MDB MongoDB, Inc. - Class A Common Stock

NASDAQ · Technology · Ver en SEC EDGAR ↗
$408,53
Precio · Ago 24, 2026
Fundamentales a fecha de May 29, 2026

Acerca de MongoDB, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia

MongoDB, Inc. is an American software company that develops and provides commercial support for the source-available database engine MongoDB, a database for unstructured data. Over the years, the company has expanded the product from its NoSQL roots to have broader appeal to enterprise customers, such as adding ACID and transactions.

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MongoDB, Inc. is an American software company that develops and provides commercial support for the source-available database engine MongoDB, a database for unstructured data. Over the years, the company has expanded the product from its NoSQL roots to have broader appeal to enterprise customers, such as adding ACID and transactions.

In 2016, the company introduced a SaaS version of the product, called Atlas. As of 2025 there were 59,000 MongoDB customers.

In 2018, the company abandoned AGPL licensing of its product and in its stead introduced the Server Side Public License, which is not OSI-approved.

Etymology

The name "Mongo" was originally a reference to the character from Blazing Saddles, however it was later back-named to be an abbreviation of humongous .

History

The company was first established in 2007 as 10gen. Based in New York City, 10gen was founded by former DoubleClick founder and CTO Dwight Merriman and former DoubleClick CEO and Gilt Groupe founder Kevin P. Ryan with former DoubleClick engineer and ShopWiki founder and CTO Eliot Horowitz and received $81 million in venture capital funding from Flybridge Capital Partners, In-Q-Tel, Intel Capital, New Enterprise Associates (NEA), Red Hat, Sequoia Capital, and Union Square Ventures. 10gen originally aimed to build a platform as a service architecture based entirely on open source components; however, the company was unable to find an existing database platform that met their principles for a cloud architecture. As a result, the company began to develop a document-oriented database system it called MongoDB. After realizing the potential of the software on its own, 10gen's team decided to scrap its cloud platform and focus on maintaining MongoDB instead. In February 2009, 10gen released MongoDB as an open source project. 10gen opened its first west coast office in August 2010, having offices in Palo Alto, Reston, London, Dublin, Barcelona, and Sydney by 2012.

In September 2012, 10gen was in The Wall Street Journal's The Next Big Thing 2012.

On August 27, 2013, 10gen announced that it would change its name to MongoDB Inc., associating itself more closely with what became its flagship products.

In 2013, the Identification Authority of India adopted MongoDB's software to analyze registration trends for new identity documents used to obtain government benefits in India. This raised concerns of potential espionage, since at-the-time MongoDB was partially funded by the United States CIA venture capital arm, In-Q-Tel. As of 2013, there is no evidence in the public domain the CIA actually has any influence over MongoDB.

On August 5, 2014, Dev Ittycheria was appointed president and chief executive officer.

By 2017, MongoDB had raised $311 million in funding from venture capitalists. MongoDB filed for an initial public offering on September 21, 2017 and went public on NASDAQ that October 20. It raised $192 million, valuing the company at $1.6 billion overall. Its market capitalization varied greatly afterwards, reaching $39 billion in 2021 and coming back down to $10 billion by 2024.

MongoDB acquired database engine company WiredTiger in 2014, followed by database-as-a-service company MLab for $68 million in 2018. The following year, in 2019, MongoDB acquired a mobile-focused database company called Realm for $39 million.

A secondary public offering was held on June 29, 2021. In 2022, MongoDB established its own venture capital fund.

On November 3, 2025, MongoDB announced that its Board of Directors has appointed Chirantan “CJ” Desai as President and Chief Executive Officer (“CEO”), effective November 10, 2025.

Recent developments

In February 2025, MongoDB acquired Voyage AI, a provider of advanced embedding and reranking models, to integrate AI-powered semantic search directly into its database platform. The company simultaneously announced a $200 million stock buyback program.

For fiscal year 2026 (ending January 2026), MongoDB reported total revenue of $2.46 billion, up 23% year-over-year, with Atlas cloud revenue growing 29% and representing 73% of total revenue. The company surpassed 65,200 total customers.

Software

As of 2025, MongoDB was the fifth most popular database software. It focuses mostly on managing large databases of unstructured data. It's typically used for mobile and web apps that commonly use unstructured databases. As of 2024, there were 50,000 MongoDB customers. MongoDB was originally best known as a NoSQL database product. The company released a database as-a-service product called Atlas in 2016 that became 70 percent of MongoDB's revenue by 2024. Over time, MongoDB added analytics, transactional databases, encryption, vector databases, ACID, migration features, and other enterprise tools. Initially, the MongoDB software was free and open source under the AGPL license. MongoDB adopted an SSPL (server side public license) for future releases starting in 2018.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

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MDB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$408.52
Capitalización Bursátil
$32.88B
P/E (TTM)
-464.2
BPA (TTM)
$-0.88
Ingresos (TTM)
$2.46B
Rendimiento div.
ROE
-2.4%
Deuda/Capital
Rango 52S
$212 – $473

