MongoDB stock price target reiterated at $345 by JMP after strong earnings

Published 27/08/2025, 09:52
MongoDB stock price target reiterated at $345 by JMP after strong earnings

Investing.com - JMP Securities has reiterated its Market Outperform rating and $345 price target on MongoDB (NASDAQ:MDB) following the database company’s second-quarter fiscal 2026 results. According to InvestingPro data, MongoDB maintains a "Good" financial health score, with analyst targets ranging from $170 to $405, reflecting mixed market sentiment. The company’s current trading price suggests it’s slightly undervalued based on InvestingPro’s Fair Value analysis.

MongoDB reported non-GAAP earnings per share of $1.00, significantly exceeding the consensus estimate of $0.66 for the quarter.

The company generated revenue of $591.4 million, surpassing analyst expectations of $556.3 million and representing 24% year-over-year growth, an acceleration from 22% growth in the previous quarter.

MongoDB’s Atlas cloud database service showed particularly strong performance with 29% growth, improving from 26% growth in the prior quarter.

The company also demonstrated strong profitability with a non-GAAP operating margin of 14.7%, substantially higher than the consensus estimate of 10.8%, according to JMP analyst Patrick Walravens, who attributed the outperformance partly to MongoDB’s initiatives focusing on higher-quality workloads.

In other recent news, MongoDB has reported impressive fiscal second-quarter results, significantly surpassing analyst expectations. The company posted earnings per share (EPS) of $1, a notable increase over the forecasted $0.67, representing a 49.25% surprise. Revenue for the quarter reached $591.4 million, exceeding the anticipated $553.94 million. Additionally, MongoDB’s Atlas cloud service showed accelerated growth of 29%, up from 26% in the previous quarter. Operating income was 51% above expectations, and the free cash flow margin outperformed consensus by 1,200 basis points. In light of these strong results, Goldman Sachs raised its price target for MongoDB to $325 from $270, maintaining a Buy rating. Despite these positive financial indicators, it’s worth noting that MongoDB’s stock experienced a slight decline in after-hours trading.

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