What is this stock? - Montana Cred

mongodb MDB plans to release its second quarter fiscal 2026 results on August 26. The company expects revenue in the second quarter of fiscal 2026 to be between $548 million and $553 million, indicating a midpoint increase of about 22% year-on-year. The guide reflects ongoing confidence in Atlas consumption trends while taking into account the expected time differences in enterprise agreement operations in this segment. Zacks' consensus estimate for the top line is currently $551.5 million, indicating a 15.26% increase over the same period last year.

Non-GAAP earnings per share are expected to be in the range of 62 to 66 cents. The consensus mark for earnings has remained stable at 64 cents per share over the past 30 days, indicating a year-on-year decline of 8.57%.

MDB's revenue beat Zacks' consensus estimate for each of the past four quarters, with an average surprise of 66.95%.

Mongodb, Inc. Price and EPS surprises

Mongodb, Inc. Price-Eps-Serprise | Mongodb, Inc. Quotation

Let's see how this announcement is shaped.

MongoDB entered the second quarter of fiscal 2026 with strong momentum, since then, bringing 26% Atlas revenue growth in the first quarter and is the highest net customer in six years. The company is expected to benefit from ongoing platform adoption across enterprises and startups. Its premium focus with large enterprises may support transaction size and sales efficiency, while self-service channels continue to expand, driving effective mid-market customer acquisition.

Product plans during this period are still in the early stages of launch. MongoDB has expanded integration with tools like GitHub Copilot and Anthropic Claude by launching a new Voyage AI embedding model and launching a model context protocol server in a public preview. These moves strengthen MongoDB's position in AI-powered applications, but are expected to have limited near-term financial impact on second-quarter performance.

However, some headwinds may have affected the results for the pending quarter. The year-on-year decline in non-ATLAS revenue categories is expected to reflect weaker momentum outside Atlas. The consumption trend showed some volatility and was soft at the beginning of the quarter. The wider macroeconomic uncertainty could negatively impact customer spending patterns. As database vendors are built to expand JSON capabilities, customer decisions may also be affected by enhanced competition.

The story continues

According to the Zacks model, the combination of positive returns ESP and Zacks ranked first (forced buy), 2 (buy) or 3 (hold) increases the chance of a return. However, this is not the case here.

MBD's revenue is particularly 0.00%, and Zacks is currently ranked third. You can find the best buying and selling stocks before reporting our earnings ESP filters.

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