Arlington Financial Advisors LLC Acquires New Shares in MongoDB, Inc. $MDB

Arlington Financial Advisors LLC bought a new position in shares of MongoDB, Inc. (NASDAQ:MDB) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 8,335 shares of the company’s stock, valued at approximately $3,498,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in MongoDB by 5.0% in the 3rd quarter. Vanguard Group Inc. now owns 8,985,697 shares of the company’s stock valued at $2,788,981,000 after purchasing an additional 431,382 shares during the last quarter. ValueAct Holdings L.P. lifted its stake in MongoDB by 206.8% during the third quarter. ValueAct Holdings L.P. now owns 2,118,200 shares of the company’s stock worth $657,447,000 after purchasing an additional 1,427,700 shares in the last quarter. State Street Corp boosted its position in shares of MongoDB by 3.7% during the third quarter. State Street Corp now owns 1,756,628 shares of the company’s stock worth $545,222,000 after buying an additional 63,434 shares during the period. Amundi boosted its position in shares of MongoDB by 61.3% during the third quarter. Amundi now owns 1,483,396 shares of the company’s stock worth $477,550,000 after buying an additional 563,995 shares during the period. Finally, Jericho Capital Asset Management L.P. grew its stake in shares of MongoDB by 162.1% in the third quarter. Jericho Capital Asset Management L.P. now owns 1,378,540 shares of the company’s stock valued at $427,871,000 after buying an additional 852,540 shares in the last quarter. Hedge funds and other institutional investors own 89.29% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on MDB shares. Argus boosted their price target on shares of MongoDB from $340.00 to $488.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Bank of America reissued a “buy” rating on shares of MongoDB in a research note on Tuesday, March 3rd. Mizuho raised shares of MongoDB from a “neutral” rating to an “outperform” rating and upped their target price for the stock from $290.00 to $325.00 in a research note on Monday. Monness Crespi & Hardt reduced their target price on shares of MongoDB from $475.00 to $370.00 and set a “buy” rating on the stock in a report on Tuesday, March 3rd. Finally, Needham & Company LLC decreased their price target on shares of MongoDB from $500.00 to $300.00 and set a “buy” rating for the company in a research report on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, MongoDB currently has a consensus rating of “Moderate Buy” and an average price target of $355.24.

Insider Buying and Selling at MongoDB

In other MongoDB news, Director Dwight A. Merriman sold 1,190 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $369.75, for a total transaction of $440,002.50. Following the sale, the director directly owned 80,462 shares in the company, valued at approximately $29,750,824.50. The trade was a 1.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders sold 19,383 shares of company stock valued at $7,910,983 in the last quarter. 3.10% of the stock is owned by insiders.

Key Headlines Impacting MongoDB

Here are the key news stories impacting MongoDB this week:

• Positive Sentiment: Mizuho upgraded MongoDB from “neutral” to “outperform” and raised its price target to $325 (from $290), signaling analyst confidence in upside from current levels and providing a near-term supportive catalyst. Mizuho upgrade
• Positive Sentiment: Corporate leadership strengthening — MongoDB named Ryan Mac Ban as Chief Revenue Officer (effective April 27) to lead global sales, following the recent Chief Customer Officer hire. This is a constructive go‑to‑market move that could support revenue execution. CRO appointment
• Neutral Sentiment: Multiple short-interest reports flagged a “significant increase” in March but show 0 shares / NaN increases and 0.0 days-to-cover — this appears to be a data/reporting error rather than a real change in short positioning. Investors should treat these short-interest items cautiously and wait for corrected data before drawing conclusions.
• Neutral Sentiment: Industry context: a comparative piece looks at MongoDB vs. ServiceNow on AI exposure and upside potential — useful for longer-term positioning but not an immediate price mover. Zacks comparison
• Neutral Sentiment: Recent fundamentals: MongoDB beat March-quarter revenue and EPS estimates (revenue growth ~27%), but still shows negative net margin/ROE and analysts forecast negative EPS for the current fiscal year — a mixed fundamental backdrop that supports debate over valuation and near-term execution.
• Negative Sentiment: News-driven selling: an MSN article cites reasons for today’s decline (market reaction/concerns are summarized there). This negative coverage likely amplified intraday selling pressure. Why MDB is falling

MongoDB Stock Down 7.1%

NASDAQ:MDB opened at $253.76 on Wednesday. The company has a market capitalization of $20.39 billion, a PE ratio of -288.36 and a beta of 1.40. MongoDB, Inc. has a 52-week low of $140.78 and a 52-week high of $444.72. The stock’s 50 day moving average price is $332.43 and its 200 day moving average price is $351.57.

MongoDB (NASDAQ:MDB) last posted its quarterly earnings data on Monday, March 2nd. The company reported $1.65 EPS for the quarter, beating analysts’ consensus estimates of $1.47 by $0.18. MongoDB had a negative net margin of 2.89% and a negative return on equity of 1.03%. The company had revenue of $695.07 million for the quarter, compared to analyst estimates of $669.40 million. During the same period in the previous year, the business posted $1.28 earnings per share. MongoDB’s quarterly revenue was up 26.8% on a year-over-year basis. As a group, sell-side analysts anticipate that MongoDB, Inc. will post -1.78 EPS for the current fiscal year.

MongoDB Profile

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.