MongoDB (MDB) Q4 2026 Earnings
How Did MDB Stock React to Q4 2026 Earnings?
S&P 500 over the same 30 days: −3.60%.
Did MDB Beat Earnings? Q4 2026 Results
Yes. MongoDB reported Q4 2026 earnings of $1.65 a share on Mar 2, 2026, beating the $1.47 consensus estimate by 12.1%. Revenue was $695.1M against a $669.4M estimate.
MongoDB closed out fiscal 2026 on a high note, posting Q4 earnings per share of $1.65 against a consensus estimate of $1.47 — a 12.24% beat — while revenue of $695.07 million topped the $669.43 million consensus by 3.83% and grew 26.8% year over year. <a href="https://247wallst.com/investing/2026/03/02/live-will-mongodb-beat-earnings-after-the-bell-tonight/">investors watching closely</a> saw the quarter's strength anchored in Atlas, the company's cloud-hosted database platform, which generated $502.60 million in Q4 revenue — up 29% year over year — and now accounts for roughly 79% of subscription revenue as enterprise cloud migration accelerates. MongoDB also reached rule-of-40 performance for the first time, with non-GAAP operating margin expanding to 23% from 21% a year ago, and free cash flow surging to $176.73 million from just $22.91 million in Q4 FY2025. Some observers have flagged that faster adoption of vector search and AI embedding features remains a priority for sustaining momentum. Looking ahead, MongoDB guided full-year FY2027 revenue of $2.86 billion to $2.90 billion, representing approximately 16–18% growth, with non-GAAP EPS of $5.75 to $5.93.
- Broad-based demand across product lines as customers deploy additional elements of the MongoDB platform
- Atlas revenue growth of 29% year-over-year driven by cloud adoption
- Continued go-to-market execution
- Rule of 40 performance achieved with revenue growth and margin expansion
- Customer base expansion to over 65,200 total customers with 2,700 added in Q4
“We delivered strong fourth quarter results driven by our continued go-to-market execution and the broad-based demand we are seeing across our product lines, as customers deploy additional elements of the MongoDB platform. At the same time, we significantly outperformed on operating margin, achieving a rule of 40 performance and demonstrating we can drive durable revenue growth while simultaneously expanding margin.”
MongoDB CEO, on the earnings call
What Was MongoDB's Outlook in Q4 2026?
For Q1 FY2027, MongoDB expects revenue of $659 million to $664 million, GAAP operating loss of $(48.0) million to $(44.0) million, non-GAAP operating income of $105.0 million to $109.0 million, and non-GAAP EPS of $1.15 to $1.19. For full-year FY2027, the company expects revenue of $2.860 billion to $2.900 billion, GAAP operating loss of $(117.0) million to $(97.0) million, non-GAAP operating income of $545.0 million to $565.0 million, and non-GAAP EPS of $5.75 to $5.93.
MDB YoY Financials
| Metric | Q4 2026 | Q4 2025 | Year over year |
|---|---|---|---|
| Revenue | $695.1M | $548.4M | +26.8% |
| Gross Profit | $507.7M | $399.4M | +27.1% |
| Operating Income | $304,000 | $150,764 | +101.6% |
| Net Income | $15.5M | $15.8M | −1.9% |
MDB Revenue by Segment
MDB Revenue by Geography
Figures from SEC filings and company reports. Not investment advice.