monday.com Reports Strong Q1 Earnings and Optimistic Forecast
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 55 minutes ago
0mins
Should l Buy MNDY?
Source: stocktwits
- Strong Performance: monday.com reported Q1 revenue of $351.3 million and adjusted earnings per share of $1.15, both exceeding market expectations, highlighting the company's robust performance in the workflow software sector.
- Positive Full-Year Outlook: The company forecasts full-year revenue between $1.466 billion and $1.474 billion, implying a year-over-year growth of 19% to 20%, reflecting strong confidence in future growth, particularly in an AI-driven market.
- AI-Driven Growth: By fully pivoting to become an AI-native platform and launching an AI work platform while acquiring AI voice agent company OneAI, monday.com demonstrates its commitment to technological innovation, which is expected to enhance operating leverage over time.
- Optimistic Market Sentiment: Despite MNDY stock losing over 50% of its value this year, retail sentiment on Stocktwits remains bullish, indicating growing confidence in AI product adoption and margin improvement among investors.
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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: 72.070
Low
195.00
Averages
235.58
High
310.00
Current: 72.070
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.
monday.com Faces Class Action Lawsuit for Misleading Statements
- Class Action Reminder: The Schall Law Firm reminds investors of a class action lawsuit against monday.com for violations of securities laws, concerning securities purchases from September 17, 2025, to February 6, 2026, with a deadline to contact the firm by May 11, 2026.
- False Statement Allegations: The complaint alleges that monday.com made false and misleading statements regarding its financial outlook and growth prospects, claiming a reliable basis for its revenue outlook while actually experiencing decelerating new customer growth and weaker expansion with existing customers.
- Market Reaction Impact: As the market learned the truth about monday.com, investors suffered damages, with the company's public statements deemed false and materially misleading throughout the class period, potentially leading to a decline in stock price.
- Legal Consultation Opportunity: The Schall Law Firm offers legal consultation for global investors, encouraging affected shareholders to reach out before class certification to protect their rights and ensure proper representation in the legal proceedings.
See More
Multiple Companies Face Class Action Lawsuits
- Lawsuit Overview: The Law Offices of Frank R. Cruz remind investors that class action lawsuits have been filed against companies including monday.com, Camping World, Trip.com, and ODDITY, with a lead plaintiff motion deadline of May 11, 2026.
- monday.com Allegations: From September 2025 to February 2026, monday.com is accused of failing to disclose decelerating customer growth and extended sales cycles, making its $1.8 billion 2027 target increasingly unrealistic, which undermines investor confidence.
- Camping World Allegations: During the period from April 2025 to February 2026, Camping World allegedly overstated its inventory management capabilities and failed to accurately disclose retail demand, potentially negatively impacting gross profit and margins, thus harming investor interests.
- Trip.com and ODDITY Allegations: Trip.com is accused of not disclosing regulatory risks associated with its monopolistic practices, while ODDITY faces increased customer acquisition costs due to an advertising algorithm change, both adversely affecting their business outlook.
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monday.com Reports Strong Q1 Earnings and Optimistic Forecast
- Strong Performance: monday.com reported Q1 revenue of $351.3 million and adjusted earnings per share of $1.15, both exceeding market expectations, highlighting the company's robust performance in the workflow software sector.
- Positive Full-Year Outlook: The company forecasts full-year revenue between $1.466 billion and $1.474 billion, implying a year-over-year growth of 19% to 20%, reflecting strong confidence in future growth, particularly in an AI-driven market.
- AI-Driven Growth: By fully pivoting to become an AI-native platform and launching an AI work platform while acquiring AI voice agent company OneAI, monday.com demonstrates its commitment to technological innovation, which is expected to enhance operating leverage over time.
- Optimistic Market Sentiment: Despite MNDY stock losing over 50% of its value this year, retail sentiment on Stocktwits remains bullish, indicating growing confidence in AI product adoption and margin improvement among investors.
See More
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- Job Data Exceeds Expectations: The addition of 115,000 jobs in April, more than double the expected 53,000, propelled the S&P 500 to a 2.3% weekly gain, showcasing strong economic recovery momentum.
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- Lumentum Joins Nasdaq 100: Lumentum's shares rose nearly 5% as it prepares to replace CoStar in the Nasdaq 100 index on May 18, a move that will enhance its market visibility and attract more investor interest.
- Monday.com Earnings Beat: Monday.com shares soared 26% after reporting a 24% year-over-year revenue increase to $351.3 million in its first-quarter earnings, exceeding analyst expectations of $339.1 million, indicating the successful launch of its AI platform driving business growth.
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monday.com Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against monday.com, alleging violations of federal securities laws from September 17, 2025, to February 6, 2026, seeking damages for investors, highlighting significant investor concerns regarding the company's financial transparency.
- False Statements Allegation: The complaint claims that monday.com made materially false and misleading statements during the relevant period, failing to disclose that its revenue growth outlook was significantly overstated, which undermines investor confidence and could negatively impact stock performance.
- Growth Deceleration Risks: The lawsuit also indicates that monday.com is experiencing decelerating growth and reduced expansion momentum, with lengthening sales cycles adversely affecting revenue expansion trends, further exacerbating investor worries about the company's future prospects.
- Investor Action Call: Affected investors are encouraged to apply to be lead plaintiffs by May 11, 2026, to share in any potential recovery from the lawsuit, emphasizing the importance of legal avenues in protecting investor rights.
See More
monday.com Faces Class Action Lawsuit for Misleading Statements
- Class Action Reminder: The Schall Law Firm reminds investors of a class action lawsuit against monday.com for violations of securities laws, concerning securities purchases from September 17, 2025, to February 6, 2026, with a deadline to contact the firm by May 11, 2026.
