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MongoDB, Inc. Stock Price

NasdaqGM:MDB Community·US$30.8b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 184 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MDB Share Price Performance

US$377.67
50.30 (15.36%)
​
US$454.72
Fair Value
US$377.67
50.30 (15.36%)
16.9% undervalued intrinsic discount
US$454.72
Fair Value
Price US$377.67
AnalystConsensusTarget US$454.72
AnalystLowTarget US$298.94
AnalystHighTarget US$515.13
Wed, 9 Sep 26
Fair ValueUS$454.72
Share Pricen/a

MDB Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$454.72 16.9% undervalued intrinsic discount

MDB: AI Adoption And Expanding Platform Will Support Balanced Outlook Ahead

0users have liked this narrative
1users have commented on this narrative
84users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$298.94 26.3% overvalued intrinsic discount

Rising Regulatory Burdens Will Erode Margins Amid Hyperscaler Consolidation

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$515.13 26.7% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
MDB logo
MongoDB
26.7% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 12 Aug
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MDB logo
MongoDB
16.9% undervalued intrinsic discount

MDB: AI Adoption And Expanding Platform Will Support Balanced Outlook Ahead

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Sep
Read Narrative
MDB logo
MongoDB
26.3% overvalued intrinsic discount

Rising Regulatory Burdens Will Erode Margins Amid Hyperscaler Consolidation

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Aug
Read Narrative

Trending Discussion

MI
MDB logo

MongoDB is at heart OPEN SOURCE CODE. Just because a company sets up to sell it does not alter that ( one aspect of the CopyLeft principle is that users are free to do ANYTHING with opensourced code INCLUDING make a profit: BUT, not to break the licence terms, they must ADMIT the code is opensource *and provide access to the sourcecode for free*. This works fine for a number of businesses - ODOO is an example, so is RHEL (Red Hat Enterprise Linux). Just remember that if a company like this lists and joins the stock market, any value someone might attribute to a shareholding in said company, DOES NOT INCLUDE any IP value - as the code itself - the SOURCE of the IP - is FREE at all times. Most companies (OpenVPN is another example) that do this seek to add some "layer" which is NOT opensource, where they deem the value to be. Thus with OpenVPN3, if you use the commercial version you get version 3 - which includes proprietary bolt-on features (that you don't really need). Meanwhile Version 2 is the free opensource version and works perfectly. An attempt to "pull the Wool" usually.

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Recently Updated Narratives

AN
AnalystConsensusTarget
MDB logo

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

Fair Value: US$454.72 16.9% undervalued intrinsic discount
84 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
MDB logo

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

Fair Value: US$298.94 26.3% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MDB logo

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

Fair Value: US$515.13 26.7% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

MongoDB, Inc. Key Details

US$2.8b

Revenue

US$760.0m

Cost of Revenue

US$2.0b

Gross Profit

US$2.0b

Other Expenses

US$58.9m

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
0.73
72.69%
2.12%
0%
View Full Analysis

About MDB

Founded
2007
Employees
5783
CEO
Chirantan Desai
WebsiteView website
www.mongodb.com

MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company offers MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB. It offers professional services comprising consulting and training. The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013. MongoDB, Inc. was incorporated in 2007 and is headquartered in New York, New York.

Recent MDB News & Updates

User avatar
Narrative Update • 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.

Recent updates

No updates

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