MONGODB, INC. (MDB)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
$304.59-7.24%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
QuarterlyIQ Insights · MDB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks MDB against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 3 guided quarters · 103.4% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“We delivered strong second quarter results, highlighted by 30% year-over-year revenue growth, the highest level of growth in several years, and continued strong profitability.
Stated in 2 of 2 supplied quarters. Management reported: ““We delivered strong second quarter results, highlighted by 30% year-over-year revenue growth, the highest level of growth in several years, and continued strong profitability.” “Second Quarter Fiscal 2027 Financial Highlights • Revenue: Total revenue was $771.8 million for the second quarter of fiscal 2027, an increase of 30% year-over-year.” Revenue was $628.309 million in 2026-Q3.
““We delivered strong second quarter results, highlighted by 30% year-over-year revenue growth—the highest level of growth in several years—and continued strong profitability.”
““We delivered better-than-expected first quarter results, as our go-to-market teams continue to execute well and capitalize on strong end-market demand for the MongoDB platform across enterprise use…”
“Our second quarter results reflect very strong and growing operating leverage in our business,” said Mike Berry, Chief Financial Officer of MongoDB.
Stated in 2 of 2 supplied quarters. Management reported: ““Our second quarter results reflect very strong and growing operating leverage in our business,” said Mike Berry, Chief Financial Officer of MongoDB.” ““We delivered a non-GAAP operating margin of 24%, up significantly from 15% a year ago, while free cash flow nearly doubled year-over-year to $137.6 million.” Operating income was $-18.424 million in 2026-Q3.
“Looking ahead, we're emerging as the intelligent data platform for the AI era, launching powerful retrieval innovations, simplifying how developers connect coding agents to their operational data on…
Stated in 2 of 2 supplied quarters. Management reported: ““Looking ahead, we're emerging as the intelligent data platform for the AI era, launching powerful retrieval innovations, simplifying how developers connect coding agents to their operational data on MongoDB, and reinforcing our position as the only modern data platform that extends seamlessly from self-managed to any cloud for production applications.” “• MongoDB launched the Atlas Managed MCP Server at.local San Francisco Build Fest, a fully hosted service that connects coding agents, including Claude Code, Codex, Grok Build, and Devin by Cognition, to live MongoDB Atlas data without requiring customers to deploy or manage additional infrastructure.”
• Remaining Performance Obligations (“RPO”): RPO was $1,519.2 million, an increase of 91% year-over-year.
Stated in 2 of 2 supplied quarters. Management reported: “• Remaining Performance Obligations (“RPO”): RPO was $1,519.2 million, an increase of 91% year-over-year.” “Current Remaining Performance Obligations (“cRPO”) was $797.3 million, an increase of 73% year-over-year.”
“• Remaining Performance Obligations (“RPO”): RPO was $1,519.2 million, an increase of 91% year-over-year.”
Desai is leaving to pursue a senior role at Meta Platforms, Inc. The Board has appointed Dev Ittycheria as interim President and CEO, also effective immediately.
Stated in a supplied disclosure. Management reported: “Desai is leaving to pursue a senior role at Meta Platforms, Inc. The Board has appointed Dev Ittycheria as interim President and CEO, also effective immediately.” “The Board has initiated a search process to identify MongoDB’s next permanent CEO and has retained an executive search firm to assist in that process.”
Over the trailing year it converted -2.55x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
““Our second quarter results reflect very strong and growing operating leverage in our business,” said Mike Berry, Chief Financial Officer of MongoDB.”
“At the same time, we continue to show strong profitability, demonstrating we can drive durable revenue growth while simultaneously expanding margin.”
““Looking ahead, we're emerging as the intelligent data platform for the AI era—launching powerful retrieval innovations, simplifying how developers connect coding agents to their operational data on…”
“• At MongoDB.local London, MongoDB announced seven new platform capabilities designed to close the gap between AI experimentation and high-performance production deployment.”
“• Remaining Performance Obligations (“RPO”) : RPO was $1,458.6 million, an increase of 88% year-over-year.”