MongoDB (MDB) — the earnings record
As of the 2026-08-31 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -31.7% to +47.2% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Window closed 4 September: −15.1% — an eleventh straight double beat sold hard, and the card still has not produced a single flat window in eleven. Next print early December. into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Sep 26 | 2026-09-01 | ✓ beat | ✓ beat |
| May 26 | 2026-05-28 | ✓ beat | ✓ beat |
| Mar 26 | 2026-03-02 | ✓ beat | ✓ beat |
| Dec 25 | 2025-12-01 | ✓ beat | ✓ beat |
| Aug 25 | 2025-08-26 | ✓ beat | ✓ beat |
| Jun 25 | 2025-06-04 | ✓ beat | ✓ beat |
| Mar 25 | 2025-03-05 | ✓ beat | ✓ beat |
| Dec 24 | 2024-12-09 | ✓ beat | ✓ beat |
| Aug 24 | 2024-08-29 | ✓ beat | ✓ beat |
| May 24 | 2024-05-30 | ✓ beat | ✓ beat |
| Mar 24 | 2024-03-07 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full MDB print-record card — free registration.
FAQ · from the current data · as of 2026-08-31
Quick answers
How often does MongoDB beat earnings estimates?
Across the last 11 covered prints (as of the 2026-08-31 card), MongoDB beat EPS estimates 11 of 11 times and revenue estimates 11 of 11 times, with 11 double beats.
How does MDB stock react to earnings?
Measured close-of-print-day to the close three sessions later: 5 of the last 11 prints resolved up (beyond +3%), 0 flat, 6 down — reactions spanning -31.7% to +47.2%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was MDB's biggest earnings reaction?
+47.2% over the three sessions after the Aug 25 print (2025-08-26).
When does MongoDB report earnings next?
2026-12-07 (Window closed 4 September: −15.1% — an eleventh straight double beat sold hard, and the card still has not produced a single flat window in eleven. Next print early December.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where MDB appears in the diary — 11 pieces, newest first. Every link is our own writing.
Go deeper
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
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Long reads
- The Agentic Winners 25
MongoDB offers the flexible document store for agent state and configuration.
- Agentic Application Software: The SaaSpocalypse Map
Long AI infrastructure from Strand 2: Datadog (DDOG — observability gravity), Cloudflare (NET — edge distribution), Snowflake (SNOW — data gravity), MongoDB (MDB — developer ecosystem), Pure Storage (PSTG — ICMS context memory), Elastic…
- Agentic Infrastructure Software: The Orchestration Layer
The hardware requires all-flash array partners (Pure Storage, NetApp, Dell) to build the physical boxes, while software platforms (Elastic, MongoDB, Snowflake) organize and query the data.
Dailies
- Chips jump 3% while software falls 2% — the hot jobs report has split the tech trade in two
MongoDB entered at 434.21 and sits near 384.45, well under the 421.18 line.
- Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
Today’s close grades Tuesday night: Dell and GitLab paid, MongoDB and Palo Alto sold, unless Friday changes it
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
In the eight-layer stack the thesis describes, Snowflake (context) reported a third quarter of accelerating growth and jumped 20% after hours; MongoDB (operational state) beat and fell 13.5%; Palo Alto (identity) beat and fell 9.3%…
- Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats
In the regular session Dell rose 15.8% and GitLab 10%, while MongoDB fell 13.5% and Palo Alto 9.3%.
- Chips up, software down: Nvidia leads a split rebound while the bond market catches its breath
Nvidia is up close to 5% and the chip ETFs are rising, while software keeps falling for a second day, dragged by MongoDB and Palo Alto Networks after their earnings.
- Great numbers, falling stocks — the market has stopped rewarding even record earnings
Overnight the pattern continued: MongoDB beat again and dropped 13.9%, while GitLab jumped 17.3% to a record high and Dell was paid for a 43% profit beat.
- Palantir +27%, and the market buys back the exact corner it sold
Underneath: NET up 4.6%, DDOG 3.3%, MDB 3.0%, with CRM 1.5%, NOW 1.1% and ORCL 1.1% participating rather than leading.
- Introducing the Agentic Winners 25
25 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…
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