MongoDB Shares Drop More Than 20% Despite Earnings Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Source: Barron's
- Stock Performance: MongoDB's stock experienced a decline on Monday night.
- Earnings Guidance: The company issued disappointing guidance for the first quarter.
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Analyst Views on MDB
Wall Street analysts forecast MDB stock price to rise
28 Analyst Rating
24 Buy
4 Hold
0 Sell
Strong Buy
Current: 328.470
Low
380.00
Averages
468.85
High
550.00
Current: 328.470
Low
380.00
Averages
468.85
High
550.00
About MDB
MongoDB, Inc. is a developer data platform company. Its developer data platform is a globally distributed operational database integrated with a set of data services that allow development teams to address the growing variety of application requirements. Its customers can implement its developer data platform as a managed service offering, or they can choose a self-managed option. Its MongoDB Atlas is its managed multi-cloud database-as-a-service (DBaaS) offering that includes an integrated set of databases and related services. Atlas Vector Search allows the integration of an operational database and vector search in a unified, fully managed platform. MongoDB Enterprise Advanced is its proprietary self-managed commercial offering for enterprise customers that can run in the cloud, on-premises or in a hybrid environment. It also provides professional services for its customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Growth Expectation: Analysts forecast that MongoDB's earnings per share will reach $1.47 this quarter, representing a 14.84% increase from $1.28 in the same period last year, indicating a sustained improvement in profitability.
- Revenue Growth Projection: The anticipated revenue for MongoDB this quarter is $669.36 million, up 21.96% from $548.4 million a year ago, reflecting strong market demand recovery.
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MongoDB (MDB) Q4 2026 Earnings Call Transcript
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- Mixed Future Guidance: Although the adjusted EPS forecast for fiscal 2027 ranges from $5.75 to $5.93, surpassing the $5.69 estimate, the first-quarter guidance of $1.15 to $1.19 per share fell short of the $1.20 expectation, leading to negative market reactions.
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- Earnings Release Date: MongoDB is set to release its Q3 earnings after the market closes on March 2, with expectations that the results will significantly impact its stock price.
- Earnings Growth Expectation: Analysts forecast that MongoDB's earnings per share will reach $1.47 this quarter, representing a 14.84% increase from $1.28 in the same period last year, indicating a sustained improvement in profitability.
- Revenue Growth Projection: The anticipated revenue for MongoDB this quarter is $669.36 million, up 21.96% from $548.4 million a year ago, reflecting strong market demand recovery.
- Stock Price Movement: Despite the optimistic outlook for the earnings report, MongoDB's stock fell 2.4% last Friday to close at $328.47, suggesting some investor uncertainty ahead of the upcoming results.
See More
MongoDB (MDB) Q4 2026 Earnings Call Transcript
See More
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- MongoDB Shares Plunge: MongoDB's stock fell 23% in after-hours trading as the company projected first-quarter adjusted earnings per share between $1.15 and $1.19, missing analysts' expectations of $1.21, while revenue guidance of $659 million to $664 million also fell short of the $662 million forecast, reflecting market disappointment in its performance outlook.
- Asana's Disappointing Guidance: Asana's shares dropped over 1% despite beating fourth-quarter expectations, as the company forecasted first-quarter revenue between $202.5 million and $204.5 million, below the $204 million expected by analysts, and its full-year revenue guidance also slightly missed expectations, raising concerns about future growth.
- Plug Power's Strong Sales: Plug Power reported robust sales in its fourth quarter, leading to a more than 7% increase in shares, with revenue of $225 million exceeding the $218 million expected by analysts, and although it posted an adjusted loss of 6 cents per share, this was better than the anticipated 10 cents, indicating strengthened competitiveness in the hydrogen market.
- Dave's Optimistic Financial Outlook: Dave's shares surged 8% as the company projected adjusted EBITDA between $290 million and $305 million, significantly higher than the $252.7 million estimate from analysts, and its full-year revenue guidance of $690 million to $710 million far exceeded the $637.6 million forecast, showcasing its strong market performance and growth potential.
See More
MongoDB Issues Q1 Fiscal 2027 Financial Guidance
- Earnings Beat: MongoDB's Q4 non-GAAP EPS of $1.65 exceeded expectations by $0.18, indicating a sustained improvement in profitability that could positively influence investor confidence.
- Significant Revenue Growth: The company reported Q4 revenue of $695.1 million, representing a 26.8% year-over-year increase and surpassing market expectations by $25.73 million, highlighting MongoDB's strong performance and expanding market share in the cloud computing sector.
- Cautious Future Outlook: For Q1 fiscal 2027, MongoDB expects revenues between $659 million and $664 million, while projecting operational losses between $48 million and $44 million, indicating challenges in cost management despite revenue growth.
- Annual Financial Guidance: MongoDB anticipates total revenues for fiscal 2027 to range from $2.860 billion to $2.900 billion, with non-GAAP EPS expected between $5.75 and $5.93, reflecting confidence in long-term growth despite operational loss pressures.
See More
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- Earnings Highlights: MongoDB reported a Q4 non-GAAP EPS of $1.65, beating expectations by $0.18, which reflects a significant improvement in profitability and boosts market confidence in future growth prospects.
- Revenue Growth: The company achieved Q4 revenue of $695.1 million, a 26.8% year-over-year increase, surpassing market expectations by $25.73 million, indicating strong performance and sustained demand in the cloud computing sector.
- Operational Improvement: Q4 operating income was $0.3 million, a turnaround from an $18.6 million loss in the prior year, showcasing significant enhancements in cost control and operational efficiency, which strengthens investor confidence in sustainable profitability.
- Strong Cash Flow: As of January 31, 2026, MongoDB reported $2.4 billion in cash and short-term investments, with operating cash flow of $179.6 million, up from $50.5 million year-over-year, indicating a robust financial position that supports future investments and expansion.
See More
MongoDB Shares Plunge 20% After Mixed Earnings Guidance
- Strong Earnings Performance: MongoDB reported an adjusted EPS of $1.65 for the quarter ending January 31, exceeding analyst expectations of $1.48, while revenue grew 26.8% year-over-year to $695.1 million, showcasing robust market performance.
- Mixed Future Guidance: Although the adjusted EPS forecast for fiscal 2027 ranges from $5.75 to $5.93, surpassing the $5.69 estimate, the first-quarter guidance of $1.15 to $1.19 per share fell short of the $1.20 expectation, leading to negative market reactions.
- Significant Customer Growth: The company added 2,700 customers in the quarter, bringing the total to 65,200, indicating strong demand for its Atlas platform, despite the disappointing short-term guidance.
- Executive Changes Impact: MongoDB announced that Erica Violini will join as Chief Customer Officer, while Cedric Pech and Paul Capombassis will depart, which may affect the company's strategic execution and market confidence.
See More
