Added to YB: 2026-01-16
Pitch date: 2026-01-14
MDB [neutral]
MongoDB, Inc.
+0.23%
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
$33.5B
Pitch Price
$388.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
-276.24
P/E
-466.49
EV/Sales
13.48
Sector
IT Services
Category
growth
MongoDB Signals a Clear Reacceleration Cycle
MDB (earnings): Strong Q4 outlook points to revenue reacceleration after 13% trough in Q2. Atlas +30% YoY (75% of revenue), record $134M net new ARR (+64%). RPO +36.6%, billings +34.1% outpacing revenue growth. 120% NDR, 22.2mo CAC payback. $2.3B cash, minimal debt. Main risk: 10% YoY share dilution from high SBC.
Read full article (14 min)