Monday.com, the Tel Aviv-based work management software company known for its colorful, customizable project-tracking boards, this week became the latest tech company to cite AI as a factor in job cuts. On Wednesday, the company said in an SEC filing that it will lay off about 20% of its workforce, or just over 600 employees, as part of a “restructuring plan” tied to its “ongoing transformation of its product, marketing, and go-to-market strategy” in support of “a leaner, more focused operating model” as it continues investing in its “AI-driven growth strategy.”
Co-founder Eran Zinman told employees in a LinkedIn memo that the move “was not made to reduce costs or replace people with AI,” positioning it instead as adapting the organization to a new AI-first vision the company laid out roughly a year ago when it rebranded around a platform-wide AI push. Monday.com, which has two offices in the U.S., expects $45 million to $55 million in net restructuring charges but still projects up to 20% year-over-year revenue growth for 2026.
So far, according to new Financial Times analysis, U.S. tech companies have slashed nearly 140,000 jobs since the start of this year, with Amazon, Oracle, Meta, and Microsoft alone accounting for almost 50,000 of those cuts as they funnel hundreds of billions of dollars into AI data center buildouts. Interestingly, the FT also found that companies citing AI as a factor in job cuts have underperformed the Nasdaq by almost 10% in the 30 trading days following their announcements, suggesting the market doesn’t entirely buy the stories that the companies are telling.
Still, the picture isn’t uniformly bleak. The FT notes that AI-focused companies like Anthropic and OpenAI are hiring rapidly, absorbing some of the talent shed elsewhere in the industry. And within some of the very companies making cuts, headcount is shifting rather than disappearing entirely. Meta, for instance, earlier this year moved roughly 7,000 employees into new AI-focused roles even as it laid off 8,000 others, and IBM says it’s tripling entry-level hiring for AI and hybrid-cloud roles alongside recent cuts.
Below is a running look — in reverse chronological order — at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor.
Microsoft — July 9, 2026. Microsoft cut about 4,800 roles, or 2.1% of its global workforce, most of them in its Xbox gaming unit, resetting the business only three years after acquiring Activision Blizzard for $75 billion, per the FT. Separately, it offered buyouts structured as voluntary separations, without disclosing how many employees these would impact. The company said the role eliminations were “not being replaced by AI” but acknowledged “AI is changing how work gets done.” CFO Amy Hood said total headcount declined year-over-year in fiscal Q3, and was expected to keep declining as the company focuses on “building high-performing teams that operate with pace and agility” amid rising AI investment.
Oracle — June 22, 2026. Oracle disclosed in late June that it had reduced its workforce by 21,000 employees over the past 12 months, a decline of 13%, which means more cuts than was previously known, including because of AI. “The adoption and deployment of AI technologies across our operations have resulted, and may continue to result, in reductions to our workforce,” the company said in an annual financial regulatory filing.
GitLab — June 3, 2026. GitLab laid off roughly 350 workers, about 14% of its staff, to fund AI infrastructure investment and handle surging traffic from AI workflows. CEO Bill Staples said agentic workloads are “pushing competitors to the brink” and that the company had begun a “generational rebuild” of its core infrastructure to support what he called 100x growth requirements. GitLab is exiting 22 countries, flattening management layers, and partnering with an unspecified AI lab to rebuild its platform for agent-scale workloads. The company reported first-quarter revenue of $264 million, up 23% year-over-year, and expects to incur $30 to $35 million in restructuring costs.
Google — ongoing through May. Alphabet’s Google has quietly cut employees across its Cloud division, including its Threat Intelligence Group and Mandiant-linked cybersecurity staff, even as Cloud revenue grew 63% to exceed $20 billion for the first time and its backlog nearly doubled to over $460 billion. Over the past year, Google has cut more than a third of the managers overseeing small teams — 35% fewer managers with fewer direct reports. Unlike most companies on this list, Google has never announced a single overall number — the cuts have come through a rolling performance review process, a voluntary buyout program, and structural reorganizations, with outside estimates putting the 2026 total at between 1,500 and 3,000+ engineers.
Intuit — May 20, 2026. Intuit announced plans to eliminate roughly 3,000 jobs — about 17% of its total workforce — in a restructuring centered on reducing complexity and reallocating resources toward AI. CEO Sasan Goodarzi reportedly told staff the company is reducing complexity and simplifying the structure so it can deliver better products.
Meta — May 20-21, 2026. Meta laid off about 8,000 employees, roughly 10% of its workforce, while moving about 7,000 employees into new AI-focused roles (that they reportedly hate). CEO Mark Zuckerberg told staff the cuts were necessary because “success isn’t a given” in AI.
Cisco — May 14, 2026. Cisco announced it’s cutting nearly 4,000 jobs, about 5% of its workforce, despite reporting better-than-expected profit and revenue. CFO Mark Patterson said: “This was really not a savings-driven restructure… this is more [about] realigning … resources around silicon, optics, security and AI.”
Cloudflare — May 7-8, 2026. Cloudflare cut about 20% of its workforce (1,100 people), reporting quarterly revenue of $639.8 million, up 34% year-over-year and the highest single quarter in company history. CEO Matthew Prince wrote that “the vast majority of those we laid off last week were measurers” — middle management, finance, legal, internal auditing, and revenue recognition.
General Motors — May 12, 2026. GM eliminated 500 to 600 jobs, largely in IT roles in Austin, Texas, and Warren, Michigan, saying it was reevaluating its workforce needs amid uncertain market conditions. A person familiar with the cuts told CNBC that AI played a role in the decision but that it wasn’t the only reason. GM’s statement said it was “transforming its Information Technology organization to better position the company for the future.” Despite the cuts, the company still had roughly 80 open IT positions, including roles in AI, motorsports, and autonomous vehicles.
Coinbase — May 5, 2026. The crypto exchange said it was cutting about 700 employees, or 14% of its staff, as part of a restructuring aimed at addressing market volatility and increasing AI efficiency. The company flattened its organizational structure to five layers below the CEO and COO, and said it would experiment with “one-person teams” combining engineering, design, and product roles. CEO Brian Armstrong wrote that AI had changed the pace of work dramatically — “engineers use AI to ship in days what used to take a team weeks” — and that the company needed to “leverage AI across every facet of our jobs.”
PayPal — May 5, 2026. PayPal announced plans to cut around 20% of its workforce over the next two to three years — north of 4,500 jobs — as part of a turnaround strategy centered on AI adoption and organizational simplification. CEO Enrique Lores told investors the company would “aggressively adopt AI” in its development processes and formed a new “AI transformation and simplification” team reporting directly to him, tasked with redesigning the company’s processes “function by function.” Lores framed the cuts as removing organizational layers, and said AI would extend well beyond coding into customer service, support operations, and risk management.
Microsoft — April-May 2026. Microsoft offered buyouts structured as voluntary separations, without disclosing how many employees these would impact. CFO Amy Hood said total headcount declined year-over-year in fiscal Q3, and is expected to keep declining as the company focuses on “building high-performing teams that operate with pace and agility” amid rising AI investment.
Snap — April 16, 2026. Snap cut roughly 16% of its global workforce — about 1,000 full-time employees — and closed more than 300 open roles, with CEO Evan Spiegel citing AI advancements as a key driver. “Rapid advancements in artificial intelligence enable our teams to reduce repetitive work, increase velocity, and better support our community, partners, and advertisers,” Spiegel wrote in a memo filed with the SEC. The company said it had already seen small squads using AI tools to drive progress across Snapchat+, ad platform performance, and infrastructure efficiency.
IBM — rolling through 2026. Between Q4 2025 cuts and April 2026 Red Hat engineering reductions, estimates range from 3,000 to 9,000 U.S. positions eliminated, bringing IBM’s cumulative total since September 2024 above 15,000. Bloomberg reported IBM plans to triple its U.S. entry-level hiring for AI and hybrid-cloud roles, even as roughly 200 HR positions were replaced by AI agents. An IBM spokesperson described the Q4 2025 round as a routine rebalancing affecting “a low single-digit percentage” of its global workforce.
Atlassian — March 11, 2026. Atlassian cut about 1,600 jobs (10% of its workforce) to “rebalance” toward AI and enterprise sales, even as shares rose nearly 2% on the news. CEO Mike Cannon-Brookes said: “Our approach is not ‘AI replaces people.’ But it would be disingenuous to pretend AI doesn’t change the mix of skills we need or the number of roles required in certain areas. It does.”
Dell — January 30 (though disclosed in March 2026). Dell’s total workforce fell about 10% in fiscal 2026 — roughly 11,000 jobs — to about 97,000 employees from 108,000 a year earlier, with $569 million spent on severance. The cuts came as Dell projected its AI-optimized server revenue could double in fiscal 2027.
Oracle — March 5-31, 2026. As noted above, Oracle began telling employees it would be cutting thousands of jobs via terminal emails. The cuts came even as Oracle posted $3.7 billion in quarterly net income, up 27% year-over-year, with remaining performance obligations up 325% to $553 billion — savings redirected toward AI data centers. The cuts that would later total 21,000 over 12 months, as Oracle disclosed in its June 22 annual filing.
Block — February 26-27, 2026. Jack Dorsey’s Block cut 4,000 jobs — nearly half its workforce, down to under 6,000 from over 10,000. Dorsey wrote on X: “We’re already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company.” He added: “I think most companies are late. Within the next year, I believe the majority of companies will reach the same conclusion and make similar structural changes.”
Salesforce — February 10, 2026. Salesforce laid off fewer than 1,000 employees across marketing, product management, data analytics, and its Agentforce AI unit. The company told Fortune, “Because of the benefits and efficiencies of Agentforce, we’ve seen the number of support cases we handle decline and we no longer need to actively backfill support engineer roles.” This followed an earlier cut of about 4,000 customer-support roles, shrinking that team from roughly 9,000 to 5,000, with CEO Marc Benioff saying the company needed “less heads” because AI agents handle the work.
Amazon — January 28, 2026. Amazon cut 16,000 corporate jobs, following 14,000 cuts in October 2025 — about 9% of its corporate workforce in three months. The company said it was part of “strengthen[ing] our organization by reducing layers, increasing ownership, and removing bureaucracy.” CEO Andy Jassy had said in June 2025 that, “As we roll out more generative AI and agents, it should change the way our work is done. We will need fewer people doing some of the jobs that are being done today… in the next few years, we expect that this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company.”
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Monday.com has just become the latest company to lay off its employees in favor of AI.
On Wednesday, July 22, the work management software firm announced that it will lay off about 20% of its workforce, or just over 600 employees.
The news came through a filing with the Securities and Exchange Commission (SEC) in which the Tel Aviv-based company said it had “initiated a restructuring plan.”
In the SEC filing, Monday.com stated: “The Plan reflects the Company’s ongoing transformation of its product, marketing, and go-to market strategy and is intended to support a leaner, more focused operating model as the Company continues to invest in its AI-driven growth strategy.”
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Yes, those 20% of employees losing their jobs have been replaced by AI growth. It is perhaps not surprising for a company that announced a platform-wide AI shift a year ago and now self-identifies as an “AI work platform,” but it’s still disheartening.
Monday.com has offices in New York and Denver, in addition to cities in Europe, Australia, South America, and Asia. Fast Company has reached out to Monday.com for more information on where the impacted jobs are located. We will update this post if we hear back.
Monday.com estimates it will face $45 million to $55 million in net charges as a result of the new plan, but expects to maintain or improve on its predicted 19% to 20% year-over-year (YOY) revenue growth for 2026.
monday.com Ltd. could become a key governance layer for enterprises managing people, workflows, automations, and AI agents within a single operating environment. The enterprise business is already stronger than the headline figures suggest: NRR among customers above $50,000 in ARR stands at 116%, while this cohort now represents 42% of total ARR. monday.com is gradually moving beyond a purely seat-based model by adding usage-based AI credits, allowing revenue growth to depend increasingly on digital activity rather than employee count alone.
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Monday.com cited its "AI-driven growth strategy" in its layoff plans. Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images Big cuts are coming for Monday.com.
The enterprise software company plans to cut 20% of its workforce, according to a Form 6-K it filed. The layoffs are meant to align the company with its "strategic focus on the AI Work Platform," the disclosure said.
Monday.com joins the growing group of companies citing AI while announcing layoffs, like Snap and Block. Monday.com said that it was pursuing an "AI-driven growth strategy."
"We entered a new era where AI is transforming the role of software, creating the greatest opportunity our industry has ever seen," Monday.com cofounder and co-CEO Eran Zinman said in a note published to LinkedIn. "We have a new market to capture. Without a fundamental change in how we operate, we will not be able to compete and win that market."
The changes mean Monday.com is becoming flatter with more autonomous teams, Zinman wrote.
As to whether the layoffs were driven by AI improvements, the co-CEO wrote that the decision "was not made to reduce costs or replace people with AI."
While Monday.com plans to cut 20% of its workforce, it also said it plans to continue hiring in areas of focus.
It's not immediately clear exactly how many workers will be affected. In its 2025 annual report, Monday.com said that it had 3,155 employees. Monday.com did not immediately respond to a request for comment from Business Insider.
The company's stock rose throughout the morning, though it has since ticked back down. The stock has slumped roughly 75% in the last year.
Monday.com provides project management software to enterprises. This category is the target of growing "SaaSpocalypse" worries. Investors and analysts fret that AI and vibe coding could weaken companies' reliance on these tools.
Read the Monday.com co-CEO's full note:Hi everyone,Over the past nine months, we have shifted our core vision moving from managing work to doing the work for our customers, with people and AI agents working together in one workspace.This has required us to change our product, our strategy, and how we serve our customers.But it became clear that changing our strategy and product is not enough. The organization we built for our previous chapter is not the organization that fits the new AI era.Today, we are announcing the very difficult decision to reduce our global workforce by ~20%, affecting around 620 people.This is the most painful decision we have made since founding monday.com - yet we are certain it is the right one. We made it. We own it. And we take full responsibility for it.The people leaving are talented colleagues and friends. They helped build this company, support our customers, and create a culture we are deeply proud of. We are incredibly grateful to them, and we know that nothing we say can lessen the impact this will have on them and their families.We are not making this change to protect what we have. We are making it to go all in on what monday.com can become.Why are we making this change?We entered a new era where AI is transforming the role of software, creating the greatest opportunity our industry has ever seen.We have a new market to capture. Without a fundamental change in how we operate, we will not be able to compete and win that market.To fully realize this opportunity, and ensure monday.com is positioned to lead in this landscape, we need to move faster, execute more decisively, take on new challenges, respond quickly to market changes, and empower people in the company to create greater impact. Some of the things we are changing in monday:A flatter organization - We are reducing management layers, creating more empowered teams, and enabling faster decision-making.More autonomous teams - We are moving from teams with many dependencies to smaller groups with broader ownership and greater authority to execute.A new go-to-market model - Our new offering is opening a new market, and that market requires us to work differently. New and existing customers increasingly expect deeper implementation support as they adopt AI. We will work more closely with customers, increase our on-site presence, create new roles, and adapt many existing ones.Improving margins was not the purpose of this decision. We intend to reinvest the vast majority of the savings in our people, our products, AI, and future growth.For the people leaving monday.comThank you. Thank you for all your hard work, for the significant impact you have made, for caring so deeply about monday.com, and for always being willing to help and lend a hand. We know this is part of our culture, and it is something we consistently hear from everyone who interacts with people at monday.com.We want to be very clear: this decision is not a reflection of your performance, your contribution, or your value. It is the result of a management decision about how to structure the company for its next chapter.We are committed to supporting you through this transition with care, respect, and meaningful assistance. We will do everything we reasonably can to help you find your next opportunity, and we will provide you with a generous support package.To companies that are hiring: we recommend these people wholeheartedly. They are exceptional professionals and teammates, and we will help connect them with organizations looking for outstanding talent.For the people stayingIt is not easy to be part of such a significant change or to see colleagues and friends leave so quickly. We understand how difficult this will be. We also owe you clarity about what this change means.The change is not about asking fewer people to do the same amount of work. We are making real choices about what we will stop doing. We will simplify how we work, remove unnecessary friction, and give teams more authority to make decisions.The company that comes out of this change will have clearer priorities, fewer layers, faster decisions, and greater ownership.We are deeply confident about our futureOur path is very clear to us. This is a change we have chosen to make, and we are taking full responsibility for it. We have never seen such a significant opportunity in software, driven by such exciting technology.Nothing gives us more confidence than seeing how new and existing customers are responding to our new offering, and seeing adoption of our AI products accelerate.Every week, we see more evidence that our strategy is the right one. Customers are embracing our new vision, adoption of our AI capabilities continues to accelerate, and our confidence continues to grow.Our momentum is strong, and we believe we are on the right path to success on a massive market opportunity.To ease the uncertainty around this we will send all employees an email message within the next hour, followed by a personal call from one of your managers.For all managers - we know how difficult it is to process this personally, even as you continue to lead your teams. We have every confidence in your leadership and know you'll approach these conversations with the care, clarity, and respect that define our culture. Thank you for being there for your people during this transition.Thank you,Roy & EranDuring the change process, we received a few questions we'd like to clarify:Is the reason we are doing this reduction is to improve margins? No. Improving margins was not the purpose of this decision. We intend to reinvest the vast majority of the savings in our talent, our products, AI, and future growth.Do we plan more reductions in the future? We designed this change to create the organization we believe we need for our next chapter. We are not planning any further workforce reductions.Is this reduction driven by AI improvements? No. While we are seeing significant value from AI internally, this decision was not made to reduce costs or replace people with AI. We see internal AI adoption as an accelerator of our growth. This change was made to adapt the company to our new vision.Are people expected to work harder now that we have less people? Not harder - better. To give one example, we had many situations where work that could have been done in a few days took many months with multiple meetings and endless friction. This wasn't people's fault and everyone was frustrated by this. Our new org changes ownership to allow people to make decisions and move fast.You're talking about the new AI products, what about our existing market and customers? We are lucky to have amazing customers that love our product and actually use these words to describe it. We need to be there for them with our new vision of doing the work with AI and not just managing it. They are also undergoing change and we will invest heavily to help them - they are our biggest asset.
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Image Credits:Cheng Xin / Contributor / Getty Images Israeli workplace software maker Monday.com is laying off hundreds of employees as part of a restructuring plan to refocus its investments around AI projects.
The company said it is reducing its headcount by 20%, or about 630 staff, to “support a leaner, more focused operating model” as it concentrates on its AI Work Platform.
Monday.com earlier this year pivoted hard toward making its AI platform a core offering, redesigning its entire product around the belief that its enterprise customers increasingly want AI agents to work together with their employees. The AI Work Platform currently comprises a no-code app builder, a customizable AI agent, a workflow automation tool, and a chatbot that can do tasks like generating reports and updating dashboards.
The company joins a host of large tech firms that have laid off hundreds of thousands of people as they seek to invest more in AI. Tech layoffs in May hit a monthly high unseen in years, and a record 78% of companies have blamed a need to refocus their efforts around AI as a reason for letting people go this year, according to Layoffs.fyi.
More than 122,000 tech roles have been cut so far in 2026, Layoffs.fyi data shows.
Monday.com expects to incur $45 million to $55 million in charges due to the restructuring.
Monday.com stock has crashed this year, mirroring the performance of other software companies. It has dropped by 51% this year and 44% in the last six months. This retreat continued today, July 22, when it announced that it would lay off 20% of its employees as it embraced AI in its operations.
Monday is a top software company used by thousands of people each day. It is used by over 60% of all companies in the Fortune 500, including popular names like Coca-Cola, Vistra, Universal Music Group, and Lionsgate.
It offers solutions in the CRM, IT support, and tools for developers using a Software-as-a-Service (SaaS) model. Most recently, it has launched a vibe coding solution that enables developers to build applications.
MNDY stock price has crashed this year amid concerns that software companies will be replaced with artificial intelligence (AI) tools. This explains why other popular SaaS companies like Adobe, Figma, ServiceNow, and Workday have plunged this year.
These fears grew this month after IBM published its financial results, which showed that customers were prioritizing hardware purchases over software. This trend continued today after reports emerged that it was laying off 20% of its workers.
Layoffs can be a sign that the management expects the company to deteriorate. In some cases, however, they can be a sign that the management has found a way to boost its profitability.
On the positive side, the most recent results showed that the company’s business was doing well. Its revenue jumped by 24% to $351 million as its customers paying over $50k a year rose by 32%. Those paying $100k a year rose to 1,844 from 1,328 in the same period last year.
The management expects that its transition to a consumption-based pricing model will help its revenue continue to grow. It introduced the new seats-plus-credits pricing structure for new customers. Its goal is to transition all existing customers to this system in the future.
Monday’s profits also continued growing, with its operating income hitting $49 million in the quarter. Analysts expect that its double digit growth will continue.
The average estimate is that its revenue rose by 18.9% in the second quarter to $355 million. They expect that its third quarter will rise by 17% to $370 million, while the annual figure will jump by 19% to $1.47 billion.
Monday, like other software companies, has also become highly undervalued, with its forward price-to-earnings ratio being 16. The S&P 500 Index has a multiple of 20. As such, there is a likelihood that the stock will bounce back as investors buy the dip.
Monday stock chart | Source: TradingView
The weekly chart shows that the MNDY stock price has retreated sharply this year. After peaking at $342 in February last year, it plunged to a low of $58 in April.
A closer look shows that the stock has always gapped lower after earnings. It has now landed to a crucial support level, which coincides with the lowest level in 2022.
On the positive side, the stock has formed an island reversal pattern, a sign that it may bounce back in the near term. If this happens, the next key level to watch will be at $100. A drop below the year-to-date low of $58 will point to more downside.
Monday.com (NASDAQ:MNDY) is cutting approximately 20% of its global workforce as the Israeli workplace software company restructures its operations around a shift toward AI-enabled collaboration between employees and autonomous agents.
The company will eliminate around 620 roles worldwide, according to a letter sent to employees by co-founders Roy Mann and Eran Zinman, who described the decision as the “most painful” since the company’s founding.
The company said some existing roles will change while new positions will be created as it focuses on expanding AI-related products and increasing customer support. The restructuring will include changes to sales and customer engagement operations, including deeper implementation support and greater on-site customer presence.
Monday.com said it expects to incur between $45 million and $55 million in net restructuring charges, primarily related to severance costs and office space reductions. The company plans to reinvest savings from the restructuring into AI engineering and product development.
Monday.com said the layoffs are not intended as a cost-cutting initiative or a direct replacement of employees with artificial intelligence, but instead reflect a broader organizational shift as the software industry adapts to changing customer expectations and AI-driven workflows.
“We entered a new era where AI is transforming the role of software, creating the greatest opportunity our industry has ever seen,” Mann and Zinman wrote in the letter.
“We have a new market to capture. Without a fundamental change in how we operate, we will not be able to compete and win that market.”
The restructuring comes as Monday.com moves from its traditional role as a platform for managing work toward what it describes as an AI-powered workspace where employees and AI agents work together to complete tasks.
“Over the past nine months, we have shifted our core vision moving from managing work to doing the work for our customers, with people and AI agents working together in one workspace,” the founders wrote.
The company said the transition requires changes beyond product development, including a new organizational structure designed around smaller, more autonomous teams and fewer management layers.
“It became clear that changing our strategy and product is not enough,” the founders said in the letter. “The organization we built for our previous chapter is not the organization that fits the new AI era.”
Around 350 of the affected positions are expected to be at Monday.com’s headquarters in Tel Aviv, with the remaining reductions spread across its global offices.
Alongside the restructuring announcement, Monday.com raised its full-year 2026 non-GAAP operating margin outlook to 15% from a previous forecast of 13%, while maintaining its revenue growth target of 19% to 20%.
Shares of Monday.com were little changed at $73 on Wednesday.
Few stocks have taken as brutal a beating from AI disruption fears as Monday.com NASDAQ: MNDY. Its shares have fallen over 70% from last year's high and are currently trading below $80.
In the latest close session, Monday.com (MNDY - Free Report) was down 2.47% at $76.75. This move lagged the S&P 500's daily loss of 0.19%. Meanwhile, the Dow experienced a drop of 0.59%, and the technology-dominated Nasdaq saw a decrease of 0.05%.
Shares of the project management software developer have appreciated by 10.01% over the course of the past month, outperforming the Computer and Technology sector's loss of 4.32%, and the S&P 500's gain of 0.55%.
The investment community will be closely monitoring the performance of Monday.com in its forthcoming earnings report. On that day, Monday.com is projected to report earnings of $1.14 per share, which would represent year-over-year growth of 4.59%. In the meantime, our current consensus estimate forecasts the revenue to be $354.95 million, indicating a 18.71% growth compared to the corresponding quarter of the prior year.
MNDY's full-year Zacks Consensus Estimates are calling for earnings of $4.49 per share and revenue of $1.47 billion. These results would represent year-over-year changes of +2.05% and +19.34%, respectively.
Any recent changes to analyst estimates for Monday.com should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. As of now, Monday.com holds a Zacks Rank of #3 (Hold).
Looking at valuation, Monday.com is presently trading at a Forward P/E ratio of 17.55. For comparison, its industry has an average Forward P/E of 20.12, which means Monday.com is trading at a discount to the group.
One should further note that MNDY currently holds a PEG ratio of 1.39. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Internet - Software stocks are, on average, holding a PEG ratio of 1.09 based on yesterday's closing prices.
The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 91, finds itself in the top 37% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com (NASDAQ: MNDY) today announced it will report its financial results for the second quarter of 2026 on Monday, August 10, 2026. monday.com management will host a conference call and webcast to discuss the results that morning at 8:30 a.m. Eastern Time. Information about monday.com's financial results, including a link to the live webcast of the conference call, will be made available on monday.com's investor relations website at https://ir.
Commonwealth of Pennsylvania Public School Empls Retrmt SYS decreased its position in monday.com Ltd. (NASDAQ:MNDY – Free Report) by 86.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,543 shares of the company’s stock after selling 43,103 shares during the quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in monday.com were worth $452,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently modified their holdings of MNDY. Sequoia Financial Advisors LLC bought a new stake in shares of monday.com in the first quarter worth about $272,000. Hsbc Holdings PLC raised its position in monday.com by 85.2% during the 1st quarter. Hsbc Holdings PLC now owns 40,319 shares of the company’s stock valued at $2,810,000 after purchasing an additional 18,545 shares during the last quarter. Taylor Frigon Capital Management LLC raised its position in monday.com by 101.6% during the 1st quarter. Taylor Frigon Capital Management LLC now owns 29,556 shares of the company’s stock valued at $2,043,000 after purchasing an additional 14,894 shares during the last quarter. Counterpoint Mutual Funds LLC lifted its holdings in monday.com by 2,038.1% in the 1st quarter. Counterpoint Mutual Funds LLC now owns 73,507 shares of the company’s stock worth $5,080,000 after buying an additional 70,069 shares during the period. Finally, Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in monday.com by 71.9% in the 1st quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 19,121 shares of the company’s stock worth $1,321,000 after buying an additional 8,000 shares during the period. 73.70% of the stock is owned by institutional investors.
monday.com Stock Down 0.4% NASDAQ MNDY opened at $78.69 on Friday. The firm has a market capitalization of $4.03 billion, a PE ratio of 34.21, a P/E/G ratio of 3.94 and a beta of 1.26. The stock’s 50 day moving average is $78.35 and its 200 day moving average is $86.07. monday.com Ltd. has a twelve month low of $57.50 and a twelve month high of $296.93.
monday.com (NASDAQ:MNDY – Get Free Report) last posted its quarterly earnings data on Friday, March 13th. The company reported $1.15 earnings per share (EPS) for the quarter. The business had revenue of $351.26 million during the quarter. monday.com had a return on equity of 5.10% and a net margin of 9.17%. On average, research analysts anticipate that monday.com Ltd. will post 1.59 earnings per share for the current year.
