MDB MongoDB, Inc.
Price Chart
Executive Summary
Three MongoDB directors sold shares totaling $3.28M in a 7-day window ending June 4, 2026, shortly after Q1 FY2027 earnings on May 28. The cluster of sales is entirely at the director level (no C-suite participation), representing ~0.012% of MongoDB's $28.2B market cap — a negligible proportion. The sales follow an earnings report where revenue beat ($687.6M, +25% YoY) but non-GAAP EPS of $1.32 missed consensus by 18%, and raised full-year guidance.
Key Financial Metrics
Actionable Insight
Director-level sales at 0.012% of market cap are routine portfolio diversification, not a bearish signal. No C-suite participation weakens the informational content. Monitor for any 10b5-1 plan patterns in future filings, but this cluster alone does not justify action. The EPS miss (18% below consensus) is the more salient bearish input from the earnings filing.
Key Facts
- $3.28M in director-level open-market sales over 7 days
- Represents ~0.012% of $28.2B market cap — below the 0.1% materiality threshold
- Three director sellers (Roelof Botha, Hope Cochran, Dev Ittycheria), no C-suite participation
- Trades happened 5-8 days after Q1 FY27 earnings (May 28) — inside a post-earnings trading window
- Q1 revenue $687.6M beat $734.4M consensus; non-GAAP EPS $1.32 missed by 18%; FY27 revenue guidance raised to $2.92-2.96B
Financial Impact
$3.28M total insider sales = 0.012% of $28.2B market cap — immaterial
Risk Factors
- Market may overinterpret director sales given the EPS miss and raised guidance tension
- Atlas growth and RPO acceleration support the revenue story, but margin pressure from the EPS miss could weigh on sentiment
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MDB-1780950168669 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
1d ago
|
Insider Cluster
| $352.39 awaiting T+1 | awaiting T+1 | — | $352.56 (+0.05%) |
|
Jun 4, 2026
5d ago
|
144
| $379.99 $349.03 | ▼ −8.15% | ▼ −5.55% | $352.56 (−7.22%) |
|
Jun 2, 2026
7d ago
|
144
| $367.02 $379.99 | ▲ +3.53% | ▲ +3.13% | $352.56 (−3.94%) |
|
Jun 2, 2026
7d ago
|
144
| $398.09 $367.02 | ▼ −7.80% | ▼ −7.08% | $352.56 (−11.44%) |
|
Jun 1, 2026
8d ago
|
DEFA14A
| $398.09 $367.02 | ▼ −7.80% | ▼ −7.08% | $352.56 (−11.44%) |
|
May 28, 2026
12d ago
|
8-K
| $333.81 $403.28 | ▲ +20.81% | ▲ +20.55% | $352.56 (+5.62%) |
|
May 18, 2026
22d ago
|
144
| $329.32 $333.74 | ▲ +1.34% | ▲ +1.99% | $352.56 (+7.06%) |
|
May 7, 2026
4w ago
|
144
| $291.98 $298.76 | ▲ +2.32% | ▲ +1.49% | $352.56 (+20.75%) |
|
Apr 16, 2026
7w ago
|
144
| $251.00 $263.08 | ▲ +4.81% | ▲ +3.60% | $352.56 (+40.46%) |
|
Apr 14, 2026
8w ago
|
144
| $232.78 $244.06 | ▲ +4.85% | ▲ +4.07% | $352.56 (+51.46%) |
US Market Status
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