Added to YB: 2026-09-03
Pitch date: 2026-09-01
MDB [neutral]
MongoDB, Inc.
-1.02%
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 offers 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
$34.9B
Pitch Price
$379.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
699.11
P/E
609.04
EV/Sales
11.69
Sector
IT Services
Category
growth
MongoDB Faces Its Toughest Atlas Test Yet
MDB (earnings): MongoDB enters Q2 with a high bar: Atlas must sustain roughly 29% growth, Enterprise Advanced must keep accelerating, and next-quarter Atlas guidance should reach at least 27% to support the thesis. Q2 guidance is $729M-$734M of revenue, versus ~$735M consensus, but at 12.7x next-year revenue versus 5.3x for peers, a merely fine quarter may not suffice; usage-based volatility and intense competition add risk.
Read full article (5 min)