Key Stats for MongoDB Stock
- YTD Price change for MongoDB stock: -38%
- $MDB Share Price as of Mar. 4: $248
- 52-Week High: $444
- $MDB Stock Price Target: $368
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
MongoDB (MDB) stock crashed 22% on Tuesday despite reporting Q4 results that beat expectations.
- The database software company posted revenue of $695 million, up 27% year-over-year and above guidance.
- Non-GAAP earnings per share came in at $1.65, also exceeding estimates.
- The selloff came after MongoDB issued disappointing guidance for fiscal 2027.
- The company forecast full-year revenue of $2.86 billion to $2.9 billion, representing just 16% to 18% growth.
- That’s a significant deceleration from the 27% growth MongoDB delivered in Q4 2026.
- For the current quarter, the company expects revenue of $659 million to $664 million, representing 20% to 21% growth.
Adding to investor concerns, MongoDB announced that its president of field operations, Cedric Pech, and chief revenue officer, Paul Capombassis, are leaving the company.
While management said the transition had been planned for some time, the timing raised questions about sales execution heading into the new fiscal year.
New CEO CJ Desai emphasized MongoDB’s strong position in the AI and multi-cloud era during the earnings call.
The company’s Atlas cloud database grew 29% year-over-year and crossed the $2 billion revenue run rate.
MongoDB also highlighted major customer wins, including a $90 million deal with a large tech company and a $100 million transaction with a financial institution.
See analysts’ growth forecasts and price targets for MongoDB stock (It’s free!) >>>
What the Market Is Telling Us About MongoDB Stock
The steep drop in MongoDB stock signals investor anxiety about slowing growth in the software sector.
Baird downgraded MongoDB to neutral from buy on Tuesday, citing concerns about deceleration in Atlas growth and limited AI revenue contribution despite MongoDB’s positioning in the space.
MongoDB stock is now down 37% year-to-date as the broader software sector faces mounting pressure from fears that AI will disrupt traditional software-as-a-service business models.
While CEO Desai noted that AI customers are “not yet meaningful drivers of revenue,” he expressed optimism about long-term opportunities as enterprises build agentic AI applications.
The guidance implies MongoDB expects Atlas to grow 21% to 23% in fiscal 2027, down from 29% in the fourth quarter.
Management attributed the deceleration to typical consumption business dynamics and limited visibility in the second half of the year, though they remain confident in the platform’s competitive position.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does MongoDB Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
