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MDBMongoDB, Inc.Hold6.2·$379.62-1.26%

MongoDB (MDB) Q2 2026 earnings — TrendMatrix coverage

BEAT+18.1% vs estimateEPS $1.90 vs $1.61 estVerdict Buy (Wait)Hold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.90
Estimate
$1.61
Surprise
+18.1%
Revenue (period 2026-07-31)
$771.8M
Score at report (before → after)
5.95.9/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

MongoDB (MDB) beat the $1.61 estimate with diluted EPS of $1.90 — a large 18.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.9/10) to Hold at 5.9/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates MDB Hold at 6.2/10.

4 of the last 4 quarters beat the estimate; this quarter's +18.1% surprise compares with a +27.0% four-quarter average. Next scheduled report: 2026-12-01.

What supports the rating

  • Strong earnings beat streak (4/4)
  • Positive news sentiment (+0.73)

What argues against it

  • Concentration risk — Product: Atlas (cloud DBaaS) (73.0%)
  • Thin upside margin: 9.8%
  • Sector modifier (Technology): -0.8

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$379.62
Price target
$417.60
Stop
$354.92
Upside to target
+10.0%
Reward-to-risk
0.8:1

The stock trades at 526.6× trailing but 49.5× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Technology context

MDB at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Software - Infrastructure
Market cap
$30.92B
P/E (fwd)
49.5
P/E (ttm)
526.6
52-week range
$215.68$473.10
Off 52-week high
19.8%
RSI (14)
36
Volume vs avg
0.39×
Score today
6.2/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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