monday.com (NASDAQ:MNDY) Announces Earnings Results

monday.com (NASDAQ:MNDY) released its quarterly earnings data on Monday. The company reported $1.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.96 by $0.19, Briefing.com reports. monday.com had a return on equity of 4.80% and a net margin of 9.64%.The firm had revenue of $351.27 million for the quarter, compared to analyst estimates of $339.07 million. During the same quarter in the prior year, the company earned $1.10 earnings per share. The business’s revenue for the quarter was up 24.4% compared to the same quarter last year.

Here are the key takeaways from monday.com’s conference call:

• Q1 revenue was $351 million, up 24% year?over?year, with a record $49 million operating profit and a 29% adjusted free cash flow margin, indicating efficient, durable growth.
• Management repositioned the business as the monday AI Work Platform, shipped mondayDB 3.0 (a 100x scale increase), introduced a new seats?plus?credits consumption pricing for new customers, and agreed to acquire OneAI to add voice capabilities — strategic moves to drive AI monetization.
• The company expects overall NDR to slightly decline in FY26, guided FY revenue growth to 19–20% with operating margin around 13%, and warned of 100–200 bps FX headwinds and an estimated $20M reduction to full?year adjusted FCF from accelerated buybacks, creating near?term margin and cash pressures.
• Early AI traction and efficiency gains are tangible — roughly 10% of net new ARR in Q1 was driven by existing AI products (Vibe, AI Blocks, Sidekick), while AI has driven a 32% rise in developer output and a 38% reduction in product time?to?market, supporting future adoption upside as agents roll out.

monday.com Trading Up 6.7%

NASDAQ:MNDY opened at $76.91 on Tuesday. The stock has a 50 day simple moving average of $70.51 and a 200 day simple moving average of $115.01. The stock has a market cap of $3.93 billion, a P/E ratio of 34.18, a PEG ratio of 1.44 and a beta of 1.17. monday.com has a 1-year low of $57.50 and a 1-year high of $316.98.

Analyst Ratings Changes

MNDY has been the topic of a number of recent analyst reports. Cantor Fitzgerald decreased their target price on monday.com from $148.00 to $95.00 and set an “overweight” rating on the stock in a report on Tuesday, February 10th. DA Davidson set a $100.00 price objective on shares of monday.com in a research report on Tuesday, February 10th. Morgan Stanley reduced their price objective on shares of monday.com from $236.00 to $200.00 and set an “overweight” rating for the company in a research report on Tuesday, January 27th. Barclays dropped their price objective on shares of monday.com from $115.00 to $95.00 and set an “overweight” rating on the stock in a research report on Monday, April 20th. Finally, UBS Group cut their target price on shares of monday.com from $140.00 to $93.00 and set a “neutral” rating for the company in a research note on Tuesday, February 10th. Seventeen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $143.65.

Key Stories Impacting monday.com

Here are the key news stories impacting monday.com this week:

• Positive Sentiment: monday.com reported Q1 adjusted EPS of $1.15, ahead of estimates, while revenue of about $351.3 million also beat expectations and rose 24.4% year over year. Article Title
• Positive Sentiment: The company said growth was driven by enterprise customer expansion and AI adoption, with market commentary highlighting a new AI work platform, consumption-based pricing, and improving operating leverage. Article Title
• Positive Sentiment: Piper Sandler raised its price target on monday.com to $90 from $85, signaling continued analyst confidence despite keeping a neutral rating. Article Title
• Neutral Sentiment: monday.com updated guidance for Q2 and full-year 2026, with revenue outlook roughly in line with consensus, which supports the view that the beat was solid but not a major raise to near-term expectations.
• Negative Sentiment: Several law firms issued reminders about a May 11 securities class action lead-plaintiff deadline tied to alleged investor harm during the 2025-2026 class period, which may add legal overhang and headline risk. Article Title

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. NewEdge Advisors LLC increased its position in monday.com by 2,120.0% in the 1st quarter. NewEdge Advisors LLC now owns 111 shares of the company’s stock valued at $27,000 after acquiring an additional 106 shares during the period. Advisory Services Network LLC bought a new stake in shares of monday.com in the third quarter worth $28,000. EverSource Wealth Advisors LLC grew its stake in shares of monday.com by 76.5% in the second quarter. EverSource Wealth Advisors LLC now owns 150 shares of the company’s stock worth $47,000 after purchasing an additional 65 shares during the last quarter. Quarry LP bought a new stake in shares of monday.com in the fourth quarter worth $29,000. Finally, Empowered Funds LLC acquired a new stake in monday.com in the fourth quarter valued at $50,000. Institutional investors own 73.70% of the company’s stock.

monday.com Company Profile

monday.com is a software-as-a-service (SaaS) company that provides a cloud-based Work Operating System (Work OS) designed to help teams plan, organize and track their work. The platform offers customizable workflows that support project management, task delegation, time tracking and collaboration across departments. monday.com’s visual interface enables users to create boards, automations and dashboards to centralize information and streamline processes without requiring extensive coding knowledge.

The company’s product portfolio includes monday Work OS, which can be adapted for use cases ranging from marketing campaign management and sales pipelines to software development sprints and human resources onboarding.