Truist Securities raises MongoDB stock price target to $330 on Atlas growth

Published 27/08/2025, 15:10
Truist Securities raises MongoDB stock price target to $330 on Atlas growth

Investing.com - Truist Securities has raised its price target on MongoDB (NASDAQ:MDB) to $330.00 from $275.00 while maintaining a Buy rating on the database software company. The new target sits within the analyst range of $170-$405, with InvestingPro data showing the stock currently trading at $284.10.

The price target increase follows what Truist described as an "exceptional Q2 result" from MongoDB , with the company reporting significant upside across all metrics compared to analyst estimates. The company’s strong performance is reflected in its impressive 73% gross profit margin and 19% revenue growth over the last twelve months.

Truist noted that MongoDB showed a "second consecutive Atlas acceleration," referring to the company’s cloud database platform, which has been a key growth driver for the business.

The firm highlighted management commentary indicating "significant momentum in core workloads and traction with budding AI use cases and AI native customers" during the earnings call.

Truist believes MongoDB’s management "continues to exercise conservatism in their outlook" and expects that "consistent execution could drive upside to guidance in the back half of the year." Analysts tracked by InvestingPro project the company to achieve profitability this year, with revenue growth forecast at 14%.

In other recent news, MongoDB has reported significant developments that have caught the attention of several analyst firms. The company delivered a 24% growth in its recent quarterly results, surpassing consensus expectations by about 7%. MongoDB’s Atlas cloud service showed remarkable performance, accelerating to 29% growth year-over-year. This strong performance has led to multiple analysts raising their price targets for the company. Piper Sandler increased its price target to $345 from $275, while BMO Capital raised theirs to $315 from $280, citing the strong revenue growth in Atlas. UBS also raised its price target to $310 from $240, noting the company’s recovery from earlier macroeconomic challenges. Bernstein raised its target to $338, highlighting MongoDB’s strongest net new customer additions in six years. Additionally, KeyBanc reiterated a Sector Weight rating, acknowledging the company’s fiscal second-quarter success and overall revenue beat. These updates reflect MongoDB’s robust market position and strong growth trajectory in its cloud services.

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