MDB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $2.46B
10-point trend, +2046.1%
2017-01-31 2026-01-31
BPA $-0.88
6-point trend, +80.6%
2021-01-31 2026-01-31
Flujo de caja libre $500M
9-point trend, +1163.9%
2018-01-31 2026-01-31
Márgenes -2.9%
9-point trend, -0.7%
2018-01-31 2026-01-31

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
MDB
Mediana de Pares
P/E (TTM)
5-point trend, -402.5%
-464.2
52.1
P/S (TTM) (P/V (TTM))
5-point trend, -60.6%
13.3
8.2
P/B (P/C)
5-point trend, -74.9%
11.1
6.0
Price / FCF (Precio / FCF)
5-point trend, +100.2%
65.7

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
MDB
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +2.1%
71.8%
61.6%
Operating Margin (Margen Operativo)
5-point trend, +83.2%
-5.6%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +91.8%
-2.9%
5.0%
ROA
5-point trend, +87.6%
-2.0%
1.8%
ROE
5-point trend, +94.8%
-2.4%
2.4%
ROIC
5-point trend, +86.5%
-5.9%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
MDB
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, +15.7%
4.7
1.4
Quick Ratio (Ratio Rápido)
5-point trend, +86.0%
2.4

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
MDB
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +182.0%
22.8%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +182.0%
24.3%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +182.0%
33.1%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
MDB
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +81.5%
$-0.88

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
MDB
Mediana de Pares

MDB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 47 analistas
  • Compra fuerte 15 31,9%
  • Compra 23 48,9%
  • Mantener 9 19,1%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

