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MDB

Mongodb Inc

BUY 2026-08-01 Updated today USD 337.48 Technology - Software - InfrastructureAWAIT ENTRY
73

Position levels

Currenttoday
USD 337.48
Buy <=wait / entry
USD 266.67
Trim >=take some off
USD 360.00
Thesis breakA confirmed deceleration of Atlas growth into the high teens percentage range fo...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case40%100 / 10040.0
Base case52%62 / 10032.2
Bear case8%10 / 1000.8
Weighted conviction73 / 100 - BUY

Top risks

  • Q1 2027 EPS beat of 48.31% ($1.32 actual vs $0.89 est) with 25% revenue growth and raised full-year fiscal 2027 guidance
  • Record customer additions exceeding 5,000 YTD including multiple AI-native companies
  • Launch of Voyage AI capabilities for on-premises and private cloud deployments
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.