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Mongodb, Inc. (MDB) stock

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NASDAQ: MDB Nasdaq Application Software Next results ~December 1, 2026

C+ Fundamentals grade

MongoDB provides a developer data platform built around a general-purpose database that uses a document-based architecture to store, organise and process data, including unstructured data. Alongside the database, the platform offers integrated services such as full-text and vector search, time-series handling, stream processing, application-driven analytics and queryable encryption. Its main commercial products are Atlas, a fully managed multi-cloud database-as-a-service, and MongoDB Enterprise Advanced, a self-managed subscription that includes a commercial licence, management tools and analytics integrations.

Customers span industries and range from developers to large enterprises, with sales focused on organisations that build many applications. The company earns revenue mainly from subscriptions, with Atlas billed on usage as consumption grows, and it also sells consulting and training. Community Server and a free Atlas tier are offered to draw developers towards paid plans. As of 31 January 2026 it had over 65,200 customers across more than 100 countries.

It sells through a direct sales force and partners including the three major cloud providers. Atlas runs in more than 130 regions across Amazon Web Services, Google Cloud and Microsoft Azure. In February 2025 it acquired Voyage AI, and it employs 5,636 people.

Based on Mongodb, Inc.'s 10-K filed March 11, 2026.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$100

Valuation models combined (3)

Base case. Range ~$68–$170. Weighted average of 3 models (growth cash-flow model, forward price-to-earnings vs peers, revenue-to-maturity model), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Mongodb, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

Value diary

Our note on each quarter Mongodb files

Where Mongodb stands after its latest 10-Q

Revenue for the twelve months to July 2026 was $2.78bn, up 25.5% on a year earlier, faster than 23.6% a quarter earlier. Free-cash-flow margin rose to 23.7% from 10.8% a year earlier. Operating margin widened to -0.5% from -7.5%. The diluted share count is up 4.0% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 3 financial-health checks. Our revenue-to-maturity cash-flow model value is $198 a share, against a share price of $359.

Source: 10-Q filed September 1, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~December 1, 2026 (estimated)

Mongodb, Inc.'s trailing-twelve-month revenue grew 25.5% year on year, with a free-cash-flow margin of 23.7%. Where it stands out: revenue growth of 25.5% ranks 37 of 184 application software companies we cover. Where it lags: stock pay as % of revenue of 20.3% ranks 148 of 177 application software companies we cover.

Current signal Operating margin expanding: TTM operating margin reached -0.5%, up 6.9pp year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 25.5% over the last 12 months, against a median of 12.0% for application software companies we cover.
  • Margins widening. Operating margin is up 6.9 points on a year ago.
  • Strong cash generation. 23.7% of revenue turned into free cash flow, against a median of 15.2% for application software companies we cover.
  • Net cash. Cash exceeds long-term debt by $1.0bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Loss-making. Operating margin is -0.5%: costs exceed revenue.
  • Heavy stock-based pay. Stock pay equals 20.3% of revenue, against a median of 9.3% for application software companies we cover: a real cost that cash-flow figures leave out.
  • Share dilution. Diluted shares rose 4.0% in a year.
  • High earnings multiple. The shares trade at 458 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 72% and a beta of 2.0 against the S&P 500.
  • Insiders selling. 8 insiders sold $114M of stock over the past 365 days and none bought (62% under pre-set trading plans).

Latest results: FY2027 Q2

Filed September 1, 2026
Earnings per share
$1.90 against an average estimate of $1.61: beat by 18.1%
Revenue
$772m, up 30.5% on a year earlier
Share reaction
-17.2% in the first session after the results on September 1, 2026, against -0.2% for the S&P 500
Guidance given
revenues $756m to $761m (third quarter fiscal 2027); income (Loss) from Operations $-14.5m to $-10.5m (third quarter fiscal 2027)
Next report
December 1, 2026; average EPS estimate $1.61

Mongodb's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-6.4%
  • 1 week-15.1%
  • 1 month-7.7%
  • This year-21.3%
  • 1 year-8.2%
  • 5 years-36.6%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$2.8B
Operating margin
-0.5%
Net margin
2.1%
EPS (TTM, diluted)
$0.72

Growth

Revenue growth
+25.5%
Change in growth rate
+1.8 pts
Share count change
+4.0%

Cash

Free cash flow (TTM)
$659M
FCF margin
23.7%
Stock pay % of revenue
20.3%

Earnings

Last results
September 1, 2026
Next results (est.)
November 30, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Insider trade
  3. Announcement
  4. Leadership
  5. Results
  6. Guidance
  7. Insider trade
  8. Insider trade
  9. Insider trade
  10. Shareholder vote

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Mongodb, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: valued with our growth model, which doesn't carry a Buy/Hold/Sell rating yet.

