These Analysts Slash Their Forecasts On Monday.com Following Q4 Results

Core Insights - Monday.com reported better-than-expected fourth-quarter earnings with a revenue growth of 25% year-on-year to $333.88 million, surpassing the analyst consensus estimate of $329.64 million. The adjusted EPS for the quarter was $1.04, exceeding the consensus estimate of 92 cents [1][2]. Financial Performance - The company achieved a revenue growth of 27% in 2025, with an adjusted operating margin of 14%. This growth was attributed to disciplined execution, product lineup expansion, and strong adoption of AI offerings [2]. - For the fiscal first quarter of 2026, Monday.com expects revenue guidance of $338.00 million to $340.00 million, slightly below the analyst consensus estimate of $342.97 million. The adjusted operating margin outlook is projected to be between 11% and 12% [3]. - The 2026 revenue guidance is set at $1.452 billion to $1.462 billion, again below the analyst consensus estimate of $1.477 billion, with an adjusted operating margin outlook of 11% to 12% [3]. Market Reaction - Following the earnings announcement, Monday.com shares fell by 1.3% to $76.60 in pre-market trading [3]. - Analysts have adjusted their price targets for Monday.com in response to the earnings report [4].