Analyst Ratings Changes Several research firms have recently issued reports on MNDY. BTIG Research reduced their target price on monday.com from $115.00 to $105.00 and set a “buy” rating on the stock in a research note on Tuesday, July 14th. Barclays lifted their price target on shares of monday.com from $95.00 to $100.00 and gave the company an “overweight” rating in a report on Tuesday, May 12th. Wall Street Zen raised shares of monday.com from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Citigroup reduced their price objective on shares of monday.com from $176.00 to $154.00 and set a “buy” rating on the stock in a research report on Tuesday, May 12th. Finally, Tigress Financial decreased their price objective on shares of monday.com to $165.00 and set a “buy” rating for the company in a report on Friday, May 22nd. Seventeen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $126.04.
View Our Latest Stock Analysis on MNDY
monday.com Company Profile (Free Report)
monday.com is a software-as-a-service (SaaS) company that provides a cloud-based Work Operating System (Work OS) designed to help teams plan, organize and track their work. The platform offers customizable workflows that support project management, task delegation, time tracking and collaboration across departments. monday.com’s visual interface enables users to create boards, automations and dashboards to centralize information and streamline processes without requiring extensive coding knowledge.
The company’s product portfolio includes monday Work OS, which can be adapted for use cases ranging from marketing campaign management and sales pipelines to software development sprints and human resources onboarding.
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monday.com Ltd. is positioned as a leading work management platform, leveraging AI to drive incremental employee value and revenue growth. MNDY's new 'seats + credits' pricing model enables monetization of both human and AI-driven workflows, supporting stronger revenue capture as AI adoption grows. I anticipate 20%+ revenue growth and margin improvement toward 20%, with credible upside to 26% annualized returns over the next five years.
Monday.com (MNDY - Free Report) ended the recent trading session at $79.03, demonstrating a -2.08% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.51%. Meanwhile, the Dow experienced a drop of 0.2%, and the technology-dominated Nasdaq saw a decrease of 1.47%.
The project management software developer's shares have seen an increase of 9.99% over the last month, surpassing the Computer and Technology sector's loss of 2.99% and the S&P 500's gain of 0.53%.
Market participants will be closely following the financial results of Monday.com in its upcoming release. The company's earnings per share (EPS) are projected to be $1.14, reflecting a 4.59% increase from the same quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $354.95 million, showing a 18.71% escalation compared to the year-ago quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.49 per share and a revenue of $1.47 billion, representing changes of +2.05% and +19.34%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Mondaycom. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. At present, Monday.com boasts a Zacks Rank of #3 (Hold).
Digging into valuation, Monday.com currently has a Forward P/E ratio of 18. This expresses a discount compared to the average Forward P/E of 20.31 of its industry.
Investors should also note that MNDY has a PEG ratio of 1.43 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Internet - Software industry stood at 1.07 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 89, placing it within the top 37% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Monday.com (MNDY - Free Report) .
Monday.com currently has an average brokerage recommendation (ABR) of 1.64, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 25 brokerage firms. An ABR of 1.64 approximates between Strong Buy and Buy.
Of the 25 recommendations that derive the current ABR, 16 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 64% and 8% of all recommendations.
Brokerage Recommendation Trends for MNDY
Check price target & stock forecast for Monday.com here>>>
The ABR suggests buying Monday.com, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Should You Invest in MNDY?In terms of earnings estimate revisions for Monday.com, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $4.49.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Mondaycom.
Monday.com (MNDY - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this project management software developer have returned +12.4%, compared to the Zacks S&P 500 composite's +1.3% change. During this period, the Zacks Internet - Software industry, which Monday.com falls in, has gained 10.9%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Monday.com is expected to post earnings of $1.14 per share for the current quarter, representing a year-over-year change of +4.6%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $4.49 for the current fiscal year indicates a year-over-year change of +2.1%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.45 indicates a change of +21.4% from what Monday.com is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Monday.com is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Monday.com, the consensus sales estimate for the current quarter of $354.95 million indicates a year-over-year change of +18.7%. For the current and next fiscal years, $1.47 billion and $1.7 billion estimates indicate +19.3% and +15.8% changes, respectively.
Last Reported Results and Surprise HistoryMonday.com reported revenues of $351.27 million in the last reported quarter, representing a year-over-year change of +24.5%. EPS of $1.15 for the same period compares with $1.1 a year ago.
Compared to the Zacks Consensus Estimate of $338.9 million, the reported revenues represent a surprise of +3.65%. The EPS surprise was +19.79%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Monday.com is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Monday.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Shares of Monday.com (MNDY 1.44%) fell a whopping 50.9% in 2026, according to data from S&P Global Market Intelligence. The software provider for business workflows has been deemed a massive loser due to the artificial intelligence (AI) revolution, which has brought down much of the software sector.
Despite this narrative, the company continues to deliver double-digit revenue growth. Does that make the stock a buy-the-dip candidate down 81% from highs?
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A narrative of AI disruption Software providers like Monday.com are taking a beating because of the rising threat of AI coding agents. The company offers software that helps managers divide tasks for work projects, usable by large and small teams alike. It is meant to help organize work in the digital age, and is especially beneficial for remote worker teams.
Investors' idea is that companies can use new AI coding tools like Claude Code to spin up their own copies of Monday.com for their businesses. This will lead to customer attrition and the eventual decline of Monday.com's business model.
It is this narrative entirely that has dragged down Monday.com stock, because the numbers it is putting up show no signs of disruption right now. Revenue grew by 24% year-over-year in the first quarter of 2026, with enterprise customers contributing more than $500,000 in annual recurring revenue (ARR), growing even faster, up 74% year-over-year. Profitability is also improving, with operating earnings doubling to around $20 million in the period.
Image source: Getty Images.
Time to buy the dip? After this drawdown, Monday.com now trades at a price-to-sales ratio (P/S) of just 3.3. For a company with strong gross margins of 89%, this could potentially prove a very cheap sales multiple if Monday.com can keep delivering revenue growth and bottom-line margin expansion at greater scale.
The big question is whether AI is actually disrupting the business. If it were, the numbers would point to enterprises churning away from Monday.com, when in fact the opposite is happening: enterprises are its fastest-growing segment. While AI software is a fast-moving field, it will likely not destroy Monday.com's business overnight, if it ever does.
These AI fears are placing a huge discount on enterprise software stocks compared to their historical averages. If you believe that Monday.com will skate through fine to the other side, shares look cheap enough to finally buy the dip for the rest of 2026 and beyond.
It has certainly been a case of the Mondays for Monday.com (MNDY 1.44%) this year, as the stock is down more than 40% in 2026.
The work operating system company has been caught up in the software-as-a-service (SaaS) downturn, and investors sold the company off hard in February after it projected that its Q1 2026 revenue would come up just short of analyst expectations. It actually beat those original analyst revenue estimates by a wide margin ($342.9 million) when it reported its Q1 results in May, and it also raised its full-year guidance. This helped the stock rebound off its lows, but it is still down more that 70% in the past year.
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AI fears loom Monday.com's sell-off this year has largely been driven by fears that artificial intelligence (AI) would disrupt its business model. The company is largely a visual interface that helps customers automate workflow tasks. One of its advantages is that it's a drag-and-drag tool that doesn't require technical expertise to set up. And while the company has introduced AI tools, including AI agents and even a vibe (AI-assisted) coding tool, investors fear that similar tools will replace it.
The company's growth remains strong, with its Q1 revenue climbing 24% to $351.3 million. Its growth was led by existing customers, with net dollar retention at 110%. Any number above 100% represents growth from clients who have been customers for at least a year after churn. Meanwhile, net dollar retention among larger clients was even more robust, at 114% for customers with more than 10 users and 116% for customers with annual recurring revenue (ARR) of $50,000 or more.
Looking ahead, the company forecast Q2 revenue of $338 million to $340 million, representing 18% to 19% growth. It projected full-year revenue of between $1.466 million and $1.474 million, above its prior guidance of $1.452 billion and $1.462 billion.
Image source: The Motley Fool.
Monday.com continues to deliver solid revenue growth, and its AI solutions, especially Monday Vibe, are performing well. Meanwhile, the sell-off has left the stock incredibly cheap. It now trades at a price-to-sales (P/S) ratio below 3 times and a forward price-to-earnings (P/E) ratio below 19 times, for a company still projected to grow revenue by nearly 20%.
An investment in Monday.com comes down to the core SaaS debate. Will organizations just build it themselves, or do they still value the updates, security, maintenance, and compliance that come with getting it from dedicated providers? Organizations have always been able to develop their own software, and AI makes it easier, but is the cost worth it? I have serious doubts, and as such, think the stock is a buy at these depressed levels.
