What Happened?
Shares of database platform company MongoDB (NASDAQ: MDB) jumped 24.9% in the morning session after the company reported third-quarter 2025 financial results that surpassed Wall Street's expectations and raised its full-year earnings forecast.
For the quarter, MongoDB announced total revenue of $628.3 million, an 18.7% increase from the same period last year, beating estimates of $594.3 million. Adjusted earnings per share came in at $1.32, which was also well ahead of the $0.79 analysts had predicted. The database platform company also added 2,600 new customers during the quarter, bringing its total to 62,500. Looking ahead, the company showed confidence by issuing fourth-quarter revenue guidance that was 6.5% above analyst expectations and increasing its earnings guidance for the full year by nearly 30% at the midpoint.
Is now the time to buy MongoDB? Access our full analysis report here.
What Is The Market Telling Us
MongoDB’s shares are very volatile and have had 24 moves greater than 5% over the last year. But moves this big are rare even for MongoDB and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 19 days ago when the stock dropped 4% on the news that investor caution spread amid concerns that the rally in artificial intelligence stocks might have created a bubble.
After a fantastic run, many of those high-flying AI and technology stocks saw investors take profits: selling shares to lock in their gains. This is often called a "market rotation." Money is moving out of the red-hot tech sector (which some worry has become too expensive) and into other parts of the market that investors may currently deem more stable or reasonably-priced. There's a secondary reason for the cautious mood: The long government shutdown came to an end. Though it's typically interpreted as good news, it also means a flood of delayed economic reports will be released. For weeks, investors were "flying blind" without key updates on the economy's health, like inflation data and the jobs report. In typical "sell the news" fashion, investors may also be taking profits and selling in anticipation that the new data would potentially give the Federal Reserve reasons to slow or even pause future rate cuts.
MongoDB is up 67.2% since the beginning of the year, and at $408.91 per share, has set a new 52-week high. Investors who bought $1,000 worth of MongoDB’s shares 5 years ago would now be looking at an investment worth $1,526.
Microsoft, Alphabet, Coca-Cola, Monster Beverage—all began as under-the-radar growth stories riding a massive trend. We’ve identified the next one: a profitable AI semiconductor play Wall Street is still overlooking.Go here for access to our full report.
