Latest Earnings Results: Q2 '26
Estimated EPS
$1.62
Reported EPS
$1.90
Surprise
+17.61%
Estimated Rev
$735.01M
Reported Rev
$771.77M
Surprise
+5%
• Reported GAAP EPS of $1.90 up 90.00% YoY • Reported revenue of $771.77M up 30.50% YoY
Bullish Takeaway
MongoDB demonstrated strong financial momentum with 30% revenue growth to $771.8M, achieving GAAP operating profitability, expanding gross margin to 74%, and growing total customer count past 70,600 alongside AI platform enhancements.
Bearish Takeaway
MongoDB faces short-term macroeconomic headwinds affecting Atlas consumption growth rates, increasing operating expenses driven by AI software and infrastructure investments, and ongoing securities and shareholder derivative litigation regarding past sales and growth disclosures.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.57 | -- | -- | N/A |
Q2 '26 | $1.62 | $1.90 | 17.61% | BEAT |
Q1 '26 | $1.19 | $1.32 | 10.80% | BEAT |
Q4 '25 | $1.48 | $1.65 | 11.32% | BEAT |
Q3 '25 | $0.81 | $1.32 | 63.88% | BEAT |