MongoDB (MDB) Q4 2026 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy MDB?
Source: NASDAQ.COM
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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: 328.470
Low
380.00
Averages
468.85
High
550.00
Current: 328.470
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.
MongoDB Q3 Earnings Preview: Strong Growth Expected
- Earnings Release Date: MongoDB is set to release its Q3 earnings after the market closes on March 2, with expectations that the results will significantly impact its stock price.
- Earnings Growth Expectation: Analysts forecast that MongoDB's earnings per share will reach $1.47 this quarter, representing a 14.84% increase from $1.28 in the same period last year, indicating a sustained improvement in profitability.
- Revenue Growth Projection: The anticipated revenue for MongoDB this quarter is $669.36 million, up 21.96% from $548.4 million a year ago, reflecting strong market demand recovery.
- Stock Price Movement: Despite the optimistic outlook for the earnings report, MongoDB's stock fell 2.4% last Friday to close at $328.47, suggesting some investor uncertainty ahead of the upcoming results.
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U.S.-Iran Conflict Triggers Stock Market Turmoil
- Market Turmoil: The outbreak of the U.S.-Iran conflict led to significant volatility in the U.S. stock market on Monday, impacting investor sentiment and causing instability that could affect short-term investment decisions.
- Nvidia Stock Movement: As a major mover in the market, Nvidia's stock experienced notable fluctuations following the conflict news, reflecting the sensitivity of tech stocks to geopolitical tensions, which may impact its short-term performance.
- Earnings Impact: Credo and MongoDB saw substantial declines after their earnings reports, indicating a strong market reaction to their performance, which could raise concerns among investors regarding the future growth prospects of these companies.
- Investor Sentiment Shift: As the market reacts to the U.S.-Iran situation, investors may reassess their risk appetite, leading to a shift of funds towards safer assets, thereby affecting overall market liquidity.
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U.S. Stocks Close Mixed, Berkshire Falls Amid CEO Shift
- Berkshire Stock Decline: Berkshire Hathaway's stock fell by 4.91% to $480.17, with an intraday high of $495.75 and a low of $477.91, reflecting market concerns over new CEO Greg Abel's omission of Bank of America and Chevron in his shareholder letter, potentially signaling a shift in the company's equity strategy.
- AST SpaceMobile Surge: AST SpaceMobile's stock surged 9.76% to $86.92, reaching an intraday high of $86.95 despite reporting a fourth-quarter loss of $0.26 per share, wider than the expected $0.19 loss, but with revenue increasing by $52.39 million year-over-year, indicating optimistic market expectations for its future revenue generation.
- MongoDB Earnings Beat: MongoDB's stock decreased by 1.05% to $325.01, even though it reported fourth-quarter earnings of $1.65 per share, surpassing estimates of $1.45, and revenue of $695.07 million, a 26.8% increase year-over-year; however, its lower-than-expected first-quarter EPS guidance led to a 24% drop in after-hours trading.
- Credo Technology Strong Performance: Credo Technology's stock rose 1.74% to $114.22, with adjusted earnings of $1.07 per share beating expectations, and revenue of $407.01 million marking a 200% year-over-year increase; despite guiding fourth-quarter revenue above analyst estimates, shares fell 8.16% in after-hours trading, reflecting market uncertainty about future performance.
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MongoDB (MDB) Q4 2026 Earnings Call Transcript
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MongoDB Shares Plunge 23% on Disappointing Earnings Guidance
- MongoDB Shares Plunge: MongoDB's stock fell 23% in after-hours trading as the company projected first-quarter adjusted earnings per share between $1.15 and $1.19, missing analysts' expectations of $1.21, while revenue guidance of $659 million to $664 million also fell short of the $662 million forecast, reflecting market disappointment in its performance outlook.
- Asana's Disappointing Guidance: Asana's shares dropped over 1% despite beating fourth-quarter expectations, as the company forecasted first-quarter revenue between $202.5 million and $204.5 million, below the $204 million expected by analysts, and its full-year revenue guidance also slightly missed expectations, raising concerns about future growth.
- Plug Power's Strong Sales: Plug Power reported robust sales in its fourth quarter, leading to a more than 7% increase in shares, with revenue of $225 million exceeding the $218 million expected by analysts, and although it posted an adjusted loss of 6 cents per share, this was better than the anticipated 10 cents, indicating strengthened competitiveness in the hydrogen market.
- Dave's Optimistic Financial Outlook: Dave's shares surged 8% as the company projected adjusted EBITDA between $290 million and $305 million, significantly higher than the $252.7 million estimate from analysts, and its full-year revenue guidance of $690 million to $710 million far exceeded the $637.6 million forecast, showcasing its strong market performance and growth potential.
See More
MongoDB Issues Q1 Fiscal 2027 Financial Guidance
- Earnings Beat: MongoDB's Q4 non-GAAP EPS of $1.65 exceeded expectations by $0.18, indicating a sustained improvement in profitability that could positively influence investor confidence.
- Significant Revenue Growth: The company reported Q4 revenue of $695.1 million, representing a 26.8% year-over-year increase and surpassing market expectations by $25.73 million, highlighting MongoDB's strong performance and expanding market share in the cloud computing sector.
- Cautious Future Outlook: For Q1 fiscal 2027, MongoDB expects revenues between $659 million and $664 million, while projecting operational losses between $48 million and $44 million, indicating challenges in cost management despite revenue growth.
- Annual Financial Guidance: MongoDB anticipates total revenues for fiscal 2027 to range from $2.860 billion to $2.900 billion, with non-GAAP EPS expected between $5.75 and $5.93, reflecting confidence in long-term growth despite operational loss pressures.
