MongoDB Shares Surge Following Stellar Earnings Report, Raises Full-Year Revenue Guidance

MongoDB Inc. (MDB) shares surged 7.41% to $317.61 after the company reported a 24% YoY revenue increase to $591.4 million, beating the consensus estimate. Atlas, MongoDB's cloud-based offering, drove growth, with revenues climbing 29% and accounting for 71% of total revenue. The company raised its full-year revenue guidance to $2.34 billion to $2.36 billion and boosted adjusted EPS forecast to $3.64 to $3.73. Analysts have raised price targets on the stock, citing accelerating adoption of Atlas and expanding role in AI applications.

MongoDB Inc. (MDB) shares surged 7.41% to $317.61 on August 26, 2025, following the company's announcement of its second-quarter fiscal 2026 financial results. The company reported a 24% year-over-year (YoY) revenue increase to $591.4 million, surpassing the consensus estimate of $580.0 million. MongoDB's cloud-based offering, Atlas, drove the growth with revenues climbing 29%, accounting for 71% of total revenue.

The company also reported a 71% gross margin for the quarter, down from 73% in the year-ago period. Gross profit was $420.0 million, while non-GAAP gross profit was $436.4 million. MongoDB's adjusted income from operations was $86.8 million, compared to $52.5 million in the year-ago period. The company's net loss was $47.0 million, or $0.58 per share, based on 81.1 million weighted-average shares outstanding.

MongoDB raised its full-year revenue guidance to $2.34 billion to $2.36 billion and boosted adjusted earnings per share (EPS) forecast to $3.64 to $3.73. The company expects revenue growth to be driven by the accelerating adoption of Atlas and the expanding role of MongoDB in AI applications.

Analysts have raised price targets on the stock, citing the company's strong performance and the increasing demand for its cloud-based database solutions. MongoDB's partnership with major AI providers and its commitment to achieving FedRAMP High and DoD Impact Level 5 authorizations for MongoDB Atlas for Government are also seen as positive developments.

The company's free cash flow was $69.9 million for the quarter, compared to negative $4.0 million in the year-ago period. MongoDB had $2.3 billion in cash, cash equivalents, short-term investments, and restricted cash as of July 31, 2025.

MongoDB will host a conference call today, August 26, 2025, at 5:00 p.m. (Eastern Time) to discuss its financial results and business outlook.

References:
[1] https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-second-quarter-fiscal-2026-financial