Monday.com (MNDY - Free Report) closed at $82.47 in the latest trading session, marking a -1.41% move from the prior day. This change lagged the S&P 500's daily gain of 0.42%. Elsewhere, the Dow saw an upswing of 0.29%, while the tech-heavy Nasdaq appreciated by 0.29%.
The project management software developer's stock has climbed by 5.11% in the past month, exceeding the Computer and Technology sector's gain of 0.85% and the S&P 500's gain of 2.2%.
The investment community will be closely monitoring the performance of Monday.com in its forthcoming earnings report. The company is expected to report EPS of $1.14, up 4.59% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $354.95 million, indicating a 18.71% growth compared to the corresponding quarter of the prior year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $4.49 per share and a revenue of $1.47 billion, indicating changes of +2.05% and +19.34%, respectively, from the former year.
Any recent changes to analyst estimates for Monday.com should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Currently, Monday.com is carrying a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Monday.com has a Forward P/E ratio of 18.65 right now. This valuation marks a discount compared to its industry average Forward P/E of 19.73.
Also, we should mention that MNDY has a PEG ratio of 1.48. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. MNDY's industry had an average PEG ratio of 1.06 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 92, this industry ranks in the top 38% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Monday.com (MNDY - Free Report) closed the most recent trading day at $84.10, moving +1.94% from the previous trading session. The stock outperformed the S&P 500, which registered a daily loss of 0.45%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.16%.
Coming into today, shares of the project management software developer had lost 1.5% in the past month. In that same time, the Computer and Technology sector gained 0.38%, while the S&P 500 gained 2.14%.
Market participants will be closely following the financial results of Monday.com in its upcoming release. The company's earnings per share (EPS) are projected to be $1.14, reflecting a 4.59% increase from the same quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $354.95 million, showing a 18.71% escalation compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $4.49 per share and revenue of $1.47 billion. These totals would mark changes of +2.05% and +19.34%, respectively, from last year.
Investors should also take note of any recent adjustments to analyst estimates for Mondaycom. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Right now, Monday.com possesses a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Monday.com has a Forward P/E ratio of 18.4 right now. This denotes a discount relative to the industry average Forward P/E of 19.77.
We can also see that MNDY currently has a PEG ratio of 1.46. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Internet - Software stocks are, on average, holding a PEG ratio of 1.09 based on yesterday's closing prices.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 95, positioning it in the top 39% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Monday.com (MNDY - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this project management software developer have returned -22.9%, compared to the Zacks S&P 500 composite's -2.9% change. During this period, the Zacks Internet - Software industry, which Monday.com falls in, has lost 8.7%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Monday.com is expected to post earnings of $0.34 per share, indicating a change of +1022.2% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $1.59 points to a change of +45.6% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $2.41 indicates a change of +51.9% from what Monday.com is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Monday.com is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Monday.com, the consensus sales estimate for the current quarter of $354.95 million indicates a year-over-year change of +18.7%. For the current and next fiscal years, $1.47 billion and $1.7 billion estimates indicate +19.3% and +15.8% changes, respectively.
Last Reported Results and Surprise HistoryMonday.com reported revenues of $351.27 million in the last reported quarter, representing a year-over-year change of +24.5%. EPS of $1.15 for the same period compares with $1.1 a year ago.
Compared to the Zacks Consensus Estimate of $338.9 million, the reported revenues represent a surprise of +3.65%. The EPS surprise was +19.79%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Monday.com is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Monday.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Monday.com (MNDY - Free Report) .
Monday.com currently has an average brokerage recommendation (ABR) of 1.64, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 25 brokerage firms. An ABR of 1.64 approximates between Strong Buy and Buy.
Of the 25 recommendations that derive the current ABR, 16 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 64% and 8% of all recommendations.
Brokerage Recommendation Trends for MNDY
Check price target & stock forecast for Monday.com here>>>
The ABR suggests buying Monday.com, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Should You Invest in MNDY?In terms of earnings estimate revisions for Monday.com, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $4.49.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Mondaycom.
On June 15, 2026, George James Case, CRO of monday.com Ltd. (MNDY +8.84%), reported the sale of 838 Ordinary Shares for a transaction value of approximately $66,000, according to a SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)838Transaction value~$66KPost-transaction shares (direct)1,020Post-transaction value (direct ownership)~$79KTransaction value based on SEC Form 4 weighted average purchase price ($78.77); post-transaction value based on June 15, 2026 market close ($77.26).
Key questionsHow did the structure of this transaction relate to derivative equity awards?
The transaction involved exercising 1,858 options, with 838 Ordinary Shares sold immediately to fund tax obligations, while the remaining shares increased direct ownership.What was the impact on Case's direct ownership in Ordinary Shares?
Case's direct holdings in Ordinary Shares decreased by 45.10%, from 1,858 shares to 1,020 shares following the transaction.Does Case still maintain a substantial economic interest in monday.com Ltd?
How does the transaction align with recent activity and available share capacity?
With direct holdings reduced to 1,020 shares, the magnitude of the sale reflects the diminished pool of available Ordinary Shares for disposition rather than a discretionary moderation in trading cadence.Company overviewMetricValueEmployees2,508Revenue (TTM)$1.30 billionNet income (TTM)$119.35 million1-year price change-76.8%* 1-year price change calculated using June 26, 2026 as the reference date.
Company snapshotOffers monday.com Work OS, a configurable cloud-native platform for work management, project coordination, CRM, and other business applications.Provides scalable software solutions and support services to organizations of varying sizes.Serves a global client base that includes enterprises, SMBs, government agencies, educational institutions, and specialized business units.monday.com Ltd. operates at scale as a leading provider of customizable work management software, leveraging a modular platform strategy to address diverse organizational needs. The company’s focus on intuitive, visual workflows and robust customer support positions it competitively in the global SaaS application market. Its ability to serve a broad spectrum of industries and geographies underpins its growth and resilience.
What this transaction means for investorsSince this was a mandatory tax sale, the filing tells you nothing about Case's conviction in the stock. monday.com has built something genuinely difficult to replicate: a platform flexible enough that a marketing team, a dev shop, and a construction company can all use it without feeling like they're running the same software. That configurability is the moat. It's what has allowed monday to push upmarket into enterprise without abandoning SMB, and it's why retention metrics tend to hold even when the broader SaaS environment softens. The competitive pressure from Microsoft and Salesforce is real, but neither has matched monday's ease of customization at the team level. The business has made real progress — margins are improving and the CRM and service management products are gaining traction — but the stock has shed roughly 70% over five years, and that kind of sustained decline is a signal worth respecting. A P/E of 29 isn't stretched by SaaS standards, but cheap relative to peers means little if sentiment stays cold. The business may well be turning a corner; the stock may take longer to show it than most investors want to wait. That gap is reason enough for me to pass for now.
Seena Hassouna has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Monday.com. The Motley Fool has a disclosure policy.
On June 25, 2026, Monday.Com Ltd (MNDY) shares fell 5.4% today, currently priced at $67.05. This decline reflects a broader trend, with the stock down 54.5% yea
Monday.com (MNDY - Free Report) closed the most recent trading day at $67.09, moving -5.4% from the previous trading session. This move lagged the S&P 500's daily loss of 0.01%. Meanwhile, the Dow gained 0.14%, and the Nasdaq, a tech-heavy index, lost 0.46%.
Prior to today's trading, shares of the project management software developer had lost 7.2% lagged the Computer and Technology sector's loss of 2.57% and the S&P 500's loss of 1.4%.
Analysts and investors alike will be keeping a close eye on the performance of Monday.com in its upcoming earnings disclosure. The company's earnings per share (EPS) are projected to be $1.14, reflecting a 4.59% increase from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $354.95 million, indicating a 18.71% increase compared to the same quarter of the previous year.
MNDY's full-year Zacks Consensus Estimates are calling for earnings of $4.49 per share and revenue of $1.47 billion. These results would represent year-over-year changes of +2.05% and +19.34%, respectively.
It is also important to note the recent changes to analyst estimates for Mondaycom. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Monday.com is holding a Zacks Rank of #3 (Hold) right now.
In the context of valuation, Monday.com is at present trading with a Forward P/E ratio of 15.81. This valuation marks a discount compared to its industry average Forward P/E of 18.07.
One should further note that MNDY currently holds a PEG ratio of 1.26. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.01.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 89, which puts it in the top 37% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Monday.com (MNDY - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this project management software developer have returned -6.2%, compared to the Zacks S&P 500 composite's +1.4% change. During this period, the Zacks Internet - Software industry, which Monday.com falls in, has lost 0.7%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Monday.com is expected to post earnings of $1.14 per share, indicating a change of +4.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $4.49 points to a change of +2.1% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $5.45 indicates a change of +21.4% from what Monday.com is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Monday.com, the consensus sales estimate of $354.95 million for the current quarter points to a year-over-year change of +18.7%. The $1.47 billion and $1.7 billion estimates for the current and next fiscal years indicate changes of +19.3% and +15.8%, respectively.
Last Reported Results and Surprise HistoryMonday.com reported revenues of $351.27 million in the last reported quarter, representing a year-over-year change of +24.5%. EPS of $1.15 for the same period compares with $1.1 a year ago.
Compared to the Zacks Consensus Estimate of $338.9 million, the reported revenues represent a surprise of +3.65%. The EPS surprise was +19.79%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Monday.com is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Monday.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
In the latest close session, Monday.com (MNDY - Free Report) was down 1.64% at $70.36. The stock fell short of the S&P 500, which registered a loss of 0.37% for the day. At the same time, the Dow added 0.29%, and the tech-heavy Nasdaq lost 1.33%.
Prior to today's trading, shares of the project management software developer had lost 9.52% lagged the Computer and Technology sector's gain of 4.52% and the S&P 500's gain of 2.02%.
Investors will be eagerly watching for the performance of Monday.com in its upcoming earnings disclosure. The company is expected to report EPS of $1.14, up 4.59% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $354.95 million, reflecting a 18.71% rise from the equivalent quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.49 per share and a revenue of $1.47 billion, representing changes of +2.05% and +19.34%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Mondaycom. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Monday.com is currently a Zacks Rank #3 (Hold).
In terms of valuation, Monday.com is presently being traded at a Forward P/E ratio of 15.95. This denotes a discount relative to the industry average Forward P/E of 18.33.
It is also worth noting that MNDY currently has a PEG ratio of 1.27. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Software industry had an average PEG ratio of 0.99 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 84, placing it within the top 35% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
In the latest close session, Monday.com (MNDY - Free Report) was down 2.2% at $75.56. The stock's performance was behind the S&P 500's daily loss of 0.57%. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.
Prior to today's trading, shares of the project management software developer had lost 1% lagged the Computer and Technology sector's gain of 2.85% and the S&P 500's gain of 2.14%.
The upcoming earnings release of Monday.com will be of great interest to investors. The company is expected to report EPS of $1.14, up 4.59% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $354.95 million, showing a 18.71% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates project earnings of $4.49 per share and a revenue of $1.47 billion, demonstrating changes of +2.05% and +19.34%, respectively, from the preceding year.
Any recent changes to analyst estimates for Monday.com should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Currently, Monday.com is carrying a Zacks Rank of #3 (Hold).
In terms of valuation, Monday.com is currently trading at a Forward P/E ratio of 17.23. This indicates a discount in contrast to its industry's Forward P/E of 18.65.
We can also see that MNDY currently has a PEG ratio of 1.37. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.05.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 93, which puts it in the top 39% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In monday.com To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in monday.com between September 17, 2025 and February 6, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
NEW YORK--(BUSINESS WIRE)--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against monday.com Ltd. (“monday.com” or the “Company”) (NASDAQ: MNDY) and reminds investors of the May 11, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose the true state of monday.com’s revenue expansion outlook, notably decelerating growth, reduced expansion momentum and extended sales cycles.
On its February 9, 2026, earnings call, monday.com disclosed two specific headwinds that it had built into its 2026 guidance: persistent weakness in its "no-touch" performance marketing channel serving small and medium businesses, and a 100-200 basis point foreign exchange drag driven by Israeli shekel appreciation. Separately, monday.com is increasing investment in AI products - including Monday Vibe, Monday Sidekick, and Monday Agents - which management cited as requiring incremental spending. The company guided gross margins to decline from 90% to the mid-to-high 80s in FY2026, attributed in part to AI infrastructure costs. R&D spending rose from 17% to 19% of revenue in FY2025, and management guided for mid-teens percentage headcount growth in FY2026 concentrated in sales and R&D. These investments reduce near-term profitability while the revenue contribution from AI products remains early-stage - Monday Vibe reached $1 million in ARR, a small fraction of the company's $1.2 billion annual revenue base.
On this news the price of monday.com’s common stock declined $20.37, or 20.78% to close at $77.63 per share on February 9, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding monday.com’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the monday.com class action, go to www.faruqilaw.com/MNDY or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
Monday.com (MNDY 2.54%) blew well past analyst estimates in its first quarter of this year, and investors rewarded the specialized tech company's stock on its namesake trading day. It closed that session nearly 7% higher in price.
Notable improvement on the top line Monday.com posted revenue of more than $351 million in the period, a 24% increase over the same quarter of 2025. In a less sunny development, the enterprise software specialist's net income not under generally accepted accounting principles (GAAP) fell, although not significantly, by 4% year over year to slightly over $56 million ($1.17 per share).
Image source: Getty Images.
Nobody likes a decline in key fundamentals, but Monday.com handily beat the average pundit estimate of $0.95 per share for non-GAAP (adjusted) net income. On top of that, it crushed the $339 million consensus revenue estimate.
In its earnings release, Monday.com attributed its gains to a clutch of positive factors, not least its recent shift to consumption-based pricing.
Today's Change
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Current Price
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77.56
A beat on guidance too Monday.com management also proffered guidance for both its current (second) quarter and the entirety of 2026. For the full year, it's expecting revenue of just under $1.47 billion to slightly over that number, with adjusted operating income of $185 million to $191 million.
Although it didn't provide any net income forecasts, that revenue projection tops the analyst consensus of just under $1.46 billion.
Monday.com clearly understands the needs of its enterprise clients, as evidenced by its impressive revenue growth. I'm also encouraged by the very recent release of the company's artificial intelligence (AI)-powered AI Work Platform, which harnesses cutting-edge technology to make the lives of customers even easier. I think the market's bullish reaction to the quarter was entirely justified.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Monday.com. The Motley Fool has a disclosure policy.
New York, New York--(Newsfile Corp. - May 11, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of monday.com Ltd. (NASDAQ: MNDY) between September 17, 2025 and February 6, 2026, both dates inclusive (the "Class Period"), of the important May 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased monday.com common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the monday.com class action, go to https://rosenlegal.com/submit-form/?case_id=55823 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than May 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants made false and/or misleading statements and/or concealed material adverse facts concerning the true state of monday.com's revenue expansion outlook; notably decelerating growth, reduced expansion momentum and extended sales cycles. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the monday.com class action, go to https://rosenlegal.com/submit-form/?case_id=55823 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296921
Source: The Rosen Law Firm PA
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NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com (NASDAQ: MNDY), the AI work platform that turns strategy into execution, at scale, today announced that members of its management team will participate in the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, May 19th, 2026 at 2:15pm ET.
The presentation will cover recent events in a fireside chat format and will be webcast live on monday.com’s investor relations website at http://ir.monday.com. A replay of the presentation will be made available on the website under the News and Events section.
About monday.com:
monday.com is the AI work platform that not only helps manage and orchestrate work, but also does the work for you. Over 250,000 customers worldwide use monday.com to bring people, workflows, and AI agents together on one flexible platform, where AI doesn't just assist, it executes. From work management and CRM to service and dev, every monday.com product runs on the same AI layer, automating tasks, running workflows, and helping teams deliver exponentially more with less effort. Visit monday.com to learn more.
monday.com Announces Participation in the J.P. Morgan Global Technology, Media and Communications Conference monday.com (NASDAQ: MNDY), the AI work platform that turns strategy into execution, at scale, today announced that members of its management team will participate in the Morgan Stanley Technology, Media & Telecom Conference on Tuesday, May 19th, 2026 at 2:15pm ET.
The presentation will cover recent events in a fireside chat format and will be webcast live on monday.com’s investor relations website at http://ir.monday.com. A replay of the presentation will be made available on the website under the News and Events section.
About monday.com:
monday.com is the AI work platform that not only helps manage and orchestrate work, but also does the work for you. Over 250,000 customers worldwide use monday.com to bring people, workflows, and AI agents together on one flexible platform, where AI doesn't just assist, it executes. From work management and CRM to service and dev, every monday.com product runs on the same AI layer, automating tasks, running workflows, and helping teams deliver exponentially more with less effort. Visit monday.com to learn more.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260513899068/en/
Monday.com (MNDY - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this project management software developer have returned +5.1% over the past month versus the Zacks S&P 500 composite's +7.7% change. The Zacks Internet - Software industry, to which Monday.com belongs, has lost 0.2% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Monday.com is expected to post earnings of $1.00 per share for the current quarter, representing a year-over-year change of -8.3%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of $4.28 points to a change of -2.7% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $5.17 indicates a change of +20.8% from what Monday.com is expected to report a year ago. Over the past month, the estimate has changed +1.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Monday.com, the consensus sales estimate for the current quarter of $354.92 million indicates a year-over-year change of +18.7%. For the current and next fiscal years, $1.47 billion and $1.7 billion estimates indicate +19.3% and +15.4% changes, respectively.
Last Reported Results and Surprise HistoryMonday.com reported revenues of $351.27 million in the last reported quarter, representing a year-over-year change of +24.5%. EPS of $1.15 for the same period compares with $1.1 a year ago.
Compared to the Zacks Consensus Estimate of $338.9 million, the reported revenues represent a surprise of +3.65%. The EPS surprise was +19.79%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Monday.com is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Monday.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Let's take a look at what these Wall Street heavyweights have to say about Monday.com (MNDY - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Monday.com currently has an average brokerage recommendation (ABR) of 1.64, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 25 brokerage firms. An ABR of 1.64 approximates between Strong Buy and Buy.
Of the 25 recommendations that derive the current ABR, 16 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 64% and 8% of all recommendations.
Brokerage Recommendation Trends for MNDY
Check price target & stock forecast for Monday.com here>>>
While the ABR calls for buying Monday.com, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is MNDY Worth Investing In?Looking at the earnings estimate revisions for Monday.com, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $4.28.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Mondaycom.
