MongoDB Inc. (MDB)
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.
Why MongoDB Stock Crashed on Thursday
MongoDB (MDB -20.81%) stock got destroyed Thursday morning, falling 20.3% through 10:20 a.m. ET despite "beating" on Q4 2024 earnings last night, after warning 2025 results may look a lot worse.
Cramer's Mad Dash: MongoDB
Jim Cramer breaks down why he's keeping an eye on shares of MongoDB.
MongoDB Stock Tanks 23% After Weak Guidance
Shares of MongoDB Inc (NASDAQ:MDB) were last seen down 23.5% at $202.19, after the database software company issued weaker-than-expected guidance for fiscal 2026.
MongoDB plummets 20% as weak outlook overshadows strong quarterly results
MongoDB shares plummeted more than 20% after the database software maker shared weak guidance that reflects slowing growth. The revenue projection would imply 12.7% growth, the slowest for the company going back to its 2017 stock market debut.
MongoDB, Inc. (MDB) Q4 2025 Earnings Call Transcript
MongoDB, Inc. (NASDAQ:MDB ) Q4 2025 Earnings Conference Call March 5, 2025 5:00 PM ET Company Participants Brian Denyeau - IR, ICR Dev Ittycheria - President & CEO Serge Tanjga - Interim CFO Conference Call Participants Raimo Lenschow - Barclays Bob Dion - Morgan Stanley Mike Cikos - Needham and Company Brent Bracelin - Piper Sandler Kingsley Crane - Canaccord Genuity Patrick Walravens - JMP Securities Brad Sills - Bank of America Patrick Colville - Scotiabank Rishi Jaluria - RBC Operator Good day, and welcome to MongoDB's Q4 Fiscal Year 2025 Earnings Call. At this time, all participants are in a listen-only mode.
MongoDB (MDB) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for MongoDB (MDB) give a sense of how its business performed in the quarter ended January 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
