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MongoDB upgraded to Buy at Guggenheim on accelerating Atlas growth
The Fly

MongoDB upgraded to Buy at Guggenheim on accelerating Atlas growth

As previously reported, Guggenheim analyst Howard Ma upgraded MongoDB (MDB) to Buy from Neutral with a $300 price target MongoDB “seems more like the ugly duckling in infrastructure software as of late than the soaring eagle it’s long been” with shares down 30% since fiscal Q3 earnings on December 9, the analyst tells investors. However, the firm’s most recent channel check indicates that Q4 consumption accelerated from Q3 and assuming stable consumption in FY26 the firm sees Atlas accelerating to 29% growth, the analyst added.

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