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MongoDB(MDB)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$383.56
09/18/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
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  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close

Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for MDB

09/18/2026: MDB (1-star) is currently NOT-A-BUY. Pass it for now.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Price Behavior

Steady Uptrend
PRICE PATH

Steady Uptrend

The stock demonstrates consistent and steady upward price momentum.

Highly Choppy
PRICE STABILITY

Highly Choppy

The stock has experienced frequent, large price swings that make its near-term movement less predictable.

Analysis of Past Performance

Type Stock
Historic Profit -30.24%
Avg. Invested days 30
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/18/2026

Upturn Scorecard

Upturn Star Rating

MDB receives a 4-star rating, supported by solid company fundamentals, and strong analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

MDB has solid overall fundamentals (4 stars), with moderate financial health, solid growth momentum, and solid ownership. In FY2026 versus FY2025, strong earnings growth (+44.9%) and strong cash generation (FCF margin 20.3%) are partially offset by soft profitability (net margin -2.9%), modest insider ownership of 2.64%.

Financial Health Rating

MDB's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 65.1%). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

Free-cash-flow growth is MDB's strongest growth driver at +314.6% FY2026 versus FY2025 (strong, 5 stars). Revenue growth (+22.8%, solid) and earnings growth (+44.9%, strong) are also constructive, though not equally high across every growth measure.

Ownership

Institutional ownership is 96.8% and approximately 97.4% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 2.64% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 7.11%
Vanguard Portfolio Management, LLC 5.59%
Vanguard Capital Management, LLC 4.37%
FMR Inc 2.72%
T. Rowe Price Associates, Inc. 2.60%

Unit Economics (Per $1K Revenue)

MDB generates approximately $717 of gross profit, $-56 of operating income, and $203 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

Effective Tax Rate: -27.76% (Tax Credit)

Quantitative Style Profile

MDB has a large-cap, liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

High VolatilityLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 30.90B USD
Price to earnings Ratio 525.42
1Y Target Price 456.88
Price to earnings Ratio 525.42
1Y Target Price 456.88
Volume (30-day avg) 1.8M shares
Beta 1.58
52 Weeks Range 215.68 - 473.10
Updated Date 09/19/2026
52 Weeks Range 215.68 - 473.10
Updated Date 09/19/2026
Dividends yield (FY) -
Basic EPS (TTM) 0.73

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Earnings Date

Report Date 2026-09-01
When After Market
Estimate 0.08
Actual 0.54

Profitability

Profit Margin 2.12%
Operating Margin (TTM) 3.68%

Management Effectiveness

Return on Assets (TTM) -0.22%
Return on Equity (TTM) 1.99%

Valuation

Trailing PE 525.42
Forward PE 61.73
Enterprise Value 28.54B
Price to Sales(TTM) 11.21
Enterprise Value 28.54B
Price to Sales(TTM) 11.21
Enterprise Value to Revenue 10.04
Enterprise Value to EBITDA 242.15
Shares Outstanding 80.56M
Shares Floating 78.45M
Shares Outstanding 80.56M
Shares Floating 78.45M
Percent Insiders 2.64
Percent Institutions 96.76

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About MongoDB

Exchange NASDAQ
Headquarters New York, NY, United States
IPO Launch date 2017-10-19
President, CEO & Director Mr. Chirantan Jitendra Desai
Sector Technology
Industry Software - Infrastructure
Full time employees 5783
Full time employees 5783

MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. The company offers 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. It offers professional services comprising consulting and training. The company was formerly known as 10gen, Inc. and changed its name to MongoDB, Inc. in August 2013. MongoDB, Inc. was incorporated in 2007 and is headquartered in New York, New York.