Monday.com announces Q3 earnings per share of $1.16, surpassing consensus estimate of 88 cents.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Should l Buy MNDY?
Q3 Revenue Performance: monday.com reported Q3 revenue of $316.86 million, surpassing the consensus estimate of $312.26 million.
Strategic Execution: The co-founders highlighted the effectiveness of their strategy to target larger customers and expand their product offerings, which has led to increased demand.
Innovation and Growth: The company emphasizes its ability to combine innovation with disciplined growth, distinguishing itself in the market.
Long-term Success: The leadership believes that their current approach positions monday.com for sustained success in the future.
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Analyst Views on MNDY
Wall Street analysts forecast MNDY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 77.600
Low
195.00
Averages
235.58
High
310.00
Current: 77.600
Low
195.00
Averages
235.58
High
310.00
About MNDY
Monday.Com Ltd is an Israel-based company engaged primarily in the software sector. The Company provides cloud-based platform that enables its users to create custom applications and project management software. The platform offers a Work Operating System (Work OS) that provides modular building blocks to create software applications and work management tools. This system is designed to enhance team collaboration and streamline workflows across various business functions, including project management, CRM, marketing, and more. The Company has teams in Tel Aviv, New York, San Francisco, Miami, Chicago, London, Kiev, and Sydney. The Company customize its platform to suit any business vertical and serves customers worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Shareholder Class Action Filed Against monday.com for Misleading Statements
- Lawsuit Background: A shareholder class action lawsuit has been filed against monday.com, alleging that the company issued false and misleading statements regarding its business and operations, which misled investors and negatively impacted stock performance.
- Declining Growth Expectations: The lawsuit claims that monday.com is experiencing decelerating customer growth, weaker expansion within existing accounts, and longer enterprise sales cycles, making its $1.8 billion revenue target for 2027 increasingly unlikely to be achieved, highlighting significant challenges ahead.
- Lack of Disclosure: Defendants allegedly failed to disclose material adverse facts related to the company's revenue outlook, damaging investor confidence and potentially triggering broader market concerns about the company's viability.
- Legal Consultation Opportunity: Affected investors are encouraged to contact legal counsel before May 11, 2026, to discuss their rights and consider becoming lead plaintiffs in the case, underscoring the urgency and importance of the legal action.
See More
monday.com Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Robbins Geller Rudman & Dowd LLP has announced a class action lawsuit against monday.com, aiming to represent investors who purchased the company's stock between September 17, 2025, and February 6, 2026, alleging violations of the Securities Exchange Act of 1934 by its executives.
- Allegations of False Statements: The lawsuit claims that monday.com made false and misleading statements during the class period, failing to disclose critical issues such as decelerating customer growth and extended sales cycles, rendering its $1.8 billion revenue target for 2027 increasingly unrealistic.
- Significant Stock Price Drop: Following the company's announcement on February 9, 2026, that it would no longer discuss its 2027 targets, monday.com’s stock plummeted nearly 21%, reflecting market concerns over its future growth prospects.
- Investor Rights Protection: Under the Private Securities Litigation Reform Act of 1995, any investor who purchased monday.com stock during the class period can seek to be appointed as lead plaintiff, representing other investors in pursuit of compensation, highlighting the emphasis on protecting investor rights.
See More
Faruqi & Faruqi Investigates Securities Claims Against monday.com
- Legal Investigation: Faruq & Faruq LLP is investigating potential securities claims against monday.com, particularly for investors who purchased securities between September 17, 2025, and February 6, 2026, urging them to seek lead plaintiff status by the May 11, 2026 deadline.
- Performance Warning: During the February 9, 2026 earnings call, monday.com disclosed two significant headwinds in its 2026 guidance, including persistent weakness in its 'no-touch' marketing channel for small and medium businesses and a foreign exchange drag of 100-200 basis points due to Israeli shekel appreciation, indicating risks of slowing growth.
- Increased AI Investment: monday.com is ramping up investments in AI products such as Monday Vibe and Monday Sidekick, although these products currently contribute only $1 million in annual recurring revenue, a mere fraction of the company's $1.2 billion annual revenue base, highlighting the challenges in achieving profitability.
- Stock Price Decline: Following this news, monday.com’s stock price fell by $20.37, or 20.78%, closing at $77.63 per share on February 9, 2026, reflecting market concerns regarding the company's future profitability and growth prospects.
See More
monday.com Earnings Report Triggers 20% Stock Price Drop
- Earnings Report Impact: Following the earnings release on February 9, 2026, monday.com experienced a stock price drop exceeding 20%, reflecting investor concerns regarding the company's future profitability, particularly the significant gap between non-GAAP and GAAP profitability metrics.
