Added to YB: 2025-10-10
Pitch date: 2025-10-08
MDB [neutral]
MongoDB, Inc.
+27.16%
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
$329.50
Price Target
460.00 (+10%)
Dividend
N/A
EV/EBITDA
-281.65
P/E
-475.02
EV/Sales
13.74
Sector
IT Services
Category
growth
MongoDB and the Memory of Machines
MDB (overview): Betting on 'memory of machines' - unified operational & retrieval vs specialist vector DBs. AI hybrid queries need semantic search + structured filters + governance in one system. Atlas 74% revenue at 73-75% gross margins (vs 85-90% EA licenses declining). Bull case: AI attach 30%+, margins expand to 75% via cloud prepayments, $410-460 target. Bear: fragmentation wins, margins compress to 68%, $180-220. Key catalyst: AI feature adoption rates next 18mo.
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