<div id="readability-page-1"><div><ul> <li>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 US$351.69 million buyback covering 1.77% of its shares.</li> <li>Together, the stronger results, upgraded outlook, and completed repurchase suggest management confidence in MongoDB’s growth trajectory and capital allocation priorities.</li> <li>We’ll now explore how the upgraded 2026 revenue guidance influences MongoDB’s existing investment narrative and outlook on earnings quality.</li> </ul><p>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</p><h2>MongoDB Investment Narrative Recap</h2><p>To own MongoDB, I think you need to believe its Atlas-centric database platform can keep winning enterprise workloads even as competition and open-source options intensify. The latest results and upgraded 2026 revenue guidance support the near term growth story, while the biggest risk remains that rival cloud-native databases and open-source document stores pressure pricing and margins. The completed US$351.69 million buyback does not materially change that risk, but it slightly offsets share count growth.</p> <p>The upgraded full year 2026 revenue guidance to US$2.434 billion to US$2.439 billion, implying 21% to 22% growth, looks most relevant here, because it directly ties the recent earnings beat to MongoDB’s core catalyst of scaling Atlas and larger enterprise workloads. For investors following the investment case around earnings quality, the narrowing net loss alongside higher guidance may be encouraging, but it does not remove the competitive threats facing the business.</p> <p>Yet against this stronger revenue outlook, the risk from low cost, cloud provider native NoSQL competitors is something investors should be aware of...</p> <p>Read the full narrative on MongoDB (it's free!)</p><p>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.</p><p>Uncover how MongoDB's forecasts yield a $427.93 fair value, in line with its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/d5712116-04fc-48ef-9efb-47d6667c5ea2/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/d5712116-04fc-48ef-9efb-47d6667c5ea2/chart/quote-price"/><figcaption>MDB 1-Year Stock Price Chart</figcaption></figure> <p>Eleven fair value estimates from the Simply Wall St Community span roughly US$130 to US$428 per share, showing very different opinions on MongoDB’s potential. Set against this, the recent lift in 2026 revenue guidance highlights how strongly future growth expectations can influence those views, so it is worth comparing several of these perspectives before forming your own.</p><p>Explore 11 other fair value estimates on MongoDB - why the stock might be worth as much as $427.93!</p><h2>Build Your Own MongoDB Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your MongoDB research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free MongoDB research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate MongoDB's overall financial health at a glance.</li></ul><h2>Curious About Other Options?</h2><p>Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:</p><ul><li>Rare earth metals are the new gold rush. Find out which 37 stocks are leading the charge.</li><li>We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li><li>The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

<p>MongoDB reported Q3 2025 revenue of $628.31M and a net loss of $2.01M, issued higher revenue guidance for 2026, and completed a $351.69M buyback. The upgraded guidance suggests confidence in growth, with 2026 revenue expected to reach $2.434B-$2.439B, implying 21%-22% growth. Despite competitive risks, the narrowing net loss and buyback indicate positive capital allocation priorities.</p>

Does Strong Q3, Higher 2026 Guidance, and Buyback Activity Change The Bull Case For MongoDB (MDB)?