- False Statement Allegations: The complaint alleges that monday.com made false and misleading statements regarding its financial outlook and growth prospects, claiming a reliable basis for its revenue outlook while actually experiencing decelerating new customer growth and weaker expansion with existing customers.
- Market Reaction Impact: As the market learned the truth about monday.com, investors suffered damages, with the company's public statements deemed false and materially misleading throughout the class period, potentially leading to a decline in stock price.
- Legal Consultation Opportunity: The Schall Law Firm offers legal consultation for global investors, encouraging affected shareholders to reach out before class certification to protect their rights and ensure proper representation in the legal proceedings.
See More
Multiple Companies Face Class Action Lawsuits
- Lawsuit Overview: The Law Offices of Frank R. Cruz remind investors that class action lawsuits have been filed against companies including monday.com, Camping World, Trip.com, and ODDITY, with a lead plaintiff motion deadline of May 11, 2026.
- monday.com Allegations: From September 2025 to February 2026, monday.com is accused of failing to disclose decelerating customer growth and extended sales cycles, making its $1.8 billion 2027 target increasingly unrealistic, which undermines investor confidence.
- Camping World Allegations: During the period from April 2025 to February 2026, Camping World allegedly overstated its inventory management capabilities and failed to accurately disclose retail demand, potentially negatively impacting gross profit and margins, thus harming investor interests.
- Trip.com and ODDITY Allegations: Trip.com is accused of not disclosing regulatory risks associated with its monopolistic practices, while ODDITY faces increased customer acquisition costs due to an advertising algorithm change, both adversely affecting their business outlook.
See More
monday.com Reports Strong Q1 Earnings and Optimistic Forecast
- Strong Performance: monday.com reported Q1 revenue of $351.3 million and adjusted earnings per share of $1.15, both exceeding market expectations, highlighting the company's robust performance in the workflow software sector.
- Positive Full-Year Outlook: The company forecasts full-year revenue between $1.466 billion and $1.474 billion, implying a year-over-year growth of 19% to 20%, reflecting strong confidence in future growth, particularly in an AI-driven market.
- AI-Driven Growth: By fully pivoting to become an AI-native platform and launching an AI work platform while acquiring AI voice agent company OneAI, monday.com demonstrates its commitment to technological innovation, which is expected to enhance operating leverage over time.
- Optimistic Market Sentiment: Despite MNDY stock losing over 50% of its value this year, retail sentiment on Stocktwits remains bullish, indicating growing confidence in AI product adoption and margin improvement among investors.
See More
Alphabet's Stock Surge Raises Bubble Concerns
- Alphabet's Stock Surge: Alphabet's stock has surged approximately 150% over the past year, nearly double the rise of current market cap leader Nvidia, indicating its significant role in the AI ecosystem and potential to be the biggest winner in AI.
- Job Data Exceeds Expectations: The addition of 115,000 jobs in April, more than double the expected 53,000, propelled the S&P 500 to a 2.3% weekly gain, showcasing strong economic recovery momentum.
- Impact of Oil Prices on Inflation: The latest Consumer Price Index is expected to rise from 3.3% in March to 3.8%, highlighting the clearer impact of high oil prices on inflation, which may influence future monetary policy decisions.
- Doximity Earnings Report Upcoming: Doximity is set to release its Q4 earnings for fiscal 2025 on Wednesday, with analysts expressing concerns about its ability to fend off AI innovation challenges, reflecting worries about competition in the medical network platform space.
See More
Moderna Vaccine Development Boosts Stock Price
- Moderna Vaccine Progress: Moderna's stock surged nearly 9% after a U.S. citizen tested positive for hantavirus, with the company announcing last week its early-stage development of a vaccine, highlighting its innovative capabilities and market potential in biotechnology.
- Lumentum Joins Nasdaq 100: Lumentum's shares rose nearly 5% as it prepares to replace CoStar in the Nasdaq 100 index on May 18, a move that will enhance its market visibility and attract more investor interest.
- Monday.com Earnings Beat: Monday.com shares soared 26% after reporting a 24% year-over-year revenue increase to $351.3 million in its first-quarter earnings, exceeding analyst expectations of $339.1 million, indicating the successful launch of its AI platform driving business growth.
- Constellation Energy Strong Performance: Constellation Energy's stock rose 1% following its first-quarter revenue of $11.12 billion, significantly surpassing the $8.46 billion expected by analysts, with adjusted earnings per share at $2.74, showcasing the company's robust performance in the clean energy sector.
See More
monday.com Faces Class Action Lawsuit Over Securities Violations
- Class Action Initiated: Bronstein, Gewirtz & Grossman LLC has filed a class action lawsuit against monday.com, alleging violations of federal securities laws from September 17, 2025, to February 6, 2026, seeking damages for investors, highlighting significant investor concerns regarding the company's financial transparency.
- False Statements Allegation: The complaint claims that monday.com made materially false and misleading statements during the relevant period, failing to disclose that its revenue growth outlook was significantly overstated, which undermines investor confidence and could negatively impact stock performance.
- Growth Deceleration Risks: The lawsuit also indicates that monday.com is experiencing decelerating growth and reduced expansion momentum, with lengthening sales cycles adversely affecting revenue expansion trends, further exacerbating investor worries about the company's future prospects.
- Investor Action Call: Affected investors are encouraged to apply to be lead plaintiffs by May 11, 2026, to share in any potential recovery from the lawsuit, emphasizing the importance of legal avenues in protecting investor rights.
See More
