MongoDB (NASDAQ:MDB) Releases Q4 2026 Earnings Guidance

MongoDB (NASDAQ:MDB) updated its fourth quarter 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 1.440-1.480 for the period, compared to the consensus estimate of 0.380. The company issued revenue guidance of $665.0 million-$670.0 million, compared to the consensus revenue estimate of $623.7 million. MongoDB also updated its FY 2026 guidance to 4.760-4.800 EPS.

MongoDB Price Performance

Shares of NASDAQ MDB traded down $3.50 during mid-day trading on Monday, reaching $328.87. 3,807,083 shares of the company’s stock traded hands, compared to its average volume of 2,325,752. The stock has a market cap of $26.76 billion, a P/E ratio of -335.58 and a beta of 1.52. The business has a 50-day simple moving average of $333.41 and a 200 day simple moving average of $267.92. MongoDB has a 1-year low of $140.78 and a 1-year high of $385.44.

MongoDB (NASDAQ:MDB) last issued its quarterly earnings results on Monday, December 1st. The company reported $1.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.53. The company had revenue of $628.31 million during the quarter, compared to analyst estimates of $592.98 million. MongoDB had a negative net margin of 3.54% and a negative return on equity of 1.67%. MongoDB has set its Q4 2026 guidance at 1.440-1.480 EPS. FY 2026 guidance at 4.760-4.800 EPS. Equities research analysts anticipate that MongoDB will post -1.78 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have weighed in on MDB shares. Wells Fargo & Company began coverage on shares of MongoDB in a research report on Tuesday, September 30th. They set an “overweight” rating and a $430.00 price target for the company. Zacks Research downgraded MongoDB from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Barclays increased their price objective on MongoDB from $305.00 to $345.00 and gave the stock an “overweight” rating in a report on Thursday, September 18th. Cantor Fitzgerald boosted their target price on MongoDB from $312.00 to $406.00 and gave the company an “overweight” rating in a research note on Thursday, September 18th. Finally, Robert W. Baird boosted their price objective on shares of MongoDB from $260.00 to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, August 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $355.39.

Insiders Place Their Bets

In other news, Director Hope F. Cochran sold 1,174 shares of the firm’s stock in a transaction on Wednesday, September 17th. The shares were sold at an average price of $327.93, for a total transaction of $384,989.82. Following the sale, the director directly owned 24,308 shares in the company, valued at $7,971,322.44. This trade represents a 4.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Dwight A. Merriman sold 25,000 shares of the stock in a transaction on Friday, September 19th. The stock was sold at an average price of $320.15, for a total value of $8,003,750.00. Following the completion of the sale, the director owned 1,079,316 shares of the company’s stock, valued at $345,543,017.40. The trade was a 2.26% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 91,172 shares of company stock valued at $29,794,336. 3.10% of the stock is owned by insiders.

Hedge Funds Weigh In On MongoDB

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in MDB. Geneos Wealth Management Inc. raised its position in MongoDB by 79.7% in the 2nd quarter. Geneos Wealth Management Inc. now owns 221 shares of the company’s stock worth $46,000 after purchasing an additional 98 shares during the period. Quadrant Capital Group LLC purchased a new stake in shares of MongoDB in the third quarter worth approximately $156,000. State of Wyoming raised its holdings in shares of MongoDB by 82.1% in the second quarter. State of Wyoming now owns 641 shares of the company’s stock worth $135,000 after buying an additional 289 shares during the period. Crossmark Global Holdings Inc. bought a new stake in shares of MongoDB during the 3rd quarter worth approximately $206,000. Finally, Brooklyn Investment Group boosted its holdings in MongoDB by 7.4% during the 3rd quarter. Brooklyn Investment Group now owns 679 shares of the company’s stock valued at $211,000 after acquiring an additional 47 shares during the period. 89.29% of the stock is owned by institutional investors.

MongoDB Company Profile

MongoDB, Inc, together with its subsidiaries, provides general purpose database platform worldwide. The company provides MongoDB Atlas, a hosted multi-cloud database-as-a-service solution; MongoDB Enterprise Advanced, a commercial database server for enterprise customers to run in the cloud, on-premises, or in a hybrid environment; and Community Server, a free-to-download version of its database, which includes the functionality that developers need to get started with MongoDB.