MongoDB

MDB Q4 2026 Earnings

Reported Mar 2, 2026 at 4:07 PM ET · SEC Source

Q4 26 EPS

$1.65

BEAT +12.24%

Est. $1.47

Q4 26 Revenue

$695.1M

vs S&P Since Q4 26

+1.2%

BEATING MARKET

MDB +7.2% vs S&P +5.9%

Full Year 2026 Results

FY 26 EPS

$4.97

BEAT +3.53%

Est. $4.80

FY 26 Revenue

$2.46B

BEAT +1.05%

Est. $2.44B

Market Reaction

Did MDB Beat Earnings? Q4 2026 Results

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. … Read more 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. Investors watching closely 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.

Key Takeaways

  • 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

MDB Forward Guidance & Outlook

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.

24/7 Wall St

MDB YoY Financials

Q4 2026 vs Q4 2025, source: SEC Filings

24/7 Wall St

MDB Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q4 26

“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.”

— CJ Desai, Q4 2026 Earnings Press Release