36 analistas · 2026-08-22
Objetivo mediano $407.50 -0,3%
Objetivo medio $423.74 +3,7%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.30%
Próximo informe
Sep 01, 2026
Período EPS Actual EPS est. Sorpresa
31 de marzo de 2027 $1.32 $1.19
30 de junio de 2026 $1.32 $1.20 0.12%
31 de marzo de 2026 $1.65 $1.46 0.19%
31 de diciembre de 2025 $1.32 $0.80 0.52%
30 de septiembre de 2025 $1.00 $0.67 0.33%
30 de junio de 2025 $1.00 $0.67 0.33%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
MDB $30.35B -428.5 22.8% -2.9% -2.4% 71.8%
SNOW $66.35B -48.8 29.2% -28.4% -54.1% 67.2%
NET -679.8 29.8%
CRWV $35.95B -25.5 167.9% -22.7% -39.0%
TWLO $21.68B 677.3 13.7% 0.67% 0.43% 48.9%
VRSN $22.33B 117.4 6.4% 49.8% -39.8%
OKTA 65.5 11.8% 8.1% 3.4% 77.4%
AKAM $12.63B 28.4 5.4% 10.7% 9.6%
DOCN $4.42B 19.1 15.5% 28.8% -254.3% 59.9%
GDDY $16.72B 19.9 8.3% 17.7% 282.5%
APLD $13.61B -52.0 167.5% -30.1% -11.6%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 18
Datos anuales de Estado de resultados para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Revenue 11-point trend, +3674.7% $2.46B $2.01B $1.68B $1.28B $874M $590M $422M $267M $166M $115M $65M
Cost of Revenue 11-point trend, +3236.6% $696M $535M $424M $349M $259M $177M $125M $74M $43M $30M $21M
Gross Profit 11-point trend, +3880.5% $1.77B $1.47B $1.26B $935M $614M $413M $296M $193M $123M $85M $44M
R&D Expense 11-point trend, +1548.0% $716M $597M $516M $422M $309M $205M $149M $90M $62M $52M $43M
SG&A Expense 11-point trend, +1329.5% $244M $219M $194M $160M $123M $92M $71M $53M $37M $27M $17M
Operating Expenses 11-point trend, +1525.9% $1.90B $1.69B $1.49B $1.28B $904M $623M $444M $291M $208M $154M $117M
Operating Income 11-point trend, -88.3% $-137M $-216M $-234M $-347M $-289M $-209M $-148M $-98M $-85M $-69M $-73M
Interest Expense 11-point trend, +12933.3% $3M $8M $9M $10M $11M $56M $21M $10M $8.0K $9.0K $24.0K
Interest Income 3-point trend, +795.9% · · · · · · · · $1M $302.0K $146.0K
Other Non-op 11-point trend, -878.5% $-4M $-3M $-635.0K $-2M $-3M $-2M $-16M $-1M $895.0K $-308.0K $-428.0K
Pretax Income 11-point trend, +23.8% $-56M $-132M $-164M $-333M $-303M $-263M $-176M $-102M $-83M $-69M $-73M
Income Tax 11-point trend, +3397.7% $15M $-3M $13M $12M $4M $4M $-656.0K $-3M $1M $719.0K $442.0K
Net Income 11-point trend, +3.2% $-71M $-129M $-177M $-345M $-307M $-267M $-176M $-99M $-84M $-70M $-73M
EPS (Basic) 6-point trend, +80.6% $-0.88 $-1.73 $-2.48 $-5.03 $-4.75 $-4.53 · · · · ·
EPS (Diluted) 6-point trend, +80.6% $-0.88 $-1.73 $-2.48 $-5.03 $-4.75 $-4.53 · · · · ·
Shares (Basic) 6-point trend, +37.7% 81,246,520 74,555,001 71,248,982 68,628,267 64,563,032 58,984,604 · · · · ·
Shares (Diluted) 6-point trend, +37.7% 81,246,520 74,555,001 71,248,982 68,628,267 64,563,032 58,984,604 · · · · ·
EBITDA 9-point trend, -22.5% $-115M $-204M $-215M $-331M $-276M $-195M $-135M $-92M $-94M · ·
Balance general 27
Datos anuales de Balance general para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Cash & Equivalents 11-point trend, +3163.2% $1.08B $490M $803M $456M $474M $430M $706M $148M $62M $69M $33M
Receivables 10-point trend, +1492.2% $499M $393M $326M $285M $195M $135M $86M $73M $51M $31M ·
Prepaid Expense 10-point trend, +3003.5% $97M $81M $50M $31M $33M $12M $17M $12M $6M $3M ·
Current Assets 10-point trend, +1865.8% $3.11B $2.92B $2.48B $2.24B $2.12B $1.14B $1.11B $566M $347M $158M ·
PP&E (Net) 10-point trend, +715.5% $40M $46M $53M $58M $63M $62M $58M $74M $60M $5M ·
PP&E (Gross) 9-point trend, +423.5% · $76M $78M $76M $74M $70M $64M $77M $72M $15M ·
Accum. Depreciation 9-point trend, +209.2% · $30M $25M $19M $12M $8M $6M $3M $12M $10M ·
Goodwill 10-point trend, +11158.6% $191M $70M $70M $70M $58M $56M $56M $42M $2M $2M ·
