MongoDB
ConvictionModerate
Consumption + subscription SaaS — Atlas (usage-based managed cloud DB, ~73% of revenue) plus self-managed Enterprise Advanced licenses and professional services
Revenue
$2.60B TTMthrough Q1 FY27, qtr ended 4/30/26); FY26 $2.46BRev growth
+23.6% TTMQ1 FY27 +25.3% YoYGross margin
~72% GAAP / ~74% non-GAAPQ1 FY27Op margin
GAAP slightly negativeQ1 FY27 op loss $(24.8)M); non-GAAP ~18% Q1, FY26 full-year non-GAAP ~23%Capex intensity
Very low — capex-light SaaSQ1 FY27 capex ~$4M (FCF nearly equals OCFMarket cap
~$24.9BJun 26, 2026Price · 1-year trend
real · weekly$359+66% 1yUSD
52-week range
$201 – $441
52w lowas of 2026-07-08 · Yahoo Finance52w high
Across the boards
The thesis on this name
subject
AI Compute Value-Chain
Full context
Primary source
Reported financials — SEC EDGAR
Audited GAAP figures pulled from SEC filings · latest filing 2026-03-11. The audited primary-source spine — not investment advice.
Revenue — annual (GAAP)
FY’22
$874M
FY’23
$1.3B+47%
FY’24
$1.7B+31%
FY’25
$2.0B+19%
FY’26
$2.5B+23%
Margins & balance sheet — FY’26
Gross margin71.7%
Operating margin-5.6%
Net margin-2.9%
Net cash$819M
The read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for MongoDB
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence