UBS raises MongoDB stock price target to $240 from $213

Published 05/06/2025, 14:58
UBS raises MongoDB stock price target to $240 from $213

On Thursday, UBS analysts raised the price target for MongoDB stock (NASDAQ: NASDAQ:MDB) to $240 from $213 while keeping a Neutral rating. The decision follows MongoDB’s recent revenue growth report. According to InvestingPro data, analyst targets for MongoDB range from $170 to $430, with the stock currently trading at $230.42.

MongoDB announced revenue growth that slightly exceeded UBS’s model, with first-quarter revenues at $549 million, representing a 22% increase. The company also adjusted its full-year revenue guidance upward by $10 million, though it remains at a lower level of 14%. The company maintains strong financial health with a current ratio of 5.2x and holds more cash than debt on its balance sheet, as highlighted in InvestingPro’s analysis.

The guidance for the second quarter projects revenues of $553 million, or $575 million if a typical 4% beat is achieved, which is slightly above UBS’s previous estimates. UBS analysts noted that while the revenue figures are modestly above expectations, investor sentiment might have been even lower.

Despite the improved outlook, UBS analysts expressed concerns about ongoing secular trends, which led them to maintain their Neutral rating on MongoDB stock. The analysts also mentioned that at a CY26E revenue multiple of 6.0x, they do not foresee significant downside risk.

In other recent news, MongoDB reported a strong start to fiscal year 2026, with earnings and revenue exceeding expectations. The company’s Atlas platform showed a 26% year-over-year growth, contributing to record net customer additions and improved operating margins. MongoDB’s management raised its fiscal year guidance by $10 million, reflecting a cautious approach despite a revenue beat of approximately $20 million. Analyst firms such as RBC Capital, Truist Securities, and Stifel maintained positive ratings on MongoDB, citing its balanced growth across platforms and potential for future upward revisions. Monness, Crespi, Hardt upgraded MongoDB’s stock rating to Buy, highlighting the company’s strong performance and growth prospects in the generative AI sector. Loop Capital raised its price target for MongoDB to $230, noting the solid growth of the Cloud Atlas business. MongoDB’s on-premise EA business outperformed expectations, with early renewals and additional workload sales driving revenue growth. The company also announced a significant share repurchase program, further boosting investor confidence. MongoDB’s strategic initiatives and product expansion are expected to support continued revenue growth.

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