Intangibles 10-point trend, +1274.0% $35M $25M $4M $11M $21M $26M $35M $16M $2M $3M ·
Other Non-current Assets 10-point trend, +4670.2% $323M $311M $218M $182M $147M $86M $55M $35M $22M $7M ·
Total Assets 10-point trend, +2054.9% $3.76B $3.43B $2.87B $2.59B $2.45B $1.41B $1.33B $733M $433M $174M ·
Accounts Payable 10-point trend, +613.4% $20M $10M $10M $8M $5M $4M $3M $2M $2M $3M ·
Accrued Liabilities 10-point trend, +1983.9% $110M $88M $75M $53M $49M $56M $27M $14M $8M $5M ·
Current Liabilities 10-point trend, +584.6% $669M $562M $564M $589M $527M $355M $242M $165M $113M $98M ·
Capital Leases 8-point trend, +23600000.00 $24M $27M $31M $36M $39M $39M $8M $0 · · ·
Deferred Tax 10-point trend, +225.9% $352.0K $262.0K $285.0K $225.0K $81.0K $773.0K $821.0K $106.0K $18.0K $108.0K ·
Other Non-current Liabilities 10-point trend, +29454000.00 $29M $33M $42M $53M $58M $59M $60M $69M $55M $0 ·
Total Liabilities 10-point trend, +597.1% $806M $648M $1.80B $1.85B $1.78B $1.41B $1.25B $469M $185M $116M ·
Long-term Debt · · · · · · · $217M · · ·
Common Stock 5-point trend, +20.9% $81.0K $78.0K $73.0K $70.0K $67.0K · · · · · ·
Paid-in Capital 10-point trend, +8445.0% $5.35B $4.63B $2.78B $2.28B $1.86B $932M $752M $755M $639M $63M ·
Retained Earnings 10-point trend, -450.3% $-1.91B $-1.84B $-1.71B $-1.54B $-1.19B $-935M $-668M $-489M $-390M $-347M ·
Treasury Stock 10-point trend, +37395.8% $495M $1M $1M $1M $1M $1M $1M $1M $1M $1M ·
AOCI 10-point trend, +3728.3% $13M $-924.0K $5M $-905.0K $-3M $-704.0K $225.0K $-174.0K $-159.0K $-364.0K ·
Stockholders' Equity 11-point trend, +1392.0% $2.95B $2.78B $1.07B $740M $667M $-5M $83M $265M $248M $-245M $-229M
Liabilities + Equity 10-point trend, +2054.9% $3.76B $3.43B $2.87B $2.59B $2.45B $1.41B $1.33B $733M $433M $174M ·
Shares Outstanding 11-point trend, +596.0% 80,492,774 80,467,811 72,741,321 69,906,586 67,444,360 60,898,451 57,382,543 54,321,810 50,575,571 13,093,621 11,565,764
Flujo de Efectivo 16
Datos anuales de Flujo de Efectivo para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
D&A 11-point trend, +451.3% $22M $12M $19M $16M $14M $14M $13M $6M $4M $4M $4M
Stock-based Comp 11-point trend, +4204.8% $550M $494M $457M $381M $251M $149M $76M $37M $21M $21M $13M
Deferred Tax 11-point trend, -172700.0% $-3M $-17M $-1M $-571.0K $-3M $-364.0K $-3M $-5M $-294.0K $-4.0K $-2.0K
Amort. of Intangibles 11-point trend, +1522.2% $15M $3M $11M $9M $9M $8M $10M $2M $900.0K $900.0K $900.0K
Other Non-cash 9-point trend, -74.3% $7M $-210M $-177M $-65M $52M $61M $61M $19M $27M · ·
Operating Cash Flow 11-point trend, +1175.7% $505M $150M $121M $-13M $7M $-43M $-30M $-42M $-45M $-38M $-47M
CapEx 11-point trend, +959.8% $5M $30M $6M $7M $8M $12M $4M $7M $2M $2M $468.0K
Investing Cash Flow 11-point trend, +770.0% $539M $-657M $188M $-33M $-852M $-263M $-2M $-160M $-172M $31M $-80M
Stock Issued 8-point trend, +0.00 · · $0 $0 $889M $0 $0 $11M $0 $0 ·
Stock Repurchased 11-point trend, +2354800.0% $400M $0 $0 $0 $0 $11.0K $43.0K $327.0K $242.0K $48.0K $17.0K
Net Stock Activity 8-point trend, -165326.9% $-400M · $0 $0 $889M $19M $13M $10M $-242.0K · ·
Financing Cash Flow 11-point trend, -15080.2% $-462M $202M $38M $30M $891M $28M $589M $288M $210M $43M $3M
Net Change in Cash 11-point trend, +577.4% $594M $-311M $347M $-18M $44M $-276M $558M $86M $-7M $36M $-124M
Taxes Paid 11-point trend, +2671.6% $14M $15M $14M $11M $6M $2M $3M $984.0K $1M $411.0K $522.0K
Free Cash Flow 9-point trend, +1163.9% $500M $121M $115M $-20M $-1M $-54M $-33M $-49M $-47M · ·
Levered FCF 9-point trend, +1155.2% $496M $113M $105M $-30M $-13M $-111M $-54M $-59M $-47M · ·
Rentabilidad 8
Datos anuales de Rentabilidad para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Gross Margin 9-point trend, -0.7% 71.8% 73.3% 74.8% 72.8% 70.3% 70.0% 70.3% 72.5% 72.3% · ·
