On May 11, 2026, Trimble Inc TRMB shares fell 4.5% to a current price of $58.04. This decline comes amid a challenging market environment for the stock, which has experienced a year-to-date drop of 25.9%. Over the past year, TRMB has ranged between a 52-week high of $87.50 and a low of $59.85.
GF Value™ verdict: Current price of $58.04 is 9.9% below GF Value™ of $64.44, indicating it is undervalued.GF Score™: 91/100, suggesting a strong overall position based on various metrics.Most notable signal: Insiders sold $2.2 million in the last three months, indicating a lack of buying interest among them. Is TRMB Overvalued or Undervalued? According to the GF Value™, Trimble Inc TRMB is currently trading at $58.04, which is 9.9% below its estimated fair value of $64.44. This undervaluation suggests a potential opportunity for investors, as there is a margin of safety for those considering an entry point into TRMB shares. The GF Valuation label classifies the stock as "modestly undervalued," which aligns with the current price being below the intrinsic value determined through historical trading multiples, past business growth, and future performance estimates.
While the undervaluation presents an attractive opportunity, it is important to consider potential risks. The recent decline in share price, alongside insider selling, may reflect underlying concerns that could affect future performance. Therefore, investors should exercise caution and conduct thorough research before making any investment decisions.
How Does TRMB's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 30.6x 36.0x Forward P/E 16.3x N/A The current P/E ratio of 30.6x is noticeably below its 5-year median P/E of 36.0x, suggesting that the stock is trading at a discount compared to its historical valuations. Additionally, the forward P/E of 16.3x further indicates that TRMB may be undervalued relative to its own past performance. This P/E analysis aligns with the GF Value™ verdict, reinforcing the potential for TRMB to be undervalued at its current price.
What Does TRMB's GF Score™ Tell Us? Metric Rating GF Score™ 91 Financial Strength 7/10 Profitability 8/10 Growth 9/10 Valuation 9/10 Momentum 5/10 The GF Score™ of 91/100 highlights Trimble Inc's strong position across several key metrics. Particularly noteworthy is its Growth rank of 9/10, indicating robust potential for future earnings expansion. Additionally, the Valuation rank of 9/10 suggests that the stock is attractively priced compared to its fundamentals. However, the Momentum rank of 5/10 indicates a relative weakness in price trends, which could be a concern for those focusing on short-term performance.
What Are Insiders Doing with TRMB Stock? In the last three months, insiders at Trimble Inc have sold a total of $2.2 million worth of shares, with no insider buying reported during this period. This pattern of selling may suggest a lack of confidence among insiders regarding the stock's future performance, which can be a red flag for investors. While insider trading activity alone should not solely dictate investment decisions, it is a factor to consider in the overall evaluation of the company.
What This Means for Investors Based on the analysis of GF Value™, Trimble Inc TRMB is currently undervalued. This presents a potential opportunity for investors, although caution is advised due to recent insider selling and market volatility.
For the complete analysis, visit the Trimble Inc TRMB stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is TRMB's GF Score™?
TRMB's GF Score™ is 91/100, indicating a strong overall position based on financial strength, profitability, growth, valuation, and momentum.
Is TRMB overvalued or undervalued?
TRMB is currently undervalued, with a GF Value™ of $64.44 compared to its current price of $58.04, representing a 9.9% discount.
What is TRMB's P/E ratio?
TRMB's P/E ratio is 30.6x TTM, which is below its 5-year median P/E of 36.0x, indicating that it is trading at a discount compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Trimble® (Nasdaq: TRMB) announced today that its Chief Executive Officer, Rob Painter, will participate in a fireside chat at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on Monday, May 18, 2026 at 2:50pm Eastern Time.
A live webcast and replay of the presentation will be available through Trimble's investor relations website at investor.trimble.com. Please go to the website 15 minutes early to register, download and install any necessary software. More information will be available on investor.trimble.com.
About Trimble
Trimble is a global technology company that connects the physical and digital worlds, transforming the ways work gets done. With relentless innovation in precise positioning, modeling and data analytics, Trimble enables essential industries including construction, geospatial and transportation. Whether it's helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress. For more information about Trimble (Nasdaq: TRMB), visit: www.trimble.com.
On May 13, 2026, Trimble Inc TRMB shares fell 7.1% today, bringing the current price to $56.51. This price is near the lower end of its 52-week range of $56.36 to $87.50, and the stock has experienced a significant decline of 27.9% year-to-date.
GF Value™ verdict: Current price of $56.51 vs. GF Value™ of $64.46, indicating a 12.3% upside.GF Score™: 88/100, signifying a strong overall performance.Most notable signal: Insiders sold $2.2M in the last 3 months, with no buying activity reported. Is TRMB Overvalued or Undervalued? The current price of Trimble Inc TRMB at $56.51 presents an interesting opportunity when compared to its GF Value™ estimate of $64.46, which suggests that the stock is currently undervalued by approximately 12.3%. This indicates a potential margin of safety for investors looking for value. The GF Valuation label of "Modestly Undervalued" supports the perspective that TRMB may be an attractive option for those seeking growth at a reasonable price. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the undervaluation presents an opportunity, it is also essential to consider the broader market context and the recent price decline of 27.9% year-to-date. The risk associated with such a downturn may warrant caution, as it could indicate underlying issues that need to be addressed. Nevertheless, the current valuation suggests that TRMB possesses the potential for recovery.
