Added to YB: 2025-12-05
Pitch date: 2025-12-03
MDB [neutral]
MongoDB, Inc.
+3.3%
current return
Author Info
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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
$405.62
Price Target
589.00 (+41%)
Dividend
N/A
EV/EBITDA
-281.65
P/E
-475.02
EV/Sales
13.74
Sector
IT Services
Category
growth
MongoDB's 3QFY26: The Binary Bet on AI and Modernization
MDB (earnings: AI accelerating modernization creates feedback loop - Atlas +30% YoY growth as enterprises modernize faster for AI deployment. Bull case: integrated stack wins AI architecture race. Bear case: direct sales customers -5% YoY signals enterprise funnel weakness despite large account growth. Binary outcome at $406 - either becomes AI default stack or relegated to legacy modernization. Next 12-18 months decisive.
Read full article (7 min)