Operating Margin 9-point trend, +91.2% -5.6% -10.8% -13.9% -27.0% -33.1% -35.4% -35.1% -36.6% -62.9% · ·
Net Margin 9-point trend, +95.4% -2.9% -6.4% -10.5% -26.9% -35.1% -45.2% -41.6% -37.1% -62.4% · ·
Pretax Margin 9-point trend, +96.3% -2.3% -6.6% -9.7% -25.9% -34.7% -44.5% -41.8% -38.3% -61.5% · ·
EBITDA Margin 9-point trend, +92.3% -4.7% -10.2% -12.8% -25.7% -31.6% -33.1% -32.0% -34.4% -60.6% · ·
ROA 9-point trend, +93.9% -2.0% -4.1% -6.5% -13.7% -15.9% -19.5% -17.0% -17.0% -32.7% · ·
ROE 9-point trend, -100.6% -2.4% -6.0% -17.3% -48.5% -46.2% -3183.4% -116.4% -37.3% 376.1% · ·
ROIC 9-point trend, +88.4% -5.9% -7.6% -23.6% -48.6% -44.0% 4225.9% -177.8% -35.8% -50.9% · ·
Liquidez y Solvencia 3
Datos anuales de Liquidez y Solvencia para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Current Ratio 9-point trend, +93.1% 4.7 5.2 4.4 3.8 4.0 3.2 4.6 3.4 2.4 · ·
Quick Ratio 9-point trend, +209.9% 2.4 1.6 2.0 1.3 1.3 1.6 3.3 1.3 0.8 · ·
Interest Coverage 9-point trend, +99.6% -43.8 -26.7 -24.9 -35.4 -25.6 -3.7 -7.0 -9.5 -12158.4 · ·
Eficiencia 2
Datos anuales de Eficiencia para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Asset Turnover 9-point trend, +30.8% 0.7 0.6 0.6 0.5 0.5 0.4 0.4 0.5 0.5 · ·
Receivables Turnover 9-point trend, +39.8% 5.5 5.6 5.5 5.3 5.3 5.3 5.3 4.3 4.0 · ·
Por Acción 5
Datos anuales de Por Acción para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Book Value / Share 9-point trend, +858.7% $36.68 $34.58 $14.70 $10.58 $9.89 $-0.08 $1.44 $4.87 $3.83 · ·
Revenue / Share 4-point trend, +62.1% $30.32 $26.91 $23.62 $18.71 · · · · · · ·
Cash Flow / Share 4-point trend, +3389.7% $6.22 $2.01 $1.71 $-0.19 · · · · · · ·
Cash / Share 9-point trend, +999.8% $13.46 $6.09 $11.04 $6.52 $7.03 $7.06 $12.31 $2.72 $1.22 · ·
EPS (TTM) 6-point trend, +80.6% $-0.88 $-1.73 $-2.48 $-5.03 $-4.75 $-4.53 · · · · ·
Tasas de Crecimiento 3
Datos anuales de Tasas de Crecimiento para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Revenue YoY 5-point trend, -52.5% 22.8% 19.2% 31.1% 46.9% 48.0% · · · · · ·
Revenue CAGR 3Y 3-point trend, -41.9% 24.3% 31.9% 41.8% · · · · · · · ·
Revenue CAGR 5Y 33.1% · · · · · · · · · ·
Valoración (TTM) 10
Datos anuales de Valoración (TTM) para MDB
Métrica Tendencia 20262025202420232022202120202019201820172016
Revenue TTM 9-point trend, +1384.0% $2.46B $2.01B $1.68B $1.28B $874M $590M $422M $267M $166M · ·
Net Income TTM 9-point trend, +15.3% $-71M $-129M $-177M $-345M $-307M $-267M $-176M $-99M $-84M · ·
Market Cap 9-point trend, +2113.9% $30.35B $21.99B $29.13B $14.97B $27.32B $22.51B $9.41B $5.02B $1.37B · ·
P/E 6-point trend, -425.2% -428.5 -158.0 -161.5 -42.6 -85.3 -81.6 · · · · ·
P/S 9-point trend, +49.2% 12.3 11.0 17.3 11.7 31.3 38.1 22.3 18.8 8.3 · ·
P/B 9-point trend, +45.1% 10.3 7.9 27.3 20.2 41.0 -4472.2 113.5 19.0 7.1 · ·
P / Tangible Book 5-point trend, -76.0% 11.1 8.2 29.3 22.7 46.4 · · · · · ·
P / Cash Flow 9-point trend, +296.7% 60.1 146.4 239.8 -1154.6 3914.4 -527.5 -318.4 -119.5 -30.5 · ·
P / FCF 9-point trend, +308.1% 60.7 182.3 252.5 -740.8 -25020.5 -413.4 -284.1 -102.7 -29.2 · ·
Earnings Yield 6-point trend, +81.3% -0.23% -0.63% -0.62% -2.4% -1.2% -1.2% · · · · ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2026-01-312025-01-312024-01-312023-01-312022-01-31
Ingresos $2.46B$2.01B$1.68B$1.28B$874M
Margen Bruto % 71.8%73.3%74.8%72.8%70.3%
Margen Operativo % -5.6%-10.8%-13.9%-27.0%-33.1%
Beneficio neto $-71M$-129M$-177M$-345M$-307M
EPS Diluido $-0.88$-1.73$-2.48$-5.03$-4.75
Balance general
2026-01-312025-01-312024-01-312023-01-312022-01-31
Ratio corriente 4.75.24.43.84.0
Ratio Rápido 2.41.62.01.31.3
Flujo de Efectivo
2026-01-312025-01-312024-01-312023-01-312022-01-31
Flujo de caja libre $500M$121M$115M$-20M$-1M

