MongoDB, Inc. MDB
Promising (early) Cloud & SaaS sector · Modern developer database (Atlas) — sticky once apps are built on it.
MongoDB, Inc. (MDB) is a Cloud & SaaS company, graded Promising (early) on FrontierLab's evidence-based quality rubric (data as of 2026-08-21). Revenue grew 23.6% year-over-year at a 72% gross margin. Gross-profits-to-assets is 0.51; Rule of 40 is 19.4. Net share issuance 0.6% YoY (flat share count). 1 risk flag is noted below. Analyst mix: 38 buy / 9 hold / 0 sell.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 23.6% |
|---|---|
| Gross margin | 72% |
| Gross profits / assets | 0.51 |
| Rule of 40 | 19.4 |
| Net margin | -4.2% |
| Cash runway (months) | — |
| PEG | — |
| Price / sales | 13 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ✓ Revenue growth — 23.6% (pass ≥ 20%)
- ✓ Capital efficiency
- ✓ Gross margin — 72% (pass ≥ 72% · Cloud & SaaS)
- ~ Gross-margin trend — -0.9 (pass ≥ 2)
- ✓ Share dilution — 0.6%
- ~ Competitive moat — Narrow
- ✓ Market size (TAM) — Large
Grade history
- 2026-08-10 — Promising (early) (from Strong)
- 2026-07-31 — Strong (from Promising (early))
- 2026-06-10 — Promising (early) (first graded)
Every grade change since FrontierLab began tracking this name — the receipts behind the current grade.
How have Early-stage-graded names performed?
The forward returns of all Early-stage-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 69% of Early-stage-graded names beat the S&P over 21 sessions (95% CI 51–82%, N=32). | Median excess vs the S&P was +3.9%. |
| ~3 months | building — 13 more sessions needed | |
| ~6 months | building — 76 more sessions needed | |
How have this name's flags scored?
| Flag | N | Mean excess vs S&P |
|---|---|---|
| Burning cash — operating margin is negative. | 35 | +7.4% |
These per-flag figures are observational — a flag firing is not a randomized assignment, so any edge can reflect what kind of names trip a flag, not the flag itself. Descriptive, not causal.
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $33.81B |
|---|---|
| Stage | Early |
| Share issuance (YoY) | 0.6% · flat share count |
| Moat | Narrow |
| TAM | LARGE |
| P/E (trailing) | — |
| EPS (trailing) | $-0.37 |
| Burn multiple | — |
| Gross-margin trend (pts) | -0.9 |
| Cash / assets | 0.66 |
| Accruals (%) | -17.3% |
| Net debt / EBITDA | -42.5 |
| Statements as of | Q1 FY2027 · filed 2026-05-29 |
Momentum context — describes the past, not a signal
Low reached Aug 21, 2025 · high reached Aug 13, 2026 — by daily close.
| Price | $420.37 (as of 2026-08-20) |
|---|---|
| Last session move | — |
| % off 52-wk high | -11.1% |
| RSI (14) | 59 |
| Relative volume | 0.9× |
Risk flags
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 5 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 15 |
|---|---|
| Buy | 23 |
| Hold | 9 |
| Sell | 0 |
| Strong sell | 0 |
▲ Analyst view improving — net +2 buy ratings, coverage 46→47 analysts over ~4 weeks (per aggregated analyst ratings)
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
Multiple analysts raise MongoDB price targets; BMO, Truist, Citizens all increase ratings.
- BMO Capital Maintains Outperform on MongoDB, Raises Price Target to $500
- Truist Securities Maintains Buy on MongoDB, Raises Price Target to $475
- SNOW, MDB, PLTR: Is SaaS Losing Its Edge? Futurum Equities Says 95% of Software Could Become ‘AI Plumbing’
- Citizens Maintains Market Outperform on MongoDB, Raises Price Target to $519
AI take — daily, AI-generated
AI leans positive
MongoDB shows 24% growth, 72% margins, and the best GP/A (0.51) in the group with multiple analyst upgrades, but early-stage grade and low retail sentiment (38%) suggest the market hasn't fully embraced it yet—a genuine opportunity.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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Data as of 2026-08-21 08:12 (end-of-day). How grades are computed →