnings Repricing Opportunity

MongoDB's analyst fair value estimate has been raised by about $42 to $503, as analysts highlight stronger enterprise demand for Atlas, ongoing AI related use cases, and a series of higher Street price targets that collectively point to sustained confidence in the company’s database and data platform positioning. Analyst Commentary Recent Street research on MongoDB points to a broadly constructive backdrop, with a long list of bullish analysts lifting price targets and reiterating positive views after the latest quarters and guidance updates.
ナラティブ更新 • Jul 03

MDB: AI Optimism Will Test Atlas Execution Against Lofty Market Hype

The analyst price target for MongoDB has been raised, with the updated fair value estimate moving from $250.00 to about $287.83. Analysts cite higher confidence in demand, solid Atlas trends, expanding AI-related use cases, and peer group multiples as key factors in the revision.
ナラティブ更新 • Jun 19

MDB: Atlas And AI Data Workloads Will Drive Future Share Upside

MongoDB's analyst price target has been revised slightly lower to about $394.68 from $395.77. Analysts are factoring in modest adjustments to growth and discount rate assumptions while still pointing to solid Atlas momentum, a maturing AI data platform opportunity, and broadly higher Street targets across recent research updates.
ナラティブ更新 • Jun 04

MDB: Atlas Usage And AI Workloads Will Test Profitability Discipline

Analysts have reset the fair value estimate for MongoDB to $395.77 from $440.10. This reflects updated expectations for profitability, a lower assumed discount rate, and a more moderate future P/E multiple, despite broadly higher Street price targets on solid Atlas trends and AI-related opportunities.
ナラティブ更新 • May 19

MDB: AI Data Stack Role Will Support Post Earnings Reset Opportunity

MongoDB's analyst fair value estimate has been nudged higher to $461.27 from $455.27 as analysts weigh stronger expected revenue growth and a slightly lower discount rate against more tempered margin and P/E assumptions. Analyst Commentary Recent Street research on MongoDB reflects a wide range of valuation views, but the tone of many reports remains constructive.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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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新しいナラティブ • 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

収支内訳

MongoDB の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGM:MDB 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Jul 262,783591,256780
30 Apr 262,602-291,232748
31 Jan 262,464-711,187716
31 Oct 252,317-711,138678
31 Jul 252,218-791,117652
30 Apr 252,105-861,086620
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

質の高い収益: MDBは 高品質の収益 を持っています。

利益率の向上: MDB過去に利益を上げました。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: MDB過去 5 年間で収益を上げており、収益は年間34.8%増加しています。

成長の加速: MDBは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: MDB昨年収益を上げたため、昨年の収益成長をIT業界 ( 1.5% ) と比較することは困難です。

株主資本利益率

高いROE: MDBの 自己資本利益率 ( 2% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/18 15:42
終値2026/09/18 00:00
収益2026/07/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MongoDB, Inc. 38 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51

アナリスト機関
Joseph BonnerArgus Research Company
William PowerBaird
Raimo LenschowBarclays