How Does TRMB's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 29.7x 36.0x Forward P/E 15.9x With a current P/E (TTM) of 29.7x, Trimble Inc is trading significantly below its 5-year median P/E of 36.0x, indicating that the stock may be undervalued compared to its historical valuation. The forward P/E of 15.9x further reinforces this perspective. This P/E analysis aligns with the GF Value™ verdict, suggesting that the stock is currently undervalued.
What Does TRMB's GF Score™ Tell Us? Metric Rating GF Score™ 88/100 Financial Strength 6/10 Profitability 8/10 Growth 8/10 Valuation 10/10 Momentum 5/10 Trimble Inc's GF Score™ of 88/100 indicates a strong overall performance, particularly in the areas of Valuation (10/10), Profitability (8/10), and Growth (8/10). However, the Financial Strength score of 6/10 and Momentum score of 5/10 suggest that there are areas for improvement, particularly in maintaining positive momentum in the current market environment. Overall, the strong GF Score™ reflects the potential for long-term returns, but investors should be mindful of the weaker aspects that could impact future performance.
What Are Insiders Doing with TRMB Stock? In the last three months, insiders have sold $2.2 million worth of Trimble Inc stock, with no buying activity reported. This trend may indicate a lack of confidence among insiders regarding the company's short-term prospects, which could be a signal for potential investors to consider the implications of insider sentiment. If there had been insider buying, it might have suggested a stronger belief in the company's future performance.
What This Means for Investors Based on the GF Value™ assessment, Trimble Inc TRMB is currently undervalued, presenting a potential opportunity for those looking for growth at a reasonable price. However, investors should remain cautious due to the recent stock performance and insider selling activity.
For the complete analysis, visit the Trimble Inc TRMB stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is TRMB's GF Score™?
TRMB's GF Score™ is 88/100, indicating a strong overall performance and potential for long-term returns based on key financial metrics.
Is TRMB overvalued or undervalued?
TRMB is currently undervalued, with a GF Value™ of $64.46 compared to its current price of $56.51, suggesting a 12.3% upside.
What is TRMB's P/E ratio?
TRMB's P/E (TTM) ratio is 29.7x, which is significantly below its 5-year median of 36.0x, reinforcing the view that the stock is currently undervalued.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Trimble Navigation (TRMB - Free Report) has been beaten down lately with too much selling pressure. While the stock has lost 20.4% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Why TRMB Could Bounce Back Before LongThe heavy selling of TRMB shares appears to be in the process of exhausting itself, as indicated by its RSI reading of 24.06. So, the trend for the stock could reverse soon for reaching the old equilibrium of supply and demand.
The RSI value is not the only factor that indicates a potential turnaround for the stock in the near term. On the fundamental side, there has been strong agreement among the sell-side analysts covering the stock in raising earnings estimates for the current year. Over the last 30 days, the consensus EPS estimate for TRMB has increased 0.1%. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, TRMB currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways Samsara added 133 new $100K ARR customers in Q2 fiscal 2026, bringing the total to 2,771.IOT expects fiscal 2027 revenue growth of 21-22% with non-GAAP operating margin at 19%.Trimble reported 79% recurring revenue mix in 2025 as software and AI tools drive ARR growth. Samsara (IOT - Free Report) and Trimble (TRMB - Free Report) are two important players in the digitization of physical operations and industrial workflows. While Samsara provides AI-powered IoT devices, telematics systems and connected operations software for fleet management and industrial monitoring, Trimble delivers construction, geospatial, engineering and workflow solutions that connect the physical and digital worlds.
As the world is moving toward Industry 4.0, the advent of AI has transformed every industry. Samsara and Trimble are expected to gain from this shift. Considering the possibilities of multi-directional growth in physical operations led by digitization and AI implementation, both companies are likely to capitalize on the emerging trends. Given this scenario, let's closely examine the fundamentals of the two companies, so investors can make an informed bet.
The Case for Samsara StockSamsara is gaining from the adoption of its Connected AI Platform and IOT trackers, telematics and video monitoring devices and is gaining market share among vehicle OEMs and fleet management companies. Samsara added 133 new $100K+ ARR customers, bringing the total to 2,771 in the second quarter of fiscal 2026. The company ended the second quarter of fiscal 2026 with 147 $1 million-plus ARR customers.
The company continues to benefit from strong adoption among large enterprise customers, with ARR from customers contributing more than $100,000 annually, rising 37% year over year to $1.2 billion. Larger customers typically adopt multiple Samsara products, which improves platform monetization without proportionally increasing customer acquisition costs. Another important factor supporting margin expansion is disciplined expense management.
