MDB MongoDB, Inc.
Price Chart
Executive Summary
MongoDB reported Q1 FY2027 revenue of $687.6M (+25% YoY), beating the $734.4M consensus on the top line, but non-GAAP EPS of $1.32 missed the $1.61 consensus by 18%. The company raised its full-year FY2027 revenue guidance to $2.92B-$2.96B (from $2.86B-$2.90B), citing strength in Atlas (up >29% YoY) and strong RPO growth of 88% YoY to $1.46B. The EPS miss relative to elevated expectations is the primary bearish signal, partially offset by the raised guidance and accelerating subscription metrics.
Key Financial Metrics
Actionable Insight
The EPS miss vs elevated expectations creates near-term downside risk, but the raised guidance and 88% RPO growth signal strong underlying demand. Watch for the conference call for commentary on margins and the new CRO hire. The stock may gap down initially on the EPS miss but could recover if management articulates a clear path to margin expansion.
Key Facts
- Q1 FY2027 total revenue $687.6M, up 25% YoY from $549.0M
- Non-GAAP EPS $1.32 vs consensus $1.61 (18% miss)
- GAAP net income $4.4M ($0.05 diluted) vs year-ago net loss of $37.6M (-$0.46)
- Atlas revenue up >29% YoY; EA & other revenue up >13% YoY
- RPO $1,458.6M, up 88% YoY; cRPO $766.3M, up 69% YoY
- Full-year FY2027 revenue guidance raised to $2.92B-$2.96B from prior $2.86B-$2.90B
- Q2 FY2027 revenue guidance $729M-$734M, above consensus of $734.4M at midpoint
- Free cash flow $197.5M, up 86% YoY from $105.9M
- Total customers grew to 67,700+; customers over $100K ARR grew to 2,895
- Acquired Clarity Business Solutions to strengthen US Federal vertical
Financial Impact
EPS miss of ~18% vs consensus ($1.32 vs $1.61) is material; revenue beat of ~$3M above consensus midpoint is modest. Raised FY guidance adds ~$60M to top end.
Risk Factors
- EPS miss of 18% vs consensus may trigger profit-taking after strong run
- GAAP operating loss of $24.8M, though improving YoY
- Leadership transition in sales (CRO search ongoing) creates execution risk
- Stock-based compensation remains elevated at $137.8M (20% of revenue)
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-038798 |
| Document: mdb-20260528.htm | 0001628280-26-038798 |
| Document: 0001628280-26-038798-index-headers.html | 0001628280-26-038798 |
| Document: 0001628280-26-038798-index.html | 0001628280-26-038798 |
| Document: 0001628280-26-038798.txt | 0001628280-26-038798 |
| 8-K Data (Synthetic) | 0001628280-26-038798 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
today
|
144
| $353.72 awaiting T+1 | awaiting T+1 | — | $342.80 (−3.09%) |
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $354.50 awaiting T+1 | awaiting T+1 | — | $342.80 (−3.30%) |
|
Jun 8, 2026
4d ago
|
Insider Cluster
| $352.39 awaiting T+1 | awaiting T+1 | — | $342.80 (−2.72%) |
|
Jun 4, 2026
8d ago
|
144
| $379.99 $349.03 | ▼ −8.15% | ▼ −5.55% | $342.80 (−9.79%) |
|
Jun 2, 2026
10d ago
|
144
| $367.02 $379.99 | ▲ +3.53% | ▲ +3.13% | $342.80 (−6.60%) |
|
Jun 2, 2026
10d ago
|
144
| $398.09 $367.02 | ▼ −7.80% | ▼ −7.08% | $342.80 (−13.89%) |
|
Jun 1, 2026
11d ago
|
DEFA14A
| $398.09 $367.02 | ▼ −7.80% | ▼ −7.08% | $342.80 (−13.89%) |
|
May 28, 2026
15d ago
|
8-K
| $333.81 $403.28 | ▲ +20.81% | ▲ +20.55% | $342.80 (+2.69%) |
|
May 18, 2026
25d ago
|
144
| $329.32 $333.74 | ▲ +1.34% | ▲ +1.99% | $342.80 (+4.09%) |
|
May 7, 2026
5w ago
|
144
| $291.98 $298.76 | ▲ +2.32% | ▲ +1.49% | $342.80 (+17.41%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access