Billionaire Chris Rokos’ 10 Stock Picks with Huge Upside Potential

4. MongoDB, Inc. (NASDAQ:MDB)

Rokos Capital Management Stake Value: $6,011,724

Upside Potential as of May 7: 57.81%

Number of Hedge Fund Holders: 70

MongoDB, Inc. (NASDAQ:MDB) is a database technology company. It offers products and services like MongoDB Atlas (cloud-based database service), MongoDB Enterprise Advanced (self-managed database solution for businesses), Atlas Search & Vector Search (tools for advanced search and AI-powered applications), and Data Processing & Analytics (solutions for real-time data streaming and analysis).

In Q4 2025, MongoDB’s (NASDAQ:MDB) total revenue reached $2.01 billion, 19% higher than the previous fiscal year. MongoDB Atlas grew 24% year-over-year, accounting for 71% of total Q4 revenue. The company’s net income in the quarter reached $15.8 million, or $0.20 per share. This is a massive improvement from a net loss of $55.5 million in the year-ago period. Non-GAAP income from operations was $299.3 million for the full fiscal year.

Be that as it may, MongoDB, Inc. (NASDAQ:MDB) faces growing competitive pressures and challenges in maintaining its historically high growth rates. For fiscal year 2026, the company issued guidance for revenue between $2.24 billion and $2.28 billion. This is a deceleration to 11-13% growth compared to the 19% growth achieved in fiscal 2025. CEO Dev Ittycheria acknowledged this slowdown, stating, “In fiscal year 2026 we expect to see stable consumption growth in Atlas, our main growth driver.”

On April 25, 2025, Scotiabank analyst Patrick Colville reduced his price target from $240 to $160 while maintaining a Sector Perform rating. He cited conversations with executive IT decision-makers that suggest a decline in MongoDB, Inc.’s (NASDAQ:MDB) share of new database workloads.