Samsara’s expanding mix of multi-product enterprise deployments also strengthens its long-term margin profile. In the fourth quarter, nine of the company’s top 10 net new ACV deals included two or more products, while six included four or more products. Offerings launched over the last two years accounted for 23% of net new ACV in the fourth quarter. This demonstrates that customers increasingly view Samsara as a mission-critical connected operations platform rather than a point solution provider.
Samsara is also seeing strong multiproduct adoption. About 96% of customers with more than $100,000 in ARR now use at least two products, while 69% use three or more. The company delivered strong operating leverage in fiscal 2026 as non-GAAP operating margin expanded to 17% from 9% in fiscal 2025, while fourth-quarter non-GAAP operating margin reached 21%, up from 16% a year ago.
Management expects the momentum to continue in fiscal 2027 with guidance calling for a 19% non-GAAP operating margin alongside revenue growth of 21-22%. The Zacks Consensus Estimate for the fiscal 2027 earnings is pegged at 69 cents per share. The figure has remained unchanged in the past 60 days.
Image Source: Zacks Investment Research
The Case for Trimble StockTrimble is shifting from being a traditional hardware company to a connected workflow platform built around the physical and digital worlds. Trimble has two open cloud platforms in construction and transportation, with software, subscriptions and services playing a steadily larger role in the mix. The company also emphasizes AI, machine learning and computer vision across its products, positioning itself as a provider of industry-specific tools that help customers work more efficiently, safely and sustainably.
That strategy is showing up in the numbers. For 2025, Trimble reported $3.59 billion in revenues, $2.39 billion in ARR, and a recurring revenue mix that represented 79% of total revenues. Organic ARR growth reached 14%, signaling that the shift toward subscription and services is not just a narrative but a real operating trend. In the first quarter of 2026, the momentum continued with revenues of $940 million, ARR of $2.435 billion, and double-digit organic growth across the company, led by AECO and Field Systems.
AECO remains one of Trimble’s most important growth engines. The segment serves architects, engineers, contractors and owners through software that spans design, BIM, construction management and asset lifecycle tools. Trimble is also using AI to create new monetization paths. Trimble is already monetizing software and AI through named-user licenses, while also building toward hybrid models that combine subscriptions with consumption.
The strength of the model is reinforced by scale and balance sheet discipline. Trimble said more than 30 million projects have been created in Trimble Connect, with over 50 million users since inception and more than 130 integrations in its marketplace. Trimble is turning a broad set of point solutions into a more unified platform where data, workflow and AI reinforce one another. Nevertheless, its business still carries risks, including less visibility in hardware and macro uncertainty, but the direction of travel is favorable.
The Zacks Consensus Estimate for TRMB’s 2026 revenues is pegged at $3.88 billion, indicating year-over-year growth of 8%. The consensus estimate for TRMB’s 2026 earnings is pegged at $3.56 per share, indicating year-over-year growth of 13.7%.
Image Source: Zacks Investment Research
Stock Price Performance and Valuation of TRMB & IOTShares of TRMB and IOT have plunged 28.1% and 12.1%, respectively, year to date.
IOT vs TRMB YTD Performance Chart
Image Source: Zacks Investment Research
IOT is trading at a forward 12-month Price to Sales ratio of 8.67X, which is lower than its median of 11.63X. TRMB is trading at a forward sales multiple of 3.28X, lower than its median of 11.63X.
Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research
Conclusion: TRMB vs. IOTWhile both Samsara and Trimble are benefiting from the broader digitization of physical operations, Samsara currently appears to offer the stronger growth profile, cleaner execution story and larger long-term upside, making IOT the better buy for growth-oriented investors. Samsara is gaining from the pace of its enterprise expansion and multi-product adoption, driving its long-term growth trend. Given these factors, we suggest IOT to be a safer bet at present.
TRMB and IOT carry a Zacks Rank #3 (Hold) each at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
On June 01, 2026, Trimble Inc TRMB shares rose 3.1% to $58.15. This movement comes in the context of a 52-week trading range between $52.80 and $87.50, indicating some volatility in the stock price over the past year.
GF Value™ verdict: Current price of $58.15 is 10.2% below the GF Value™ estimate of $64.77.GF Score™ of 87/100 indicates a strong overall performance in key financial metrics.Notable signal: Insiders sold $2.2 million in stock over the last three months, with no buying activity reported. Is TRMB Overvalued or Undervalued? Trimble Inc is currently trading at $58.15, which is 10.2% below its GF Value™ estimate of $64.77. This undervaluation suggests a potential opportunity for investors, as the stock appears to offer a margin of safety. The GF Valuation label indicates that TRMB is modestly undervalued, which means that it may present a favorable risk-reward scenario for those considering entering a position. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the stock is undervalued according to GF Value™, it is important to consider potential risks, such as market volatility and the recent insider selling activity, which may indicate a lack of confidence from those closest to the company. Investors should be cautious and conduct further analysis before making any investment decisions.
How Does TRMB's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)30.6x35.5x (5-Year Median) Forward P/E16.2xN/A Currently, Trimble Inc's P/E (TTM) of 30.6x is below its 5-year median of 35.5x, indicating that the stock is trading at a lower valuation compared to its historical levels. The forward P/E of 16.2x further suggests that the market expects improved earnings in the near future. This P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that TRMB is undervalued relative to its historical performance.
What Does TRMB's GF Score™ Tell Us? MetricRating GF Score™87/100 Financial Strength6/10 Profitability8/10 Growth8/10 Valuation10/10 Momentum5/10 The GF Score™ of 87/100 indicates a strong overall performance in key financial metrics, particularly in the Valuation category where it ranks a perfect 10/10. The Profitability and Growth ranks of 8/10 also reflect a healthy financial position and potential for future expansion. However, the Financial Strength rating of 6/10 and a Momentum rank of 5/10 suggest areas for improvement and may require further scrutiny from potential investors.
What Are Insiders Doing with TRMB Stock? Recent insider activity at Trimble Inc has shown that insiders sold $2.2 million worth of shares over the last three months, with no recorded buying activity. This pattern may raise some concerns as it could indicate a lack of confidence among insiders regarding the company's near-term prospects. While insider selling does not always correlate with negative performance, it is an important signal for investors to consider when evaluating the stock.
What This Means for Investors Based on the GF Value™ analysis, Trimble Inc TRMB is currently undervalued at $58.15, which is 10.2% below its estimated fair value of $64.77. While this presents an opportunity for potential gains, the recent insider selling and market volatility warrant caution. Thorough due diligence is essential before making any investment decisions.
For the complete analysis, visit the Trimble Inc TRMB stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is TRMB's GF Score™?
TRMB has a GF Score™ of 87/100, indicating a strong overall performance in key financial metrics, suggesting potential for higher long-term returns.
Is TRMB overvalued or undervalued?
TRMB is currently undervalued according to GF Value™, trading at 10.2% below its estimated fair value of $64.77, indicating a potential opportunity for investors.
What is TRMB's P/E ratio?
TRMB's current P/E (TTM) is 30.6x, which is below its 5-year median of 35.5x, suggesting that the stock is trading at a lower historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Trimble to Integrate Omni into Transportation Products, Bringing Real-Time Hotel Booking to Commercial Truck Drivers Across North America
DENVER--(BUSINESS WIRE)--Engine, the travel and spend management platform, today announced the launch of Omni Powered by Engine, which allows companies to integrate Engine's world-class hotel booking experience into a website or app. Omni is a developer-friendly hotel booking API powered by the same technology, reliability, and speed that Engine is built on, all for free. With Omni, companies can integrate Engine’s extensive hotel network and booking capabilities to their own platform, without having to build supplier connectivity, payment infrastructure, search capabilities, compliance systems, or traveler support from scratch.
Trimble, a global industrial technology company, is collaborating with Engine to integrate Omni directly into Trimble Places, a commercial location database including amenity information, wait times and more. Trimble Places connects drivers to over 6 million commercial vehicle locations globally including fuel stops and warehouses.
Omni will also be integrated into Trimble Road Call, a full-serve vehicle breakdown module within Trimble TMT Fleet Maintenance™ solution, and Trimble CoPilot, a commercial-grade, turn-by-turn GPS navigation solution designed for commercial fleets.
Together, these solutions serve nearly 800,000 customers across North America. By integrating Omni into its transportation products, Trimble will provide truck drivers seamless access to hotel booking inside the tools they already rely on, at the moments they need it most.
"We created Omni to be a developer-friendly infrastructure that empowers our partners to integrate seamless hotel booking right into their existing platform," said Elia Wallen, CEO of Engine. "We’re excited to have Trimble as an early collaborator. For customers who live and work on the road, lodging isn't a nice-to-have, it's a core part of the experience. We built Omni to handle the heavy lifting so companies like Trimble can deliver that booking experience without building it themselves."
Engine has over a decade of travel experience and is already trusted by over 1 million travelers and 30,000 businesses. Omni delivers seamless access to over one million properties worldwide, backed by sub-second search performance, real-time rates, integrated payments, and 24/7 traveler support. With Omni powered by Engine, partners get all the capabilities with none of the operational overhead. The integration platform includes clean API documentation, no volume minimums, and a full sandbox environment.
Core differentiators include a quick-start integration path, AI-powered content enrichment, personalization, payment flexibility, and infrastructure that scales from a first booking to millions.
“At Trimble, our mission is to transform the way the world works, which includes providing drivers with the essential tools they need to succeed on the road,” said Seth Handler, director, partnerships and channel sales at Trimble. “By integrating Omni by Engine into Trimble solutions, we’re removing friction from one of the most critical aspects of a driver’s day: finding a safe and reliable place to rest. This collaboration allows us to deliver real-time hotel booking capabilities directly within our ecosystem, enhancing the driver experience without requiring them to leave the platforms they already trust.”
