Added to YB: 2026-09-04
Pitch date: 2026-09-02
MDB [bullish]
MongoDB, Inc.
+1.5%
current return
Author Info
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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
$35.0B
Pitch Price
$378.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
919.89
P/E
605.86
EV/Sales
11.72
Sector
IT Services
Category
growth
Razor's Edge: $MDB
MDB: MongoDB is a solid buy-the-dip after revenue grew 30% to $772M, $40M above the guide ceiling, with Atlas sustaining 29% growth and adding a record $127M. NRR rose to 122%, customer additions hit a record 2,900 and non-GAAP operating margin reached 24%. At ~10x EV/sales, the core enterprise-consumption thesis remains intact, while guidance assumes essentially no AI inflection; post-earnings chasing could make T+2 a better entry.
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