Últimas noticias Noticias recientes que mencionan a esta empresa

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Propietarios institucionales (13F) 1 001 declarantes · $21.5B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
176 (+33 vs trimestre anterior) 98 (-101 vs trimestre anterior) 344 (+14 vs trimestre anterior) 284 (+6 vs trimestre anterior) +5.3M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD GROUP INC $3 333 520 447 7 942 816 15,53% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $1 504 183 041 4 478 068 7,01% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $1 175 978 174 3 500 977 5,48% Acciones
FMR LLC $1 125 042 634 3 349 338 5,24% Acciones
STATE STREET CORP $649 648 739 1 934 054 3,03% Acciones
CITADEL ADVISORS LLC $524 742 980 1 562 200 2,44% Opción de compra
AQR CAPITAL MANAGEMENT LLC $492 149 608 1 465 167 2,29% Acciones
NORGES BANK $471 748 037 1 404 430 2,20% Acciones
GEODE CAPITAL MANAGEMENT, LLC $451 308 886 1 347 740 2,10% Acciones
Capital World Investors $341 693 391 1 017 247 1,59% Acciones
JANE STREET GROUP, LLC $323 001 440 961 600 1,50% Opción de compra
JANE STREET GROUP, LLC $289 411 440 861 600 1,35% Opción de venta
PRIMECAP MANAGEMENT CO/CA/ $284 172 744 846 004 1,32% Acciones
SRS Investment Management, LLC $248 099 435 738 611 1,16% Acciones
D. E. Shaw & Co., Inc. $238 562 898 710 220 1,11% Acciones
Polar Capital Holdings Plc $231 458 949 689 071 1,08% Acciones
Swedbank AB $195 017 830 580 583 0,91% Acciones
Employees Provident Fund Board $190 099 246 565 940 0,89% Acciones
Qube Research & Technologies Ltd $176 418 711 525 212 0,82% Acciones
VANGUARD FIDUCIARY TRUST CO $172 944 161 514 868 0,81% Acciones
CONGRESS ASSET MANAGEMENT CO $171 721 149 511 227 0,80% Acciones
WOLVERINE TRADING, LLC $167 661 300 528 900 0,78% Opción de venta
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $153 843 208 458 003 0,72% Acciones
WELLINGTON MANAGEMENT GROUP LLP $147 159 470 438 105 0,69% Acciones
WOLVERINE TRADING, LLC $140 874 800 444 400 0,66% Opción de compra
Kinetic Partners Management, LP $140 273 855 417 606 0,65% Acciones
Artisan Partners Limited Partnership $132 404 814 394 179 0,62% Acciones
FIRST TRUST ADVISORS LP $120 198 255 357 840 0,56% Acciones
PICTON MAHONEY ASSET MANAGEMENT $119 244 500 355 000 0,56% Opción de compra
AMERICAN CENTURY COMPANIES INC $115 316 149 343 305 0,54% Acciones
FRONTIER CAPITAL MANAGEMENT CO LLC $112 223 606 334 098 0,52% Acciones
LOS ANGELES CAPITAL MANAGEMENT LLC $108 709 671 323 637 0,51% Acciones
NEUBERGER BERMAN GROUP LLC $108 269 565 322 327 0,50% Acciones
DIMENSIONAL FUND ADVISORS LP $107 961 174 321 409 0,50% Acciones
Eurizon Capital SGR S.p.A. $107 043 981 317 898 0,50% Acciones
Artemis Investment Management LLP $106 989 860 318 517 0,50% Acciones
Walleye Trading LLC $105 808 500 315 000 0,49% Opción de compra
CANADA PENSION PLAN INVESTMENT BOARD $105 724 525 314 750 0,49% Acciones
ROYAL BANK OF CANADA $103 735 000 308 828 0,48% Acciones
Alyeska Investment Group, L.P. $103 318 809 307 588 0,48% Acciones
TREMBLANT CAPITAL GROUP $101 958 414 303 538 0,47% Acciones
Pictet Asset Management Holding SA $101 184 500 301 234 0,47% Acciones
MILLENNIUM MANAGEMENT LLC $99 463 013 296 109 0,46% Acciones
Candriam S.C.A. $94 156 480 280 581 0,44% Acciones
1832 Asset Management L.P. $90 457 870 269 300 0,42% Acciones
BAILLIE GIFFORD & CO $89 796 483 267 331 0,42% Acciones
AMERIPRISE FINANCIAL INC $80 862 214 240 733 0,38% Acciones
Candlestick Capital Management LP $79 299 917 255 493 0,37% Acciones
FRED ALGER MANAGEMENT, LLC $77 081 660 229 478 0,36% Acciones
Whale Rock Capital Management LLC $75 459 263 224 648 0,35% Acciones
Quantinno Capital Management LP $75 359 763 224 351 0,35% Acciones
Spyglass Capital Management LLC $74 981 613 223 226 0,35% Acciones
Swiss National Bank $74 233 900 221 000 0,35% Acciones
ALLIANCEBERNSTEIN L.P. $72 735 608 297 159 0,34% Acciones
BLAIR WILLIAM & CO/IL $70 004 356 208 408 0,33% Acciones
JONES FINANCIAL COMPANIES LLLP $69 771 766 222 196 0,32% Acciones
Defiance ETFs, LLC $68 740 410 191 275 0,32% Acciones
Ensign Peak Advisors, Inc $66 067 163 196 687 0,31% Acciones
BANK OF AMERICA CORP /DE/ $62 719 584 186 721 0,29% Acciones
UBS Group AG $60 898 670 181 300 0,28% Opción de venta
OFI INVEST ASSET MANAGEMENT $59 758 646 203 400 0,28% Acciones
Cubist Systematic Strategies, LLC $57 140 958 184 100 0,27% Opción de venta
Cubist Systematic Strategies, LLC $56 147 742 180 900 0,26% Opción de compra
ValueAct Holdings, L.P. $55 658 630 165 700 0,26% Acciones
Stephens Investment Management Group LLC $55 638 476 165 640 0,26% Acciones
Sumitomo Mitsui Trust Group, Inc. $55 005 976 163 757 0,26% Acciones
SOMA EQUITY PARTNERS LP $53 394 664 158 960 0,25% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $53 038 610 157 900 0,25% Opción de compra
Fiera Capital Corp $52 735 292 156 997 0,25% Acciones
BlackRock, Inc. $52 582 458 156 542 0,24% Acciones
National Pension Service $51 623 463 153 687 0,24% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $50 156 588 149 320 0,23% Acciones
WESTFIELD CAPITAL MANAGEMENT CO LP $50 134 909 149 255 0,23% Acciones
California Public Employees Retirement System $49 926 497 148 635 0,23% Acciones
Capital Impact Advisors, LLC $49 689 015 147 928 0,23% Acciones
PANAGORA ASSET MANAGEMENT INC $49 582 871 147 612 0,23% Acciones
Squarepoint Ops LLC $48 054 190 143 061 0,22% Acciones
MILLENNIUM MANAGEMENT LLC $47 832 160 142 400 0,22% Opción de venta
Walleye Trading LLC $47 731 390 142 100 0,22% Opción de venta
Robeco Institutional Asset Management B.V. $47 695 117 141 992 0,22% Acciones
OSSIAM $47 214 440 140 561 0,22% Acciones
Toroso Investments, LLC $47 005 280 112 000 0,22% Opción de venta
Legal & General Group Plc $44 989 774 133 938 0,21% Acciones
ExodusPoint Capital Management, LP $43 993 495 130 972 0,20% Acciones
NORDEA INVESTMENT MANAGEMENT AB $43 827 680 131 095 0,20% Acciones
MIROVA $43 285 754 128 865 0,20% Acciones
Assenagon Asset Management S.A. $43 022 072 128 080 0,20% Acciones
ENVESTNET ASSET MANAGEMENT INC $42 692 832 127 100 0,20% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $42 542 739 173 807 0,20% Acciones
RHUMBLINE ADVISERS $42 099 969 125 335 0,20% Acciones
ARMISTICE CAPITAL, LLC $42 045 275 125 172 0,20% Acciones
GOLDMAN SACHS GROUP INC $41 865 904 124 638 0,20% Acciones
Toroso Investments, LLC $40 897 951 97 448 0,19% Acciones
CITADEL ADVISORS LLC $40 789 345 121 433 0,19% Acciones
Vinva Investment Management Ltd $40 011 417 117 361 0,19% Acciones
Migdal Insurance & Financial Holdings Ltd. $39 972 100 119 000 0,19% Acciones
Kodai Capital Management LP $39 944 894 227 736 0,19% Acciones
EMINENCE CAPITAL, LP $39 899 468 163 008 0,19% Acciones
BNP PARIBAS FINANCIAL MARKETS $39 172 322 116 619 0,18% Acciones
CI INVESTMENTS INC. $38 839 109 115 627 0,18% Acciones

