Added to YB: 2025-12-04
Pitch date: 2025-12-02
MDB [neutral]
MongoDB, Inc.
+4.13%
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
$404.79
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 Q3 2025 Earnings Analysis
MDB (earnings): $628M rev (+19% YoY) beat, Atlas $471M (+30% YoY) now 75% of rev. 120% net ARR expansion, 2,694 $100K+ customers (+16% YoY). Non-GAAP EPS $1.32 beat by 69%. FCF margin 22.3% (+15.8pp YoY). Raised FY26 guide to $2.43B (+21% YoY). Gross margin compressed to 74% on Atlas mix. AI growth early but promising.
Read full article (6 min)