MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc - Ordinary Shares - Class A

MDB

Get informed when a big investor buys or sells

+ Follow
Market Cap$27.01B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
MongoDB Inc - Ordinary Shares - Class AMongoDB Inc - Ordinary Shares - Class A-926.9--1%11.50.1

Earnings Call Q1 2027

May 28, 2026 - AI Summary

Strong Q1 results; Atlas-led growth - Total revenue: $688M, +25% YoY, beating the high end of guidance and accelerating from 22% growth in the prior-year quarter. - Atlas consumption strength drove results: Atlas revenue +29% YoY, including record $117M of year-over-year dollar growth; Atlas is now ~75% of Q1 revenue (from 72% a year ago). - EA and other revenue: +13% YoY (supporting durability of non-Atlas growth).
Profitability + cash generation; GAAP profitability trending - Non-GAAP gross margin 74.5%; non-GAAP operating income $123M and non-GAAP operating margin 18% (up from 16% YoY). - GAAP profitability achieved for the second quarter in a row (noted as a positive trend). - Cash: Operating cash flow $202M; free cash flow $198M. - Buybacks: $100M share repurchases in the quarter (plus $58M for RSU tax settlements).
Customer and “platform adoption” signals (including AI/agentic) - Customer count: 67.7k customers, +2.5k sequentially; +10.6k YoY. - “Large customer” cohort (Atlas customers with $100k+ ARR): 16% YoY growth; among them, 45% use 2+ Atlas features (up from 37% YoY), driven largely by vector + text search. - AI adoption momentum: MCP server usage growing significantly, Voyage customers doubled QoQ, and vector search adoption outpacing company growth. - Surprising/important qualitative point: agentic conversations are moving from experimentation toward production deployment, but CJ stresses it’s still early.

Exclusive for Stockcircle Pro members

Sign upSign Up
$371.70

Target Price by Analysts

0.9% upsideMongoDB Target Price DetailsTarget Price
$191.25

Current Fair Value

48.1% downside

Overvalued by 48.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$27.01 Billion
Enterprise Value$26.35 Billion
Dividend Yield$- (-)
Earnings per Share$-0.88
Beta1.49
Outstanding Shares80,357,498

Return

Return on Equity-0.99%ROE
Return on Assets-0.79%
Return on Invested Capital-2.23%

Valuation & Multiples

P/E Ratio-926.88P/E Ratio
PEG829.17PEG
Price to Sales11.51Price to Sales
Price to Book Ratio10.23Price to Book Ratio
Enterprise Value to Revenue10.12
Enterprise Value to EBIT-383.59
Enterprise Value to Net Income-906
Total Debt to Enterprise0.01
Debt to Equity0.13Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 3, 2026
EPS Estimate
$1.18
Average shareholder expectation
Revenue Estimate
$663.99 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 25, 2026
EPS Estimate
$1.29
Average shareholder expectation
Revenue Estimate
$701.50 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7753 29.96%
Total Calls4,971,938 6.59%
Total Puts3,854,612 32.63%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %87.67% 1.65%
Total Invested$17.47B 42.61%
Investors Holding869 110.00%

ESG Score

No data

About MongoDB Inc

CEO: Dev Ittycheria

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates for all tax legislation, making it a critical influence on corporate tax structures and capital investment credits, which directly impact MongoDB's financial planning and profitability.

Finance

This committee dictates tax policy, which directly affects corporate profitability, investment decisions, and overall valuation for companies like MongoDB. Trade policy also falls under its purview, which can impact global operations.

Appropriations

This committee controls federal spending across all agencies. Its subcommittees determine the budgets for defense, research, and other programs, directly impacting the potential revenue MongoDB could derive from government contracts.

Judiciary

This committee oversees antitrust laws and intellectual property. Antitrust scrutiny is a significant risk for large tech companies, and IP protection is fundamental to the software industry, directly impacting MongoDB's business and competitive landscape.

Commerce, Science, and Transportation

This committee's vast jurisdiction over interstate commerce, FTC, and 'Big Tech' through privacy and data regulations directly impacts database companies like MongoDB, which handle vast amounts of user data and operate in the cloud.