MongoDB, Inc. — Form 8-K
Filed September 1, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
MongoDB reported Q2 FY2027 total revenue of $771.8M (up 30% YoY), with Atlas revenue up 29% and EA & other revenue up 36%. The company achieved GAAP net income of $40.9M ($0.50 diluted EPS) versus a loss of $47.0M ($0.58 loss per share) in Q2 FY2026. Non-GAAP operating margin improved to 24% from 15% YoY. MongoDB raised full-year FY2027 guidance to $2.99B–$3.03B revenue (from prior ~$2.91B implied) and non-GAAP EPS to $6.39–$6.58 (from prior ~$6.21 implied). RPO surged 91% YoY to $1.519B; cRPO up 73% to $797.3M. Free cash flow nearly doubled to $137.6M.
Why this rating
Strong 30% revenue growth and return to GAAP profitability are material improvements; guidance raise signals confidence. Relative to ~$19B market cap, $772M quarterly revenue (~4% of annual cap) and $138M FCF are meaningful. However, growth rate is healthy but not transformational, and company is already large and maturing. Material near-term positive catalyst.
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