MongoDB (MDB) reported fiscal second-quarter revenue of $771.8 million, up 30% from a year earlier, and GAAP net income of $40.9 million for the quarter ended July 31, 2026. Diluted GAAP earnings per share were $0.50, compared with a loss of $0.58 per share a year earlier.
The company raised its fiscal 2027 outlook and said the second-half increase was mainly due to Atlas. Atlas revenue rose approximately 29% year over year, while Enterprise Advanced and other revenue increased approximately 36%.
- Subscription revenue was $747.1 million, up 31% year over year; services revenue was $24.6 million, up 29%.
- GAAP income from operations was $28.4 million, compared with a $65.3 million operating loss a year earlier.
- Remaining performance obligations totaled $1.519 billion, up 91% year over year; current RPO was $797.3 million, up 73%.
- Cash from operations was $141.9 million, and free cash flow was $137.6 million.
- Third-quarter fiscal 2027 revenue guidance is $756 million to $761 million. Full-year revenue guidance is $2.99 billion to $3.03 billion.
- Full-year GAAP EPS guidance is $0.53 to $0.77 per share.
$MDB Insider Trading Activity
$MDB insiders have traded $MDB stock on the open market 99 times in the past 6 months. Of those trades, 0 have been purchases and 99 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 50 sales selling 76,000 shares for an estimated $26,003,717.
- ROELOF BOTHA has made 0 purchases and 5 sales selling 44,050 shares for an estimated $17,534,802.
- DEV ITTYCHERIA has made 0 purchases and 8 sales selling 40,000 shares for an estimated $15,326,486.
- MICHAEL J BERRY (Chief Financial Officer) has made 0 purchases and 32 sales selling 10,000 shares for an estimated $3,538,676.
- HOPE F COCHRAN has made 0 purchases and 4 sales selling 5,132 shares for an estimated $1,629,233.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MDB Hedge Fund Activity
We have seen 501 institutional investors add shares of $MDB stock to their portfolio, and 510 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,467,897 shares (+66.9%) to their portfolio in Q2 2026, for an estimated $493,066,602
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 996,540 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $334,737,786
- VALUEACT HOLDINGS, L.P. removed 872,100 shares (-84.0%) from their portfolio in Q2 2026, for an estimated $292,938,390
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 832,991 shares (-67.9%) from their portfolio in Q2 2026, for an estimated $279,801,676
- D. E. SHAW & CO., INC. removed 747,342 shares (-51.3%) from their portfolio in Q2 2026, for an estimated $251,032,177
- JPMORGAN CHASE & CO added 694,003 shares (+inf%) to their portfolio in Q2 2026, for an estimated $233,115,607
- BLACKROCK, INC. added 616,960 shares (+10.8%) to their portfolio in Q2 2026, for an estimated $207,236,864
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MDB Congressional Stock Trading
Members of Congress have traded $MDB stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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. sold up to $15,000 on 05/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
