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AI-assisted · Not financial adviceNot advice

AI-assisted · Not financial advice.

US Markets Open

AI-assisted · Not financial adviceNot advice

US Markets Open

AI-assisted · Not financial adviceNot advice

$MDB

Name: MDB (MongoDB) — Market Sentiment & Discussion
Creator: MarketMind
License: https://stockmarketsentimentai.com/methodology

MongoDB· 5/28/2026, 2:38:10 PM

Analyst & Event Activity

Analyst Rating Changes

May 27Canaccord GenuityBuy (reiterated)

May 26RosenblattBuy (reiterated)

May 26Cantor FitzgeraldOverweight (reiterated)

May 20BairdNeutral (reiterated)

May 19RBC CapitalOutperform (reiterated)

+2 older changes

Reddit: MixedAttention: Elevated

The Story

News Summary

MDB achieves first GAAP profit amid growth

Key Events

May 15:MDB closed at $312.16, up 2.99%.
May 19:Bank of America raised MDB's price target to $375.
May 20:MDB achieved its first GAAP operating profit in Q4 FY2026.

Sentiment: 80% bullish / 20% neutral (early) → 50% bearish / 30% cautious / 20% bullish (late)

Impact: The narrative transitioned from celebrating profitability and growth to addressing concerns over recent stock price declines.

Analyst ConsensusBuy (44 analysts)

Target: $419 avg

36 Buy · 6 Hold · 2 Sell

Signal

Bullish

Confidence

80%

Based on curated news sources (not retail comments)

Over the last 7 days: MongoDB's strong revenue growth and first GAAP operating profit are positive indicators, though valuation concerns may temper enthusiasm.

SentimentCautious Optimism

AnalysisHype

Bullish Factors

✓MongoDB achieved its first GAAP operating profit in Q4 FY2026, signaling a pivotal financial milestone.
✓Atlas now drives 72% of revenue with 29% YoY growth, expanding both customer base and AI-driven workloads.
✓Bank of America raised its price target to $375 from $350, citing continued confidence in demand trends.

Risk Factors

✗MongoDB is no longer priced like a flawless hypergrowth stock, suggesting potential valuation concerns.

Earnings

EPS: $5.92 → $7.08 (2027 vs 2028)

▲ Expected to grow 20%

Insiders (90d)

0 buys, 32 sells

Last: SELL May 18· 10d ago

▼Net selling $11.9M

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$MDB - MongoDB | MarketMind | MarketMind