Goldman Sachs raises MongoDB stock price target to $370, maintains Buy rating

Published 18/09/2025, 10:54
Goldman Sachs raises MongoDB stock price target to $370, maintains Buy rating

Investing.com - Goldman Sachs raised its price target on MongoDB (NASDAQ:MDB) to $370 from its previous target while maintaining a Buy rating on the database software company, which currently trades at $315.38 with a market capitalization of $25.66 billion. According to InvestingPro data, the company has demonstrated strong momentum with a 67.15% return over the past six months.

The price target increase follows Goldman Sachs analyst attendance at MongoDB .local and Investor Day events, which reinforced the firm’s view that MongoDB can establish itself as a leading player in the modern data stack.

MongoDB stock closed down 3.7% following the announcement, compared to NASDAQ’s 0.3% decline, as investors evaluated the company’s new three-to-five-year financial framework that projects 20%+ Atlas growth and 100-200 basis points of annual operating margin expansion. InvestingPro analysis reveals the company maintains a healthy 72.33% gross profit margin, with 30 analysts recently revising their earnings estimates upward.

Goldman Sachs believes MongoDB management effectively balanced confidence in recent momentum while leaving room for potential outperformance through enterprise workload growth, AI workload capture, and relational displacements via the newly launched Application Modernization Platform.

The firm remains positive on MongoDB’s upside potential as the company moves upmarket to secure more strategic enterprise workloads, maintains a mature self-serve motion for new customer acquisition, and leverages its vertically integrated AI stack to attract more AI workloads and developers.

In other recent news, MongoDB has been the subject of several analyst updates and company announcements. DA Davidson raised its price target for MongoDB to $365, maintaining a Buy rating, following the MongoDB.local event in New York City. The firm noted significant product updates, including the launch of the Application Modernization Platform (AMP). Additionally, MongoDB announced the integration of search and vector search capabilities into its Community Edition and Enterprise Server products, broadening features previously exclusive to the Atlas cloud platform.

Guggenheim also increased its price target for MongoDB to $400, expecting the company to discuss growth drivers and margin improvements at an upcoming investor session. The firm anticipates MongoDB’s CFO might reveal a fiscal year 2028 Atlas revenue target ranging from $2.700 to $2.750 billion. Wedbush followed suit, raising its price target to $400 and highlighting MongoDB’s focus on enterprise channels as a reason for its optimistic outlook. Lastly, RBC Capital reiterated a $350 price target, emphasizing AI adoption as a potential catalyst for the company. These developments reflect a period of strategic growth and product expansion for MongoDB.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.