Added to YB: 2025-07-29
Pitch date: 2025-07-25
MDB [bullish]
MongoDB, Inc.
+70.81%
current return
Author Info
No bio for this author
Company Info
MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company provides 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.
Market Cap
$34.1B
Pitch Price
$245.30
Price Target
1.1K (+173%)
Dividend
N/A
EV/EBITDA
-281.65
P/E
-475.02
EV/Sales
13.74
Sector
IT Services
Category
growth
Why MongoDB Might Be the Most Important AI Company You’re Overlooking
MDB: Critical AI infrastructure as the memory layer for LLMs/AI agents. $2B FY25 rev (Atlas 71%), targeting $4-6B by 2030. 57K customers but only 320 >$1M/yr = massive expansion runway. Real-world wins: LG U+ query speed +99%, Base39 costs -96%. Potential 215-374% upside at 12-18x revenue multiples vs current $19B valuation.
Read full article (10 min)