“For the millions of professionals who spend their working lives on the road, access to convenient, affordable, and reliable lodging is one of the most practical ways a technology platform can improve their experience,” said Wallen. “For companies like Trimble, Omni can create a new product capability that deepens the value they deliver to customers and strengthens the role their platform plays in those customers' daily operations.”
Omni powered by Engine is available now. Developers and organizations can visit omni.engine.com to learn more, explore documentation, and contact Engine to discuss opportunities.
The Omni integration with Trimble Places is currently available in North America. The integrations with Trimble CoPilot® in-cab navigation solution and Trimble TMT Fleet Maintenance are expected to be available for customers in North America in the near future.
About Engine
Engine is a modern business and group travel platform trusted by over one million travelers. Engine saves businesses time and money through an extensive travel network that connects to nearly every hotel, airline, and car rental company in the U.S. It offers single invoice billing, the flexibility to modify or cancel trips without incurring additional fees, and a unified view of all company travel and spend. Customers rely on Engine to not only make travel easier to manage but also to make it enjoyable for everyone involved. Additionally, Engine helps coordinate room blocks for corporate offsites, sports teams, weddings, family reunions and more to help people get together in person. The company is backed by Telescope Partners, Blackstone, Elefund, and Permira. Learn more at engine.com.
About Trimble
Trimble is a global technology company that connects the physical and digital worlds, transforming the ways work gets done. With relentless innovation in precise positioning, modeling and data analytics, Trimble enables essential industries including construction, geospatial and transportation. Whether it's helping customers build and maintain infrastructure, design and construct buildings, optimize global supply chains or map the world, Trimble is at the forefront, driving productivity and progress. For more information about Trimble, visit: www.trimble.com.
A month has gone by since the last earnings report for Trimble Navigation (TRMB - Free Report) . Shares have lost about 9.9% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Trimble due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Trimble Inc. before we dive into how investors and analysts have reacted as of late.
TRMB Q1 Earnings Beat Estimates on Recurring Revenue StrengthTrimble reported first-quarter 2026 non-GAAP earnings of 79 cents per share, which beat the Zacks Consensus Estimate by 9.7% and jumped 29.5% year over year. Revenues of $940 million increased 11.8% year over year and topped the consensus mark by 4%.
The reported quarter reflected continued execution on the company’s connect & scale strategy, supported by a record annualized recurring revenue (ARR) base of $2.43 billion, up 13% on an organic basis.
TRMB’s Top Line Split Shows Software Weight RisingIn the first quarter, subscription and services contributed $628.7 million (67% of revenues), and product revenues added $311.2 million (33% of revenues). The mix underscores the company’s steady shift toward a more recurring profile. Subscription and services increased 10.5% year over year, while product revenues increased 14.6%.
Segment-wise, AECO (Architects, Engineers, Construction, Owners) delivered $391.1 million of revenue, Field Systems generated $409.2 million, and Transportation & Logistics contributed $139.6 million. The portfolio balance helped the company post growth even as management acknowledged a constrained freight market.
Trimble’s AECO Engine Builds on Global ExpansionTrimble’s AECO segment produced 14% organic revenue growth, supported by cross-sell and upsell and the global expansion of Trimble Construction One. Segment ARR reached a record $1.51 billion, also up 14% organically, as the company extended the reach of its construction platform into the Asia Pacific.
Profitability improved meaningfully in AECO. Operating income margin expanded 420 basis points (bps) year over year to 31.5%, reflecting recurring revenue growth and operating expense leverage. Management also highlighted continued progress in bringing ProjectSight to Europe, supporting a broader international go-to-market motion.
TRMB’s Field Systems Demand Stayed Solid in CivilTRMB’s Field Systems segment posted 12% organic growth in both revenues and ARR. Management cited strength in civil construction, with infrastructure and data center end markets supporting demand, while the segment continued absorbing headwinds from model conversions to recurring revenues.
The company pointed to civil construction and geospatial demand tied to road construction, solar, manufacturing, and data center projects. ARR growth was driven by subscription offerings, including WorksPlus machine control, Positioning Services, and Trimble Business Center, along with extended warranties.
Trimble’s Transportation Unit Leans Into AI-Led WorkflowTrimble’s Transportation & Logistics segment delivered 7% organic revenue growth and 9% organic ARR growth on an as-adjusted basis. Operating income margin increased 300 bps year over year to 24.2%, as the team worked through stranded costs after the Mobility divestiture.
Management emphasized accelerating AI initiatives across the portfolio. The company noted it is monetizing AI through a mix of license-based and consumption-based models, including autonomous procurement and autonomous quotation in transportation. Trimble also discussed the SketchUp integration with Anthropic’s Claude, positioned as a path to expand the addressable market by converting new users into downstream SketchUp subscriptions.
TRMB’s Q1 Margins Expanded Y/YNon-GAAP profitability improved in the quarter, with gross margin at 71%, an expansion of 110 basis points (bps) year over year.
Adjusted EBITDA was $257.7 million, translating to a 27.4% margin, up 150 bps year over year.