Informantes de la empresa 20 insiders · 9 directivos · 13 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Chirantan Jitendra Desai President & CEO 1 de julio de 2026 F 72 753 0 0 $0
Michael J Berry Chief Financial Officer 8 de julio de 2026 G 12 413 0 32 $-3 538 676
Srdjan Tanjga Interim CFO 2 de abril de 2025 S 6 406 0 0 $0
Michael Lawrence Gordon COO and CFO 2 de enero de 2025 S 79 062 0 0 $0
Cedric Pech President, Field Operations 2 de julio de 2025 S 57 280 0 0 $0
Thomas Bull Chief Accounting Officer 8 de septiembre de 2025 S 11 598 0 1 $-326 250
Mark Porter Chief Technology Officer 3 de julio de 2023 S 35 056 0 0 $0
Eliot Horowitz Chief Technology Officer 1 de julio de 2020 S 287 500 0 0 $0
Meagen Eisenberg Chief Marketing Officer 7 de enero de 2019 C 31 036 0 0 $0
Dwight A Merriman Consejero 17 de agosto de 2026 S 452 896 0 28 $-18 607 208
Dev Ittycheria Consejero 1 de julio de 2026 F 158 727 0 13 $-12 703 566
Hope F Cochran Consejero 1 de julio de 2026 S 29 326 0 3 $-1 238 782
Archana Agrawal Consejero 30 de junio de 2026 A 5 328 0 0 $0
Peter Thomas Killalea Consejero 30 de junio de 2026 A 63 060 0 0 $0
Ann Lewnes Consejero 30 de junio de 2026 A 3 454 0 0 $0
Charles M Hazard Jr Consejero 30 de junio de 2026 A 45 832 0 4 $-2 710 890
Francisco Dsouza Consejero 30 de junio de 2026 A 8 606 0 0 $0
ROELOF BOTHA ("RB") Consejero 30 de junio de 2026 A 2 047 0 5 $-17 534 749
John Dennis Mcmahon Consejero 25 de junio de 2024 A 14 143 0 0 $0
Kevin P Ryan Consejero 24 de junio de 2019 C 3 133 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 1 tenencia

