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.
MDB YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
MDB Revenue by Segment
With YoY comparisons, source: SEC Filings
“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
MDB Earnings Trends
MDB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
MDB EPS Trend
Earnings per share: estimate vs actual
MDB Revenue Trend
Quarterly revenue: estimate vs actual
MDB Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $1.47 | $1.65 | +12.24% | $695.1M | — |
| FY Full Year | $4.80 | $4.97 | +3.53% | $2.46B | +1.05% |
| Q3 26 BEAT | $0.79 | $1.32 | +66.23% | $628.3M | +5.88% |
| Q2 26 BEAT | $0.66 | $1.00 | +52.39% | $591.4M | +6.83% |
| Q1 26 BEAT | $0.66 | $1.00 | +51.95% | $549.0M | +4.08% |