Goldman Sachs reiterated its Buy rating for MongoDB in a research note issued February 9, 2026. The investment bank concluded that the company possesses meaningful insulation against potential artificial intelligence disruption. Analysts cited MongoDB’s mission-critical platform and durable economics as primary drivers for this stability. The report also pointed to tangible AI product innovation as a competitive advantage.
MongoDB shares climbed 5.5% following the positive assessment. The stock reached a price of $344.35 during the session. This recovery follows a period of software sector underperformance fueled by fears of AI-led displacement. Goldman Sachs argued that the recent de-rating of the stock was primarily sentiment-driven. The analysis suggests the current market position represents a potential buying opportunity.