Added to YB: 2025-03-27
Pitch date: 2025-03-25
MDB [neutral]
MongoDB, Inc.
+110.97%
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
$198.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
-281.65
P/E
-475.02
EV/Sales
13.74
Sector
IT Services
Category
growth
MongoDB: Gaining Ground in the $96B Database Market with Scalable Cloud and AI-Driven Innovation
MDB (earnings update): Atlas at 71% rev, +24% YoY. Q1 forecast suggests 24-30% growth. Strong RPO +26.5%, weak billings +17%. Record Atlas Net New ARR. NDR 118%. CAC payback 36.2 mo. Undervalued vs peers. Consumption model volatility. AI focus with Voyage AI acquisition. Watching for growth acceleration.
Read full article (11 min)