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Added to YB: 2025-08-29

Pitch date: 2025-08-27

MDB [neutral]

MongoDB, Inc.

+11.81%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$17.5B

Pitch Price

$299.49

Price Target

N/A

Dividend

N/A

Sector

IT Services

Category

growth

Show full summary:
MongoDB Q2 2025 Earnings Analysis

MDB (earnings update): $591M rev (+24% YoY) beat est, Atlas $438M (+27% YoY) now 74% of rev. Operating margin 15% vs 11% prior yr, FCF turned positive $70M. EPS $1.00 beat by 54%. FY26 guide raised to $2.34-2.36B. 2,564 $100k+ customers (+17% YoY). Risks: non-Atlas rev declining, Postgres competition.

Read full article (6 min)