MongoDB is experiencing a fundamental operational inflection, with revenue growth reaccelerating to 30.5% year-over-year in Q2 FY2027 and operating income turning positive for consecutive quarters, suggesting strong execution in its consumption-based Atlas mod...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has reaccelerated to a cycle-high of 30.5% year-over-year, driving an operating income swing from a loss of $65.3M to a profit of $28.4M, though gross margins remain structurally capped in the low-70% range due to cloud hosting costs.
MongoDB Atlas is driving strong subscription growth, improving customer metrics, and contributing to significant stock price appreciation.
The company benefits from strong recurring revenue streams, particularly from its fully managed MongoDB Atlas service.
MongoDB Atlas offers advanced functionality like auto-scaling, full-text search, and multi-cloud data distribution, enhancing its value proposition.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 1, 2026 | $1.90+17.3% vs $1.62 | $772M+5.0% vs $735M |
Q2 2026 May 28, 2026 | $1.32+10.9% vs $1.19 | $688M+3.5% vs $665M |
Q2 2026 Mar 2, 2026 | $1.65+11.5% vs $1.48 | $695M+3.7% vs $670M |
Q4 2025 Dec 1, 2025 | $1.32+64.0% vs $0.81 | $628M+5.8% vs $594M |
The transaction involved 1,000 shares executed at $375.92 per share, totaling $375,920 on September 17, 2026. The transaction size was equivalent to 3% of the director's equity holdings held before the filing.
Bank of America expects MongoDB Inc (NASDAQ:MDB)'s investor day on September 29 to provide a potential catalyst for the shares, with artificial intelligence (AI) adoption metrics and higher long-term targets among the key areas to watch. The broker said quantitative evidence that AI is improving customer acquisition or consumption could strengthen the investment case, while updates on Model Context Protocol (MCP) adoption and stronger financial targets could support a higher valuation.
SmartRent (NYSE: SMRT - Get Free Report) and MongoDB (NASDAQ: MDB - Get Free Report) are both technology companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, profitability, valuation, analyst recommendations, earnings, risk and institutional ownership. Volatility and Risk SmartRent has a beta of 1.56, meaning
Snowflake and MongoDB both reported blowout quarters in the same week, serving the same enterprise buyers, but with radically different financial profiles and AI bets. Only one of them makes sense to own through the rest of 2026.
Benchmark MDB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for MongoDB, Inc. (MDB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $427.69 | $34.4B | -486.01 | 22.79% | -2.89% | -2.48% | — | |
| $247.48 | $88.09B | 824.92 | 27.68% | 4.48% | 4.57% | — | |
| $89.22 | $9.23B | 26.01 | 17.26% | 20.84% | 35.31% | — | |
| $336.59 | $116.66B | -85.21 | 29.16% | -20.07% | -53.56% | — | |
| $149.12 | $428.88B | 25.58 | 17.35% | 26.36% | 42.1% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — |
MongoDB, Inc. (MDB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
MongoDB, Inc. (MDB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 1, 2026·SEC
May 28, 2026·SEC
Mar 2, 2026·SEC
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MongoDB, Inc. (MDB) stock FAQ — growth, dividends, profitability & financials explained
MongoDB, Inc. (MDB) reported $2.78B in revenue for fiscal year 2026. This represents a 4163% increase from $65.3M in 2016.
MongoDB, Inc. (MDB) grew revenue by 22.8% over the past year. This is strong growth.
Yes, MongoDB, Inc. (MDB) is profitable, generating $58.9M in net income for fiscal year 2026 (-2.9% net margin).
MongoDB, Inc. (MDB) has a return on equity (ROE) of -2.5%. Negative ROE indicates the company is unprofitable.
MongoDB, Inc. (MDB) generated $667.3M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
