US · Technology · Software - Infrastructure
EPS came in at 0.54 against a street estimate of 0.08 — a beat of 575.0%.
Analysts rate MongoDB a buy (31 buy, 9 hold, 0 sell out of 40) with an average price target of $449.74.
CONFIDENT MongoDB delivered 30% revenue growth, highest since FY24, driven by Atlas (29% YoY) and EA (36% YoY). Added record 2,900 net new customers. Raised full-year Atlas growth guidance 300bps to 27%. Achieving GAAP profitability with 24% operating margin. Q2 FY27 North America cited as main growth driver, particularly among largest customers. No detailed regional breakdown by management. Analysts pressed on Q3-Q4 Atlas deceleration risk (29% to 26% guidance) and whether EA strength cannibalizes Atlas or signals bundled deal timing shifts. Management defended consistency of Atlas consumption, emphasized EA and Atlas as complementary (not cannibalistic), and cited seasonal/macro prudence for Q4 guidance conservatism. 2026-09-01…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 7.87% |
| Vanguard Portfolio Management, LLC | 5.56% |
| FMR Inc | 4.54% |
| Vanguard Capital Management, LLC | 4.35% |
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 3.12% |
| T. Rowe Price Associates, Inc. | 2.58% |
| State Street Corp | 2.40% |
| Geode Capital Management, LLC | 1.93% |
| Document | Date |
|---|---|
| Board / officer change · Q3 FY2027 HEADLINE NUMBERS • MongoDB appointed Dev Ittycheria as Interim President and Chief Executive Officer, effective September 28, 2026. • His compensati | 2026-10-15 |
| Reg FD disclosure · Q3 FY2027 HEADLINE NUMBERS • MongoDB’s Board authorized an additional $1.0 billion for share repurchases. • The total authorized repurchase amount is now $2.0 | 2026-09-29 |
| Board / officer change · Q3 FY2027 HEADLINE NUMBERS • MongoDB CEO Chirantan “CJ” Desai notified the company of his resignation on September 24, 2026, effective September 28, 2026. • T | 2026-09-28 |
| Quarterly report · Q2 FY2027 MONGODB, INC. – Q2 FISCAL 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (6 months ended July 31, 2026): $1,459.4 million, up 27.9% YoY from $1,140.4 | 2026-09-01 |
| Results announced · Q3 FY2027 MONGODB, INC. – Q2 FISCAL 2027 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue: $771.8 million, up 30% year-over-year (highest growth in several y | 2026-09-01 |
| Charter / bylaws change · Q2 FY2027 MONGODB, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 30, 2026 • Total votes cast for director elections: approximately 58.9 | 2026-07-06 |
| Quarterly report · Q1 FY2027 MONGODB, INC. — Q1 FY2027 (QUARTER ENDED APRIL 30, 2026) SUMMARY HEADLINE NUMBERS • Total Revenue: $687.6 million (Q1 FY2026: $549.0 million; +25.3% | 2026-05-29 |
| Results announced · Q2 FY2027 MONGODB, INC. – Q1 FISCAL 2027 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total revenue: $687.6 million, up 25% year-over-year • Subscription reve | 2026-05-28 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorizes additional $1 billion in share repurchase program MongoDB held an Investor Day on September 29, 2026, where leadership discussed strategies for sustainable growth and long-term shareholder value. The company's Board of Directors authorized | 2026-09-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.