MDB vs PATH: AI Stock Comparison

MongoDB, Inc. vs UiPath, 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: $PATH has the earlier next catalyst (Dec 2, 2026).
$MDB
MongoDB, Inc.
Developer database (Atlas) used by AI app builders.
$PATH
UiPath, Inc.
Automation software moving to agentic AI.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding80.6M
as of 2026-08-28 · 10-Q cover page · SEC filing
Not shown (multiple share classes or no recent cover-page figure)
CategoryCloud softwareCloud software
Key metrics
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
Revenue (latest quarter) $410.3M
10-Q period ended 2026-07-31; +13% y/y · SEC filing
Gross margin 80.4%
Gross profit / revenue, same quarter · SEC filing
Operating income $31.6M
Same quarter; 8% operating margin · SEC filing
Next earnings
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Next catalyst
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Upcoming catalysts
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Dec 2, 2026 expected
UiPath, Inc. quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “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
  • “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 2026-03-25) · source
  • “We have incurred net losses in the past, anticipate continuing to incur significant operating expenses in the future, and may not sustain consistent profitability.” — 10-K risk factor (filed 2026-03-25) · source
AI angle

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

UiPath's platform automates business processes; it is adding AI agents to its robots, which its 10-K names as a key development area.

Full analysis: $MDB →Full analysis: $PATH →

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Related matchups

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