Core Insights - monday.com (MNDY) is set to report its third-quarter 2025 results on November 10, with expected total revenues between $311 million and $313 million, indicating a year-over-year growth of 24% to 25% [1] - The Zacks Consensus Estimate for third-quarter 2025 revenues stands at $312.02 million, reflecting a growth of 24.31% compared to the previous year [1] - The consensus estimate for earnings per share (EPS) is 89 cents, showing a year-over-year growth of 4.71% [2] Revenue and Earnings Performance - MNDY has consistently beaten the Zacks Consensus Estimate for earnings in the past four quarters, achieving an average positive surprise of 41.18% [4] - The company's rapid growth in its CRM business is expected to positively impact its third-quarter performance, having surpassed the $100 million annual recurring revenue milestone for monday CRM within three years of its launch [5] Strategic Developments - The introduction of new AI-powered features such as monday magic, monday vibe, and monday sidekick is anticipated to enhance user engagement and customer retention, contributing to revenue growth [6] - monday.com's focus on operational efficiency is reflected in its non-GAAP operating margin of 15% in the second quarter, indicating strong cost control and business growth [7] Challenges - A slowdown in search-generated demand, particularly due to changes in Google's AI and search algorithms, is expected to negatively affect MNDY's third-quarter results, with a noted decline in lead volumes from SMB and mid-market segments [8]

Core Viewpoint - The market anticipates that Monday.com (MNDY) will report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Monday.com is expected to post quarterly earnings of $0.89 per share, reflecting a year-over-year increase of +4.7% [3]. - Revenues are projected to be $312.02 million, which is an increase of 24.3% compared to the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial estimates [4]. - The Most Accurate Estimate for Monday.com is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -5.62%, suggesting a bearish outlook from analysts [12]. Earnings Surprise History - In the last reported quarter, Monday.com exceeded expectations by posting earnings of $1.09 per share against an expected $0.84, resulting in a surprise of +29.76% [13]. - The company has beaten consensus EPS estimates in each of the last four quarters [14]. Industry Comparison - HubSpot (HUBS), another player in the Zacks Internet - Software industry, is expected to report earnings of $2.58 per share, indicating a year-over-year change of +18.4% [18]. - HubSpot's revenues are expected to reach $786.26 million, up 17.4% from the previous year [18].

Core Insights - monday.com has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Collaborative Work Management (CWM) for the third consecutive year [1] - In the 2025 report, monday.com was positioned furthest for both Completeness of Vision and Ability to Execute among all evaluated vendors, marking the first time it achieved this position on both axes [1] Company Performance - The recognition reflects monday.com's strong performance and strategic vision in the collaborative work management sector [1] - The company has demonstrated consistent growth and innovation, contributing to its leadership status in the industry [1]

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned +9.1% in the third quarter compared to 7.9% for the benchmark. The firm focuses on acceleration in several cyclical holdings in the portfolio that have been in multi-year downswings, while the world holds attention on the latest developments in AI. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its th ...

Core Insights - Carillon Tower Advisers reported a continued upward trend in equity markets, driven by AI advancements, reduced inflation from tariffs, and potential interest rate cuts by the U.S. Federal Reserve [1] - The Russell 2000® Growth Index increased by 12.19% in Q3 2025, slightly underperforming the Russell 2000 Value Index, which rose by 12.60% [1] Company-Specific Insights - Monday.com Ltd. (NASDAQ:MNDY) is highlighted as a key stock in the Carillon Eagle Small Cap Growth Fund's portfolio, with a one-month return of 8.79% but a significant 33.21% decline over the past 52 weeks [2] - As of October 28, 2025, Monday.com Ltd. had a market capitalization of $10.337 billion, with its stock closing at $200.52 per share [2] - The company reported better-than-expected quarterly results, although its future guidance was negatively affected by changes in lead generation and macroeconomic pressures [3] Hedge Fund Interest - Monday.com Ltd. was held by 67 hedge fund portfolios at the end of Q2 2025, an increase from 64 in the previous quarter, indicating growing interest among institutional investors [4] - Despite this interest, the analysis suggests that certain AI stocks may present greater upside potential and lower downside risk compared to Monday.com Ltd. [4]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a crucial player in the energy sector, set to benefit from the rising demand for electricity driven by AI [3][6] - It owns significant nuclear energy infrastructure assets, making it integral to America's future power strategy [7] Financial Position - The company is noted for being completely debt-free and holding cash reserves that amount to nearly one-third of its market capitalization, providing a strong financial foundation [8] - It is trading at less than 7 times earnings, which is considered undervalued given its strategic position in the AI and energy markets [10] Market Trends - The company is poised to capitalize on the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [5][14] - There is a growing recognition on Wall Street of this company's potential, as it quietly benefits from multiple market tailwinds without the high valuations typical of other firms in the sector [8][9] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The overall sentiment is that investing in AI infrastructure and energy is not just about financial returns but also about participating in a transformative technological revolution [15]