See More
MongoDB Q3 Earnings Preview: Strong Growth Expected
- Earnings Release Date: MongoDB is set to release its Q3 earnings after the market closes on March 2, with expectations that the results will significantly impact its stock price.
- Earnings Growth Expectation: Analysts forecast that MongoDB's earnings per share will reach $1.47 this quarter, representing a 14.84% increase from $1.28 in the same period last year, indicating a sustained improvement in profitability.
- Revenue Growth Projection: The anticipated revenue for MongoDB this quarter is $669.36 million, up 21.96% from $548.4 million a year ago, reflecting strong market demand recovery.
- Stock Price Movement: Despite the optimistic outlook for the earnings report, MongoDB's stock fell 2.4% last Friday to close at $328.47, suggesting some investor uncertainty ahead of the upcoming results.
See More
U.S.-Iran Conflict Triggers Stock Market Turmoil
- Market Turmoil: The outbreak of the U.S.-Iran conflict led to significant volatility in the U.S. stock market on Monday, impacting investor sentiment and causing instability that could affect short-term investment decisions.
- Nvidia Stock Movement: As a major mover in the market, Nvidia's stock experienced notable fluctuations following the conflict news, reflecting the sensitivity of tech stocks to geopolitical tensions, which may impact its short-term performance.
- Earnings Impact: Credo and MongoDB saw substantial declines after their earnings reports, indicating a strong market reaction to their performance, which could raise concerns among investors regarding the future growth prospects of these companies.
- Investor Sentiment Shift: As the market reacts to the U.S.-Iran situation, investors may reassess their risk appetite, leading to a shift of funds towards safer assets, thereby affecting overall market liquidity.
See More
U.S. Stocks Close Mixed, Berkshire Falls Amid CEO Shift
- Berkshire Stock Decline: Berkshire Hathaway's stock fell by 4.91% to $480.17, with an intraday high of $495.75 and a low of $477.91, reflecting market concerns over new CEO Greg Abel's omission of Bank of America and Chevron in his shareholder letter, potentially signaling a shift in the company's equity strategy.
- AST SpaceMobile Surge: AST SpaceMobile's stock surged 9.76% to $86.92, reaching an intraday high of $86.95 despite reporting a fourth-quarter loss of $0.26 per share, wider than the expected $0.19 loss, but with revenue increasing by $52.39 million year-over-year, indicating optimistic market expectations for its future revenue generation.
- MongoDB Earnings Beat: MongoDB's stock decreased by 1.05% to $325.01, even though it reported fourth-quarter earnings of $1.65 per share, surpassing estimates of $1.45, and revenue of $695.07 million, a 26.8% increase year-over-year; however, its lower-than-expected first-quarter EPS guidance led to a 24% drop in after-hours trading.
- Credo Technology Strong Performance: Credo Technology's stock rose 1.74% to $114.22, with adjusted earnings of $1.07 per share beating expectations, and revenue of $407.01 million marking a 200% year-over-year increase; despite guiding fourth-quarter revenue above analyst estimates, shares fell 8.16% in after-hours trading, reflecting market uncertainty about future performance.
See More
MongoDB (MDB) Q4 2026 Earnings Call Transcript
See More
MongoDB Shares Plunge 23% on Disappointing Earnings Guidance
- MongoDB Shares Plunge: MongoDB's stock fell 23% in after-hours trading as the company projected first-quarter adjusted earnings per share between $1.15 and $1.19, missing analysts' expectations of $1.21, while revenue guidance of $659 million to $664 million also fell short of the $662 million forecast, reflecting market disappointment in its performance outlook.
- Asana's Disappointing Guidance: Asana's shares dropped over 1% despite beating fourth-quarter expectations, as the company forecasted first-quarter revenue between $202.5 million and $204.5 million, below the $204 million expected by analysts, and its full-year revenue guidance also slightly missed expectations, raising concerns about future growth.
- Plug Power's Strong Sales: Plug Power reported robust sales in its fourth quarter, leading to a more than 7% increase in shares, with revenue of $225 million exceeding the $218 million expected by analysts, and although it posted an adjusted loss of 6 cents per share, this was better than the anticipated 10 cents, indicating strengthened competitiveness in the hydrogen market.
- Dave's Optimistic Financial Outlook: Dave's shares surged 8% as the company projected adjusted EBITDA between $290 million and $305 million, significantly higher than the $252.7 million estimate from analysts, and its full-year revenue guidance of $690 million to $710 million far exceeded the $637.6 million forecast, showcasing its strong market performance and growth potential.
See More
MongoDB Issues Q1 Fiscal 2027 Financial Guidance
- Earnings Beat: MongoDB's Q4 non-GAAP EPS of $1.65 exceeded expectations by $0.18, indicating a sustained improvement in profitability that could positively influence investor confidence.
- Significant Revenue Growth: The company reported Q4 revenue of $695.1 million, representing a 26.8% year-over-year increase and surpassing market expectations by $25.73 million, highlighting MongoDB's strong performance and expanding market share in the cloud computing sector.
- Cautious Future Outlook: For Q1 fiscal 2027, MongoDB expects revenues between $659 million and $664 million, while projecting operational losses between $48 million and $44 million, indicating challenges in cost management despite revenue growth.
- Annual Financial Guidance: MongoDB anticipates total revenues for fiscal 2027 to range from $2.860 billion to $2.900 billion, with non-GAAP EPS expected between $5.75 and $5.93, reflecting confidence in long-term growth despite operational loss pressures.
See More
