MongoDB Inc. (MDB)
Bear Of The Day: MongoDB (MDB)
MongoDB (MDB) is a Zacks Rank #5 (Strong Sell) despite recently beating the Zacks Consensus Estimate. The stock has a Zacks Style Score for Value of f and an A for Growth.
MongoDB: Growth Surprise Is Coming
MongoDB stock saw a 30% post-earnings drop, driven by sequential Atlas deceleration and soft forward guidance, as AI is not yet a material driver to revenue growth. Q4 FY26 saw revenue up 26.75% YoY to $695.1M, with non-GAAP operating margin expanding 200 bps and continued upmarket customer growth. Forward guidance for FY27 projects revenue growth of 16–18% and Atlas growth slowing to 22%, tempering near-term expectations.
MongoDB: Buy The Dip, Risks Are Manageable With Valuation Offset (Rating Upgrade)
MongoDB has declined ~40% YTD amid SaaS sector pressure and leadership changes, but now presents a compelling buy opportunity. MDB's non-relational database platform is AI-resistant and mission-critical, with AI serving as a potential tailwind rather than a threat. The company demonstrates strong fundamentals: 20%+ revenue growth, 20%+ pro forma operating margins, and a debt-free balance sheet with $2B+ cash.
MDB's Atlas Outlook Reflects Caution: Is Growth Losing Momentum?
MongoDB's Atlas growth outlook signals slowing momentum as consumption trends moderate and enterprise spending stays cautious.
MongoDB vs. ServiceNow: Which AI Software Stock Has Greater Upside?
MDB and NOW ride the booming enterprise AI demand, but diverge on growth visibility, monetization pace and near-term outlook dynamics.
Brokers Suggest Investing in MongoDB (MDB): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Alkeon Capital Management LLC Takes Position in MongoDB, Inc. $MDB
Alkeon Capital Management LLC bought a new position in shares of MongoDB, Inc. (NASDAQ: MDB) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 120,000 shares of the company's stock, valued at approximately $37,246,000. Alkeon Capital Management LLC owned approximately 0.15%
MongoDB: May Not Be A Hypergrowth Company Like Before
MongoDB, Inc. delivered strong Q4 results, but guidance revealed a slowdown, triggering a 25% share price drop and analyst price target cuts. Atlas cloud engine drove 29% growth, with Atlas Vector Search doubling in 2025, but FY27 revenue guidance implies just 17% growth, below expectations. MDB maintains robust gross margins (73-75%), record adjusted operating margin (23%), $2.38B liquidity, and no debt, supporting ongoing investment capacity.
Should You Buy, Sell or Hold MongoDB Stock Post Q4 Earnings?
MDB rallies after Q4 revenues climb 27% with Atlas growth and new AI tools, though premium valuation and slower expected growth cloud the outlook.
MongoDB Expands AI Capabilities: Is the Growth Thesis Strengthening?
MDB expands AI capabilities with new embedding models, vector search tools and APIs in Atlas, aiming to simplify AI app development as adoption accelerates.
MongoDB, Inc. (MDB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
MongoDB, Inc. (MDB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
MongoDB Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
MDB surpasses Q4 FY26 expectations with strong revenue growth and Atlas contributing 72% of total quarterly revenues.