What happenedBienville Capital Management, LLC reported in a May 13, 2026, SEC filing that it sold all 234,818 shares of monday.com (MNDY 2.54%) during the first quarter. The estimated value of the transaction is $22.53 million, calculated using the average unadjusted closing price for the quarter.
What else to knowBienville exited its position in monday.com in Q1, which represented 5.5% of the fund’s AUM in the previous quarter.Top holdings after the filing include:NYSEMKT: ACIO: $43.24 million (7.9% of AUM)NASDAQ: MELI: $36.73 million (6.7% of AUM)NASDAQ: DASH: $29.86 million (5.4% of AUM)NYSE: CIEN: $27.24 million (5.0% of AUM)NYSE: KVYO: $23.89 million (4.3% of AUM)As of May 13, 2026, shares of monday.com were priced at $67.70, down 76.7% over the past year, underperforming the S&P 500 by 103.16 percentage points.Monday.com reported trailing twelve months revenue of $1.3 billion and net income of $119.4 million.Company overviewMetricValuePrice (as of market close May 13, 2026)$67.70Market capitalization$3.5 billionRevenue (TTM)$1.3 billionNet income (TTM)$119.4 millionCompany snapshotMonday.com offers a cloud-based Work OS platform with modular applications for project management, CRM, marketing, software development, and workflow automation.It leverages a scalable SaaS business model to drive recurring revenue and expand its global customer base.The company serves organizations of all sizes globally, including enterprises, educational institutions, government agencies, and business units seeking collaborative work management solutions.Monday.com is a technology company specializing in cloud-based work management software, with a presence across the United States, Europe, the Middle East, Africa, and other international markets. Its platform enables teams to build, run, and scale workflows for a variety of business functions.
What this transaction means for investorsBienville Capital Management’s exit from its position in monday.com during the first quarter of 2026 is not a surprise. Wall Street soured on software stocks in Q1 of this year after realizing artificial intelligence could take away business from software companies. This does not mean monday.com is on the verge of collapse. Far from it.
In the first quarter, monday.com delivered revenue of $351.3 million, representing a strong 24% increase over the prior year. The company expects double-digit year-over-year sales growth to continue in Q2, forecasting revenue of $354 million to $356 million.
This revenue growth trend indicates monday.com’s business remains healthy. There’s no sign that the company is adversely being affected by AI. Consequently, Bienville Capital’s exit does not mean monday.com is a bad investment.
In fact, the stock’s forward price-to-earnings ratio of 17 is around a low point for the past year. This suggests monday.com shares are at a reasonable valuation, and given its sales growth, it looks to be a worthwhile stock to own for the long haul.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ciena, DoorDash, MercadoLibre, and Monday.com. The Motley Fool has a disclosure policy.
On May 14, 2026, Strategy Capital LLC disclosed in an SEC filing that it sold out of monday.com (MNDY 2.54%), liquidating 222,388 shares in a transaction estimated at $21.34 million based on quarterly average pricing.
Sold 222,388 shares of monday.com, with an estimated trade value of $21.34 million based on the average price during the quarterNet position value decreased by $32.82 million, reflecting both the share sale and stock price changesTransaction equaled 1.74% of Strategy Capital's 13F reportable assets under managementPost-trade, the fund holds zero shares, down from a previous stake that represented 2.4% of AUM as of the prior quarterThe exit removes monday.com from the fund’s portfolio, which now totals 11 disclosed positionsWhat happenedAccording to a filing with the U.S. Securities and Exchange Commission dated May 14, 2026, Strategy Capital LLC sold its entire holding of 222,388 shares in monday.com during the first quarter. The estimated transaction value was $21.34 million, calculated using the average share price for the period. The fund reported no shares of MNDY at quarter-end.
What else to knowThe fund's exit from monday.com resulted in the position dropping from 2.4% of AUM in the prior quarter to none after the trade (post-trade monday.com stake: 0% of AUM)Top five holdings after the filing:NYSE:NET: $234.94 million (19.2% of AUM)NASDAQ:SHOP: $195.72 million (16.0% of AUM)NASDAQ:AXON: $168.98 million (13.8% of AUM)NASDAQ:AMZN: $144.37 million (11.8% of AUM)NYSE:TSM: $115.37 million (9.4% of AUM)As of May 21, 2026, monday.com shares were priced at $76.26, down 73.9% over the past year, underperforming the S&P 500 by 101.3 percentage pointsCompany/Etf overviewMetricValuePrice (as of market close May 21, 2026)$76.26Market capitalization$3.9 billionRevenue (TTM)$1.30 billionNet income (TTM)$119.35 millionCompany/Etf snapshotMonday.com offers a cloud-based Work OS platform and modular software applications for project management, CRM, marketing, and workflow automation.The company generates revenue primarily through subscription-based licensing of its SaaS platform to organizations and business units.It serves a global customer base including enterprises, educational institutions, government agencies, and diverse business teams.monday.com is a technology company specializing in cloud-based work management solutions, enabling organizations to streamline operations and collaborate efficiently at scale. The company's modular platform allows users to customize workflows, supporting a wide range of business functions from project management to CRM. With a strong international presence and a focus on product flexibility, monday.com leverages its scalable SaaS model to drive recurring revenue and maintain a competitive edge in the enterprise software market.
What this transaction means for investorsStrategy Capital's exit reads more like portfolio housekeeping than a strong view on monday.com — the position was never more than 2.4% of assets, and the fund moved on without fanfare to a tighter book of high-conviction tech names. The more useful question is what the company is worth at current prices. Monday.com sells a cloud-based work management platform that teams can configure for project tracking, CRM, or workflow automation. The modularity is genuinely useful, but the category is crowded — Asana, Atlassian, Salesforce, and Microsoft all compete for the same enterprise workflow budget. monday.com has grown by being flexible where others are rigid, but flexibility is hard to defend when larger platforms can match features and outspend on distribution.
The past year has been rough for the stock, and the compressed valuation makes it worth a closer look for investors who believe the company can hold its enterprise base, show improving unit economics and prove this is not app masquerading as a company. The bull case hinges on whether its AI-assisted features drive measurable retention and whether it can move upmarket without losing the SMB accounts that built it. Neither question has a clean answer yet, which makes this a stock to monitor rather than chase.
Seena Hassouna has positions in Shopify and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Amazon, Axon Enterprise, Cloudflare, Monday.com, Shopify, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
With a share price performance of -73% over the last year, monday.com has been one of the biggest casualties of what is now called the SaaS-Pocalypse. MNDY is now trading at 14.6x forward 2027 earnings while revenues are expected to grow by 19.5% and 16.5% in 2026 and 2027, respectively. The company's net cash balance of $1.2 billion now represents ~30% of its $4.0 billion market capitalization. MNDY's bulletproof balance sheet skews the risk-reward proposition to the upside.
Monday.com (MNDY - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this project management software developer have returned +16.2% over the past month versus the Zacks S&P 500 composite's +4.4% change. The Zacks Internet - Software industry, to which Monday.com belongs, has lost 2.2% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Monday.com is expected to post earnings of $1.00 per share, indicating a change of -8.3% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of $4.28 for the current fiscal year indicates a year-over-year change of -2.7%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.17 indicates a change of +20.8% from what Monday.com is expected to report a year ago. Over the past month, the estimate has changed +1.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Monday.com, the consensus sales estimate for the current quarter of $354.95 million indicates a year-over-year change of +18.7%. For the current and next fiscal years, $1.47 billion and $1.7 billion estimates indicate +19.3% and +15.4% changes, respectively.
Last Reported Results and Surprise HistoryMonday.com reported revenues of $351.27 million in the last reported quarter, representing a year-over-year change of +24.5%. EPS of $1.15 for the same period compares with $1.1 a year ago.
Compared to the Zacks Consensus Estimate of $338.9 million, the reported revenues represent a surprise of +3.65%. The EPS surprise was +19.79%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Monday.com is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Monday.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
On May 14, 2026, OBERNDORF WILLIAM E, the fund controlled by investor William Oberndorf disclosed it exited its entire stake in monday.com (MNDY 2.54%).
What happenedAccording to its SEC filing dated May 14, 2026, the fund sold all 73,705 shares of monday.com in the first quarter. The estimated value of the trade was $7.07 million using the mean unadjusted close during the period. The net position value dropped by $10.88 million, a figure that includes both the impact of share sales and price movement.
What else to knowThis was a full exit; post-sale, monday.com represents 0% of the fund's reportable AUM.Top holdings after the filing:NYSE: UNH: $9.62 million (18.0% of AUM)NYSE: GWRE: $9.24 million (17.3% of AUM)NYSEMKT: PHYS: $7.95 million (14.9% of AUM)NYSE: VEEV: $7.93 million (14.9% of AUM)NASDAQ: AMZN: $7.50 million (14.1% of AUM)As of May 13, 2026, shares of monday.com were priced at $67.70, down 76.7% over the past year, underperforming the S&P 500 by 103.16 percentage points.The fund is undergoing a downsizing, with 32% lower AUM quarter-over-quarter.Company overviewMetricValueRevenue (TTM)$1.23 billionNet Income (TTM)$119.35 millionPrice (as of market close May 13, 2026)$67.701-Year Price Change(76.69%)Company snapshotOffers a cloud-based Work OS platform enabling organizations to build custom workflow applications for project management, CRM, marketing, and software development.Offers business development and customer success services in addition to its core software platform.Serves a diverse global customer base, including enterprises, educational and government institutions, and business units across multiple regions.monday.com is a technology company specializing in flexible work management software, with operations spanning the United States, Europe, the Middle East, Africa, and internationally. The company leverages a modular, cloud-based platform to help organizations streamline operations and enhance productivity. Its scalable SaaS model and broad product suite position it competitively within the global enterprise software market.