Non-GAAP operating income margin was 25.9% versus 23.6% reported in the year-ago quarter.
Trimble’s Balance Sheet Remains StrongTRMB ended the quarter with $234.1 million in cash and equivalents and total debt of $1.413 billion.
Cash generation remained strong. Free cash flow was $268.6 million compared with $149.0 million in the year-ago period, supported by operating cash flow of $274.7 million and capital expenditures of $6.1 million.
During the quarter, the company repurchased about 4.7 million shares for $316.9 million, with $608 million remaining under its current authorization.
Trimble Raises 2026 Guidance After Strong StartTrimble raised its 2026 outlook. The company expects revenues of $3.835-$3.915 billion and non-GAAP earnings of $3.47-$3.64 per share. Organic ARR growth is projected at 12%-14%.
The company’s updated 2026 view also indicates a non-GAAP operating margin of 27.9%-28.5% and an adjusted EBITDA margin of 29.4%-30.0%.
For the second quarter of 2026, Trimble expects revenue of $938-$963 million and non-GAAP earnings of 78-82 cents per share.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in estimates revision.
VGM ScoresAt this time, Trimble has a average Growth Score of C, a score with the same score on the momentum front. Charting a somewhat similar path, the stock has a score of D on the value side, putting it in the bottom 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions looks promising. Interestingly, Trimble has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerTrimble is part of the Zacks Manufacturing - General Industrial industry. Over the past month, Generac Holdings (GNRC - Free Report) , a stock from the same industry, has gained 4.3%. The company reported its results for the quarter ended March 2026 more than a month ago.
Generac Holdings reported revenues of $1.06 billion in the last reported quarter, representing a year-over-year change of +12.4%. EPS of $1.80 for the same period compares with $1.26 a year ago.
Generac Holdings is expected to post earnings of $1.96 per share for the current quarter, representing a year-over-year change of +18.8%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
Generac Holdings has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C.
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.
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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.
Today's Change
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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.
Item 1 of 2 A logo of Blackstone is pictured in Manhattan, New York City, U.S. July 29, 2025. REUTERS/Mike Segar/File Photo
[1/2]A logo of Blackstone is pictured in Manhattan, New York City, U.S. July 29, 2025. REUTERS/Mike Segar/File Photo Purchase Licensing Rights, opens new tab
CompaniesJune 3 (Reuters) - Canadian power producer TransAlta Corp (TA.TO), opens new tab said on Wednesday it will acquire two natural gas-fired peaking facilities near Denver, Colorado, from Blackstone (BX.N), opens new tab for about $1 billion, strengthening its presence in the Western U.S. power market.
Power producers are adding flexible gas-fired capacity to support rising demand, as the industry prepares for a rapid growth in electricity consumption, partly driven by power-hungry data centers.
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The assets, Mountain Peak Power and Canyon Peak Power, have a combined capacity of 318 megawatts and are fully contracted under long-term tolling agreements with investment-grade customers for more than 25 years.
The deal includes assuming $750 million of project-level debt and raising about $250 million in equity through a C$350 million bought deal share offering.
Under the offering, a syndicate of underwriters led by CIBC Capital Markets and RBC Capital Markets will buy 18.2 million shares at C$19.20 each.
The facilities are expected to generate about $80 million in annual adjusted core profit and roughly $33 million in free cash flow, with additional upside from performance incentives.
"These assets will generate long-term contracted cash flows for redeployment into other growth prospects such as Centralia and Alberta data centres," CEO Joel Hunter said.
TransAlta said the deal will be immediately add to free cash flow per share in the low-to-mid single digits.
The transaction is expected to close in early fourth-quarter 2026, subject to the completion of the Canyon Peak facility, which is set to begin operations in the third quarter.
Reporting by Sumit Saha in Bengaluru; Editing by Arun Koyyur
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Blackstone-backed Liftoff Mobile said on Wednesday it has raised $437 million in its U.S. initial public offering, as a busy summer for listings gathers pace and encourages more companies to test investor appetite.
IPO watch 2024: Which new stocks will hit the market?Apogee Therapeutics NASDAQ: APGE executives said the company is preparing to move its lead drug candidate, zumilokibart, into Phase 3 testing later this year after reporting Phase 2b data in atopic dermatitis and securing a major financing agreement with Blackstone.
Speaking at a Jefferies-hosted event, Michael Henderson, chief executive officer of Apogee Therapeutics, said zumilokibart, or Zumi, is being developed for Type 2 inflammatory diseases, with atopic dermatitis as the lead indication. Henderson said the company’s recently released Phase 2b data showed “very competitive efficacy” with four dosing days during induction. He also said data released earlier this year showed that dosing every three to six months after induction could maintain efficacy and lead to improved responses over time.
Get Apogee Therapeutics alerts:
Henderson said Apogee believes Zumi could become “the next exciting launch in frontline atopic dermatitis” and described the company’s broader plans as including asthma and eosinophilic esophagitis. He said Apogee sees “full pipeline and product potential” for Zumi later this decade.
