MongoDB, Inc. $MDB Stock Position Increased by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA raised its position in shares of MongoDB, Inc. (NASDAQ:MDB) by 26.5% in the third quarter, HoldingsChannel reports. The firm owned 100,541 shares of the company’s stock after acquiring an additional 21,089 shares during the period. Massachusetts Financial Services Co. MA’s holdings in MongoDB were worth $31,206,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of MongoDB by 9.5% during the second quarter. Vanguard Group Inc. now owns 8,554,315 shares of the company’s stock valued at $1,796,321,000 after buying an additional 744,547 shares during the last quarter. State Street Corp increased its position in MongoDB by 5.0% in the 2nd quarter. State Street Corp now owns 1,693,194 shares of the company’s stock valued at $355,554,000 after acquiring an additional 80,334 shares during the period. Geode Capital Management LLC raised its stake in MongoDB by 5.2% during the 2nd quarter. Geode Capital Management LLC now owns 1,397,898 shares of the company’s stock valued at $292,597,000 after acquiring an additional 68,611 shares in the last quarter. AQR Capital Management LLC raised its stake in MongoDB by 2,567.2% during the 2nd quarter. AQR Capital Management LLC now owns 1,111,647 shares of the company’s stock valued at $233,435,000 after acquiring an additional 1,069,969 shares in the last quarter. Finally, Primecap Management Co. CA boosted its position in MongoDB by 20.1% during the 2nd quarter. Primecap Management Co. CA now owns 1,045,719 shares of the company’s stock worth $219,591,000 after acquiring an additional 175,169 shares during the period. Institutional investors and hedge funds own 89.29% of the company’s stock.

MongoDB Price Performance

NASDAQ MDB opened at $404.64 on Friday. MongoDB, Inc. has a 12 month low of $140.78 and a 12 month high of $444.72. The company has a market capitalization of $32.93 billion, a P/E ratio of -465.10 and a beta of 1.38. The company’s 50 day simple moving average is $395.49 and its 200 day simple moving average is $324.35.

MongoDB (NASDAQ:MDB) last issued its earnings results on Monday, December 1st. The company reported $1.32 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.53. The firm had revenue of $628.31 million during the quarter, compared to analysts’ expectations of $592.98 million. MongoDB had a negative net margin of 3.06% and a negative return on equity of 1.12%. The firm’s revenue for the quarter was up 18.7% compared to the same quarter last year. During the same period last year, the firm posted $1.16 earnings per share. MongoDB has set its Q4 2026 guidance at 1.440-1.480 EPS and its FY 2026 guidance at 4.760-4.800 EPS. On average, analysts anticipate that MongoDB, Inc. will post -1.78 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on MDB. Argus raised their price target on MongoDB from $340.00 to $488.00 and gave the company a “buy” rating in a report on Thursday, December 4th. BMO Capital Markets raised their target price on shares of MongoDB from $415.00 to $455.00 and gave the company an “outperform” rating in a research note on Tuesday, December 2nd. UBS Group boosted their price target on shares of MongoDB from $330.00 to $440.00 and gave the stock a “neutral” rating in a research report on Tuesday, December 2nd. Rosenblatt Securities increased their price objective on shares of MongoDB from $385.00 to $425.00 and gave the company a “buy” rating in a report on Tuesday, December 2nd. Finally, Oppenheimer reiterated an “outperform” rating on shares of MongoDB in a research note on Monday, January 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $422.29.

Insider Buying and Selling

In other news, Director Dwight A. Merriman sold 10,000 shares of the business’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $338.52, for a total transaction of $3,385,200.00. Following the sale, the director directly owned 1,055,316 shares of the company’s stock, valued at $357,245,572.32. The trade was a 0.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Hope F. Cochran sold 1,566 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $421.85, for a total value of $660,617.10. Following the sale, the director directly owned 25,659 shares of the company’s stock, valued at approximately $10,824,249.15. This represents a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 82,162 shares of company stock worth $32,384,092 in the last three months. 3.10% of the stock is currently owned by insiders.

Key Headlines Impacting MongoDB

Here are the key news stories impacting MongoDB this week:

• Positive Sentiment: Needham & Company reiterated its Buy rating on MDB, reinforcing institutional confidence in growth and likely supporting demand for shares. Needham Reiterates Buy
• Positive Sentiment: Truist reiterated a Buy rating after a positive local San Francisco event, which can boost sentiment among growth-oriented investors. Truist Reiterates Buy
• Positive Sentiment: MDB was included in media lists recommending software names to buy for exposure to cloud-native / AI tailwinds, which can attract retail and thematic ETF flows. Software Stocks to Buy
• Neutral Sentiment: Analysis piece examines MDB’s valuation after a recent pullback and highlights a DCF “fair value gap” — useful for longer-term investors but not an immediate catalyst. Valuation Assessment
• Neutral Sentiment: Coverage noting that Nasdaq index funds track cloud-native software (including MongoDB) may support passive inflows over time; not an immediate driver but structurally positive. Index Fund Coverage
• Positive Sentiment: Unusually large call option purchases were reported (36,130 calls), which often signals bullish speculative positioning or hedged buy-side activity and can amplify upside in the underlying shares. (news aggregation)
• Negative Sentiment: At the same time, large put option activity was also reported (23,831 puts) and separate reports highlighted heavy put buying; this indicates some traders are hedging or betting on a pullback, adding volatility risk. Large Put Options
• Neutral Sentiment: Yahoo Finance roundup noted MDB among several software names trading up — useful confirmation of broad market interest but not a standalone catalyst. Market Roundup

About MongoDB

MongoDB, Inc is a software company best known for developing MongoDB, a general-purpose, document-oriented database designed for modern application development. The company’s platform is built to support high-performance, scalable data storage and retrieval for use cases such as cloud-native applications, mobile backends, real-time analytics, and content management. MongoDB offers a mix of open-source software, commercial server distributions, and subscription-based services that include technical support, training and professional services.

The company traces its origins to 2007 when it was founded as 10gen by Dwight Merriman and Eliot Horowitz; it later adopted the MongoDB name and completed a public listing in 2017.