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Last updated 1 minute ago

MDB·MongoDB

$.
-. (-.%)
After Hours
High
$331.24
Open
$314.37
Market Cap
26.25B
52W High
$444.72
Low
$303.80
P. Close
$307.27
P/E
-
52W Low
$182.43
Fwd P/E
43.40
Mean Target
$358.82
Technical Score (1D)
68
BUY
News Sentiment
67
BULLISH
MongoDB is on the cusp of reporting its first-quarter earnings, with analysts anticipating around 21% year-on-year revenue growth. Wedbush Securities specifically expects MongoDB to exceed Street revenue estimates for FQ1'27, driven by robust Atlas growth and its AI strategy. This optimism is supported by strong platform engagement and increasing high-value customer spending, indicating the database platform's value proposition is resonating. Looking ahead, Wedbush believes MongoDB will outperform its fiscal year 2027 guidance, characterizing the current outlook as conservative and suggesting potential for upside. Cantor Fitzgerald also maintains an Overweight rating and has raised its price target to $416, reflecting continued confidence in the company's growth prospects and market position. While the company previously exceeded revenue expectations and added significant enterprise customers, last quarter's EPS guidance fell short, presenting a mixed outlook heading into the upcoming report. Investors will be watching Atlas consumption metrics and enterprise adoption closely for continued momentum.
Earnings Summary
MongoDB, Inc. provides a versatile, general-purpose database platform, with its flagship offering being MongoDB Atlas, a fully-managed, multi-cloud database service. The company operates in the Software - Infrastructure industry, catering to enterprises seeking flexible deployment options across various environments. In its recent reported quarters, MongoDB demonstrated strong growth. For Q4 2024, the company reported an actual EPS of $1.28 against an estimate of $0.67, with revenue at $548.40 million where no estimate was provided. This was followed by Q4 2026, where actual EPS was $1.65 against an estimate of $1.46, and revenue was $695.07 million against an estimate of $673.82 million. The trend indicates an acceleration in EPS performance from Q4 2024 to Q4 2026, with revenue also showing consistent year-over-year growth. MongoDB has a pattern of beating analyst estimates, having exceeded expectations in both Q4 2024 and Q4 2026 for EPS. The company's revenue has also shown a positive trajectory, growing from Q4 2024 to Q4 2026. Recent news indicates significant positive analyst sentiment, with BMO Capital reiterating an Outperform rating and raising its price target, and Citi initiating a positive catalyst watch with a raised price target. These upgrades are largely driven by accelerating AI-driven demand for MongoDB's cloud database, with proprietary checks indicating significant Atlas usage ramps with key AI customers. The company is also launching new enterprise AI features and expanding operations in Ireland to support AI and engineering growth. Investors will be watching for continued evidence of AI-driven demand translating into tangible revenue growth and for the company's ability to sustain its strong analyst sentiment and market position in the competitive database landscape.

EPS

EstBeatMiss
$0.52$0.84$1.16$1.48$1.80Q4'24Q4'26Q1'27
QtrEstActual+/−
Q1'27$1.18 - -
Q4'26$1.46$1.65+12.7%
Q4'24$0.67$1.28+91.1%

Revenue

EstBeatMiss
$526M$574M$622M$669M$717MQ4'24Q4'26Q1'27
QtrEstActual+/−
Q1'27$674M - -
Q4'26$674M$695M+3.2%
Q4'24 - $548M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

MDB Stock Snapshot

MDB is currently trading at $307.02, giving MongoDB a market cap of 26.25B. Today's range spans $303.80–$331.24, with shares opening at $314.37 and moving down $0.25 (0.1%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 67/100.

Over the past year MDB has traded between $182.43 and $444.72 - the current price is +68.3% off the 52-week low and -31.0% from the high. 48 analysts cover the stock with a Buy consensus and a mean 12-month target of $358.82 (range $272.64–$495.00), implying upside of +16.9%.

What MDB has right now - BUY signal, 68/100 technical score, bullish sentiment at 67/100, price $307.02 (in the middle of its 52-week range) - is the profile that shows up in screens looking for Technology growth stories with technical confirmation. At 26.25B in capitalization, the risk/reward of a setup like this is often better than in mega-cap peers where the same signal translates to a smaller percentage move. Range: $182.43–$444.72.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (68/100) and news sentiment (67/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $307.02 (in the middle of its 52-week range), MDB's position within the $182.43–$444.72 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.