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Whale Rock Capital Management LLC, Alexander Sacerdote 10 de mayo de 2018 Presentación inicial Inversión pasiva SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 149 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
DAT · ProShares Trust 4,06% 673 NS 31 de mayo de 2026 N-PORT
TMFM · RBB Fund, Inc. 3,65% 12 693 NS 31 de mayo de 2026 N-PORT
SKYY · First Trust Exchange-Traded Fund II 3,27% 264 846 NS 30 de junio de 2026 N-PORT
LGRO · ALPS ETF Trust 2,28% 9 165 NS 31 de mayo de 2026 N-PORT
CAML · Professionally Managed Portfolios 1,96% 29 422 NS 30 de abril de 2026 N-PORT
WBIL · Absolute Shares Trust 1,95% 1 767 NS 30 de junio de 2026 N-PORT
NUMG · Nushares ETF Trust 1,91% 26 959 NS 30 de abril de 2026 N-PORT
IVES · Wedbush Series Trust 1,68% 66 714 NS 30 de abril de 2026 N-PORT
QQQJ · Invesco Exchange-Traded Fund Trust … 1,66% 46 703 SH 21 de agosto de 2026 Diario
OGIG · ALPS ETF Trust 1,64% 5 620 NS 31 de mayo de 2026 N-PORT
THNQ · EXCHANGE TRADED CONCEPTS TRUST 1,44% 18 491 NS 30 de abril de 2026 N-PORT
RBLD · First Trust Exchange-Traded Fund II 1,39% 1 675 NS 30 de junio de 2026 N-PORT
SKYU · ProShares Trust 1,36% 146 NS 31 de mayo de 2026 N-PORT
SPIT · RBB Fund, Inc. 1,31% 1 495 NS 30 de abril de 2026 N-PORT
TMFX · RBB Fund, Inc. 1,23% 1 181 NS 31 de mayo de 2026 N-PORT
ARTY · iShares Trust 1,14% 106 911 SH 21 de agosto de 2026 Diario
ENDW · EA Series Trust 0,86% 3 682 NS 29 de mayo de 2026 N-PORT
IWP · iShares Trust 0,84% 409 034 SH 21 de agosto de 2026 Diario
CGMM · Capital Group Equity ETF Trust I 0,76% 63 558 NS 31 de mayo de 2026 N-PORT
NULG · Nushares ETF Trust 0,66% 69 064 NS 30 de abril de 2026 N-PORT
FCTR · First Trust Exchange-Traded Fund 0,65% 1 102 NS 30 de junio de 2026 N-PORT
ILDR · First Trust Exchange-Traded Fund VI… 0,59% 5 074 NS 31 de mayo de 2026 N-PORT
GTEK · Goldman Sachs ETF Trust 0,56% 4 065 NS 31 de mayo de 2026 N-PORT
VOT · VANGUARD INDEX FUNDS 0,56% 585 861 SH 19 de agosto de 2026 Diario
TRFK · Pacer Funds Trust 0,45% 10 910 NS 30 de abril de 2026 N-PORT
IMCG · iShares Trust 0,44% 42 775 SH 21 de agosto de 2026 Diario
ROBT · First Trust Exchange-Traded Fund VI 0,41% 8 991 NS 30 de junio de 2026 N-PORT
KNCT · Invesco Exchange-Traded Fund Trust 0,36% 1 374 SH 21 de agosto de 2026 Diario
HQGO · Lattice Strategies Trust 0,36% 686 NS 30 de abril de 2026 N-PORT
TMFE · RBB Fund, Inc. 0,32% 799 NS 31 de mayo de 2026 N-PORT
NULC · Nushares ETF Trust 0,31% 714 NS 30 de abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,30% 922 289 SH 19 de agosto de 2026 Diario
PRFZ · Invesco Exchange-Traded Fund Trust 0,29% 19 832 SH 21 de agosto de 2026 Diario
ACGR · AMERICAN CENTURY ETF TRUST 0,28% 96 NS 31 de mayo de 2026 N-PORT
FXL · First Trust Exchange-Traded AlphaDE… 0,28% 16 497 NS 30 de abril de 2026 N-PORT
CVMC · Morgan Stanley ETF Trust 0,26% 803 NS 30 de junio de 2026 N-PORT
TECB · iShares Trust 0,25% 2 960 SH 21 de agosto de 2026 Diario
EGUS · iShares Trust 0,25% 166 SH 21 de agosto de 2026 Diario
VO · VANGUARD INDEX FUNDS 0,25% 1 657 222 SH 19 de agosto de 2026 Diario
GSEW · Goldman Sachs ETF Trust 0,25% 13 157 NS 31 de mayo de 2026 N-PORT
ACLC · AMERICAN CENTURY ETF TRUST 0,24% 2 187 NS 31 de mayo de 2026 N-PORT
FAI · First Trust Exchange-Traded Fund II 0,24% 684 NS 30 de junio de 2026 N-PORT
IWR · iShares Trust 0,23% 317 276 SH 21 de agosto de 2026 Diario
JMID · Janus Detroit Street Trust 0,23% 167 NS 30 de abril de 2026 N-PORT
SIZE · iShares Trust 0,23% 2 391 SH 21 de agosto de 2026 Diario
PHEQ · Morgan Stanley ETF Trust 0,22% 935 NS 30 de junio de 2026 N-PORT
EUSA · iShares, Inc. 0,22% 10 227 SH 21 de agosto de 2026 Diario
OASC · Unified Series Trust 0,22% 556 NS 31 de mayo de 2026 N-PORT
IMCB · iShares Trust 0,22% 8 971 SH 21 de agosto de 2026 Diario
ESUM · Strategy Shares 0,22% 1 348 NS 30 de abril de 2026 N-PORT