Update: KeyBanc Downgrades MongoDB to Sector Weight From Overweight Given Expected Revenue Deceleration, Margin Compression for FY 2026; Removes $395 PT

MT Newswires Live

Mar 07

(Updated to include analyst's commentary.)

KeyBanc downgraded MongoDB (MDB) to sector weight from overweight and removed its $395 price target "given the outlook for a greater than expected revenue deceleration and margin compression for FY26."

The company's fiscal year 2026 guide for earnings and revenue "meaningfully missed" consensus estimates.

In a March 6 report, the brokerage pointed out execution challenges in the the past several quarters, and wrote that it was cautious over the company's "differentiation in GenAI, competition with hyperscalers and relational database," as well as its "run anywhere" strategy given MSD% ARR growth in non-Atlas, and the level of investment required in market/developer awareness."

MongoDB has an average rating of overweight and mean price target of $303.50, according to analysts polled by FactSet.

(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)

Price: 200.29, Change: -63.84, Percent Change: -24.17

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/news/2517628198"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2517628198\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2517628198?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-07 01:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2517628198","market":"sg","top_or_hot":-1,"title":"Update: KeyBanc Downgrades MongoDB to Sector Weight From Overweight Given Expected Revenue Deceleration, Margin Compression for FY 2026; Removes $395 PT","media":"MT Newswires Live","content":"<html><body><p> (Updated to include analyst's commentary.)</p><p>KeyBanc downgraded MongoDB (MDB) to sector weight from overweight and removed its $395 price target \"given the outlook for a greater than expected revenue deceleration and margin compression for FY26.\"</p><p>The company's fiscal year 2026 guide for earnings and revenue \"meaningfully missed\" consensus estimates.</p><p>In a March 6 report, the brokerage pointed out execution challenges in the the past several quarters, and wrote that it was cautious over the company's \"differentiation in GenAI, competition with hyperscalers and relational database,\" as well as its \"run anywhere\" strategy given MSD% ARR growth in non-Atlas, and the level of investment required in market/developer awareness.\"</p><p>MongoDB has an average rating of overweight and mean price target of $303.50, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 200.29, Change: -63.84, Percent Change: -24.17</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Update: KeyBanc Downgrades MongoDB to Sector Weight From Overweight Given Expected Revenue Deceleration, Margin Compression for FY 2026; Removes $395 PT</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUpdate: KeyBanc Downgrades MongoDB to Sector Weight From Overweight Given Expected Revenue Deceleration, Margin Compression for FY 2026; Removes $395 PT\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-03-07 01:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> (Updated to include analyst's commentary.)</p><p>KeyBanc downgraded MongoDB (MDB) to sector weight from overweight and removed its $395 price target \"given the outlook for a greater than expected revenue deceleration and margin compression for FY26.\"</p><p>The company's fiscal year 2026 guide for earnings and revenue \"meaningfully missed\" consensus estimates.</p><p>In a March 6 report, the brokerage pointed out execution challenges in the the past several quarters, and wrote that it was cautious over the company's \"differentiation in GenAI, competition with hyperscalers and relational database,\" as well as its \"run anywhere\" strategy given MSD% ARR growth in non-Atlas, and the level of investment required in market/developer awareness.\"</p><p>MongoDB has an average rating of overweight and mean price target of $303.50, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p><p>Price: 200.29, Change: -63.84, Percent Change: -24.17</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MDB","symbol_name":"MongoDB Inc.","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2517628198","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2517628198","pubTimestamp":1741281035,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"(Updated to include analyst's commentary.)KeyBanc downgraded MongoDB (MDB) to sector weight from overweight and removed its $395 price target \"given the outlook for a greater than expected revenue dec","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate","earning"],"viewcount":null,"language":"en","relate_stocks":{"MDB":"MongoDB Inc.","PT":"品钛"},"translate_title":"更新：鉴于2026财年预期收入减速和利润率压缩，KeyBanc将MongoDB评级从跑赢大盘下调至行业权重；移除$395 PT","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MDB":0.9,"PT":1},"content_text":"(Updated to include analyst's commentary.)KeyBanc downgraded MongoDB (MDB) to sector weight from overweight and removed its $395 price target \"given the outlook for a greater than expected revenue deceleration and margin compression for FY26.\"The company's fiscal year 2026 guide for earnings and revenue \"meaningfully missed\" consensus estimates.In a March 6 report, the brokerage pointed out execution challenges in the the past several quarters, and wrote that it was cautious over the company's \"differentiation in GenAI, competition with hyperscalers and relational database,\" as well as its \"run anywhere\" strategy given MSD% ARR growth in non-Atlas, and the level of investment required in market/developer awareness.\"MongoDB has an average rating of overweight and mean price target of $303.50, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)Price: 200.29, Change: -63.84, Percent Change: -24.17","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}