MongoDB
About: Founded in 2007, MongoDB is a document-oriented database. MongoDB provides both licenses as well as subscriptions as a service for its NoSQL database. MongoDB's database is compatible with all major programming languages and is capable of being deployed for a variety of use cases.
Employees: 5,037
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 24 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
71% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 82
34% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 203
14% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 8 (+1) [Q4]
6% more funds holding
Funds holding: 651 [Q3] → 691 (+40) [Q4]
6.31% less ownership
Funds ownership: 93.96% [Q3] → 87.65% (-6.31%) [Q4]
19% less capital invested
Capital invested by funds: $18.8B [Q3] → $15.2B (-$3.56B) [Q4]
39% less call options, than puts
Call options by funds: $1.59B | Put options by funds: $2.63B
Research analyst outlook
24 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$215
16%
upside
Avg. target
$308
66%
upside
High target
$430
132%
upside
24 analyst ratings
20 positive
83%
3 neutral
13%
1 negative
4%
Macquarie Steve Koenig 0% 1-year accuracy 0 / 8 met price target | 16%upside $215 | Neutral Maintained | 7 Mar 2025 |
Scotiabank Patrick Colville 46% 1-year accuracy 18 / 39 met price target | 30%upside $240 | Sector Perform Maintained | 6 Mar 2025 |
Goldman Sachs Kash Rangan 37% 1-year accuracy 10 / 27 met price target | 81%upside $335 | Buy Maintained | 6 Mar 2025 |
Stifel Brad Reback 29% 1-year accuracy 14 / 48 met price target | 84%upside $340 | Buy Maintained | 6 Mar 2025 |
Truist Securities Miller Jump 39% 1-year accuracy 11 / 28 met price target | 62%upside $300 | Buy Maintained | 6 Mar 2025 |
Financial journalist opinion
Based on 36 articles about MDB published over the past 30 days
Negative
The Motley Fool
2 days ago
Nasdaq Correction: You Won't Believe What Stock Is Near a 52-Week Low
The Nasdaq Composite's (^IXIC 0.01%) sell-off deepened Monday as investors' worries about the state of the U.S. economy pushed the index deeper into correction territory. But as Nasdaq stocks have fallen, some now look like bargains.
Negative
Seeking Alpha
2 days ago
MongoDB: Recent Sell-Off Presents Opportunity
MongoDB offers a best-in-class NoSQL database, providing flexibility and scalability for modern applications, making it a preferred choice among developers. Soft FY2026 guidance during Q4 earnings led to a sell-off. A closer look suggests that implied Atlas growth is still in the low 20s, indicating guidance is not as bad. The stock is currently trading at 6.6x forward P/S, which is at the lower end of its 12-month historical range. I believe the negatives are well priced in the stock.
Negative
Seeking Alpha
3 days ago
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.
Neutral
Seeking Alpha
6 days ago
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.
Neutral
Seeking Alpha
6 days ago
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.
Negative
Kiplinger
6 days ago
Stock Market Today: Trump's Tariff Reversal Can't Save Stocks
Panic selling sent the Nasdaq Composite into correction territory, while the Dow and S&P 500 suffered notable losses.
Negative
Seeking Alpha
1 week ago
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.
Negative
Proactive Investors
1 week ago
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.
Negative
Seeking Alpha
1 week ago
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.
Negative
The Motley Fool
1 week ago
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.
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