MongoDB Reports Q3 Earnings and Revenues Exceed Expectations, Both Rise Year-over-Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 02 2025
0mins
Should l Buy MDB?
Source: NASDAQ.COM
Earnings and Revenue Growth: MongoDB reported a third-quarter fiscal 2026 non-GAAP EPS of $1.32, a 13.8% increase year-over-year, with total revenues of $628.3 million, up 18.7% and exceeding estimates.
Customer Base Expansion: The company ended the quarter with over 62,500 customers, a significant increase from the previous year, with Atlas (Cloud) revenues growing 30% year-over-year, contributing to 75% of total revenues.
Financial Performance Metrics: Non-GAAP operating income rose 21.3% to $123.1 million, with an operating margin of 19.6%. However, gross margin contracted by 240 basis points to 74.2%.
Future Projections: For the fourth quarter of fiscal 2026, MongoDB expects revenues between $665 million and $670 million, with a projected non-GAAP EPS of $1.44-$1.48, and anticipates total revenues for fiscal 2026 to be between $2.434 billion and $2.439 billion.
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Analyst Views on MDB
Wall Street analysts forecast MDB stock price to rise
28 Analyst Rating
24 Buy
4 Hold
0 Sell
Strong Buy
Current: 255.010
Low
380.00
Averages
468.85
High
550.00
Current: 255.010
Low
380.00
Averages
468.85
High
550.00
About MDB
MongoDB, Inc. is a developer data platform company. Its developer data platform is a globally distributed operational database integrated with a set of data services that allow development teams to address the growing variety of application requirements. Its customers can implement its developer data platform as a managed service offering, or they can choose a self-managed option. Its MongoDB Atlas is its managed multi-cloud database-as-a-service (DBaaS) offering that includes an integrated set of databases and related services. Atlas Vector Search allows the integration of an operational database and vector search in a unified, fully managed platform. MongoDB Enterprise Advanced is its proprietary self-managed commercial offering for enterprise customers that can run in the cloud, on-premises or in a hybrid environment. It also provides professional services for its customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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