Dec 09, 2025 • Morningstar
NEUTRAL
After Earnings, Is MongoDB Stock a Buy, a Sell, or Fairly Valued?
MongoDB reported a strong Q3 with 19% total revenue growth and 30% Atlas revenue expansion, leading Morningstar to raise its fair value estimate to $303 per share from $244. Despite the positive outlook and investor enthusiasm, Morningstar views the stock as moderately overvalued, trading at 2-stars, citing intense competition and uncertainty from new AI workloads. The firm maintains a "no-moat" rating due to limited adoption of document-oriented databases for mission-critical tasks and the sustainability of long-term growth.
Dec 07, 2025 • The Globe and Mail
NEUTRAL
Rosenblatt Securities Reaffirms Their Buy Rating on Rubrik, Inc. Class A (RBRK)
Rosenblatt Securities maintained a Buy rating on Rubrik, Inc. Class A (RBRK) with a $120.00 price target, following a similar Buy rating from Barclays. This comes despite a recent Hold rating from TR | OpenAI – 4o and negative insider sentiment with increased selling of RBRK shares over the past quarter. Rubrik reported strong Q3 financial results with quarterly revenue of $309.86 million, though with a GAAP net loss of $95.93 million.
Dec 03, 2025 • Morningstar
NEUTRAL
MongoDB Earnings: Accelerating Revenue Growth Drives Outsize Operating Leverage
MongoDB reported strong earnings with a 19% increase in total revenue and 30% growth in Atlas revenue year-over-year. The company demonstrated significant operating leverage, with non-GAAP operating margin projected to improve by nearly 300 basis points for fiscal 2026. However, despite a raised fair value estimate to $303 per share, the stock remains overvalued due to strong market enthusiasm.
Dec 03, 2025 • IndexBox
BULLISH
MongoDB Q3 2025 Earnings: Revenue Jumps 18.7%, Beats Expectations | NASDAQ:MDB - News and Statistics
MongoDB reported strong third-quarter 2025 results, with revenue of $628.3 million, an 18.7% increase year-over-year, and non-GAAP profit of $1.32 per share, both beating analyst expectations. The company also raised its full-year Adjusted EPS guidance and saw significant growth in its customer base and Atlas cloud database platform. Management expressed confidence in its position for the AI era and expects continued expansion.
Dec 02, 2025 • IndexBox
NEUTRAL
MongoDB Q3 2025 Earnings Preview: Revenue Growth & Analyst Expectations - News and Statistics
MongoDB is set to report its Q3 2025 earnings this Monday. Analysts project a revenue growth of 12.3% year-on-year to $594.3 million, with adjusted earnings expected to be $0.79 per share. The company has a history of surpassing revenue expectations, although its stock, like others in the data and analytics software segment, has recently underperformed.
Dec 02, 2025 • Morningstar
BULLISH
MongoDB's Revenue Growth Drives Outsize Operating Leverage
MongoDB, a document-oriented database, is experiencing accelerated revenue growth, leading to substantial operating leverage. This growth has resulted in a fair value increase for the company. The flexibility and ease of use of their database position MongoDB as a preferred choice for commercial users in various sectors.