MongoDB: Temporary Weakness Has Created An Attractive Entry Point
MongoDB's share price has been under pressure, but I believe it remains a high-quality company with potential for double-digit revenue growth and high margins at scale. The recent success of PostgreSQL has raised questions about MongoDB's competitive positioning, although I believe that this has been overblown. MongoDB's customer base continues to expand, and expansion and retention rates remain healthy.
MongoDB Stock Plunges 54% in a Year: Here's Why You Should Stay Away
MDB's weak revenue guidance, intense competition, and broader market headwinds serve as a clear warning sign for investors to stay away.
MongoDB: Highflying Stock Is Now A Value Play, Buy The Dip (Upgrade)
After dropping more than 50% over the past year, MongoDB has become a very compelling buy at ~4.5x next year's revenue. Investors have reacted harshly to the company's expectations for 12-14% revenue growth in FY26, implying a sharp deceleration from Q4's 20% growth pace. The company has a track record for beating its conservative guidance, outperforming the high end of its original FY25 guidance by 4%.
After Massive Post Earnings Fall, Does Hope Remain for MongoDB?
MongoDB NASDAQ: MDB recently had a historically bad trading day after the database firm's latest earnings on Mar. 5, shares traded down by nearly 27%. As of the March 20 close, the stock is down over 47% from where it started 52 weeks ago.
3 Beaten-Down Stocks (MDB, SPSC and DDOG) With Up To 125% Upside According To Wall Street Experts
The stock market has recovered from its correction territory, but there's still significant fear due to tariff-related uncertainty.
MongoDB: Recent Sell-Off Presents Opportunity
MongoDB offers a best-in-class NoSQL database, providing flexibility and scalability for modern applications, making it a preferred choice among developers. Soft FY2026 guidance during Q4 earnings led to a sell-off. A closer look suggests that implied Atlas growth is still in the low 20s, indicating guidance is not as bad. The stock is currently trading at 6.6x forward P/S, which is at the lower end of its 12-month historical range. I believe the negatives are well priced in the stock.
MongoDB: Disappointing Results And Guidance
MongoDB's FY25 results show decelerating revenue growth and weak direct sales, with a concerning FY26 guidance indicating ineffective growth strategies. The acquisition of Voyage AI aims to enhance MongoDB Atlas, but success hinges on improving their go-to-market execution and targeting enterprise clients. Despite a solid gross margin and being debt-free, MongoDB remains unprofitable, with high R&D and Sales & Marketing expenses.
MongoDB Q4: 3 Reasons Why I Remain Optimistic
MongoDB reported strong Q4 FY 2025 results, with revenue and non-GAAP income from operations growing 20% and 62% YoY, respectively, beating estimates. Despite robust Atlas growth and strategic acquisitions like Voyage AI, FY 2026 guidance spooked investors due to projected revenue deceleration and margin compression driven by its Non-Atlas segment. I maintain a "buy" rating with a $246 price target, believing in MongoDB's long-term AI-driven growth and strategic positioning as the “database for the AI era,” despite short-term investor concerns.
MongoDB, Inc. (MDB) Morgan Stanley Technology, Media and Telecom Conference (Transcript)
MongoDB, Inc. (NASDAQ:MDB ) Morgan Stanley Technology, Media and Telecom Conference March 6, 2025 2:30 PM ET Company Participants Dev Ittycheria - CEO Serge Tanjga - Interim CFO Conference Call Participants Sanjit Singh - Morgan Stanley Sanjit Singh All right. Welcome to another great session and day four of the Morgan Stanley TMT Conference.
MongoDB Q4 Earnings: Downgrade Deserved
MongoDB's disappointing guidance and reduced profitability outlook have led to a downgrade from a buy to a hold rating, with a new price target of $250. Despite surpassing estimates, MongoDB's Q1 guidance fell short, with projected revenue of $525M and EPS of $0.65, raising concerns about future performance. The company's EPS is expected to drop by 32% YoY to $2.50, making its stock appear expensive with a 90 forward P/E ratio.
MongoDB shares plummet on weak revenue forecast
MongoDB Inc (NASDAQ:MDB) shares plunged more than 20% on Thursday after the document database-as-a-service issued weaker-than-expected revenue guidance for fiscal 2026. The company guided full year revenue in the range of $2.24 billion to $2.28 billion or 12% growth, below the 18% expected by analysts.
MongoDB Earnings: Sky-High Valuation Leaves No Margin For Error (Downgrade)
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.