Valuation models

We value Mongodb, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 11.1%: the 10-year Treasury yield (4.9%) plus a beta of 1.37 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$68 ~$54–$79 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$110 ~$90–$180 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$13 ~$84–$240 Left out: out of range vs price (0.04x)
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$170 ~$150–$200 Included
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$100 ~$68–$170 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Mongodb, Inc. with Application Software in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 201820192020202120222023202420252026Now
Share price$27.11$92.36$163.91$369.61$405.11$214.21$400.52$273.32$371.33$330.43
Market value$643m$4.8bn$9.2bn$21.8bn$26.2bn$14.7bn$28.5bn$20.4bn$30.2bn$27.0bn
+ Net debt (− = net cash)−$62m−$148m−$706m−$430m−$474m−$456m−$803m−$490m−$1.1bn−$1.0bn
Enterprise value$581m$4.7bn$8.5bn$21.4bn$25.7bn$14.2bn$27.7bn$19.9bn$29.1bn$26.0bn
Multiples
Price / sales 3.9x18.0x21.7x36.9x29.9x11.4x17.0x10.2x12.2x9.7x
Price / earnings —————————n/m
Price / free cash flow ——————n/m168.9x60.3x40.9x
EV / EBITDA —————————n/m

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

22 /100

Weak moat

How hard Mongodb's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 2 / 20

    Cash operating profit has been a median 3.5% of total assets over 9 years.

  • Pricing power 20 / 20

    Gross margin has been a median 72.5%, moving by 1.8 percentage points (standard deviation) across 10 years.

  • Durability 10 / 20

    Operating margin has been a median -32.0%; its worst year was -50.8%.

  • Cash conversion 4 / 20

    Free cash flow was positive in 4 of 9 years, at a median -2.5% of revenue.

  • Discipline 0 / 20

    The diluted share count rose 33.4% over five years; stock-based pay has been a median 23.0% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (37 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: December 1, 2026, after the close. Analysts expect revenue of $762m and EPS of $1.61 (range $1.54 to $1.78) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $6.54 +32% $3.0bn +23%
Next $7.86 +20% $3.6bn +19%

Next year's EPS estimate has moved +7.1% in 90 days, across 39 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +6.7% on 90 days ago. In the last 30 days, 37 analysts raised Mongodb, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Mongodb, Inc., last 90 days
$6.00 $6.50 $7.00 $7.50 $8.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $6.13 Current fiscal year, 60 days ago: $6.13 Current fiscal year, 30 days ago: $6.52 Current fiscal year, 7 days ago: $6.54 Current fiscal year, Now: $6.54 $6.54 Next fiscal year, 90 days ago: $7.34 Next fiscal year, 60 days ago: $7.34 Next fiscal year, 30 days ago: $7.80 Next fiscal year, 7 days ago: $7.87 Next fiscal year, Now: $7.86 $7.86

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $6.13$7.34
60 days ago $6.13$7.34
30 days ago $6.52$7.80
7 days ago $6.54$7.87
Now $6.54$7.86

