MongoDB Positioned as AI Database Leader Ahead of Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy MDB?
Source: Yahoo Finance
- Analyst Rating Reaffirmed: RBC Capital analyst Rishi Jaluria reiterated an Outperform rating on MongoDB ahead of its fiscal Q4 2026 earnings report, setting a price target of $500.00, reflecting confidence in the company's future performance.
- AI Application Development Edge: RBC Capital views MongoDB as well-positioned for AI-driven application development, particularly in building GenAI and Agentic AI applications, which is expected to attract more AI-native customers and drive potential Atlas acceleration.
- Earnings Preview: Scheduled to report earnings on March 2, analyst focus includes market strategy changes under new CEO CJ Desai and when AI products may start to impact profit and loss statements, indicating expectations for future growth.
- Valuation Appeal: Despite MongoDB's strong performance over the past 12 months, RBC believes its valuation remains undemanding, representing an attractive buying opportunity, particularly as MongoDB is seen as a potential standout in the AI stock space.
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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: 305.370
Low
380.00
Averages
468.85
High
550.00
Current: 305.370
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 Positioned as AI Database Leader Ahead of Earnings
- Analyst Rating Reaffirmed: RBC Capital analyst Rishi Jaluria reiterated an Outperform rating on MongoDB ahead of its fiscal Q4 2026 earnings report, setting a price target of $500.00, reflecting confidence in the company's future performance.
- AI Application Development Edge: RBC Capital views MongoDB as well-positioned for AI-driven application development, particularly in building GenAI and Agentic AI applications, which is expected to attract more AI-native customers and drive potential Atlas acceleration.
- Earnings Preview: Scheduled to report earnings on March 2, analyst focus includes market strategy changes under new CEO CJ Desai and when AI products may start to impact profit and loss statements, indicating expectations for future growth.
- Valuation Appeal: Despite MongoDB's strong performance over the past 12 months, RBC believes its valuation remains undemanding, representing an attractive buying opportunity, particularly as MongoDB is seen as a potential standout in the AI stock space.
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MongoDB Positioned as AI Database Leader Ahead of Earnings
- Analyst Rating Reaffirmed: RBC Capital analyst Rishi Jaluria reiterated an Outperform rating on MongoDB ahead of its fiscal Q4 2026 earnings report, setting a price target of $500.00, reflecting confidence in the company's future performance.
- AI Application Development Edge: RBC Capital views MongoDB as well-positioned for AI-driven application development, particularly in building GenAI and Agentic AI applications, which is expected to attract more AI-native customers and drive potential Atlas acceleration.
- Earnings Preview: Scheduled to report earnings on March 2, analyst focus includes market strategy changes under new CEO CJ Desai and when AI products may start to impact profit and loss statements, indicating expectations for future growth.
- Valuation Appeal: Despite MongoDB's strong performance over the past 12 months, RBC believes its valuation remains undemanding, representing an attractive buying opportunity, particularly as MongoDB is seen as a potential standout in the AI stock space.
See More
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- Market Opening Trends: Following a brutal selloff, the S&P 500 is expected to open flat, with Bitcoin dropping below $63,000 as investors grapple with escalating tariff tensions, indicating market uncertainty and investor caution.
- Meta and AMD Partnership: Meta Platforms announced a multi-year chip deal with AMD to deploy up to 6 gigawatts of AMD's graphics processing units in data centers, which not only enhances Meta's computing capabilities but also underscores its ongoing commitment to technology investments.
- Home Depot Earnings Beat: Home Depot shares rose over 2% after the retailer delivered its first quarterly earnings beat in four quarters, demonstrating resilience amid economic uncertainty, particularly as the Fed may start cutting interest rates under Trump's nominee.
- Analyst Rating Changes: JPMorgan upgraded Domino's Pizza from hold to buy, despite lowering the price target to $450, with analysts praising its
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Market Impact: Some U.S. software companies have experienced a downturn following the announcement of new AI tools by Anthropic.
AI Tool Introduction: Anthropic has introduced new AI tools that are influencing the competitive landscape in the software industry.
See More
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Oracle's Performance: Oracle's stock has decreased by 1.5%, indicating a decline in market confidence.
CrowdStrike's Decline: CrowdStrike's shares have also fallen by 1.1%, reflecting challenges in the cybersecurity sector.
MongoDB's Downturn: MongoDB's stock has dropped by 1.1%, suggesting potential issues in its growth trajectory.
DataDog's Significant Drop: DataDog has experienced a notable decline of 2.8%, raising concerns about its market position.
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- Specific Index Changes: The S&P 500 fell by 1.13%, while the Dow Jones Industrial Average decreased by 1.04%.
See More
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- Deteriorating Market Sentiment: Wall Street opened under heavy pressure as concerns over AI-related credit intensified, with the S&P 500 down over 1%, the Nasdaq 100 falling 1.3%, and the Dow Jones Industrial Average slumping 1.5%, indicating a pessimistic outlook among investors.
- Poor Financial Sector Performance: The Financial Select Sector SPDR Fund (NYSE:XLF) experienced its worst day since April 2025, reflecting growing concerns about financial stability that could impact future investment decisions.
- Tech Stocks Remain Under Pressure: The iShares Expanded Tech-Software Sector ETF (BATS:IGV) fell 5%, hitting its lowest level since August 2024, as software companies continued their recent downturn, suggesting ongoing challenges in the tech sector.
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