MongoDB Expected to Report Lower Q2 Earnings Amid Analyst Forecasts

Monday, Aug 25, 2025 8:37 am ET1min read

MongoDB is expected to report Q2 earnings at 66 cents per share, down from 70 cents per share in the year-ago period. The company projects Q2 revenue at $553.57 million, compared to $478.11 million a year earlier. Analysts expect MongoDB to beat estimates, with a consensus revenue forecast of $553.57 million and an adjusted earnings per share of 68 cents. The company's shares rose 3.4% to close at $219.06 on Friday.

MongoDB, Inc. (MDB) is set to release its second-quarter fiscal 2026 results on August 26. The company expects non-GAAP earnings per share (EPS) to be in the range of 62 to 66 cents, down from 70 cents per share in the year-ago period [1]. The projected revenue for the quarter is $553.57 million, representing a year-over-year increase of approximately 22% [1].

The company's shares have shown a positive reaction to the earnings guidance, rising 3.4% to close at $219.06 on Friday. Analysts are generally optimistic about the company's performance, with a consensus revenue forecast of $553.57 million and an adjusted EPS of 68 cents [1].

The key focus for investors will be the performance of MongoDB Atlas, the company's cloud database service, which has been under pressure. The earnings call will provide insights into consumption trends and the company's path to profitability. CFO Mike Berry, who joined the company in May 2025, will deliver his first earnings call, and analysts are keen to hear his perspective on the company's financials and cost discipline strategies [2].

The company's share buyback program, which recently authorized an additional $800 million, aims to offset dilution, particularly from stock-based compensation which accounts for over 25% of revenue [2]. Analysts expect MongoDB Atlas customers to reach 57,251, up from 49,200 in the prior year [2].

Investors will closely watch for any upward revisions in guidance for Q3 and fiscal 2026, which could signal strong customer demand and provide a boost to the stock's momentum. MongoDB's stock has experienced a change of -6.8% in the past month, compared to the +1.7% move of the Zacks S&P 500 composite [2].

References:
[1] https://www.nasdaq.com/articles/mongodb-set-report-q2-earnings-whats-store-stock
[2] https://www.ainvest.com/news/mongodb-q2-preview-atlas-growth-path-profitability-line-2508/

MongoDB Expected to Report Lower Q2 Earnings Amid Analyst Forecasts

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