Is It Too Late To Consider MongoDB (MDB) After Its Recent Share Price Swings?

Simply Wall St.04-28

Investors may be wondering if MongoDB at around US$264 per share still offers value, or if most of the easy gains are already behind it. The stock has returned 1.1% over the last 7 days and 12.3% over...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2630321963?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8030001-choice1-main-header/1585186837196","is_english":true,"pubTime":"2026-04-28 13:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2630321963","market":"sg","top_or_hot":-1,"title":"Is It Too Late To Consider MongoDB (MDB) After Its Recent Share Price Swings?","media":"Simply Wall St.","content":"<div>\n<p>Investors may be wondering if MongoDB at around US$264 per share still offers value, or if most of the easy gains are already behind it. The stock has returned 1.1% over the last 7 days and 12.3% over...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/is-it-too-late-to-consider-mongodb-mdb-after-its-recent-shar\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late To Consider MongoDB (MDB) After Its Recent Share Price Swings?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late To Consider MongoDB (MDB) After Its Recent Share Price Swings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-28 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/is-it-too-late-to-consider-mongodb-mdb-after-its-recent-shar><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors may be wondering if MongoDB at around US$264 per share still offers value, or if most of the easy gains are already behind it. The stock has returned 1.1% over the last 7 days and 12.3% over...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/is-it-too-late-to-consider-mongodb-mdb-after-its-recent-shar\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0154245673.USD","symbol_name":"BNP PARIBAS US MID CAP \"C\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/is-it-too-late-to-consider-mongodb-mdb-after-its-recent-shar","article_id":"2630321963","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8030001-choice1-main-header/1585186837196"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/is-it-too-late-to-consider-mongodb-mdb-after-its-recent-shar","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2630321963","pubTimestamp":1777353043,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Investors may be wondering if MongoDB at around US$264 per share still offers value, or if most of the easy gains are already behind it.\nThe stock has returned 1.1% over the last 7 days and 12.3% over the last month, while the year-to-date return sits at a 33.8% decline and the 1-year return is 51.3%.\nRecent headlines have focused on MongoDB as a key player in cloud databases and developer tooling, with attention on how its products are being used across modern applications. This context...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4613":"AI应用软件","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4588":"碎股","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4608":"AI应用概念股","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4607":"DeepSeek概念股","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","MDB":"MongoDB Inc.","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","MDBX":"2倍做多MDB ETF-Tradr","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4116":"互联网服务与基础架构","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4585":"ETF&股票定投概念"},"translate_title":"在MongoDB(MDB)最近的股价波动之后，现在考虑它是否为时已晚？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"MDBX":0.6,"MDB":1.5},"content_text":"Investors may be wondering if MongoDB at around US$264 per share still offers value, or if most of the easy gains are already behind it. The stock has returned 1.1% over the last 7 days and 12.3% over the last month, while the year-to-date return sits at a 33.8% decline and the 1-year return is 51.3%. Recent headlines have focused on MongoDB as a key player in cloud databases and developer tooling, with attention on how its products are being used across modern applications. This context helps explain why sentiment has been shifting, even as the share price has seen both sharp pullbacks and strong rebounds. Simply Wall St currently gives MongoDB a valuation score of 1 out of 6. The rest of this article will unpack what that means by comparing several valuation approaches and then finishing with a more holistic way to think about what the stock might be worth.  