Blackstone Financing Removes Near-Term Funding Overhang, Executives Say Apogee executives highlighted the company’s $1.3 billion financing collaboration with Blackstone as a key part of its strategy entering Phase 3. Henderson said the agreement, combined with the company’s existing balance sheet, gives Apogee cash “through launch and even commercialization and profitability.” He said the company now enters Phase 3 “without a financing overhang.”
Jane Pritchett Henderson, Apogee’s chief financial officer, said the Blackstone transaction was the “largest pre-Phase 3 deal” of its type and reflected Blackstone’s conviction in Zumi. She said Apogee focused on three priorities in negotiations: the amount of capital available, the cost of capital and strategic optionality.
Pritchett Henderson said the capital available under the deal means Apogee has “no need for equity.” She added that Apogee negotiated royalty rates that decline with sales, flexibility around how much capital to draw down and a potential future option to buy down the royalty to a “very low single-digit royalty rate,” if appropriate. She also said the agreement does not include “onerous governance features.”
Asked about whether the financing affects strategic optionality, Michael Henderson said companies want to be in “a position of strength, not weakness” in any strategic discussion. He said Apogee now has a clear independent path to launch Zumi if that is the best route, while also noting that another company with a lower cost of capital could potentially accelerate combination development or indication expansion.
Company Positions Zumi as a Frontline Atopic Dermatitis Therapy Jeff Hartness, Apogee’s chief commercial officer, said Zumi is being positioned as a first-line biologic option in atopic dermatitis after topical therapies. He compared the potential commercial setup to the launch of Skyrizi in plaque psoriasis, saying that product gained broad uptake despite launching into a competitive market because it offered an extended dosing option.
Hartness said dosing frequency and patient persistence are important for patients, physicians and payers. He said Dupixent has about a 73% persistence rate in the first year and that roughly half of patients discontinue by the end of the second year. By comparison, he said Skyrizi in plaque psoriasis has a first-year persistence rate of about 95%.
Hartness said higher persistence can reduce office visits, use of additional therapies and switching. He said switching matters to payers because patients often restart induction dosing on a new product, which is more costly. He argued that Zumi’s dosing profile — four dosing days during induction and two to four dosing days per year in maintenance — could make it appealing as an initial biologic choice in atopic dermatitis.
Development Strategy Includes Dose Finding in New Therapeutic Areas Carl Dambkowski, Apogee’s chief medical officer, said the company is taking a deliberate approach to dose optimization as it expands Zumi into additional indications. He said Apogee wants to balance speed with ensuring that it selects the right dose to maximize efficacy.
Dambkowski said Apogee’s atopic dermatitis work showed the value of dose optimization, saying the company could have either selected a less convenient dose with a higher injection burden or underdosed the drug and missed additional efficacy. He cited the company’s top-line atopic dermatitis data, including 65% EASI 75, more than 40% placebo-adjusted EASI 75, and mid-40% rates for both EASI 90 and IGA 0/1, with placebo-adjusted results in the mid-30% range.
For dermatology indications, Dambkowski said the company now believes it has an optimized dose that could support expansion into other dermatologic diseases without repeating dose-ranging studies. He listed prurigo nodularis, bullous pemphigoid and chronic spontaneous urticaria as examples of potential dermatology opportunities.
In respiratory disease, however, Dambkowski said Apogee plans to conduct dose-ranging work in asthma before moving into additional respiratory indications such as COPD, allergic rhinitis or chronic rhinosinusitis with nasal polyps. He said regulators historically want dose-ranging data within a therapeutic area because endpoints and disease trajectories vary.
Respiratory Combination Plans Expected Later This Year Dambkowski said Apogee expects to announce plans later this year for a combination involving Zumi and APG333, the company’s extended half-life TSLP program. He said timing for the start of that combination work could fall in 2027 or 2028, but more details are expected later.
For Zumi monotherapy in asthma and potentially COPD, Dambkowski said Apogee expects to focus on a Type 2-enriched population, using eosinophils above 150 as a marker. He said the potential Zumi-plus-APG333 combination could be aimed at a broader population, including patients with eosinophils below 150, where he said unmet need remains high.
Pritchett Henderson said a global Phase 2 trial could cost about $250,000 per patient. She said a combination trial could be larger than a monotherapy study, potentially up to 50% larger, with more details to come when the company discloses plans for the combination in the second half of the year.
APG279 Bar Depends on Zumi’s Atopic Dermatitis Performance Henderson also discussed APG279, Apogee’s IL-13 and OX40 ligand fixed-dose combination. He said the program is being tested head-to-head against Dupixent in an approximately 86-patient randomized trial.
Henderson said the better Zumi performs in atopic dermatitis, the higher the internal bar becomes for advancing APG279. He said physicians have indicated they would want to see about a 10-point delta, which he said implies a 15- to 20-point delta versus Dupixent in the current study for Apogee to justify allocating more capital.
If APG279 meets that bar, Henderson said it could show “profound efficacy” and potentially become a second-line option in atopic dermatitis, where he said JAK inhibitors are currently the main option. He said Apogee will know if the trial does not meet that threshold.