Core Insights - The company identifies the current market as an asset bubble and positions itself as a resource to help investors navigate this environment profitably [1]. Company Overview - TQI was established in July 2022 with the mission to simplify, enhance enjoyment, and increase profitability in investing for all investors [2]. - The company publishes premium equity research reports on Seeking Alpha, which includes a research library and performance tracker [2]. - TQI offers additional features such as highly-concentrated, risk-optimized model portfolios tailored to various stages of the investor lifecycle, proprietary software tools, and group chats [2]. Communication Channels - In addition to Seeking Alpha, TQI disseminates investing insights through a free newsletter called TQI Tidbits, as well as on Twitter and LinkedIn [2].

Core Insights - Monday.com (MNDY) is positioned as a strong candidate for growth, leveraging AI to enhance collaboration and customer management, with projected sales of $972 million in 2024, reflecting a 33.21% increase year-over-year [1] - Despite strong sales growth, MNDY stock has underperformed, declining nearly 22% since the start of the year, contrasting with the Nasdaq's 18% gain during the same period [2] - Analysts maintain a Strong Buy consensus on MNDY, with 20 out of 25 experts expressing high conviction, and a mean price target of $281.17, suggesting a potential upside of approximately 53% [3] Performance Analysis - The lowest bullish target for MNDY is $205, indicating an 11.2% potential increase, and options trading could enhance speculative payouts [4] - Following a decent second quarter, MNDY's stock price fell due to concerns over slowing growth, despite previous highs above $219 on September 19 [5] - A data-driven approach is suggested for navigating MNDY's stock performance, emphasizing the importance of analytics in decision-making [6]

Core Insights - monday.com (MNDY) is experiencing significant cash flow issues despite a 27% revenue growth to $299 million in Q2 2025, with operating cash flow dropping 40% sequentially to $66.8 million, indicating potential structural weaknesses [2][10] - The company faces increased competition in the AI-powered work management market, which may hinder its ability to maintain market share if cash generation does not stabilize [5][6] Financial Performance - MNDY's revenue grew by 27% year-over-year, reaching $299 million in Q2 2025 [2] - Operating cash flow fell 40% sequentially to $66.8 million, highlighting a disconnect between revenue growth and cash generation [10] - Research and development spending surged 60% year-over-year to $59.2 million, straining cash resources [4] Competitive Landscape - MNDY competes with ServiceNow and Salesforce, both of which have established strong positions in enterprise SaaS and workflow automation, allowing them to generate steadier cash flows [7] - ServiceNow and Salesforce's deeper integrations and longer customer relationships provide them with a competitive edge over MNDY [7] Valuation Metrics - MNDY shares have declined 8.5% year-to-date, underperforming the Zacks Internet-Software industry and the Zacks Computer and Technology sector, which increased by 25.3% and 23.6%, respectively [8] - The stock is currently trading at a forward Price/Sales ratio of 7.67X, compared to the industry's 5.91X, indicating a higher valuation relative to peers [12] Earnings Estimates - The Zacks Consensus Estimate for MNDY's Q3 2025 earnings is 9 cents per share, reflecting a 4.71% year-over-year growth, with the estimate revised upward by two cents in the past 30 days [15]

Company Overview - NHM Capital is a family office that invests across various asset classes, with a primary focus on global listed equity [1] - The firm is managed by Markus Schmitz, who has 20 years of experience in investment banking, having worked at Goldman Sachs, Morgan Stanley, and Credit Suisse, starting in Mergers and Acquisitions and later moving to Capital Markets [1]