Added to YB: 2026-10-14
Pitch date: 2026-10-10
MDB [bullish]
MongoDB, Inc.
-5.79%
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
$389.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
799.68
P/E
532.02
EV/Sales
10.19
Sector
IT Services
Category
growth
News of the Week (October 5-9, 2026) - MongoDB, Inc.
MDB (update): CJ Desai’s surprise Meta exit brought Dev Ittycheria back as interim CEO, with a formal replacement search underway, but the departure is not itself a MongoDB red flag. MongoDB is expanding from an AI data vendor toward a broader agent platform through Voyage AI, Atlas Agent Engine and Atlas Infinite, while MongoDB 9.0 boosts core performance. Management targets at least 20% three-year revenue CAGR, 1-2 points of annual EBIT-margin leverage and 80%-100% FCF conversion; Infinite arrives after rivals and meaningful revenue is expected in FY2029.
Read full article (5 min)