Earnings against estimates

Quarter toEstimateActualSurprise
Jul 2026 $1.61 $1.90 +18.1%
Apr 2026 $1.18 $1.32 +11.5%
Jan 2026 $1.47 $1.65 +12.1%
Oct 2025 $0.79 $1.32 +66.2%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, September 1, 2026
  • Revenues full year fiscal 2027 $2.99bn to $3.03bn Raised
    “Revenues are expected to be in the range of: $2.99 billion to $3.03 billion” source
  • Revenues third quarter fiscal 2027 $756m to $761m
    “Revenues are expected to be in the range of: $756 million to $761 million” source
  • Net Income per Share full year fiscal 2027 $0.53 to $0.77 GAAP Raised
    “Net Income per Share is expected to be in the range of: $0.53 to $0.77 $6.39 to $6.58” source
  • Net Income per Share full year fiscal 2027 $6.39 to $6.58 Non-GAAP Raised
    “Net Income per Share is expected to be in the range of: $0.53 to $0.77 $6.39 to $6.58” source
  • Net Income per Share third quarter fiscal 2027 $0.00 to $0.05 GAAP
    “Net Income per Share is expected to be in the range of: $0.00 to $0.05 $1.57 to $1.61” source
  • Net Income per Share third quarter fiscal 2027 $1.57 to $1.61 Non-GAAP
    “Net Income per Share is expected to be in the range of: $0.00 to $0.05 $1.57 to $1.61” source
Show 4 more items
  • Income (Loss) from Operations full year fiscal 2027 $-28m to $-8m GAAP Raised
    “Income (Loss) from Operations are expected to be in the range of: $(28.0) million to $(8.0) million $616.3 million to $636.3 million” source
  • Income (Loss) from Operations full year fiscal 2027 $616m to $636m Non-GAAP Raised
    “Income (Loss) from Operations are expected to be in the range of: $(28.0) million to $(8.0) million $616.3 million to $636.3 million” source
  • Income (Loss) from Operations third quarter fiscal 2027 $-14.5m to $-10.5m GAAP
    “Income (Loss) from Operations are expected to be in the range of: $(14.5) million to $(10.5) million $152.0 million to $156.0 million” source
  • Income (Loss) from Operations third quarter fiscal 2027 $152m to $156m Non-GAAP
    “Income (Loss) from Operations are expected to be in the range of: $(14.5) million to $(10.5) million $152.0 million to $156.0 million” source

How earlier guidance turned out

  • Net Income (Loss) per Share, second quarter fiscal 2027 guided $0.08 to $0.12 Above range: $0.50
  • Income (Loss) from Operations, second quarter fiscal 2027 guided $-10m to $-6m Above range: $28.4m
  • Revenue, second quarter fiscal 2027 guided $729m to $734m Above range: $772m

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

40 analysts, Nov 2026
Buy3280%
Hold820%
Sell00%

Monthly trend

  1. Nov 2026824840
  2. Oct 2026824941
  3. Sep 2026824841

Counts of recommendations published by analysts covering Mongodb, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.4%
of tradable shares
Days to cover
0.91
at average volume
Short interest, 1 month
−7%
to October 15, 2026
Held by institutions
96%
of shares
Held by insiders
2.6%
of shares
Employees
5,783
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −8.2%

$359.82 on October 31, 2025 to $330.43

ThenNowEffect
Revenue (last 12 months) $2.2bn $2.8bn +25.5%
P/S multiple 12.7x 9.7x −23.9%
Share count 78m 82m −3.9%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −3.7%

$343.11 on November 3, 2023 to $330.43

ThenNowEffect
Revenue (last 12 months) $1.5bn $2.8bn +87.1%
P/S multiple 16.1x 9.7x −39.9%
Share count 70m 82m −14.4%

Biggest factor: revenue. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
MDB+47%−63%+108%−43%+80%−21%
Industry peers (median)−8%−50%+19%+2%−21%−14%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
MDB67%42%58%58%58%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
MDB−42%−74%−25%−56%−51%−49%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since October 19, 2017: 77% from November 16, 2021 to November 9, 2022. Getting back needed a 326% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$225.95 – $472.29
From 52-week high
−30.0%
vs 50-day average
−13.2%
vs 200-day average
−2.1%
Volatility (1 year)
73%
Beta vs S&P 500
1.98

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±18.9%
After a week
6 up, 6 down
typical move ±21.3%
After a month
6 up, 6 down
typical move ±22.2%
Results releasedNext dayS&P 500 next day5 days21 days
September 1, 2026 −17.2% −0.2% −21.0% −22.4%
May 28, 2026 +14.0% +0.8% +29.1% +14.8%
March 2, 2026 −23.1% −0.8% −17.3% −25.5%
December 1, 2025 +20.9% −0.3% +26.0% +26.3%
November 3, 2025 −1.1% −1.0% +3.9% +12.8%
August 26, 2025 +35.4% +0.6% +43.2% +44.4%
June 4, 2025 +16.3% −0.5% +8.7% +8.4%
March 5, 2025 −24.1% −0.7% −22.9% −35.8%
December 9, 2024 −15.3% −0.8% −22.6% −28.6%
August 29, 2024 +23.5% +1.0% +19.8% +14.9%
May 30, 2024 −29.3% +0.2% −31.2% −21.1%
March 7, 2024 −6.4% +0.4% −9.9% −11.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Mongodb, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Mongodb, Inc.
$1.5B $2B $2.5B $3B FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Revenue (TTM), FY24 Q3: $1.6B Revenue (TTM), FY24 Q4: $1.7B Revenue (TTM), FY25 Q1: $1.8B Revenue (TTM), FY25 Q2: $1.8B Revenue (TTM), FY25 Q3: $1.9B Revenue (TTM), FY25 Q4: $2B Revenue (TTM), FY26 Q1: $2.1B Revenue (TTM), FY26 Q2: $2.2B Revenue (TTM), FY26 Q3: $2.3B Revenue (TTM), FY26 Q4: $2.5B Revenue (TTM), FY27 Q1: $2.6B Revenue (TTM), FY27 Q2: $2.8B $2.8B

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue (TTM)
FY24 Q3 $1.6B
FY24 Q4 $1.7B
FY25 Q1 $1.8B
FY25 Q2 $1.8B
FY25 Q3 $1.9B
FY25 Q4 $2B
FY26 Q1 $2.1B
FY26 Q2 $2.2B
FY26 Q3 $2.3B
FY26 Q4 $2.5B
FY27 Q1 $2.6B
FY27 Q2 $2.8B
Revenue growth, TTM YoY Mongodb, Inc.
15% 20% 25% 30% 35% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Revenue growth, TTM YoY, FY24 Q3: 33.4% Revenue growth, TTM YoY, FY24 Q4: 31.1% Revenue growth, TTM YoY, FY25 Q1: 29.1% Revenue growth, TTM YoY, FY25 Q2: 22.4% Revenue growth, TTM YoY, FY25 Q3: 20.8% Revenue growth, TTM YoY, FY25 Q4: 19.2% Revenue growth, TTM YoY, FY26 Q1: 19.2% Revenue growth, TTM YoY, FY26 Q2: 21.9% Revenue growth, TTM YoY, FY26 Q3: 20.9% Revenue growth, TTM YoY, FY26 Q4: 22.8% Revenue growth, TTM YoY, FY27 Q1: 23.6% Revenue growth, TTM YoY, FY27 Q2: 25.5% 25.5%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q3 33.4%
FY24 Q4 31.1%
FY25 Q1 29.1%
FY25 Q2 22.4%
FY25 Q3 20.8%
FY25 Q4 19.2%
FY26 Q1 19.2%
FY26 Q2 21.9%
FY26 Q3 20.9%
FY26 Q4 22.8%
FY27 Q1 23.6%
FY27 Q2 25.5%
Operating margin (TTM) Mongodb, Inc.
-20% -15% -10% -5% 0% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Operating margin (TTM), FY24 Q3: -14.9% Operating margin (TTM), FY24 Q4: -13.9% Operating margin (TTM), FY25 Q1: -14.9% Operating margin (TTM), FY25 Q2: -15.7% Operating margin (TTM), FY25 Q3: -14.0% Operating margin (TTM), FY25 Q4: -10.8% Operating margin (TTM), FY26 Q1: -8.1% Operating margin (TTM), FY26 Q2: -7.5% Operating margin (TTM), FY26 Q3: -6.7% Operating margin (TTM), FY26 Q4: -5.6% Operating margin (TTM), FY27 Q1: -4.2% Operating margin (TTM), FY27 Q2: -0.5% -0.5%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q3 -14.9%
FY24 Q4 -13.9%
FY25 Q1 -14.9%
FY25 Q2 -15.7%
FY25 Q3 -14.0%
FY25 Q4 -10.8%
FY26 Q1 -8.1%
FY26 Q2 -7.5%
FY26 Q3 -6.7%
FY26 Q4 -5.6%
FY27 Q1 -4.2%
FY27 Q2 -0.5%
FCF margin (TTM) Mongodb, Inc.
0% 10% 20% 30% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 FCF margin (TTM), FY24 Q3: 5.6% FCF margin (TTM), FY24 Q4: 6.9% FCF margin (TTM), FY25 Q1: 7.1% FCF margin (TTM), FY25 Q2: 8.2% FCF margin (TTM), FY25 Q3: 7.7% FCF margin (TTM), FY25 Q4: 6.0% FCF margin (TTM), FY26 Q1: 7.9% FCF margin (TTM), FY26 Q2: 10.8% FCF margin (TTM), FY26 Q3: 14.9% FCF margin (TTM), FY26 Q4: 20.3% FCF margin (TTM), FY27 Q1: 22.7% FCF margin (TTM), FY27 Q2: 23.7% 23.7%

