ADBE vs MDB: AI Stock Comparison

Adobe Inc. vs MongoDB, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $MDB has the earlier next catalyst (Dec 7, 2026).
$ADBE
Adobe Inc.
Creative and document software with Firefly AI.
$MDB
MongoDB, Inc.
Developer database (Atlas) used by AI app builders.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding389.2M
as of 2026-09-18 · 10-Q cover page · SEC filing
80.6M
as of 2026-08-28 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $6.76B
10-Q period ended 2026-08-28; +13% y/y · SEC filing
Gross margin 88.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.35B
Same quarter; 35% operating margin · SEC filing
Revenue (latest quarter) $771.8M
10-Q period ended 2026-07-31; +30% y/y · SEC filing
Gross margin 73.8%
Gross profit / revenue, same quarter · SEC filing
Operating income $28.4M
Same quarter; 4% operating margin · SEC filing
Next earnings
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Next catalyst
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Upcoming catalysts
Dec 9, 2026 expected
Adobe Inc. quarterly earnings · source
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “Issues relating to the development and use of AI in our solutions may result in reputational harm, liability and adverse business and financial results.” — 10-K risk factor (filed 2026-01-15) · source
  • “We may be unsuccessful at innovating in response to rapid technological or industry changes to meet customer needs, which could cause our business and financial results to suffer materially.” — 10-K risk factor (filed 2026-01-15) · source
  • “We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.” — 10-K risk factor (filed 2026-03-11) · source
  • “In the past, we incurred significant amounts of debt and may in the future incur additional indebtedness. We may not have sufficient cash flow from our business to make payments on such…” — 10-K risk factor (filed 2026-03-11) · source
AI angle

Adobe adds generative AI (Firefly) across Creative Cloud and Acrobat; AI is both a feature driver and a competitive threat from new tools.

MongoDB's Atlas database adds vector search for AI applications; AI-native startups are a source of new workloads.

Full analysis: $ADBE →Full analysis: $MDB →

The morning brief

Today's AI-stock catalysts in your inbox before the open. Free, 2-minute read.

Related matchups

Deep dives: ADBE next earnings & catalysts · MDB next earnings & catalysts · AI earnings this week