MongoDB Reports Q4 Beat but Weak Q1 Guidance Weighs on Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy MDB?
Source: stocktwits
- Earnings Beat: MongoDB reported adjusted earnings of $1.65 per share for Q4, exceeding expectations of $1.47, with revenue of $695.1 million reflecting a 27% year-over-year increase, showcasing strong momentum in its cloud business.
- Atlas Revenue Growth: Revenue from the Atlas cloud database platform grew 29% year-over-year, surpassing a $2 billion run rate for the first time, while non-Atlas revenue increased by 20%, marking the company's strongest growth in two years.
- Weak Future Guidance: Despite a strong finish to fiscal 2026, MongoDB's guidance for fiscal 2027 forecasts revenue between $2.86 billion and $2.9 billion, below market expectations, leading to a 24% drop in after-hours trading.
- Leadership Changes: MongoDB announced the departure of Chief Revenue Officer Paul Capombassis and President of Field Operations Cedric Pech, while welcoming Erica Volini as Chief Customer Officer, indicating significant leadership shifts that may impact future market strategies.
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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.
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- 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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- Strong Revenue Growth: MongoDB reported total revenue of $695 million in Q4, reflecting a 27% year-over-year increase that exceeded guidance by 4%, indicating robust demand and an expanding market share in the cloud database sector.
- Outstanding Atlas Performance: The Atlas cloud database service grew 29% year-over-year, surpassing a $2 billion run rate for the first time, marking MongoDB's continued expansion in cloud services and a steady increase in its customer base.
- Significant Customer Growth: The company added 2,700 customers in Q4, bringing the total to over 65,200, which represents a 60% year-over-year increase in customer additions, highlighting MongoDB's market appeal and enhanced customer loyalty.
- Improved Operational Efficiency: MongoDB achieved a non-GAAP operating margin of 23%, exceeding guidance by over 100 basis points, demonstrating significant improvements in cost control and operational efficiency, thereby enhancing expectations for future profitability.
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- Earnings Beat: MongoDB reported adjusted earnings of $1.65 per share for Q4, exceeding expectations of $1.47, with revenue of $695.1 million reflecting a 27% year-over-year increase, showcasing strong momentum in its cloud business.
- Atlas Revenue Growth: Revenue from the Atlas cloud database platform grew 29% year-over-year, surpassing a $2 billion run rate for the first time, while non-Atlas revenue increased by 20%, marking the company's strongest growth in two years.
- Weak Future Guidance: Despite a strong finish to fiscal 2026, MongoDB's guidance for fiscal 2027 forecasts revenue between $2.86 billion and $2.9 billion, below market expectations, leading to a 24% drop in after-hours trading.
- Leadership Changes: MongoDB announced the departure of Chief Revenue Officer Paul Capombassis and President of Field Operations Cedric Pech, while welcoming Erica Volini as Chief Customer Officer, indicating significant leadership shifts that may impact future market strategies.
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- 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.
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MongoDB (MDB) Q4 2026 Earnings Call Transcript
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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
MongoDB Reports 27% Revenue Growth in Q4
- Strong Revenue Growth: MongoDB reported total revenue of $695 million in Q4, reflecting a 27% year-over-year increase that exceeded guidance by 4%, indicating robust demand and an expanding market share in the cloud database sector.
- Outstanding Atlas Performance: The Atlas cloud database service grew 29% year-over-year, surpassing a $2 billion run rate for the first time, marking MongoDB's continued expansion in cloud services and a steady increase in its customer base.
- Significant Customer Growth: The company added 2,700 customers in Q4, bringing the total to over 65,200, which represents a 60% year-over-year increase in customer additions, highlighting MongoDB's market appeal and enhanced customer loyalty.
- Improved Operational Efficiency: MongoDB achieved a non-GAAP operating margin of 23%, exceeding guidance by over 100 basis points, demonstrating significant improvements in cost control and operational efficiency, thereby enhancing expectations for future profitability.
See More
MongoDB Reports Q4 Beat but Weak Q1 Guidance Weighs on Shares
- Earnings Beat: MongoDB reported adjusted earnings of $1.65 per share for Q4, exceeding expectations of $1.47, with revenue of $695.1 million reflecting a 27% year-over-year increase, showcasing strong momentum in its cloud business.
- Atlas Revenue Growth: Revenue from the Atlas cloud database platform grew 29% year-over-year, surpassing a $2 billion run rate for the first time, while non-Atlas revenue increased by 20%, marking the company's strongest growth in two years.
- Weak Future Guidance: Despite a strong finish to fiscal 2026, MongoDB's guidance for fiscal 2027 forecasts revenue between $2.86 billion and $2.9 billion, below market expectations, leading to a 24% drop in after-hours trading.
- Leadership Changes: MongoDB announced the departure of Chief Revenue Officer Paul Capombassis and President of Field Operations Cedric Pech, while welcoming Erica Volini as Chief Customer Officer, indicating significant leadership shifts that may impact future market strategies.
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
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