Henderson said Apogee’s top priorities remain Zumi approval in atopic dermatitis, followed by expansions into other indications. He said the company has invested in people, manufacturing and clinical research organization relationships ahead of key milestones, and that separate teams are focused on atopic dermatitis, asthma and eosinophilic esophagitis.
About Apogee Therapeutics NASDAQ: APGEApogee Therapeutics, Inc is a clinical-stage biotechnology company dedicated to the discovery and development of novel small molecule therapeutics that selectively target the nuclear receptor RORγt, a master regulator of T cell-driven inflammatory pathways. By modulating RORγt activity, Apogee aims to offer an oral treatment option for patients with autoimmune and inflammatory skin disorders.
The company's lead candidate, APG-157, is an oral RORγt inverse agonist currently undergoing early-stage clinical evaluation for moderate to severe plaque psoriasis.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Blackstone is restricting withdrawals from its flagship Blackstone Private Credit, or BCRED, fund following a spike in investor redemption requests, as fears over liquidity pressures rattled private markets.
The asset management giant capped investor withdrawals from the $79 billion nontraded business development company at 5% of shares, after redemption requests hit 10% during the second quarter.
It comes after U.S. private markets giants sold off on Wednesday after Switzerland's Partners Group said it was curbing redemption requests in one of its European private equity vehicles.
Partners Group said on Thursday it was prepared to restrict withdrawals in more of its funds, warning that the spike in client withdrawals is now spreading from private credit into private equity.
Shares in Blackstone were up more than 5% in late-morning trading Thursday. They fell about 4% on Wednesday during the sell-off.
Blackstone.
BCRED is one of the first major semi-liquid private credit vehicles updating on investor redemption requests during the second quarter.
The cap comes after BCRED saw client redemption requests jump to a then-record of 7.9%, or about $3.8 billion, in the first quarter.
Blackstone fulfilled 100% of those requests by raising its quarterly cap and using employee capital to cover the remaining amount.
The fund drew inflows of about $1 billion during the first quarter, but ultimately recorded a net capital outflow after covering withdrawals.
"The idea that there are caps is really a feature, not a bug, of these products," Blackstone Chief Operating Officer and President Jon Gray told CNBC in March.
As Partners Group issued its update on Thursday, its CEO, David Layton, said, "Liquidity features are designed to protect long-term investors, and to ensure that returns continue to be driven by the quality of the underlying private assets rather than by short-term flow dynamics."
Last week, Daniel Ivascyn, Pimco's chief investment officer, warned that higher losses were coming for the credit industry.
"There's a lot going on beneath the surface," he said in a video shared by the company. "We are, we think, in the midst of the first sustained default or loss cycle in many, many years."
BX's stock price has recently dropped by nearly 40%. And it left investors wondering whether it's time to sell or buy even more. BX's fundamentals don't justify the sell-off, as its inflows, fee growth, AUM, and other key metrics were either record-level or very strong. The market is wrong about BX being a victim of AI. In fact, it's one of the beneficiaries.
Broadcom said it will partner with Apollo Global Management and Blackstone's credit and insurance business to launch a platform backed by an initial $35 billion to finance artificial-intelligence infrastructure.
Broadcom, Apollo Global Management and Blackstone are launching a platform aimed at financing AI infrastructure, beginning with Anthropic's expansion plans.
Blackstone Inc. (BX) is rated a Buy, offering quality growth at discounted valuations despite sector-wide private credit concerns. BX's diversified model, robust credit underwriting, and focus on investment-grade secured debt position it to absorb private credit shocks better than peers. Key growth catalysts in AI/data center infrastructure, 401(k) regulatory changes, and perpetual capital, are not fully priced into BX shares.
"The year of the IPO is definitely on," Martin Brand, head of Blackstone Capital Partners, says while speaking with Bloomberg's Dani Burger at the SuperReturn International Conference in Berlin. -------- More on Bloomberg Television and Markets Like this video?
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Two AI Titans Flash Entries As Rocket Lab Readies For Launch With a recent data center partnership with Alphabet's (GOOGL) Google, financing relationship with Anthropic and other recent moves, global investment giant Blackstone (BK) is positioning itself as a kingmaker amid the artificial intelligence infrastructure boom. While the new Google partnership raised eyebrows on Wall Street amid Blackstone's earlier private equity and debt-related deals with CoreWeave (CRWV), it's consistent with the…
IPO watch 2024: Which new stocks will hit the market?Apogee Therapeutics NASDAQ: APGE executives outlined plans to advance zumilokibart, the company’s IL-13-targeting antibody, into late-stage development for atopic dermatitis while expanding the program into asthma and eosinophilic esophagitis, during a Goldman Sachs discussion hosted by lead biotechnology equity research analyst Salveen Richter.
The company said its top priority remains moderate-to-severe atopic dermatitis, which Apogee described as the largest, fastest-growing and least-penetrated immunology and inflammation indication in its target markets. