MongoDB (MDB) Valuation Check After Goldman Sachs Highlights AI Growth And Mission Critical Role

Simply Wall St.

02/14

MongoDB (MDB) drew fresh attention after a favorable research update from Goldman Sachs highlighted the company’s business fundamentals, its mission critical database role, and its AI product work, ...

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highlighted the company’s business fundamentals, its mission critical database role, and its AI product work, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/mongodb-mdb-valuation-check-after-goldman-sachs-highlights-a\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4608","symbol_name":"AI应用概念股","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/mongodb-mdb-valuation-check-after-goldman-sachs-highlights-a","article_id":"2611955112","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8030001-choice1-main-header/1585186837196"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-mdb/mongodb/news/mongodb-mdb-valuation-check-after-goldman-sachs-highlights-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611955112","pubTimestamp":1771068809,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall 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See our latest analysis for MongoDB. MongoDB’s recent 1 day share price return of 3.27% and 7 day share price return of 6.98% suggest momentum has picked up again after a 30 day share price return decline of 4.78%, while the 1 year total shareholder return of 27.2% and 3 year total shareholder return of 72.85% contrast with a 5 year total shareholder return decline of 11.93%, pointing to stronger recent performance than the longer term picture. If you are interested in how AI is reshaping software and data, now could be a good time to broaden your search and check out 57 profitable AI stocks that aren't just burning cash. With MongoDB shares recently at about US$368 and trading at a discount to the average analyst target of roughly US$449, plus mixed return patterns and ongoing losses, investors may wonder whether there is still meaningful upside potential or whether the market has already priced in future growth. AdvertisementMost Popular Narrative: 16.3% Undervalued MongoDB’s most followed narrative pegs fair value around $440, compared with the recent close at $368, which frames the next few years’ growth and profitability assumptions in a very specific way.  Ongoing product innovation, including integrated capabilities like search, vector search, and embeddings, increases platform stickiness and wallet share. This enables deeper penetration of current accounts and higher net revenue retention, which can drive both top-line and operating margin improvement over time.  Read the complete narrative. Curious what kind of revenue climb and margin lift are built into that fair value? The narrative leans on rising cloud mix, improving profitability and a future earnings profile that looks very different to today. The exact path is laid out in the full set of projections. Result: Fair Value of $440 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still the risk that stronger cloud and open source competitors could squeeze margins, or that AI use cases might ramp more slowly than many investors expect. Find out about the key risks to this MongoDB narrative. Another Angle On Valuation While the narrative points to a fair value of about $440, the current P/S of 12.9x is well above the US IT industry at 2.2x and a peer average of 8.8x. It also sits above the fair ratio of 9.7x, which suggests meaningful valuation risk if sentiment cools. How comfortable are you paying that kind of premium for growth that still has to be delivered? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGM:MDB P/S Ratio as at Feb 2026 Build Your Own MongoDB Narrative If you see the assumptions differently or prefer to test your own view against the same data, you can build a custom story in minutes: Do it your way. A great starting point for your MongoDB research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Ready for more investment ideas? If you stop with just one company, you could miss out on opportunities that better match your goals, risk comfort, and income needs, so widen your search confidently.  Target value opportunities by checking companies that screen well on quality and valuation through our 53 high quality undervalued stocks. Prioritise resilience by reviewing companies flagged in the 85 resilient stocks with low risk scores that aim to keep risk scores on the lower side. Build a watchlist of financially sound names by scanning the solid balance sheet and fundamentals stocks screener (44 results) for businesses with sturdier balance sheets and fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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