Pulling SEC filings + quote and writing the call…
MDB
MongoDB, Inc.
Next earnings Aug 24, 2026 · consensus $1.61 EPS, $739M rev
Last earnings +10.6% on 2026-05-28
$332.75
▼ -0.58%$332.75▲ +64.32%
over 1Y
L $201.00EODHDH $440.60
Earnings Dividend Split Congress buy Congress sellFilings colored by tone · hover for detail
Today-0.6%
1W-6.1%
1M-0.6%
3M+23.2%
YTD-16.7%
1Y+64.3%
Buy
Conviction
Horizon
Long (>12mo)
Street · 45 analysts
Buy
Durable 23% SaaS grower with 72% gross margins, $505M operating cash flow, and a fortress balance sheet — losses are nearly gone.
MongoDB is a high-quality developer data platform compounding at scale: revenue grew 22.8% to $2.46B in FY2026, the latest leg of a consistent ramp from $874M in FY2022. Gross margin of 71.7% confirms classic software economics, and the GAAP loss narrative is rapidly improving — net loss shrank from -$307M (FY2022) to just -$71.2M (FY2026, +44.9% YoY), with the deficit narrowing every single year. The headline negative P/E of -378 and -2.9% net margin understate the real cash engine: operating cash flow jumped 236% to $505M against trivial capex of $4.96M, so the company is strongly free-cash-flow generative; the GAAP losses are largely non-cash stock compensation rather than operational bleeding.
Sources: SEC EDGAR (CIK 0001441816, latest 10-Q filed 2026-05-29) · EODHD · analysis by claude-code · as of 6/21/2026, 7:05:59 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.