Source: SEC EDGAR filings. Retrieved October 20, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q3 5.6%
FY24 Q4 6.9%
FY25 Q1 7.1%
FY25 Q2 8.2%
FY25 Q3 7.7%
FY25 Q4 6.0%
FY26 Q1 7.9%
FY26 Q2 10.8%
FY26 Q3 14.9%
FY26 Q4 20.3%
FY27 Q1 22.7%
FY27 Q2 23.7%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2016 Jan 2016 2017 Jan 2017 2018 Jan 2018 2019 Jan 2019 2020 Jan 2020 2021 Jan 2021 2022 Jan 2022 2023 Jan 2023 2024 Jan 2024 2025 Jan 2025 2026 Jan 2026 LTM Jul 2026
Income
Revenue 65 115 166 267 422 590 874 1,284 1,683 2,006 2,464 2,783
Gross profit 44 85 123 193 296 413 614 935 1,259 1,471 1,768 2,023
EBITDA −69 −66 −81 −92 −135 −195 −276 −331 −215 −204 −115 8
Operating income −73 −69 −85 −98 −148 −209 −289 −347 −234 −216 −137 −15
Net income −73 −70 −84 −99 −176 −267 −307 −345 −177 −129 −71 59
Diluted EPS −$3.27 −$2.87 −$3.54 −$1.90 −$3.14 −$4.53 −$4.75 −$5.03 −$2.48 −$1.73 −$0.88 $0.72
Growth (year on year)
Revenue — +75.9% +44.6% +60.8% +57.9% +40.0% +48.0% +47.0% +31.1% +19.2% +22.8% +25.5%
Margins
Gross margin 68.0% 74.0% 74.2% 72.4% 70.3% 70.0% 70.3% 72.8% 74.8% 73.3% 71.7% 72.7%
EBITDA margin −105.2% −57.1% −48.9% −34.4% −32.0% −33.1% −31.6% −25.7% −12.8% −10.2% −4.7% 0.3%
Operating margin −111.4% −60.4% −51.1% −36.6% −35.1% −35.5% −33.1% −27.0% −13.9% −10.8% −5.6% −0.5%
Net margin −112.6% −61.0% −50.6% −37.1% −41.6% −45.2% −35.1% −26.9% −10.5% −6.4% −2.9% 2.1%
Free-cash-flow margin −72.7% −34.6% −28.3% −18.3% −7.8% −9.2% −0.1% −1.6% 6.9% 6.0% 20.3% 23.7%
Cash flow
Cash from operations −47 −38 −45 −42 −30 −43 7 −13 121 150 505 667
Capital spending 0 2 2 7 4 12 8 7 6 30 5 8
Free cash flow −47 −40 −47 −49 −33 −54 −1 −20 115 121 500 659
Stock-based pay 13 21 21 37 76 149 251 381 457 494 550 564
Free cash flow after stock pay −60 −61 −68 −86 −109 −204 −252 −402 −342 −373 −50 95
Balance sheet
Cash 33 69 62 148 706 430 474 456 803 490 1,084 1,002
Total debt 0 — — — — — — — — — — 0
Net debt (negative = net cash) −33 −69 −62 −148 −706 −430 −474 −456 −803 −490 −1,084 −1,002
Diluted shares 22m 24m 24m 52m 56m 59m 65m 69m 71m 75m 81m 82m
Returned to shareholders
Buybacks 0 0 0 0 0 0 0 0 0 0 400 406
Total returned 0 0 0 0 0 0 0 0 0 0 400 406

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · July 31, 2026
What it owns · $3.8bn
Short-term assets $3.1bnLonger-term assets $652m
What it owes, and who funded it · $3.8bn
Short-term liabilities $642mLonger-term liabilities $155mShareholders' equity $3.0bn
  • Short-term assets cover short-term liabilities $3.1bn of assets due within a year against $642m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $3.1bn short-term assets against $155m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$15m against $2m of interest.

