MongoDB (NASDAQ:MDB) Updates FY 2026 Earnings Guidance

MongoDB (NASDAQ:MDB) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 4.760-4.800 for the period, compared to the consensus earnings per share estimate of 1.660. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.4 billion. MongoDB also updated its Q4 2026 guidance to 1.440-1.480 EPS.

MongoDB Stock Performance

Shares of MDB traded down $3.50 during mid-day trading on Monday, hitting $328.87. 3,807,083 shares of the company’s stock were exchanged, compared to its average volume of 2,325,752. MongoDB has a fifty-two week low of $140.78 and a fifty-two week high of $385.44. The stock’s 50-day moving average is $333.41 and its 200-day moving average is $267.92. The company has a market cap of $26.76 billion, a price-to-earnings ratio of -335.58 and a beta of 1.52.

MongoDB (NASDAQ:MDB) last released its quarterly earnings results on Monday, December 1st. The company reported $1.32 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.53. MongoDB had a negative return on equity of 1.67% and a negative net margin of 3.54%.The firm had revenue of $628.31 million for the quarter, compared to the consensus estimate of $592.98 million. MongoDB has set its Q4 2026 guidance at 1.440-1.480 EPS. FY 2026 guidance at 4.760-4.800 EPS. As a group, equities research analysts anticipate that MongoDB will post -1.78 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the company. DA Davidson lifted their price objective on MongoDB from $365.00 to $415.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Guggenheim reissued a “neutral” rating and issued a $400.00 price target on shares of MongoDB in a research report on Tuesday, November 18th. Oppenheimer upped their price target on MongoDB from $325.00 to $385.00 and gave the stock an “outperform” rating in a research note on Thursday, September 18th. Scotiabank boosted their price objective on shares of MongoDB from $280.00 to $320.00 and gave the stock a “sector perform” rating in a report on Friday, September 19th. Finally, Truist Financial increased their target price on MongoDB from $375.00 to $400.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $355.39.

Insider Buying and Selling

In other news, Director Dwight A. Merriman sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $338.52, for a total value of $3,385,200.00. Following the transaction, the director owned 1,055,316 shares in the company, valued at approximately $357,245,572.32. The trade was a 0.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Charles M. Hazard, Jr. sold 166 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $383.72, for a total transaction of $63,697.52. Following the sale, the director directly owned 14,161 shares of the company’s stock, valued at approximately $5,433,858.92. This trade represents a 1.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 91,172 shares of company stock worth $29,794,336 in the last 90 days. Insiders own 3.10% of the company’s stock.

Hedge Funds Weigh In On MongoDB

A number of large investors have recently made changes to their positions in the stock. Geneos Wealth Management Inc. grew its stake in shares of MongoDB by 79.7% during the 2nd quarter. Geneos Wealth Management Inc. now owns 221 shares of the company’s stock valued at $46,000 after acquiring an additional 98 shares during the period. State of Wyoming raised its position in MongoDB by 82.1% during the 2nd quarter. State of Wyoming now owns 641 shares of the company’s stock valued at $135,000 after purchasing an additional 289 shares in the last quarter. Quadrant Capital Group LLC purchased a new stake in shares of MongoDB during the 3rd quarter worth $156,000. Crossmark Global Holdings Inc. acquired a new stake in MongoDB in the third quarter worth about $206,000. Finally, Brooklyn Investment Group lifted its holdings in shares of MongoDB by 7.4% during the third quarter. Brooklyn Investment Group now owns 679 shares of the company’s stock worth $211,000 after purchasing an additional 47 shares during the period. 89.29% of the stock is owned by institutional investors.

MongoDB Company Profile

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.