Added to YB: 2026-10-09
Pitch date: 2026-10-06
MDB [bullish]
MongoDB, Inc.
-1.61%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$30.7B
Pitch Price
$362.13
Price Target
640.00 (+72%)
Dividend
N/A
EV/EBITDA
799.68
P/E
532.02
EV/Sales
10.19
Sector
IT Services
Category
growth
MongoDB Is in the Wrong Drawer
MDB: MongoDB may be misclassified as seat-based software despite Atlas charging for reads, writes, storage and compute, positioning it to benefit as agents generate more machine work. At ~8.4x next-twelve-month sales, roughly 20% growth, margin expansion and controlled dilution imply a ~$640 three-year base case without AI. The main risk is whether MongoDB, rather than Postgres or the hyperscalers, becomes agents’ default persistence layer.
Read full article (10 min)