• In the past quarter, MongoDB, Inc. reported third-quarter 2025 revenue of US$628.31 million and a net loss of US$2.01 million, issued higher revenue guidance for the fourth quarter and full year 2026, and completed a share repurchase of 1,443,294 shares for US$351.69 million under its March 2025 buyback.

• The combination of stronger results, a higher revenue outlook, and completed buybacks highlights management’s confidence in MongoDB’s growth trajectory and capital allocation priorities.

• We’ll now examine how MongoDB’s higher 2026 revenue guidance and improving losses reshape its investment narrative and future expectations.

Find companies with promising cash flow potential yet trading below their fair value.

To own MongoDB, you need to believe its developer friendly database and Atlas cloud platform can keep capturing mission critical workloads despite intense hyperscaler and open source competition. The latest quarter’s stronger revenue, narrowing losses, and completed buybacks do not materially change the near term catalyst around Atlas growth, nor the key risk that lower cost, cloud native rivals could pressure pricing and margins.

The most relevant update here is MongoDB’s higher fiscal 2026 revenue guidance to US$2.434 billion to US$2.439 billion, implying 21% to 22% growth, which reinforces Atlas as the central growth driver. That outlook sits alongside persistent margin and profitability questions as the company balances investment in product innovation like search and vector search against pricing pressure and rising stock based compensation.

Yet even with stronger guidance, investors should be aware that competition from lower cost, cloud native and open source databases could…

Read the full narrative on MongoDB (it’s free!)

MongoDB’s narrative projects $3.5 billion revenue and $5.0 million earnings by 2028. This requires 16.8% yearly revenue growth and an $83.6 million earnings increase from -$78.6 million today.

Uncover how MongoDB’s forecasts yield a $427.93 fair value, in line with its current price.

Simply Wall St Community members put MongoDB’s fair value between US$130.20 and US$427.93 across 11 independent views, highlighting how far opinions can diverge. Against this backdrop of wide valuation ranges, the raised 2026 revenue guidance and still slim losses invite you to weigh robust growth expectations against ongoing competitive and margin pressures.

Explore 11 other fair value estimates on MongoDB – why the stock might be worth as much as $427.93!