The mean of analysts' price targets for MongoDB (MDB) points to a 31.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
I previously rated MongoDB a sell due to valuation, but I now believe I was too harsh. Management has raised fiscal 2026 non-GAAP operating profit guidance, but free cash flow conversion remains a notable weakness. I estimate free cash flow will reach $200 million this year, with potential upside if cost efficiencies materialize.
MongoDB's NASDAQ: MDB stock price surged following its FQ1 earnings release, as the results and guidance affirmed the analysts' outlook, prompting them to lift their stock price targets. After a year of waiting for the second wave of AI, the application wave is gaining traction.
Upgrading MongoDB to a buy after strong Q1 results, better-than-expected guidance, and a $1 billion buyback program. MDB consistently beats earnings estimates, with Q1 EPS and revenue smashing both consensus and internal guidance. Valuation remains attractive for a high-growth AI software company, with a forward P/E around 40 and P/S near 7.
MongoDB's stock continues to rebound and is now up over 50% from the lows, supported by strong Q1 results. Of note, Atlas revenue growth reaccelerated during the quarter, despite consumption being depressed in April. Concerns over margins, PostgreSQL competition, and a lack of AI exposure are overblown.
While the top- and bottom-line numbers for MongoDB (MDB) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
MongoDB Inc (NASDAQ:MDB) shares surged 15.8% on Thursday after the company delivered better-than-expected first-quarter results and raised its full-year guidance. Revenue for the fiscal first quarter rose 22% year over year to $549 million, beating analysts' expectations of $528.1 million.
MongoDB Inc (NASDAQ:MDB) stock is up 17.1% at $233.84, after the data platform company reported better-than-expected first-quarter results and lifted its full-year forecast, citing strength in its cloud-based service.
MongoDB (NASDAQ: MDB), a prominent database management firm, recently reported impressive Q1 results that greatly surpassed analyst predictions. The company reported adjusted earnings of $1.00 per share on revenue of $549 million, easily exceeding consensus forecasts of $0.66 per share and $528 million, respectively.
MongoDB, Inc. (NASDAQ:MDB ) Q1 2026 Earnings Conference Call June 4, 2025 5:00 PM ET Company Participants Dev C. Ittycheria - President, CEO & Director Michael J.
MongoDB (MDB) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.51 per share a year ago.
Get a deeper insight into the potential performance of MongoDB (MDB) for the quarter ended April 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.