Earnings Anticipation: MongoDB is generating significant buzz on X as it approaches its Q3 earnings report scheduled for December 1, 2025. Many users are highlighting expectations of strong revenue growth, driven by AI demand and enterprise adoption. Discussions also point to analyst confidence with reiterated outperform ratings and optimistic price targets.
Volatility Concerns: Posts on X also reflect a cautious tone, with some noting the stock's recent dip and the potential for high volatility around the earnings release. Options activity is reportedly surging, signaling market uncertainty about the upcoming results. There’s keen interest in how Atlas growth and AI workloads will impact the numbers.
Competitive Landscape: Some conversations on X focus on MongoDB’s position in a competitive database market, with users debating its long-term potential against rivals. Guidance for Q4 and margin expansion are also hot topics as investors await clarity. The mix of optimism and caution keeps the discussion dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
MongoDB Insider Trading Activity
MongoDB insiders have traded $MDB stock on the open market 65 times in the past 6 months. Of those trades, 0 have been purchases and 65 have been sales.
Here’s a breakdown of recent trading of $MDB stock by insiders over the last 6 months:
- DWIGHT A MERRIMAN has made 0 purchases and 24 sales selling 72,820 shares for an estimated $23,269,708.
- DEV ITTYCHERIA (President & CEO) has made 0 purchases and 20 sales selling 78,742 shares for an estimated $20,628,523.
- PETER THOMAS KILLALEA has made 0 purchases and 8 sales selling 20,000 shares for an estimated $6,437,452.
- CHARLES M JR HAZARD has made 0 purchases and 8 sales selling 11,001 shares for an estimated $3,405,794.
- THOMAS BULL (Chief Accounting Officer) has made 0 purchases and 2 sales selling 3,000 shares for an estimated $826,250.
- HOPE F COCHRAN has made 0 purchases and 2 sales selling 2,348 shares for an estimated $621,057.
- CEDRIC PECH (President, Field Operations) sold 354 shares for an estimated $72,941
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MongoDB Congressional Stock Trading
Members of Congress have traded $MDB stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MDB stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/17, 09/12 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
MongoDB Hedge Fund Activity
We have seen 441 institutional investors add shares of MongoDB stock to their portfolio, and 416 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,840,251 shares (+1630.9%) to their portfolio in Q3 2025, for an estimated $571,177,105
- VALUEACT HOLDINGS, L.P. added 1,427,700 shares (+206.8%) to their portfolio in Q3 2025, for an estimated $443,129,526
- FIL LTD removed 1,171,356 shares (-49.6%) from their portfolio in Q3 2025, for an estimated $363,565,475
- FMR LLC added 987,736 shares (+99.0%) to their portfolio in Q3 2025, for an estimated $306,573,499
- MORGAN STANLEY added 933,176 shares (+52.2%) to their portfolio in Q3 2025, for an estimated $289,639,166
- SRS INVESTMENT MANAGEMENT, LLC removed 856,991 shares (-61.4%) from their portfolio in Q3 2025, for an estimated $265,992,866
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 852,540 shares (+162.1%) to their portfolio in Q3 2025, for an estimated $264,611,365
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MongoDB Analyst Ratings
Wall Street analysts have issued reports on $MDB in the last several months. We have seen 22 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 11/25/2025
- Citigroup issued a "Buy" rating on 11/20/2025
- Guggenheim issued a "Buy" rating on 11/18/2025
- RBC Capital issued a "Outperform" rating on 11/04/2025
- DA Davidson issued a "Buy" rating on 11/04/2025
- Wells Fargo issued a "Overweight" rating on 10/01/2025
- Canaccord Genuity issued a "Buy" rating on 09/22/2025
To track analyst ratings and price targets for MongoDB, check out Quiver Quantitative's $MDB forecast page.
MongoDB Price Targets
Multiple analysts have issued price targets for $MDB recently. We have seen 30 analysts offer price targets for $MDB in the last 6 months, with a median target of $375.0.
Here are some recent targets:
- Blair Abernethy from Rosenblatt set a target price of $385.0 on 11/25/2025
- Tyler Radke from Citigroup set a target price of $440.0 on 11/20/2025
- Howard Ma from Guggenheim set a target price of $400.0 on 11/18/2025
- Patrick Walravens from Citizens set a target price of $435.0 on 11/04/2025
- Rishi Jaluria from RBC Capital set a target price of $405.0 on 11/04/2025
- Keith Bachman from BMO Capital set a target price of $415.0 on 11/04/2025
- Miller Jump from Truist Securities set a target price of $400.0 on 11/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
