MongoDB Stock News

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 ta...

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.

Panic selling sent the Nasdaq Composite into correction territory, while the Dow and S&P 500 suffered notable losses.

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 expe...

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.

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.

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.

Shares of MongoDB Inc (NASDAQ:MDB) were last seen down 23.5% at $202.19, after the database software company issued weaker-than-expected guidance for fiscal 2026.