
monday.com (MNDY) Stock Forecast & Price Target
monday.com (MNDY) Analyst Ratings
Bulls say
Monday.com Ltd experienced notable growth in its financial metrics, with new products now comprising 10.7% of Total Annual Recurring Revenue (ARR), reflecting a slight increase from 10.2% in the previous quarter. The company saw a significant 45.5% growth in enterprise customers contributing over $100K in ARR, with a total of 1,756 enterprise customers and 153 additions in the quarter, marking the largest increase in three years. This robust performance was underscored by total revenue reaching $333.9 million, surpassing guidance by 1.5%, alongside an estimated 11% growth in New ARR and healthy multi-product adoption rates, highlighting strong demand for its AI work capabilities.
Bears say
Monday.com Ltd experienced a significant drop in investor confidence, with its non-GAAP operating margin declining by 240 basis points year-over-year to 12.6%, attributed partially to foreign exchange headwinds. The company's fiscal year 2026 revenue guidance of $1.457 billion, indicating an 18-19% growth rate, was below both consensus expectations of $1.475 billion and previous management forecasts, raising concerns about future performance. Additionally, the decline in net dollar retention to 110%, the lowest since Q2 2024, and worsening metrics in its self-serve motion further amplified skepticism regarding the platform's growth and profitability potential.
This aggregate rating is based on analysts' research of monday.com and is not a guaranteed prediction by Public.com or investment advice.
monday.com (MNDY) Analyst Forecast & Price Prediction
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