🏛️ Company factsSEC filings + FINRA official data
Annual revenue $2.5B · latest quarter up 30.5% YoY · not yet profitable (FY net loss $71M) · short activity above its recent average — bears adding.
FY revenue
$2.5B
2026-01
Latest Q YoY
+30.5%
Gross margin
71.7%
FY net loss
$71M
Diluted EPS
$-0.88
Short volume
58.4%
20d avg 48.1% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Low · 33/100Nasdaq analyst consensus · the pre-news baseline
There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.
- Jul 2026$0.54 vs $0.08+575%
- Apr 2026-$0.45 vs -$0.30-50%
- Jan 2026$0.22 vs $0.10+120%
- Oct 2025-$0.08 vs -$0.53+84.91%
Analyst estimates, not our forecast · not investment advice
🧭 -3.1% today with no fresh news · why?
- 📊 Market+1.1%S&P +0.9% × beta 1.3
- 💸 Money flowMFI 38 · net outflow · volume 0.5× average
- 🔀 PeersSNOW -0.2%DDOG -0.2%ORCL -1.7%PLTR +0.8%NOW +1%Peers are mixed today — this move looks more stock-specific.
- 🕰️ Old news, still digesting▲ MongoDB (MDB) Surpasses Q2 Earnings and Revenue structural impact active, ~49 days left
- 🕰️ Old news, still digesting▲ MongoDB Announces Q2 FY2027 Financial Resultsstructural impact active, ~49 days left
- ❓ Remainder~-4.2% has no clear driver = market noise. Moves without reasons are normal — don't force a story.
Educational decomposition · not investment advice
What's moving this stock lately
5 direct · 12 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Beat and raised guidance with sustained Atlas growth, though MDB habitually beats by wide margins so the move hinges on whether the magnitude clears its historical bar
Also named: SNOW · DDOG · CFLT · ESTC
The report's subject; averaging 48.9% beats over four quarters, but expectation reliability is low (8 analysts, range 700% of consensus) and beats are priced in—actual moves hinge on Atlas growth and margin guidance.
Also named: SNOW · DDOG · AMZN · MSFT
The 8-K discloses quarterly results with growth holding near 30% yet still loss-making; with a scattered consensus (9 analysts, range at 137.5% of estimate), the market lacks a reliable anchor and reaction should be measured.
Also named: ORCL · SNOW · DDOG
Oracle's expansion into developer-friendly data services indirectly squeezes MongoDB's growth runway in the application database market
Also named: ORCL · SNOW · NVDA · MSFT · GOOGL
As a fellow cloud-native database/data platform, MDB benefits from improved read-across on AI-driven data demand
Also named: SNOW · DDOG · PLTR · AMZN · MSFT
As a fellow data-infrastructure leader, SNOW's strong demand boosts read-through expectations for the database segment
Also named: SNOW · DDOG · PLTR
- #7▲0.83%2nd-orderSnowflake Soars 23% as AI-Fueled Guidance Raise Tops Estimates, Oracle Advances 3%, Cloudflare Edges Higher9d ago
As a fellow data-platform growth name, MongoDB benefits from the read-through on AI data-infrastructure demand implied by Snowflake's beat.
Also named: SNOW · DDOG · ORCL · NET · MSFT
- #8▲0.75%2nd-orderSnowflake's stock soars as the company blows away estimates with its AI-fueled forecast10d ago
As a peer enterprise data platform, MongoDB benefits from the positive read-through on data-infrastructure demand
Also named: SNOW · CFLT · DDOG · PLTR
A fellow consumption-based data infrastructure leader; SNOW's strong guide bolsters confidence in resilient enterprise data spend
Also named: SNOW · DDOG · PLTR · AMZN · MSFT
A database/data-platform peer that gains on improved sentiment toward AI-era data-layer demand
Also named: SNOW · DDOG · CFLT
The rest, archived by time · 7
🕰️ Price × news · engine report card
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📜 Call history (newest first
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