MongoDB (MDB) has expanded its partner network, which is driving revenue growth and deeper market penetration. The company is forging stronger ties with platforms like Microsoft, AWS, and Google Cloud, as well as developer tools, ensuring its integration into modern software stacks. Notably, the Zacks Consensus Estimate predicts an increase in total customers to 64,200 by fiscal 2026, representing a 17.8% year-over-year growth, with those generating over $100,000 in annual recurring revenue expected to rise 16.3% to 2,786 customers.
In the last six months, MongoDB shares surged by 108.6%, significantly outperforming both the Zacks Internet–Software industry’s decline of 6.2% and the Computer and Technology sector’s return of 19.5%. The company’s forward 12-month Price/Sales ratio stands at 12.52, compared to the industry average of 4.8, highlighting its premium valuation. The Zacks Consensus Estimate for fourth-quarter fiscal 2026 earnings is $1.46 per share, indicating a 14.06% year-over-year growth.
