MongoDB, Inc. Class A (MDB)

Over the past six months, MongoDB's stock price has experienced notable movements influenced by earnings reports and strategic announcements. As of March 30, 2026, the stock has seen a decline of approximately 25.60% over the last six months and a year-to-date decline of 42.07%. Key events include Q3 FY26 earnings where MongoDB surpassed revenue and EPS expectations, leading to a stock price surge. Q4 FY26 earnings beat estimates, but mixed guidance caused a stock crash. The appointment of Ryan Mac Ban as CRO and analyst price target adjustments also contributed to stock sentiment decline.

While specific detailed breakdowns of demand seasonality for MongoDB’s products and services are not extensively provided, there are indications of some seasonal patterns. The company's guidance for Q3 FY26 mentioned a cautious approach to holiday seasonality, suggesting that demand for its products and services might experience some fluctuations around holiday periods. Generally, the seasonal returns chart for MDB stock highlights recurring trends in asset performance over specific months, which can be influenced by underlying business demand.

MongoDB, Inc. is an American software company known for its flexible document data model, differentiating it from traditional relational databases. It operates in the Technology Services sector, focusing on packaged software and internet software. Its major products include MongoDB Atlas, MongoDB Enterprise Advanced, Community Server, and Professional Services. MongoDB has expanded its offerings to include capabilities for search, vector search for AI applications, time series data processing, data lifecycle management, and edge computing. In February 2025, MongoDB acquired Voyage AI to integrate AI-powered semantic search directly into its database platform.

MongoDB has an extensive global market presence, serving major economic regions across North America, EMEA, and Asia-Pacific. North America consistently contributes a significant portion of MongoDB's revenue. The revenue breakdown by geography is approximately: Americas (60.4%), EMEA (27.6%), and Asia/Pacific (12%). The company serves over 65,200 customers in more than 100 countries.

In the past year, MongoDB has maintained a strong brand reputation through its focus on innovation and strategic positioning in the database market. The acquisition of Voyage AI bolstered its reputation in AI-driven database solutions. MongoDB's developer-centric platform contributes positively to its brand image within the developer community. Strategic partnerships with major cloud providers and expansion into markets like China enhance its global footprint and credibility.

MongoDB's ownership structure is predominantly institutional. Institutional investors hold a significant portion, ranging from approximately 63.32% to 92.75% of the company's stock. Insiders own approximately 2.92% to 3.68% of the stock. Public companies and individual investors hold between 10% and 33.76% of the company's stock.