Company Overview - MongoDB, Inc. is an open-source non-relational (NOSQL) database provider, popular among developers for building scalable applications [1] - Traditional relational databases are noted to be too costly to scale and unable to handle large volumes of diversified data [1] Research Focus - GSBR Research specializes in identifying small-cap stocks that are undercovered and have strong price appreciation potential [1] - The team at GSBR Research has over 12 years of experience in stock market investing [1]

Core Insights - The investment philosophy emphasizes identifying high-quality businesses with strong fundamentals and sustainable growth trajectories [1] - The approach is data-driven, aiming to assist investors in making informed decisions with a typical investment horizon of three or more years [1] Company Analysis - The focus is on in-depth analyses of business models, competitive dynamics, and key growth drivers or risks that influence a company's long-term potential [1] - The analyst holds a Bachelor's degree in Computer Science and an MBA in Strategy & Finance, indicating a strong educational background relevant to the tech industry [1] Market Position - The analyst has a track record of consistently outperforming the market, suggesting a successful investment strategy [1] - The professional background in the tech industry in Silicon Valley may provide insights into emerging trends and opportunities within that sector [1]

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winn ...

MongoDB ( MDB ) "MDB" is a global AI software database platform provider. Founded in 2007, MongoDB has grown into a considerable company. It now has more than 5,000 employees, TTM sales of nearly $2 billion, and a market cap of approximately $16 billion. MongoDB is anAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

You were right to worry about MongoDB stock.MongoDB (MDB -21.39%) stock got destroyed Thursday morning, falling 20.3% through 10:20 a.m. ET despite "beating" on Q4 2024 earnings last night, after warning 2025 results may look a lot worse.And I hate to say I told you so, but I did.Heading into the quarter, analysts forecast MongoDB would earn $0.67 per share, non-GAAP (generally accepted accounting principles), on sales of $519.8 million. MongoDB beat both numbers, with sales of $548.4 million, and earnings ...

Shares of MongoDB Inc (NASDAQ:MDB) were last seen down 23.5% at $202.19, after the database software company issued weaker-than-expected guidance for fiscal 2026. While fourth-quarter adjusted earnings topped analyst expectations, the company’s outlook for the year ahead fell short, now projecting adjusted EPS between $2.44 and $2.62, well below the $3.38 per share analysts had forecasted. Revenue projections also missed expectations, with MongoDB guiding for $2.24 billion to $2.28 billion, under the $2.32 ...

MongoDB shares cratered more than 20% after the database software maker shared weak guidance that signaled a slowdown in growth.For the fiscal 2026 year, the company said it expects adjusted earnings to range between $2.44 to $2.62 per share and revenue of $2.24 billion to $2.28. Analysts were expecting EPS of $3.34 and $2.32 billion in revenue.The weak guidance stems from slower growth in the company's Atlas cloud-based database service. The revenue projection would imply 12.7% growth, the slowest for the ...

Financial Data and Key Metrics Changes - The company reported revenue of $548.4 million for Q4 2025, a 20% year-over-year increase, exceeding guidance [6][39] - Non-GAAP operating income was $112.5 million, resulting in a 21% non-GAAP operating margin, up from 15% in the previous year [7][48] - Net income for Q4 was $108.4 million, or $1.28 per share, compared to $71.1 million, or $0.86 per share, in the year-ago period [49] Business Line Data and Key Metrics Changes - Atlas revenue grew 24% year-over-year, now representing 71% of total revenue, up from 68% in Q4 2024 [6][39] - Non-Atlas revenue showed mid-single-digit growth year-over-year, a decline from low double-digit growth in the previous year [43] Market Data and Key Metrics Changes - The customer base increased by approximately 1,900 sequentially, totaling over 54,500 customers, with over 53,100 using Atlas [45] - The company ended the quarter with 320 customers spending over $1 million annually, a 24% year-over-year growth [18][47] Company Strategy and Development Direction - The company aims to capitalize on AI opportunities, focusing on application modernization and AI-assisted workloads [12][19] - Investments will be made in strategic accounts and R&D, particularly following the acquisition of Voyage AI [57][62] - The company is transitioning to a go-to-market strategy targeting larger accounts, which has shown positive results in customer growth [17][114] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in stable consumption growth for Atlas in fiscal 2026, supported by improved workload acquisition [11][54] - The company anticipates a headwind in non-Atlas business due to fewer multiyear deals and a shift of workloads to Atlas [12][54] - Management highlighted the importance of addressing the skills gap and trust issues in AI applications as customers transition from experimentation to production [106][121] Other Important Information - The company ended Q4 with $2.3 billion in cash and cash equivalents, and completed the redemption of its 2026 convertible notes, resulting in a debt-free balance sheet [50] - The acquisition of Voyage AI for $220 million is expected to enhance the company's AI capabilities, with a focus on embedding and reranking models [61][79] Q&A Session Summary Question: On the multiyear guidance and trends - Management clarified that the lower renewal portfolio is due to a reduced opportunity set rather than a change in trends, following strong multiyear performance in previous years [68][69] Question: On the Voyage AI acquisition and market integration - The company plans to integrate Voyage AI into its platform while continuing to offer its models to third parties, enhancing the developer experience [72][73] Question: On operating expense guidance and recent investment changes - Management indicated that while reallocating investments, they are also increasing spending to capitalize on AI opportunities, reflecting confidence in the business's scalability [85][86] Question: On Atlas consumption trends and growth drivers - Management noted that Q4 consumption was seasonally lower, but they expect stable growth in fiscal 2026 due to improved workload acquisition and a stable macro environment [91][95] Question: On the impact of AI workloads moving to production - Management anticipates a gradual transition for customers moving from experimentation to production, with increasing sophistication in use cases over time [106][108] Question: On the go-to-market strategy and its impact on guidance - The company is seeing positive results from its upmarket strategy, with increased productivity contributing to revenue guidance [113][116]