MongoDB Is Closer To Its GARP Moment
MongoDB is now solidly profitable, growing over 20% annually, and trading at a much more reasonable valuation than in 2021. The company's Atlas platform dominates the non-relational database market, benefiting from cloud-agnostic flexibility and strong developer adoption. Share dilution is being addressed through a $1 billion buyback, improving free cash flow, and a new CFO to support capital returns.
MongoDB (MDB) Registers a Bigger Fall Than the Market: Important Facts to Note
In the closing of the recent trading day, MongoDB (MDB) stood at $227.86, denoting a -3.38% move from the preceding trading day.
Top Wall Street analysts pick these 3 stocks for their growth potential
TipRanks' analyst ranking service discusses three stocks, including MongoDB and ServiceNow, favored by Wall Street.
MongoDB (MDB) Registers a Bigger Fall Than the Market: Important Facts to Note
MongoDB (MDB) closed at $237.89 in the latest trading session, marking a -2.65% move from the prior day.
MongoDB (MDB) Surpasses Market Returns: Some Facts Worth Knowing
The latest trading day saw MongoDB (MDB) settling at $241.37, representing a +2.64% change from its previous close.
MongoDB Intensifies Focus on Subscriptions: What's the Path Ahead?
MDB pushes deeper into enterprise and AI with a sharpened focus on subscriptions and global developer adoption.
MDB vs. ORCL: Which Database Stock Deserves a Place in Your Portfolio?
MongoDB's AI-ready platform and accelerating enterprise adoption make it a compelling rival to Oracle's legacy-heavy growth.
Is MongoDB Rapidly Becoming the Go-To Database for AI Workloads?
MDB rides AI momentum with Atlas growth, Voyage AI upgrades and tools like MCP to streamline LLM-powered development.
MongoDB: Strong Product At Fair Value
MongoDB is a pioneer in NoSQL, offering cloud-agnostic, scalable solutions with strong gen AI features, making it ideal for modern app development. The company is capturing new workloads and has significant long-term growth opportunities, including potential entry into the data warehousing market. MongoDB trades at a much lower valuation than Snowflake, yet offers strong financials, a differentiated product, and accelerating growth prospects.
MongoDB Won't Remain Cheap For Too Long
MongoDB's Q1 FY26 beat and raise, with Atlas now 72% of revenue, signals strong acquisition of enterprise workloads, especially as we start to see AI deployment at scale. Architectural advantages over relational databases and product innovation, including Voyage AI, position MongoDB as a leader for AI workloads. Despite a $50M non-Atlas headwind, I believe this is temporary, with comps easing from FY27 onwards. Along with that, consensus estimates for revenue and earnings are also trending higher.
MongoDB: Perfect Rebound Candidate With Firming Growth Rates
MongoDB is a top pick for 'growth at a reasonable price,' rebounding after a recent 15% dip and strong Q1 earnings. The company leads in non-relational databases, benefiting from secular growth in unstructured data and strong brand recognition. MDB's healthy buyback program, robust cash balance, and balanced growth/profitability profile make it attractive vs. peers.
What Makes Atlas the Core Driver of MongoDB's Revenue Growth?
Atlas drives 72% of MDB's revenues as strong adoption boosts customer growth and underpins raised fiscal 2026 guidance.