From Mongodb, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2027 Q2 TTM
Buybacks (TTM)
$406M
Returned to shareholders
62%
of free cash flow
Buybacks, last 3 fiscal years
$400M
Diluted share count
+4.0%
year over year
Total shareholder yield
1.5%
dividends 0.0% + buybacks 1.5% of market value
R&D spending
28.0%
of revenue
Days sales outstanding
60 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in application software
Last 12 months unless stated MDB SABR NICE PTC RNG TTD Median
Revenue, last 12 months $2.8bn $2.9bn $2.9bn $3.0bn $2.6bn $3.0bn $482m
Revenue growth, last 12 months 25.5% 4.7% 7.7% 19.5% 5.5% 11.6% 12.0%
Revenue growth, 3-year average 23.2% 0.9% 53.1% 12.8% 6.7% 19.9% 11.1%
Revenue growth, latest quarter 30.5% 3.6% — −6.8% 5.9% 3.0% 11.9%
Gross margin 72.7% 56.2% 66.4% 84.5% 72.2% 76.9% 69.2%
Operating margin −0.5% 11.3% 21.9% 37.8% 7.5% 19.6% 1.1%
Operating margin, 3-year average −7.9% 10.1% 15.6% 30.4% 2.9% 17.1% −0.8%
Net margin 2.1% 25.1% 20.8% 41.4% 25.3% 13.6% 2.1%
Cash from operations / revenue 24.0% 2.6% 24.3% 32.3% 26.7% 36.2% 18.2%
Free-cash-flow margin 23.7% −0.6% 23.7% 31.7% 25.5% 28.4% 15.0%
Free-cash-flow margin, 3-year average 14.2% −2.6% 24.4% 32.3% 22.4% 26.1% 16.2%
Stock pay / revenue 20.3% 1.3% 5.0% 8.1% 9.2% 15.1% 9.3%
Change in share count 4.0% 2.4% −3.3% −2.0% −4.0% −4.3% 2.2%

Median of all 185 companies we cover in application software. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

185 application software companies
Measure Company Peer median Rank
Revenue growth Growth 25.5% 12.0% 37 of 184
Change in growth rate Growth +1.8pp +0.2pp 60 of 184
Gross margin Profitability 72.7% 69.8% 68 of 160
Operating margin Profitability -0.5% 1.1% 100 of 181
Net margin Profitability 2.1% 2.1% 93 of 185
Free-cash-flow margin Cash generation 23.7% 15.2% 62 of 180
Stock pay as % of revenue Cash generation 20.3% 9.3% 148 of 177
Change in share count Balance sheet 4.0% 1.7% 101 of 163
Days sales outstanding Balance sheet 60 days 57 days 90 of 162

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to January 31, 2026
Products and services
Line of business Revenue Share YoY
Licenses $2.4B 96.8% ▲ 22.7%
Mongo DB Atlas Related $1.8B 75.8% ▲ 28.7%
Other Subscription $578M 24.2% ▲ 7.3%
Services $77.8M 3.2% ▲ 24.4%
Geography
Region Revenue Share YoY
Americas $1.5B 60.8% ▲ 23.4%
EMEA $681M 27.6% ▲ 23.1%
Asia Pacific $285M 11.6% ▲ 18.8%

From Mongodb, Inc.'s 10-K filed March 11, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$25B
Institutions reporting
865
Shares held vs prior quarter
▲ 4.5%
Positions opened / closed
152 / 104

