Hel Ved Capital Management Ltd Makes New $1.86 Million Investment in MongoDB, Inc. $MDB

Key Points

• Hel Ved Capital Management bought a new stake of 6,000 shares in MongoDB (NASDAQ:MDB) in Q3, valued at about $1.86 million.
• Analysts are mixed: the consensus rating is a Moderate Buy with a consensus price target of $354.18, while individual firms range from Strong Buy/Buy to Hold/Sell and several have recently trimmed price targets.
• MongoDB beat Q4 expectations with $695.1M revenue (up 26.8% YoY) and $1.65 EPS driven by Atlas growth, but management’s FY2027 guidance implying continued operating losses has spurred downgrades and notable insider selling.

Hel Ved Capital Management Ltd acquired a new stake in MongoDB, Inc. (NASDAQ:MDB - Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 6,000 shares of the company's stock, valued at approximately $1,862,000.

Several other large investors have also recently modified their holdings of MDB. Huntington National Bank boosted its stake in MongoDB by 110.9% during the third quarter. Huntington National Bank now owns 97 shares of the company's stock worth $30,000 after buying an additional 51 shares during the period. TD Private Client Wealth LLC raised its stake in shares of MongoDB by 2,825.0% in the third quarter. TD Private Client Wealth LLC now owns 117 shares of the company's stock valued at $36,000 after acquiring an additional 113 shares during the period. Hollencrest Capital Management purchased a new stake in shares of MongoDB in the third quarter valued at $37,000. Westside Investment Management Inc. lifted its holdings in shares of MongoDB by 82.1% in the 3rd quarter. Westside Investment Management Inc. now owns 122 shares of the company's stock worth $39,000 after acquiring an additional 55 shares during the last quarter. Finally, Parkside Financial Bank & Trust lifted its holdings in shares of MongoDB by 85.5% in the 3rd quarter. Parkside Financial Bank & Trust now owns 141 shares of the company's stock worth $44,000 after acquiring an additional 65 shares during the last quarter. Institutional investors own 89.29% of the company's stock.

Analysts Set New Price Targets

Several brokerages recently commented on MDB. Rosenblatt Securities reiterated a "buy" rating and set a $425.00 price target on shares of MongoDB in a report on Monday, March 2nd. Wall Street Zen downgraded MongoDB from a "buy" rating to a "hold" rating in a report on Saturday. Citizens Jmp raised their price target on MongoDB from $435.00 to $475.00 and gave the stock a "market outperform" rating in a research note on Tuesday, December 2nd. Barclays dropped their price objective on MongoDB from $440.00 to $370.00 and set an "overweight" rating for the company in a report on Tuesday. Finally, Zacks Research downgraded MongoDB from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $354.18.

MongoDB News Summary

Here are the key news stories impacting MongoDB this week:

• Positive Sentiment: Scotiabank upgraded MDB to "Sector Outperform", raised its price target and boosted its FY2027 EPS forecast — a near‑term driver of buying interest. Scotiabank upgrades MongoDB (MDB)
• Positive Sentiment: MongoDB expanded AI capabilities in Atlas (new embedding models, vector search and APIs) — product progress that supports the long‑term growth thesis as customers build AI apps on Atlas. MongoDB Expands AI Capabilities: Is the Growth Thesis Strengthening?
• Positive Sentiment: Q4 results topped revenue and EPS expectations with Atlas contributing the bulk of revenue and 27% revenue growth year‑over‑year — supporting the company's execution story despite mixed forward commentary. Should You Buy, Sell or Hold MongoDB Stock Post Q4 Earnings?
• Neutral Sentiment: Unusually large options volume (big buys of both calls and puts) indicates heightened short‑term speculative activity and hedging — adds volatility risk but not a directional signal on fundamentals.
• Negative Sentiment: Multiple sell‑side firms trimmed price targets in the last 24–36 hours (examples: Mizuho, UBS, Goldman, Piper Sandler and others), signaling reduced near‑term upside expectations from analysts. Mizuho Cuts MongoDB NASDAQ: MDB Price Target to $290.00 UBS Group Lowers MongoDB NASDAQ: MDB Price Target to $275.00
• Negative Sentiment: Management's FY2027 guidance still implies operating losses and a slower recovery path; that guidance triggered a sharp selloff earlier and keeps upside contingent on faster margin improvement or stronger revenue acceleration. Why MongoDB (MDB) Is Down 19.1% After Mixed 2026 Results And Loss‑Heavy 2027 Guidance

Insiders Place Their Bets

In other MongoDB news, CAO Thomas Bull sold 555 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $413.86, for a total transaction of $229,692.30. Following the sale, the chief accounting officer owned 10,784 shares of the company's stock, valued at approximately $4,463,066.24. This trade represents a 4.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Hope F. Cochran sold 1,566 shares of MongoDB stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $421.85, for a total value of $660,617.10. Following the completion of the transaction, the director owned 25,659 shares in the company, valued at $10,824,249.15. This represents a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 32,504 shares of company stock worth $13,389,622 over the last 90 days. Company insiders own 3.10% of the company's stock.

MongoDB Stock Performance

NASDAQ MDB opened at $270.47 on Friday. MongoDB, Inc. has a one year low of $140.78 and a one year high of $444.72. The company has a market capitalization of $22.01 billion, a price-to-earnings ratio of -307.35, a price-to-earnings-growth ratio of 393.66 and a beta of 1.40. The company's 50-day simple moving average is $369.06 and its two-hundred day simple moving average is $350.98.

MongoDB (NASDAQ:MDB - Get Free Report) last announced its quarterly earnings results on Monday, March 2nd. The company reported $1.65 earnings per share for the quarter, topping the consensus estimate of $1.47 by $0.18. The firm had revenue of $695.07 million during the quarter, compared to analysts' expectations of $669.40 million. MongoDB had a negative net margin of 2.89% and a negative return on equity of 1.03%. The company's revenue was up 26.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.28 EPS. Equities analysts expect that MongoDB, Inc. will post -1.78 earnings per share for the current fiscal year.

MongoDB Profile

MongoDB, Inc is a software company best known for developing MongoDB, a general-purpose, document-oriented database designed for modern application development. The company's platform is built to support high-performance, scalable data storage and retrieval for use cases such as cloud-native applications, mobile backends, real-time analytics, and content management. MongoDB offers a mix of open-source software, commercial server distributions, and subscription-based services that include technical support, training and professional services.

The company traces its origins to 2007 when it was founded as 10gen by Dwight Merriman and Eliot Horowitz; it later adopted the MongoDB name and completed a public listing in 2017.

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