MongoDB

MDB

Market cap $18.8B

MongoDB (MDB) reached $225.95 at the closing of the latest trading day, reflecting a -1.54% change compared to its last close.

MongoDB (MDB) is a Zacks Rank #5 (Strong Sell) despite recently beating the Zacks Consensus Estimate. The stock has a Zacks Style Score for Value of f and an A for Growth.

MongoDB (MDB) reported earnings 30 days ago. What's next for the stock?

MongoDB stock saw a 30% post-earnings drop, driven by sequential Atlas deceleration and soft forward guidance, as AI is not yet a material driver to revenue growth. Q4 FY26 saw revenue up 26.75% YoY to $695.1M, with non-GAAP operating margin expanding 200 bps and continued upmarket customer growth. Forward guidance for FY27 projects revenue growth of 16–18% and Atlas growth slowing to 22%, tempering near-term expectations.

Increasing risks have sent this stock crashing, and I think now is the opportunity to buy.

MongoDB has declined ~40% YTD amid SaaS sector pressure and leadership changes, but now presents a compelling buy opportunity. MDB's non-relational database platform is AI-resistant and mission-critical, with AI serving as a potential tailwind rather than a threat. The company demonstrates strong fundamentals: 20%+ revenue growth, 20%+ pro forma operating margins, and a debt-free balance sheet with $2B+ cash.

Within the mid-cap universe, growth and value stocks returned -3.70% and 1.42%, as gauged by the Russell Midcap Growth and Russell Midcap Value indices, respectively. Carpenter posted earnings beats and raised guidance throughout 2025, which was the most profitable year in its history. MongoDB's shares moved sharply higher over the last few months, as it became clear that the flexibility offered by its product is relevant to AI applications.

MongoDB's Atlas growth outlook signals slowing momentum as consumption trends moderate and enterprise spending stays cautious.

Microsoft is one software company that William Blair analyst Jason Ader has called out as a likely winner in the age of artificial intelligence.

NEW YORK, March 24, 2026 /PRNewswire/ -- MongoDB (NASDAQ: MDB) today announced the appointment of Ryan Mac Ban as Chief Revenue Officer (CRO), effective April 27, 2026. Reporting to President and Chief Executive Officer (CEO) CJ Desai, Mac Ban will lead MongoDB's global sales team.