MongoDB: The Profitability Arc Is Priced In, Here Is Why The Bull Case Still Has Legs
Source: SeekingAlpha
2026-05-20 02:11:58 ET
Investment Thesis: A Business the Market Has Repeatedly Underestimated
Rating: Bullish - but MongoDB (MDB) had to go through the wringer to earn it. In the period from mid-2022 to the end of 2023, the consumption-based Atlas service looked genuinely in trouble. Enterprise teams went into a major adjustment of cloud workloads, net revenue retention plummeted from more than 120% toward the low 110s, gross margins slumped from 75% as the underlying infrastructure grew faster than Atlas revenue, and the stock dived from over $590 to below $170....
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MongoDB: The Profitability Arc Is Priced In, Here Is Why The Bull Case Still Has Legs
MongoDB Inc.
NASDAQ: MDB
MDB Trading
28.33% G/L:
$394.81 Last:
3,484,056 Volume:
$346 Open:
MDB Latest News
MDB Stock Data
$31,015,957,983
78,868,615
0.1%
388
N/A
Software & IT Services
Technology
US
New York
