MONGODB, INC. (MDB)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$368.74-4.09%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
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 2026-09-04.
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=8445).
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.
Focus on achieving durable revenue growth driven by core enterprise workloads, AI use cases, and expanding Atlas platform adoption.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $687.6 million in 2026-Q1 to $771.8 million in 2026-Q3, a 30% year-over-year increase. Management raised full year fiscal 2027 revenue guidance to $2.92 billion to $2.96 billion in 2026-Q2. The trajectory is delivering with accelerating revenue growth and raised guidance.
“We delivered strong second quarter results, highlighted by 30% year-over-year revenue growth.”
“We delivered better-than-expected first quarter results, total revenue up 25% year-over-year.”
“Raising full year fiscal 2027 guidance driven mainly by strength in Atlas.”
Invest in AI-powered retrieval, vector search, and platform innovations to support AI use cases and developer productivity.
Stated as a priority in 2 of last 3 quarters. Management highlighted new AI-powered retrieval features and platform capabilities in 2026-Q2 and Q3. While no direct financial metrics are cited, these product investments align with management's stated focus on AI and platform innovation, showing ongoing delivery of new capabilities.
“MongoDB launched Atlas Managed MCP Server and announced AI retrieval capabilities generally available.”
Drive margin expansion and positive operating income through disciplined cost management and revenue growth.
Stated as a priority in 3 of last 3 quarters. Non-GAAP operating margin improved from 15% in 2025-Q3 to 24% in 2026-Q3, and free cash flow nearly doubled from $69.9 million to $137.6 million over the same period. Management is delivering improved profitability and operating leverage consistent with stated goals.
Grow customer adoption including US Federal vertical and deepen strategic alliances to support platform growth.
Stated as a priority in 2 of last 3 quarters. Management disclosed acquisition of Clarity Business Solutions and a strategic partnership with LangChain in 2026-Q2 to expand verticals and AI platform capabilities. These actions show progress on expanding customer base and partnerships.
“Acquired Clarity Business Solutions to strengthen US Federal vertical.”
Invest in training two million Indian builders by 2030 and grow engineering workforce in Ireland for AI development.
Stated as a priority in 2 of last 3 quarters. Management announced upskilling two million Indian builders by 2030 and expanding Irish engineering workforce by over 50% by 2027. These initiatives demonstrate ongoing investment in talent development and workforce expansion.
“Announced plans to upskill two million Indian builders by 2030, expanding MongoDB for Academia program.”
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 Fed net liquidity, the US dollar, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.
“Announced seven new platform capabilities to close gap between AI experimentation and production deployment.”
“Non-GAAP operating margin of 24%, up from 15% a year ago; free cash flow nearly doubled year-over-year.”
“Non-GAAP income from operations was $123.2 million, compared to $87.4 million year-over-year.”
“Non-GAAP income from operations was $123.2 million, compared to $87.4 million year-over-year.”
“Formalized strategic partnership with LangChain to transform MongoDB Atlas into premier AI agent backend.”
“Announced investment to expand Irish operations in engineering and AI development by over 50% by 2027.”