- Profitability Metric Discrepancy: For fiscal year 2025, monday.com reported a non-GAAP operating income of $175.3 million with a 14% non-GAAP operating margin, while the GAAP operating loss was nearly breakeven, primarily influenced by stock-based compensation, raising questions about the transparency of the company's profitability.
- Dismal Future Outlook: The company projected a decline in non-GAAP operating income for fiscal year 2026 to between $165 million and $175 million, with margins dropping to 11%-12%, alongside mid-teens percentage headcount growth, indicating ongoing investments in sales and R&D.
- Declining Cash Flow and Gross Margins: monday.com anticipates a decrease in gross margins from 90% in FY2025 to the mid-to-high 80s in FY2026, with adjusted free cash flow guidance of $275 million to $290 million, highlighting a significant deterioration in the overall financial profile amid slowing revenue growth.
See More
Monday.com Faces 36.7% Stock Drop Amid AI Disruption Fears
- Significant Stock Drop: Monday.com experienced a 36.7% decline in stock price last month due to fears of AI disrupting enterprise SaaS products, indicating investor concerns about future growth, particularly following the disappointing fourth-quarter earnings report.
- Earnings Report Analysis: Although Monday.com reported a 25% year-over-year revenue increase to $333.9 million, surpassing expectations, its adjusted earnings per share of $1.04 fell from $1.08, highlighting the company's vulnerability under AI competitive pressure.
- Future Growth Outlook: Looking ahead to 2026, Monday.com anticipates revenue growth of only 18%-19%, below the market estimate of $1.48 billion, reflecting a lack of momentum in the face of AI challenges that could impact long-term investment appeal.
- Investor Confidence Shaken: With signs of slowing growth among smaller customers and concerns over AI threats, Monday.com's valuation has significantly decreased, and investors may require substantial growth in GAAP profits to regain confidence in the stock.
See More
Software Stocks Decline Amid AI Disruption Fears
- Earnings Beat Yet Stock Falls: Monday.com reported a 25% revenue increase to $333.9 million in Q4, surpassing the $329.7 million consensus, yet the stock plummeted 36.7% due to disappointing guidance.
- Slowing Customer Growth: Despite reporting a GAAP operating profit and adjusted EPS of $1.04, down from $1.08, investor concerns about slowing growth among smaller customers raised fears of AI competition, negatively impacting market sentiment.
- Poor Future Outlook: The company anticipates revenue growth of 18%-19% for 2026, totaling between $1.452 billion and $1.462 billion, below the $1.48 billion estimate, with Q1 revenue guidance also falling short of consensus, exacerbating investor anxiety.
- Deteriorating Market Sentiment: As fears of AI competition intensify, Monday.com has seen a significant stock decline over the past six months; despite a substantial drop in valuation, investors require meaningful growth in GAAP profits for recovery.
See More
Shareholder Class Action Filed Against monday.com for Misleading Statements
- Lawsuit Background: A shareholder class action lawsuit has been filed against monday.com, alleging that the company issued false and misleading statements regarding its business and operations, which misled investors and negatively impacted stock performance.
- Declining Growth Expectations: The lawsuit claims that monday.com is experiencing decelerating customer growth, weaker expansion within existing accounts, and longer enterprise sales cycles, making its $1.8 billion revenue target for 2027 increasingly unlikely to be achieved, highlighting significant challenges ahead.
- Lack of Disclosure: Defendants allegedly failed to disclose material adverse facts related to the company's revenue outlook, damaging investor confidence and potentially triggering broader market concerns about the company's viability.
- Legal Consultation Opportunity: Affected investors are encouraged to contact legal counsel before May 11, 2026, to discuss their rights and consider becoming lead plaintiffs in the case, underscoring the urgency and importance of the legal action.
See More
monday.com Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Robbins Geller Rudman & Dowd LLP has announced a class action lawsuit against monday.com, aiming to represent investors who purchased the company's stock between September 17, 2025, and February 6, 2026, alleging violations of the Securities Exchange Act of 1934 by its executives.
- Allegations of False Statements: The lawsuit claims that monday.com made false and misleading statements during the class period, failing to disclose critical issues such as decelerating customer growth and extended sales cycles, rendering its $1.8 billion revenue target for 2027 increasingly unrealistic.
- Significant Stock Price Drop: Following the company's announcement on February 9, 2026, that it would no longer discuss its 2027 targets, monday.com’s stock plummeted nearly 21%, reflecting market concerns over its future growth prospects.
