MongoDB
Runs a developer data platform across managed cloud and self-managed document databases.
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Profile
Provides a developer-focused document database through managed Atlas, self-managed Enterprise Advanced, Community Server, and services. Most revenue comes from consumption-priced Atlas subscriptions, while the platform extends operational data into search, vector retrieval, and AI models across major public clouds.
Builds a developer data platform around a flexible document database, delivered through MongoDB Atlas, MongoDB Enterprise Advanced, Community Server, and professional services. Atlas is the managed multi-cloud core, while Enterprise Advanced supports self-managed deployments across cloud, on-premises, and hybrid environments.
Serves customers internationally and earns most revenue from Atlas subscriptions, which are priced primarily by consumption. The platform has expanded from operational databases into transactions, search, vector search, and retrieval models while keeping application developers at the center of product design.
Runs Atlas on AWS, Microsoft Azure, and Google Cloud, making those infrastructure partners as well as database competitors. Community adoption remains an entry path, while the SSPL license sets a distinct boundary for providers offering the software as a service.
Company facts
Categories
Key statistics
Year to date +11.8% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 24, 2026 | UBS | Reiterate | Neutral | $366 | $460 |
| Aug 21, 2026 | Evercore ISI | Initiate | Outperform | $525 | |
| Aug 19, 2026 | Goldman Sachs | Reiterate | Buy | $475 | $453 |
| Aug 18, 2026 | Stifel Nicolaus | Target | $435 | $475 | |
| Aug 18, 2026 | Guggenheim | Reiterate | Buy | $560 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 28, 2026Q1 FY27 | $1.19 | $1.32 | +10.9% | $664.5M | $687.6M | +3.5% | +3.03% |
| Mar 2, 2026Q4 FY26 | $1.48 | $1.65 | +11.5% | $670.1M | $695.1M | +3.7% | −22.24% |
| Dec 1, 2025Q3 FY26 | $0.81 | $1.32 | +64.0% | $593.9M | $628.3M | +5.8% | +22.23% |
| Aug 26, 2025Q2 FY26 | $0.67 | $1.00 | +49.3% | $554.1M | $591.4M | +6.7% | +37.96% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $548.4M | $549.0M | $591.4M | $628.3M | $695.1M | $687.6M | |
| Gross profit | $399.4M | $391.0M | $420.0M | $449.1M | $507.7M | $496.2M | |
| Operating income | −$18.6M | −$53.6M | −$65.3M | −$18.2M | $50.0K | −$24.8M | |
| Net income | $15.8M | −$37.6M | −$47.0M | −$2.0M | $15.5M | $4.4M | |
| Diluted EPS | $0.19 | −$0.46 | −$0.58 | −$0.02 | $0.18 | $0.05 | |
| Gross margin | 72.8% | 71.2% | 71.0% | 71.5% | 73.0% | 72.2% | |
| Operating margin | -3.4% | -9.8% | -11.0% | -2.9% | 0.0% | -3.6% |
Fiscal years (4-quarter sums)FY22 $873.8M · FY23 $1.28B · FY24 $1.68B · FY25 $2.01B · FY26 $2.46B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Apr 30, 2026Cash & short-term investments $2.43B · Total debt $30.4M · Total assets $3.69B · Shareholders' equity $2.93B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 80.43M · Float 78.32M · 97.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.34M | 7.89% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.48M | 5.57% | 13F | Aug 13, 2026 |
| FMR LLC | 3.66M | 4.55% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 3.50M | 4.35% | 13F | Aug 13, 2026 |
| Dwight A. Merriman · director | 2.99M | 3.72% | Form 4 | Aug 18, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Dwight A. Merriman | director | −6,000 | $451.75 |
| Aug 14, 2026 | Dwight A. Merriman | director | −10,000 | $470.59 |
| Jul 16, 2026 | Dwight A. Merriman | director | −6,000 | $329.56 |
| Jul 14, 2026 | Dwight A. Merriman | director | −10,000 | $320.31 |
| Jun 30, 2026 | Dwight A. Merriman | director | −1,130 | $334.25 |
Peers
- Amazon
AWS-native document databases with compatible and serverless options
- Microsoft
Azure-native MongoDB-compatible database and vector search for enterprise apps
- Alphabet Class A
Serverless document database with MongoDB compatibility on Google Cloud
- Oracle
Enterprise database spanning relational, JSON, MongoDB APIs, and vectors
- Elastic
Search, analytics, and vector retrieval platform for AI applications
- IBM
Managed schema-free JSON document database through IBM Cloudant
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MongoDB | $446.37 | −0.06% | $35.92B | — | 69.9 | 13.8 | +25.3% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| Elastic | $99.56 | −0.33% | $10.39B | 28.0 | 28.5 | 5.8 | +15.1% |
| IBM | $235.80 | +0.10% | $221.96B | 20.8 | 18.4 | 3.2 | +1.1% |
| Median | 23.6 | 26.0 | 6.1 | +18.7% |