MDB vs SNOW: AI Stock Comparison

MongoDB, Inc. vs Snowflake 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: $SNOW has the earlier next catalyst (Dec 2, 2026).
$MDB
MongoDB, Inc.
Developer database (Atlas) used by AI app builders.
$SNOW
Snowflake Inc.
Cloud data platform used for AI workloads.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding80.6M
as of 2026-08-28 · 10-Q cover page · SEC filing
352.8M
as of 2026-08-21 · 10-Q cover page · SEC filing
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) $1.55B
10-Q period ended 2026-07-31; +35% y/y · SEC filing
Gross margin 67.0%
Gross profit / revenue, same quarter · SEC filing
Operating income -$263.0M
Same quarter; -17% operating margin · SEC filing
Next earnings
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Next catalyst
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Dec 2, 2026 confirmed
Snowflake Inc. quarterly earnings · source
Upcoming catalysts
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Dec 2, 2026 confirmed
Snowflake 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 have a history of operating losses and may not achieve or sustain profitability in the future.” — 10-K risk factor (filed 2026-03-20) · source
  • “As we are offering our platform in China through a Chinese-owned operating partner to Chinese affiliates of certain multi-national customers, risks associated with economic, political, and…” — 10-K risk factor (filed 2026-03-20) · source
AI angle

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

Snowflake's consumption revenue rises as customers prepare and query data for AI; it offers AI and model services on its platform.

Full analysis: $MDB →Full analysis: $SNOW →

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Related matchups

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