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
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.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
Analyst Views on MNDY
Wall Street analysts forecast MNDY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MNDY is 235.58 USD with a low forecast of 195.00 USD and a high forecast of 310.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 126.150
Low
195.00
Averages
235.58
High
310.00
Current: 126.150
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.
Morgan Stanley Lowers monday.com Price Target Ahead of Earnings
- Price Target Adjustment: Morgan Stanley lowered monday.com's price target from $236 to $200, maintaining an Overweight rating while expressing caution ahead of the upcoming Q4 results, expecting a ~2% revenue beat but a below-consensus FY26 growth guidance of 18.5%.
- Execution Stability: Analyst Josh Baer noted that the company's execution remains “solid,” with expectations reset lower after Q3, although weakness in paid search and down-market suggests new sign-ups occurred at the end of the quarter.
- Market Trend Improvement: Should this stabilization continue into Q4, it could support a clearer narrative compared to the previous two quarters, with optimism regarding the company's sustained strength in multi-product and upmarket segments.
- Customer Structure Shift: With multi-product customers now accounting for over 10% of annual recurring revenue, Baer believes this shift supports the transition towards larger, stickier customers, enhancing broader product adoption and durability.
Continue Reading
Salesforce CEO Marc Benioff Warns of AI Threats as Stock Drops 14%
- Market Decline: The WisdomTree Cloud Computing Fund has dropped over 8% this year, with major software firms like Salesforce, ServiceNow, and Adobe seeing stock declines exceeding 14%, indicating heightened market concerns that could trigger a wave of acquisitions.
- AI Competitive Pressure: The launch of Anthropic's AI tool Cowork aimed at enterprise customers has shaken investor confidence in software vendors, raising fears that AI could replace critical functions traditionally handled by software, prompting mid-sized firms to seek financing options to navigate these challenges.
- Acquisition Opportunities: Thoma Bravo co-founder Orlando Bravo highlighted that now presents incredible buying opportunities, particularly for companies developing AI solutions that integrate with existing systems, reflecting strong market demand for AI integration.
- Strategic Adjustments: Analyst Rishi Jaluria noted that the recent pullback in software stocks may force certain companies to explore strategic alternatives, especially those lacking effective AI integration, suggesting that future deals will need compelling AI angles to attract investor interest.
Continue Reading