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NASDAQ · US · Software - Infrastructure

MDB MongoDB

Operational database for AI apps

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$389.1
+4.84% today
1W
+11.6%
1M
−5.2%
3M
+25.2%
YTD
−7.3%
1Y
+16.6%
Off 52w high
−17.6%
Next earnings (est.): 2026-12-01
Market cap$29.85B
P/E (trailing)515.4Forward 47.1
EV / sales9.6×EV/EBITDA 1936.2×
Revenue (TTM)$2.78BGrowth 30.5% y/y
Margins72.7%gross · op 3.7%
Free cash flow$561MCash $2.41B · debt $55.01M
Analyst target$452.5+16.3% upside · 36 analysts · buy
Riskβ 1.75Short 3.6% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

MDB · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-09-01EarningsBeat / raise

    Reported EPS 1.9 vs 1.61 expected (+18.1% surprise).

  2. 7
    2026-05-28EarningsBeat / raise

    Reported EPS 1.32 vs 1.18 expected (+11.5% surprise).

  3. 6
    2026-03-02EarningsBeat / raise

    Reported EPS 1.65 vs 1.47 expected (+12.1% surprise).

  4. 5
    2025-12-01EarningsBeat / raise

    Reported EPS 1.32 vs 0.79 expected (+66.2% surprise).

  5. 4
    2025-08-26EarningsBeat / raise

    Reported EPS 1 vs 0.66 expected (+52.4% surprise).

  6. 3
    2025-06-04EarningsBeat / raise

    Reported EPS 1 vs 0.66 expected (+52.0% surprise).

  7. 2
    2025-03-05EarningsBeat / raise

    Reported EPS 1.28 vs 0.67 expected (+91.0% surprise).

  8. 1
    2024-12-09EarningsBeat / raise

    Reported EPS 1.16 vs 0.69 expected (+68.9% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-09-011.611.9+18.1%
2026-05-281.181.32+11.5%
2026-03-021.471.65+12.1%
2025-12-010.791.32+66.2%
2025-08-260.661.0+52.4%
2025-06-040.661.0+52.0%
2025-03-050.671.28+91.0%
2024-12-090.691.16+68.9%
2024-08-290.480.7+44.4%
2024-05-300.370.51+36.5%
2024-03-070.470.86+82.6%
2023-12-050.50.96+93.5%
2023-08-310.450.93+105.7%
2023-06-010.190.56+195.3%
2023-03-080.080.57+656.6%
2022-12-06-0.170.23+236.7%
2022-08-31-0.28-0.23+18.7%
2022-06-01-0.10.2+305.2%
2022-03-08-0.21-0.09+57.3%
2021-12-06-0.38-0.11+70.9%
2021-09-02-0.4-0.24+40.3%
2021-06-03-0.36-0.15+58.3%
2021-03-09-0.39-0.33+14.9%
2020-12-08-0.44-0.31+30.1%

About MongoDB

Website ↗

MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company offers MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB. It offers professional services comprising consulting and training. The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013. MongoDB, Inc. was incorporated in 2007 and is headquartered in New York, New York.

5,783 employees · New York, United States

Enterprises need clean data, orchestration and monitoring before AI agents do useful work. Data platforms and observability are the picks-and-shovels of AI software.

Data→Models→Agents→Workflows

What would prove us wrong. Weakens if consumption growth slows while model costs fall — value would be leaking to the model layer.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
PLTR
Palantir Technologies
AI platform (AIP) for enterprise and defence $199.0+1.13%+4.9%+11.9%
SNOW
Snowflake
Data cloud feeding enterprise AI $334.1+2.65%−0.6%+52.3%
DDOG
Datadog
Observability for AI workloads $281.5+4.40%+5.0%+107.0%
NOW
ServiceNow
Enterprise workflows and AI agents $155.3−2.27%+14.5%+1.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.