Top buyers and sellers, Q2 2026: 479 institutions bought and 378 sold ; the biggest buyer was FMR LLC (+1.5M shares) and the biggest seller Jericho Capital Asset Management L.P (−997K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $2.1B 6.3M 8.5% ▲ 10.8%
Vanguard Portfolio Management LLC $1.5B 4.5M 6.0% ▼ 0.5%
FMR LLC $1.2B 3.7M 4.9% ▲ 66.9%
Vanguard Capital Management LLC $1.2B 3.5M 4.7% ▼ 0.5%
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main $845M 2.5M 3.4% ▲ 28.8%
Price T Rowe Associates Inc $697M 2.1M 2.8% ▼ 0.9%
State Street Corp $650M 1.9M 2.6% ▲ 4.9%
Geode Capital Management, LLC $521M 1.6M 2.1% ▲ 1.8%
AQR Capital Management LLC $505M 1.5M 2.0% ▲ 14.6%
Norges Bank $472M 1.4M 1.9% —
Massachusetts Financial Services Co $427M 1.3M 1.7% ▲ 41.7%
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC $392M 1.2M 1.6% ▲ 7.7%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Mongodb, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $114M 162 trades by 8 insiders · 62% under pre-set plans
Net ▼ $114M net selling
Insider Date Trade Shares Price Value
Agrawal Archana Director October 13, 2026 Sell pre-set plan 1,000 $400.00 $400,000
Merriman Dwight A Director October 9, 2026 Sell pre-set plan 1,000 $377.00 $377,000
Merriman Dwight A Director October 8, 2026 Sell pre-set plan 3,000 $359.90 $1.1M
Merriman Dwight A Director October 8, 2026 Sell pre-set plan 392 $361.02 $141,520
Merriman Dwight A Director October 8, 2026 Sell pre-set plan 9,608 $359.93 $3.5M
Hazard Charles M Jr Director October 6, 2026 Sell pre-set plan 595 $363.85 $216,491
Cochran Hope F Director September 17, 2026 Sell pre-set plan 1,000 $375.92 $375,920
Merriman Dwight A Director August 17, 2026 Sell pre-set plan 120 $456.36 $54,763
Merriman Dwight A Director August 17, 2026 Sell pre-set plan 80 $454.88 $36,390
Merriman Dwight A Director August 17, 2026 Sell pre-set plan 2,174 $453.71 $986,366
Merriman Dwight A Director August 17, 2026 Sell pre-set plan 460 $452.55 $208,173
Merriman Dwight A Director August 17, 2026 Sell pre-set plan 522 $451.22 $235,537

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 15 trades and filings

In the last 12 months, 1 member of Congress disclosed 1 purchase and 1 sale of Mongodb, Inc. shares.

  • Gilbert Ray Cisneros, Jr.(D-CA 31):Sale (full), $1,001 - $15,000, traded May 14, 2026, filed June 8, 2026
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded November 18, 2025, filed December 15, 2025
  • Gilbert Ray Cisneros, Jr.(D-CA 31):Purchase, $1,001 - $15,000, traded October 17, 2025, filed November 18, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 30, 2026 estimated from the company's past filing pattern, not announced

  • September 1, 2026
  • May 28, 2026
  • March 2, 2026
  • December 1, 2025
  • November 3, 2025
  • August 26, 2025

Recent SEC filings

Data status

When each part of this page on Mongodb, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Mongodb, Inc. in brief

What does Mongodb, Inc. do?
Mongodb, Inc. is a US-listed company in the application software industry. Its financial year ends in January.
What is Mongodb, Inc.'s stock ticker?
Mongodb, Inc. trades under the ticker MDB on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Mongodb, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Mongodb, Inc. reported revenue of $2.8B, 25.5% higher than a year earlier, according to its SEC filings.
What is Mongodb, Inc.'s free cash flow?
Mongodb, Inc.'s free-cash-flow margin is 23.7% of revenue over the trailing twelve months, ranking 62 of the 180 application software companies we cover.
Who are Mongodb, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and FMR LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Mongodb, Inc. buying back stock, and does it pay a dividend?
Mongodb, Inc. spent $406M on share repurchases over the trailing twelve months, and its diluted share count still rose 4.0% over the year.
What is Mongodb, Inc.'s market cap?
On November 2, 2026, Mongodb, Inc.'s market capitalisation was about $27B, with a price-to-earnings ratio of 457.8 and net debt of -$1B. Market figures come from third-party market data and may be delayed.
Who are Mongodb, Inc.'s competitors?
In our Application Software peer group, the companies closest to Mongodb, Inc. are Sabre Corp, Nice Ltd., PTC Inc., Ringcentral, Inc. and Trade Desk, Inc. The side-by-side comparison below sets their revenue, margins and growth against Mongodb, Inc.'s.
Are insiders buying or selling Mongodb, Inc. stock?
Over the last 12 months, Mongodb, Inc.'s directors and officers reported 0 open-market purchases and 162 sales on Form 4. The insider trading page charts every trade.
When is Mongodb, Inc.'s next earnings date?
Around December 1, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Mongodb, Inc. announces its own schedule.