MongoDB(US:MDB) Financial Modeling Prep·2026-03-03 17:06Core Viewpoint - MongoDB, Inc. reported strong financial results for Q4 2026, but its stock price declined due to disappointing forward guidance despite maintaining a "Buy" rating from Needham [1][4]. Financial Performance - In Q4 2026, MongoDB achieved earnings of $1.65 per share, exceeding the Street estimate of $1.45 [2][6]. - The company's revenue for the quarter reached $695 million, surpassing the consensus estimate of $667 million and showing a significant increase from $548 million in the same period last year [2][6]. - For the full fiscal year 2026, MongoDB reported total revenue of $2.46 billion, marking a 23% year-over-year increase [3]. Customer Growth - MongoDB added 2,700 new customers in Q4 2026, bringing its total customer base to over 65,200 as of January 31, 2026 [3][6]. Market Reaction - Despite the positive earnings report, MongoDB's stock price declined during extended trading, with a market capitalization of approximately $26.45 billion [4]. - The stock traded between a low of $320.60 and a high of $333.68, with a trading volume of 2,445,602 shares on the NASDAQ exchange [4]. Management Insights - CJ Desai, President and CEO of MongoDB, attributed the company's strong performance to effective go-to-market strategies and widespread demand across their product lines [5]. - Desai highlighted that MongoDB not only achieved robust revenue growth but also significantly outperformed on operating margin, achieving a rule of 40 performance [5].