MongoDB Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$28.39B
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Earnings Call Q2 2027
September 1, 2026 - AI Summary
Q2 performance strong; guidance beat & raised
- Total revenue $772M, +30% YoY (noted as the highest quarterly growth since FY24), and above guidance.
- Non-GAAP operating margin: 24% (vs 15% YoY ago); Non-GAAP EPS $1.90.
- GAAP EPS profitable for the 3rd consecutive quarter; company reiterates expectations for GAAP EPS profitability in FY27.
Atlas momentum is the key driver (confidence + raised outlook)
- Atlas revenue ~+29% YoY, exceeding guidance; Atlas delivered record $127M net growth in the quarter (sixth straight quarter of YoY dollar growth).
- Net ARR expansion rate: 122% for the quarter (vs 119% YoY ago); expansion driven by both Atlas and EA.
- Customer/usage signals: Voyage customer count nearly doubled QoQ; Vector Search adoption outpacing company growth.
- Atlas forecast raised: Q3 Atlas growth ~26%; FY27 Atlas growth ~27% (raised +300 bps from prior guidance midpoint).
EA “and other” accelerating—still guided with prudence
- EA and other revenue grew ~+36% YoY (exceptional; strongest quarter in ~3 years) driven by widespread demand rather than a single deal.
- Positive catalyst: Q2 launch of Search + Vector Search on EA and early demand for those capabilities.
- EA growth expectations: FY27 EA and other ~11% YoY (previously mid-single digit); for Q3, growth expected in the mid single digits.
- Management caution: EA is driven by multi-year/self-managed deal dynamics, so they continue to guide prudent/less granular quarter-to-quarter.
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$171.16
47.9% downside
Current Fair Value
47.9% downsideOvervalued by 47.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $28.39 Billion |
|---|---|
| Enterprise Value | $27.75 Billion |
| Earnings per Share | $-0.88 |
| Beta | 1.59 |
| Outstanding Shares | 80,497,631 |
Return
| Return on Equity | 1.98% |
|---|---|
| Return on Assets | 1.56% |
| Return on Invested Capital | 1.39% |
Valuation & Multiples
| P/E Ratio | 483.18 |
|---|---|
| PEG | -258.36 |
| Price to Sales | 9.66 |
| Price to Book Ratio | 8.88 |
| Enterprise Value to Revenue | 9.97 |
| Enterprise Value to EBIT | 638.37 |
| Enterprise Value to Net Income | 471 |
| Total Debt to Enterprise | 0.01 |
| Debt to Equity | 0.12 |
Revenue Sources
No data
Last Earnings Call
Report Date
September 1, 2026
EPS Estimate
$1.62
Consensus analyst estimateRevenue Estimate
$735.01 M
Consensus analyst estimateNext Earnings Call
Expected Date
December 7, 2026
EPS Estimate
$1.60
Consensus analyst estimateRevenue Estimate
$762.56 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 3.15, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 3.1468▲ 248.19% |
|---|---|
| Total Calls | 10,900▼ 99.85% |
| Total Puts | 34,300▼ 99.28% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.58%▼ 89.49% |
|---|---|
| Total Invested | $1.00B▼ 96.02% |
| Investors Holding | 283▼ 668.00% |
About MongoDB Inc
5,636 employees
CEO: Dev Ittycheria
MongoDB, Inc. delivers a comprehensive, general-purpose database platform across the globe. Its core offerings include MongoDB Enterprise Advanced, a commercial-grade database server tailored for enterprise clients and capable of deploym...