Citizens JMP reiterates Market Outperform rating on MongoDB stock

Published 20/08/2025, 10:10
Citizens JMP reiterates Market Outperform rating on MongoDB stock

Investing.com - Citizens JMP maintained its Market Outperform rating and $345.00 price target on MongoDB (NASDAQ:MDB) stock on Wednesday. The company, currently valued at $17.81 billion, has shown strong revenue growth of 19.24% over the last twelve months and maintains a "GOOD" overall financial health score according to InvestingPro analysis.

The research firm based its assessment on three data points collected about the database software company, noting two positive indicators and one negative.

Through publicly available sources, Citizens JMP identified two MongoDB sales employees who exceeded their quarterly attainment numbers, though both showed smaller beats in the fiscal second quarter compared to the first quarter.

The firm also observed one negative data point, finding an instance of a sales person who left MongoDB to join a human capital management (HCM) company.

Citizens JMP analyst Patrick Walravens provided these observations in his latest research note on the database platform provider, maintaining his bullish stance despite the mixed signals from the sales organization.

In other recent news, MongoDB reported a strong fiscal first-quarter performance with a revenue of $549 million, marking a 22% increase year-over-year. This figure surpassed the consensus estimate of $528 million, driven by a 26% growth in its Atlas service. MongoDB’s management has adjusted its fiscal year 2026 revenue guidance, raising it by $10 million at the midpoint, despite facing a $50 million headwind from non-Atlas multi-year renewals. In addition to financial results, MongoDB announced new AI product innovations, including the Voyage AI models, which are designed to enhance accuracy and reduce costs for AI applications.

BMO Capital initiated coverage on MongoDB with an Outperform rating, highlighting the company’s strong position in the non-relational database market. Meanwhile, Cantor Fitzgerald maintained its Overweight rating, noting a robust start to fiscal year 2026 and confidence in the Atlas segment’s growth potential. Mizuho (NYSE:MFG) raised its price target for MongoDB to $210 from $190, citing the impressive quarterly results. Additionally, MongoDB’s shareholders approved board elections and a charter amendment at the recent Annual Meeting of Stockholders.

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