MongoDB (MDB) 주식 개요
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MDB Community Fair Values
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Analyst Price Targets
MongoDB, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$358.38 |
| 52주 최고가 | US$473.10 |
| 52주 최저가 | US$215.68 |
| 베타 | 1.59 |
| 1개월 변동 | -13.99% |
| 3개월 변동 | 1.12% |
| 1년 변동 | 7.02% |
| 3년 변동 | -3.49% |
| 5년 변동 | -28.82% |
| IPO 이후 변동 | 1,017.49% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Aug 24
MongoDB Q2 Earnings Preview: It Will Take A Very Strong Report To Justify The Stock Price
Summary MongoDB faces high expectations ahead of its Q2 earnings after the stock has nearly doubled over the past year. MDB's quarterly report will be important when it comes to recent expectations of strong AI-induced tailwinds. Based on the recent share price reaction, the market will either expect yet another full-year guidance upgrade or solid signs of sustained profitability improvements. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 Alpha주주 수익률
| MDB | US IT | US 시장 | |
|---|---|---|---|
| 7D | -4.5% | 1.3% | -0.2% |
| 1Y | 7.0% | 1.2% | 14.8% |
수익률 대 산업: MDB은 지난 1년 동안 1.2%의 수익을 기록한 US IT 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: MDB은 지난 1년 동안 14.8%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| MDB volatility | |
|---|---|
| MDB Average Weekly Movement | 9.4% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: MDB는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: MDB의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2007 | 5,783 | CJ Desai | www.mongodb.com |
는 자회사와 함께 전 세계에 범용 데이터베이스 플랫폼을 제공합니다. 이 회사는 호스팅형 멀티 클라우드 서비스형 데이터베이스 솔루션인 MongoDB Atlas, 기업 고객이 클라우드, 온프레미스 또는 하이브리드 환경에서 실행할 수 있는 상용 데이터베이스 서버인 MongoDB Enterprise Advanced, 개발자가 MongoDB를 시작하는 데 필요한 기능을 포함하는 무료 다운로드 버전의 데이터베이스인 Community Server를 제공합니다. 컨설팅과 교육으로 구성된 전문 서비스도 제공합니다.
MongoDB, Inc. 기초 지표 요약
| MDB 기초 통계 | |
|---|---|
| 시가총액 | US$28.68b |
| 순이익 (TTM) | US$58.90m |
| 매출 (TTM) | US$2.78b |
490.2x
주가수익비율(P/E)10.4x
주가매출비율(P/S)MDB는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| MDB 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.78b |
| 매출원가 | US$760.04m |
| 총이익 | US$2.02b |
| 기타 비용 | US$1.96b |
| 순이익 | US$58.90m |
최근 보고된 실적
Jul 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.73 |
| 총이익률 | 72.69% |
| 순이익률 | 2.12% |
| 부채/자본 비율 | 0% |
MDB의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 07:16 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/07/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
MongoDB, Inc.는 50명의 분석가가 다루고 있습니다. 이 중 38명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joseph Bonner | Argus Research Company |
| William Power | Baird |
| Raimo Lenschow | Barclays |