MongoDB scores just 1/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. AdvertisementApproach 1: MongoDB Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model takes estimates of a company’s future cash flows, then discounts them back to today using a required rate of return. The goal is to arrive at an estimate of what the business might be worth per share based purely on those projected cash flows. For MongoDB, the model used is a 2 Stage Free Cash Flow to Equity approach, working entirely in US$. The latest twelve month free cash flow sits at about $488.9 million. Analysts provide explicit free cash flow estimates out to 2031, where projections show free cash flow of $1.32b. Simply Wall St then extrapolates beyond the initial analyst window to complete a 10 year path of cash flows. Discounting those projected cash flows back to today produces an estimated intrinsic value of about $275.78 per share. Against a current share price of around $264, the DCF output points to roughly a 4.1% discount, which is treated here as essentially in line rather than a clear bargain or a clear premium. Result: ABOUT RIGHT MongoDB is fairly valued according to our Discounted Cash Flow (DCF), but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. MDB Discounted Cash Flow as at Apr 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for MongoDB. Approach 2: MongoDB Price vs Sales For a business where earnings are not yet a clean guide, revenue can be a more practical yardstick. This makes the P/S ratio a useful way to think about what you are paying for each dollar of MongoDB’s sales. In general, higher expected growth and lower perceived risk can support a higher “normal” valuation multiple. Slower growth or higher uncertainty tend to pull that multiple down. MongoDB currently trades on a P/S of 8.62x. That sits above the wider IT industry average of 1.80x and also above the peer group average of 6.68x, so on simple comparisons the stock looks expensive relative to both its sector and similar companies. Simply Wall St’s Fair Ratio framework tries to refine this picture. It estimates what a reasonable P/S could be for MongoDB, at 7.75x, after accounting for factors such as earnings growth, profit margins, risk profile, market cap and industry. Because this Fair Ratio is tailored to the company’s own characteristics, it can be more informative than broad peer or industry averages alone. Comparing 8.62x to the 7.75x Fair Ratio suggests the shares are pricing in a higher valuation than this model implies. Result: OVERVALUED NasdaqGM:MDB P/S Ratio as at Apr 2026 P/S ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 18 top founder-led companies. Upgrade Your Decision Making: Choose your MongoDB Narrative Earlier it was mentioned that there is an even better way to understand valuation, and Narratives on Simply Wall St are exactly that: a clear story you choose about MongoDB that ties your view on its role in AI data, regulation and competition to specific forecasts for revenue, earnings and margins. The platform then turns these into a Fair Value that you can easily compare to the current share price to see whether your story points you toward being a buyer, a holder or a seller. Because Narratives on the Community page update automatically when new earnings, guidance or news arrive, you can see in real time how a cautious MongoDB Narrative with a Fair Value around US$250 and a more optimistic MongoDB Narrative with a Fair Value around US$462 can both coexist. This gives you a simple way to decide which story, and which Fair Value range, fits your own view of the company. For MongoDB, however, we will make it really easy for you with previews of two leading MongoDB Narratives: First is a higher fair value scenario that leans into the AI data opportunity and application modernization story. 🐂 MongoDB Bull Case Fair Value: US$462.19 Implied discount to this Fair Value: about 42.8% compared to the last close of US$264.38 Revenue growth assumption: 20.6% a year  Analysts in this camp see MongoDB benefiting from strong customer and workload growth, with Atlas, AI features and modernization tools helping it win more workloads and displace legacy databases. They expect expansion across industries and regions to broaden the revenue base and improve earnings quality over time, as more of the business comes from diversified, recurring contracts. To line up with this Fair Value, you would need to be comfortable with revenue of about US$4.3b by 2029, earnings of about US$339.8m and a P/E near 135x on those earnings, using a discount rate of roughly 9%.  The second narrative leans more on the risks around regulation, competition and hyperscaler power, and lands on a much lower Fair Value. 🐻 MongoDB Bear Case Fair Value: US$250.00 Implied premium to this Fair Value: about 5.8% compared to the last close of US$264.38 Revenue growth assumption: 17.4% a year  This group is more focused on rising data regulation, open source and MongoDB compatible rivals, and the influence of large cloud providers, all of which could pressure margins and cap long term growth. They model solid revenue growth but assume it takes longer for profitability to settle at industry like levels, so the business would need to support earnings of about US$304.3m by 2029 and a P/E a little above 81x on those earnings. If you side with this view, MongoDB at around US$264 already sits above the Fair Value anchor, so the key questions are whether growth, AI monetization and Atlas usage can justify paying that sort of multiple.  Whichever camp you lean toward, the point is that each Narrative ties a clear story about AI, competition and profitability to specific revenue, margin and P/E assumptions so you can quickly see which numbers you actually believe. See what the community is saying about MongoDB Do you think there's more to the story for MongoDB? Head over to our Community to see what others are saying! NasdaqGM:MDB 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2630321963","isCrawlerRequest":true}