I've Changed My Mind on MongoDB Stock -- The "Great Repricing" Makes It a Buy
2026-05-19 22:01:00 ET
For most of the last two years, MongoDB (NASDAQ: MDB) looked like a fairly classic case of an expensive software stock with no real margin of safety. The product was excellent, and growth was strong, but the valuation assumed almost everything would keep going right. I avoided it for that reason.
After what has happened to the stock over the last several months, my view has shifted, and the case for owning this tech stock is fundamentally different today from 18 months ago.
Image source: Getty Images.
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