MDB
MongoDB, Inc.
MDB
373.07USD
-2.16%
Oct 14, 2026
Price
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Price Action
Constructive pullback in an uptrend
Longer-term context reads early trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
EntryBreakout + retest
Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.
Key Financials
- Market Cap
- $30.1B
- Avg Volume (60D)
- 2.5M
- Revenue Growth YoY
- +22.8%
- Gross Margin
- +72.7%
- Operating Margin
- -0.5%
- Free Cash Flow Yield
- +2.2%
- Distance from 200DMA
- +9.5%
- Next Earnings
- 2026-12-01
- P/E
- 510.3x
60 sessions
FY2026 vs FY2025
Trailing twelve months
Trailing twelve months
Market metrics as of Oct 13, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026
Fundamentals & Valuation
One of the two valuation perspectives says expensive; intrinsic is the dissenting view.
MongoDB, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. The business behind it shows an operating margin near breakeven.
Company Research
Thesis
MongoDB is an application-data platform provider whose Atlas cloud service and self-managed offerings combine operational document data with search, vector search, stream processing, and embedded retrieval capabilities used to build production AI applications and agents. The story is still emerging, so the exposure is real but early.
Opportunity
Moderate opportunity
Enterprise deployment of AI applications and agents requires governed access to current proprietary data, semantic and hybrid retrieval, persistent state or memory, and real-time data updates rather than standalone model inference alone.
Key risk
Competition from other database providers.
Narrative & Theme
Enterprise AI Application Deployment
Part of AI Retrieval, Memory and Real-Time Data Infrastructure, with moderate fit.
MDB has a genuine, specific exposure to the emerging enterprise-AI production stack, but it is not a pure AI retrieval or vector-database company: Atlas remains a broad operational database platform and AI-derived revenue is not separately disclosed as a dominant share of the business.
Narrative HeatHeating up7.4 / 10
Theme HeatHeating up7.3 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Infrastructure
What they do
MongoDB, Inc. provides a general purpose database platform globally, offering both cloud-based and on-premises database solutions for developers and enterprises.
How it earns
The company generates revenue primarily through subscription-based services and commercial licenses.
Products & services
MongoDB Atlas
MongoDB Enterprise Advanced
Community Server
Professional consulting and training services
Customers & end markets
Developers
Enterprise customers
Market position
Leader in the modern general purpose database market with a strong multi-cloud presence.
Demand drivers
Low cyclicality
Demand for database infrastructure tends to be stable and driven by long-term digital transformation trends.