- Investor Rights Protection: Under the Private Securities Litigation Reform Act of 1995, any investor who purchased monday.com stock during the class period can seek to be appointed as lead plaintiff, representing other investors in pursuit of compensation, highlighting the emphasis on protecting investor rights.
See More
Faruqi & Faruqi Investigates Securities Claims Against monday.com
- Legal Investigation: Faruq & Faruq LLP is investigating potential securities claims against monday.com, particularly for investors who purchased securities between September 17, 2025, and February 6, 2026, urging them to seek lead plaintiff status by the May 11, 2026 deadline.
- Performance Warning: During the February 9, 2026 earnings call, monday.com disclosed two significant headwinds in its 2026 guidance, including persistent weakness in its 'no-touch' marketing channel for small and medium businesses and a foreign exchange drag of 100-200 basis points due to Israeli shekel appreciation, indicating risks of slowing growth.
- Increased AI Investment: monday.com is ramping up investments in AI products such as Monday Vibe and Monday Sidekick, although these products currently contribute only $1 million in annual recurring revenue, a mere fraction of the company's $1.2 billion annual revenue base, highlighting the challenges in achieving profitability.
- Stock Price Decline: Following this news, monday.com’s stock price fell by $20.37, or 20.78%, closing at $77.63 per share on February 9, 2026, reflecting market concerns regarding the company's future profitability and growth prospects.
See More
monday.com Earnings Report Triggers 20% Stock Price Drop
- Earnings Report Impact: Following the earnings release on February 9, 2026, monday.com experienced a stock price drop exceeding 20%, reflecting investor concerns regarding the company's future profitability, particularly the significant gap between non-GAAP and GAAP profitability metrics.
- Profitability Metric Discrepancy: For fiscal year 2025, monday.com reported a non-GAAP operating income of $175.3 million with a 14% non-GAAP operating margin, while the GAAP operating loss was nearly breakeven, primarily influenced by stock-based compensation, raising questions about the transparency of the company's profitability.
- Dismal Future Outlook: The company projected a decline in non-GAAP operating income for fiscal year 2026 to between $165 million and $175 million, with margins dropping to 11%-12%, alongside mid-teens percentage headcount growth, indicating ongoing investments in sales and R&D.
- Declining Cash Flow and Gross Margins: monday.com anticipates a decrease in gross margins from 90% in FY2025 to the mid-to-high 80s in FY2026, with adjusted free cash flow guidance of $275 million to $290 million, highlighting a significant deterioration in the overall financial profile amid slowing revenue growth.
See More
Monday.com Faces 36.7% Stock Drop Amid AI Disruption Fears
- Significant Stock Drop: Monday.com experienced a 36.7% decline in stock price last month due to fears of AI disrupting enterprise SaaS products, indicating investor concerns about future growth, particularly following the disappointing fourth-quarter earnings report.
- Earnings Report Analysis: Although Monday.com reported a 25% year-over-year revenue increase to $333.9 million, surpassing expectations, its adjusted earnings per share of $1.04 fell from $1.08, highlighting the company's vulnerability under AI competitive pressure.
- Future Growth Outlook: Looking ahead to 2026, Monday.com anticipates revenue growth of only 18%-19%, below the market estimate of $1.48 billion, reflecting a lack of momentum in the face of AI challenges that could impact long-term investment appeal.
- Investor Confidence Shaken: With signs of slowing growth among smaller customers and concerns over AI threats, Monday.com's valuation has significantly decreased, and investors may require substantial growth in GAAP profits to regain confidence in the stock.
See More
Software Stocks Decline Amid AI Disruption Fears
- Earnings Beat Yet Stock Falls: Monday.com reported a 25% revenue increase to $333.9 million in Q4, surpassing the $329.7 million consensus, yet the stock plummeted 36.7% due to disappointing guidance.
- Slowing Customer Growth: Despite reporting a GAAP operating profit and adjusted EPS of $1.04, down from $1.08, investor concerns about slowing growth among smaller customers raised fears of AI competition, negatively impacting market sentiment.
- Poor Future Outlook: The company anticipates revenue growth of 18%-19% for 2026, totaling between $1.452 billion and $1.462 billion, below the $1.48 billion estimate, with Q1 revenue guidance also falling short of consensus, exacerbating investor anxiety.
- Deteriorating Market Sentiment: As fears of AI competition intensify, Monday.com has seen a significant stock decline over the past six months; despite a substantial drop in valuation, investors require meaningful growth in GAAP profits for recovery.
See More
