monday.com(MNDY)

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Wall Street Analysts Think Monday.com (MNDY) Is a Good Investment: Is It?
ZACKS· 2025-06-06 14:32
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Monday.com (MNDY) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Monday.com currently has an average brok ...
Monday.com (MNDY) Is Up 3.08% in One Week: What You Should Know
ZACKS· 2025-06-05 17:05
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
monday.Com: Exceptional Buy As New Products And Upmarket Push Take Off (Upgrade)
Seeking Alpha· 2025-05-31 11:37
Group 1 - The stock market is currently hovering around all-time highs despite cautious macroeconomic indicators, leading to concerns about high valuations [1] - The Q1 earnings season has shown many companies experiencing decelerating growth rates and cautious outlooks, indicating potential challenges ahead [1] - The analyst has extensive experience in covering technology companies and has been involved with seed-round startups, providing insights into current industry themes [1] Group 2 - The analyst has a beneficial long position in MNDY shares, indicating a personal investment interest in the company [2] - The article expresses the analyst's own opinions and is not influenced by compensation from any company mentioned [2]
Monday.com (MNDY) Is Considered a Good Investment by Brokers: Is That True?
ZACKS· 2025-05-21 14:36
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Monday.com (MNDY) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Monday.com currently has an average brok ...
monday.com (MNDY) FY Conference Transcript
2025-05-14 18:40
monday.com (MNDY) FY Conference May 14, 2025 01:40 PM ET Speaker0 We should just do a keynote. Speaker1 Yeah. Alright. Sounds Speaker0 sounds sounds like real life. Hey, everyone. Thanks for coming. Delighted to have you here with us, themonday.com CEO, co CEO and co founder Roy Mahn and Byron Steven who's VP of Investor Relations. Thank you guys for joining. Speaker1 Thank you for having We Speaker0 have really outdone ourselves. I should compliment myself. Right? Last time it was standing room only and no ...
Monday.com's Strong Q1, Big Customer Growth, High Margins Drive Bullish Wall Street Outlook
Benzinga· 2025-05-13 18:57
Core Insights - Monday.com Ltd reported strong first-quarter results, with a revenue growth of 30% to $282.3 million, surpassing the consensus estimate of $275.8 million [1] - The adjusted EPS of $1.10 exceeded the analyst consensus estimate of 70 cents [1] - The company anticipates fiscal second-quarter 2025 revenue between $292 million and $294 million, again above the analyst consensus of $275.8 million [1] Financial Performance - Needham analyst Scott Berg noted that first-quarter revenue was $7.2 million (2.6%) higher than his estimate, driven by Enterprise strength and the adoption of AI features [2] - Gross margins were reported at 90.2%, exceeding the analyst estimate by 70 basis points and improving by 40 basis points [2] - Adjusted operating income was $40.8 million, significantly above Berg's estimate, with an adjusted operating margin of 14.4%, compared to his estimate of 9.5% [3] Operational Highlights - The company is experiencing success in the Enterprise segment, with strong net additions in customers with annual recurring revenue (ARR) over $50,000 and $100,000 [4] - The hiring of new Chief Revenue Officer Casey George indicates a strategic focus on expanding the Enterprise segment [4] - AI traction is reportedly gaining momentum, with potential upside for monetization in the second half of 2025 [5] Guidance and Market Reaction - Management provided new fiscal 2025 guidance, projecting revenue of $1.220 billion to $1.226 billion, reflecting a growth of 25.8% at the midpoint [6] - The stock price of Monday.com increased by 3.63% to $289.29 following the announcement [6]
monday.com(MNDY) - 2025 Q1 - Earnings Call Transcript
2025-05-12 13:32
monday.com (MNDY) Q1 2025 Earnings Call May 12, 2025 08:30 AM ET Company Participants Byron Stephen - Vice President of Investor RelationsRoy Mann - Co-Founder, Co-CEO & DirectorEran Zinman - Co-Founder & Co-CEOEliran Glazer - CFOKash Rangan - Managing DirectorPinjalim Bora - Executive Director, Equity ResearchArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsBrent Thill - Tech Sector Leader, Software/Internet ResearchJackson Ader - Managing DirectorThomas Blakey - Managing DirectorMatt Bullo ...
monday.com(MNDY) - 2025 Q1 - Earnings Call Transcript
2025-05-12 13:32
monday.com (MNDY) Q1 2025 Earnings Call May 12, 2025 08:30 AM ET Company Participants Byron Stephen - Vice President of Investor RelationsRoy Mann - Co-Founder, Co-CEO & DirectorEran Zinman - Co-Founder & Co-CEOEliran Glazer - CFOKash Rangan - Managing DirectorPinjalim Bora - Executive Director, Equity ResearchArjun Bhatia - Co-Group Head - Technology, Media & CommunicationsBrent Thill - Tech Sector Leader, Software/Internet ResearchJackson Ader - Managing DirectorThomas Blakey - Managing DirectorMatt Bullo ...
monday.com(MNDY) - 2025 Q1 - Earnings Call Transcript
2025-05-12 13:30
monday.com (MNDY) Q1 2025 Earnings Call May 12, 2025 08:30 AM ET Speaker0 Good day. My name is Janice and I'll be your conference operator today. At this time, I would like to welcome everyone to monday.com's First Quarter Fiscal Year 20 20 5 Earnings Conference Call. I would like to turn the call over to monday.com's Vice President of Investor Relations, Mr. Byron Steven. Please go ahead. Speaker1 Hello, everyone, and thank you for joining us on today's conference call to discuss the financial results for ...
Monday.com (MNDY) Q1 Earnings and Revenues Beat Estimates
ZACKS· 2025-05-12 13:10
Monday.com (MNDY) came out with quarterly earnings of $1.10 per share, beating the Zacks Consensus Estimate of $0.70 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 57.14%. A quarter ago, it was expected that this project management software developer would post earnings of $0.78 per share when it actually produced earnings of $1.08, delivering a surprise of 38.46%.Over the last fo ...