MongoDB

Medium85% confidenceProfile verified Jul 22, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

Chokepoint Score

no direct dependencies recorded in the graph

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

New York, New York, USA

Website

www.mongodb.com

Employees

5,300 (FY2025)

Founded

2007

Listing

MDB · NASDAQ

Market Cap

$24.98B

Revenue (TTM)

$2.60B

Price

USD310.62 (+0.97%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

MongoDB provides a widely used NoSQL database platform that developers increasingly use to build AI-powered applications requiring flexible, unstructured data storage. MongoDB's Q2 FY2026 revenue surged 24% to $591.4 million, beating consensus, driven by 29% growth in its Atlas cloud service (74% of total revenue), with management citing many newly added customers as AI-native companies using MongoDB Atlas for vector search and AI model training; shares jumped 37% on the results.

Strategic Connections

Microsoft Azure: MongoDB Atlas, its managed database service, runs across major cloud providers including Azure.
Cloud Computing & Data Centers: MongoDB provides database software used broadly across the cloud computing industry.
Snowflake: MongoDB competes with Snowflake and other data-platform vendors as enterprises consolidate on a unified data layer to power AI agent and application development.
Datadog: MongoDB overlaps with Datadog and other data-infrastructure vendors as both expand their platforms to support AI-native application observability and data needs.
Pinecone: MongoDB's native vector-search capabilities compete with Pinecone's dedicated vector database, and MongoDB is seen as a possible acquirer amid Pinecone's 2026 strategic review.

Strategic Risks

Competition from cloud providers' native database offerings
Developer platform switching costs and lock-in dynamics

Future Outlook

Growth as a data layer for AI application development
Positioning as the unified data layer (document model plus vector/search) for agentic AI systems that need to store state, plan, and act

Sources

4 sources, 85% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

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