What this transaction means for investorsThe fund managed by William Oberndorf has unloaded its monday.com in a broad sell-off of stocks for the fund.
Indeed, the performance of SaaS stocks like monday.com is on the decline as many software platforms have been replaced by software packages created on AI engines at a significantly lower cost.
Oberndorf did not reveal why he unloaded his entire monday.com stake. However, it is worth noting that monday.com was the only position completely liquidated.
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Moreover, as previously mentioned, Oberndorf reduced AUM by 32% over one quarter. With that, the sell-off also included significantly reduced stakes in the Sprott Physical Gold Trust, Amazon, and Autodesk .
Investors should also note that Oberndorf increased his Veeva Systems stake by 52%, so we can assume the fund is still finding stocks it likes to buy in this environment.
As for monday.com, investors can only speculate as to what the motivation was behind the sale. However, given Oberndorf’s other movements, his fund more than likely lost faith in monday.com at the same time it wanted to increase the amount of capital available for other opportunities.
Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Autodesk, Monday.com, and Veeva Systems. The Motley Fool recommends UnitedHealth Group. The Motley Fool has a disclosure policy.
The U.S. IPO market maintained its strong momentum in May with 12 offerings raising $13.1 billion in total proceeds, which was well above April's $8.2 billion in total proceeds but one short on deal count. The largest deal of the month was technology firm Cerebras Systems' $6.4 billion raise, making it the largest IPO since Medline Inc.'s $7.2 billion raise in December 2025 and the biggest tech IPO since Uber Technologies' $8.1 billion in May 2019. The healthcare sector saw three new issuers, led by GMR Solutions' $478.7 million offering.
Monday.com (MNDY - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this project management software developer have returned +19%, compared to the Zacks S&P 500 composite's +1.9% change. During this period, the Zacks Internet - Software industry, which Monday.com falls in, has gained 1.7%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Monday.com is expected to post earnings of $1.14 per share for the current quarter, representing a year-over-year change of +4.6%. Over the last 30 days, the Zacks Consensus Estimate has changed -12.2%.
The consensus earnings estimate of $4.49 for the current fiscal year indicates a year-over-year change of +2.1%. This estimate has changed -13.5% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.45 indicates a change of +21.4% from what Monday.com is expected to report a year ago. Over the past month, the estimate has changed +6.7%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Monday.com, the consensus sales estimate for the current quarter of $354.95 million indicates a year-over-year change of +18.7%. For the current and next fiscal years, $1.47 billion and $1.7 billion estimates indicate +19.3% and +15.8% changes, respectively.
Last Reported Results and Surprise HistoryMonday.com reported revenues of $351.27 million in the last reported quarter, representing a year-over-year change of +24.5%. EPS of $1.15 for the same period compares with $1.1 a year ago.
Compared to the Zacks Consensus Estimate of $338.9 million, the reported revenues represent a surprise of +3.65%. The EPS surprise was +19.79%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Monday.com is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Monday.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
LONDON--(BUSINESS WIRE)--monday.com (Nasdaq: MNDY), the AI work platform that turns strategy into execution at scale, today announced Ben Barnett’s appointment to General Manager (GM) of Europe, the Middle East and Africa, marking a major milestone in the company’s global expansion.
The move comes as monday.com completes its biggest-ever transformation into an AI work platform.
Share Ben, who has been with monday.com for five years, brings a decade of experience in senior B2B sales roles at software companies and has overseen significant, sustained growth at monday.com in the UK and Ireland since joining in 2021.
In his new position, Ben’s priorities include delivering the monday.com’s EMEA go-to-market strategy, fostering key partnerships, and bolstering its newly announced AI work platform. He is based in London.
Ben’s promotion comes as monday.com builds on a period of rapid regional success, with EMEA revenue up 26% year-on-year in 2025. Last year, monday.com expanded its regional EMEA headquarters in Fitzrovia, London, now occupying 80,000 sq ft across three floors where more than 370 employees are based, as well as adding offices in Paris and Munich. There are more than 2,250 employees in monday.com’s EMEA region, encompassing London, Munich, Paris, Tel Aviv, and Warsaw.
monday.com has just completed the most significant change in its history, rebuilding its product from a work management solution to a single AI work platform, where people and agents execute, manage and operate as one team.
Ben Barnett, General Manager for EMEA at monday.com said: "EMEA has been one of monday.com's most exciting growth stories, and I've had the privilege of living it from the inside. It’s a unique privilege to be afforded the opportunity to lead a region with such a broad business and cultural history and nuance, bound together by a shared spirit of industry and enterprise. As we move now into an AI-powered age, I’m proud to step into this GM role and bring our customers the tools and advice they need to harness technology in a way, and at a speed, that works for them."
Casey George, Chief Revenue Officer at monday.com said: "Ben has been instrumental in shifting our EMEA business into a higher gear, consistently demonstrating the skill and precision required to scale in complex markets. He was there at the inception of our London office, and the breadth of knowledge, relationships and commercial instinct he has built across this region over five years is an extraordinary asset. He understands our customers, our partners and our people in a way that only comes from being in the room for every chapter of this growth story. With his leadership, we are strongly positioned to accelerate our annual plan and lead the next frontier of enterprise AI."
About monday.com
monday.com is the AI work platform that not only helps manage and orchestrate work, but also does the work for you. Over 250,000 customers worldwide use monday.com to bring people, workflows, and AI agents together on one flexible platform, where AI doesn't just assist, it executes. From work management and CRM to service and dev, every monday.com product runs on the same AI layer, automating tasks, running workflows, and helping teams deliver exponentially more with less effort.
monday.com (Nasdaq: MNDY), the AI work platform that turns strategy into execution at scale, today announced Ben Barnett’s appointment to General Manager (GM) of Europe, the Middle East and Africa, marking a major milestone in the company’s global expansion.
Ben, who has been with monday.com for five years, brings a decade of experience in senior B2B sales roles at software companies and has overseen significant, sustained growth at monday.com in the UK and Ireland since joining in 2021.
In his new position, Ben’s priorities include delivering the monday.com’s EMEA go-to-market strategy, fostering key partnerships, and bolstering its newly announced AI work platform. He is based in London.
Ben’s promotion comes as monday.com builds on a period of rapid regional success, with EMEA revenue up 26% year-on-year in 2025. Last year, monday.com expanded its regional EMEA headquarters in Fitzrovia, London, now occupying 80,000 sq ft across three floors where more than 370 employees are based, as well as adding offices in Paris and Munich. There are more than 2,250 employees in monday.com’s EMEA region, encompassing London, Munich, Paris, Tel Aviv, and Warsaw.
monday.com has just completed the most significant change in its history, rebuilding its product from a work management solution to a single AI work platform, where people and agents execute, manage and operate as one team.
Ben Barnett, General Manager for EMEA at monday.com said: "EMEA has been one of monday.com's most exciting growth stories, and I've had the privilege of living it from the inside. It’s a unique privilege to be afforded the opportunity to lead a region with such a broad business and cultural history and nuance, bound together by a shared spirit of industry and enterprise. As we move now into an AI-powered age, I’m proud to step into this GM role and bring our customers the tools and advice they need to harness technology in a way, and at a speed, that works for them."
Casey George, Chief Revenue Officer at monday.com said: "Ben has been instrumental in shifting our EMEA business into a higher gear, consistently demonstrating the skill and precision required to scale in complex markets. He was there at the inception of our London office, and the breadth of knowledge, relationships and commercial instinct he has built across this region over five years is an extraordinary asset. He understands our customers, our partners and our people in a way that only comes from being in the room for every chapter of this growth story. With his leadership, we are strongly positioned to accelerate our annual plan and lead the next frontier of enterprise AI."
About monday.com
monday.com is the AI work platform that not only helps manage and orchestrate work, but also does the work for you. Over 250,000 customers worldwide use monday.com to bring people, workflows, and AI agents together on one flexible platform, where AI doesn't just assist, it executes. From work management and CRM to service and dev, every monday.com product runs on the same AI layer, automating tasks, running workflows, and helping teams deliver exponentially more with less effort.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260609835979/en/
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Monday.com (MNDY - Free Report) .
Monday.com currently has an average brokerage recommendation (ABR) of 1.64, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 25 brokerage firms. An ABR of 1.64 approximates between Strong Buy and Buy.
Of the 25 recommendations that derive the current ABR, 16 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 64% and 8% of all recommendations.
Brokerage Recommendation Trends for MNDY
Check price target & stock forecast for Monday.com here>>>
The ABR suggests buying Monday.com, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is MNDY Worth Investing In?Looking at the earnings estimate revisions for Monday.com, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $4.49.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Monday.com. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Mondaycom.
