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.
MDB rallies after Q4 revenues climb 27% with Atlas growth and new AI tools, though premium valuation and slower expected growth cloud the outlook.
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
MDB surpasses Q4 FY26 expectations with strong revenue growth and Atlas contributing 72% of total quarterly revenues.
MongoDB's NASDAQ: MDB Q4 fiscal year 2026 (FY2026) earnings release and guidance update left something to be desired but offered no explanation for the 25% share-price decline. The movement, which can only be described as a knee-jerk reaction to less-than-earth-shattering news, puts the market at a deep-value level while growth remains robust and profitability improves.
MongoDB (MDB) shares plummeted after the database provider gave a disappointing profit outlook, offsetting quarterly results that exceeded expectations.
Another software stock is suffering from a sharp correction.
Stock futures are pointing to a sharply lower open as investors assess the impact of the intensifying armed conflict in the Middle East; the U.S. and Israel launched more strikes against Iran, which retaliated by targeting oil producing facilities in the region; Iran also said it would close a key shipping lane, helping send oil prices sharply higher; Target shares are rising after it reported better-than-expected results and offered optimistic guidance; and MongoDB shares are sinking after the software firm delivered a disappointing outlook. Here's what you need to know today
MongoDB, Inc. (MDB) Q4 2026 Earnings Call Transcript
A “planned” transition involving the exits of two sales leaders is also rattling investors.
While the top- and bottom-line numbers for MongoDB (MDB) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.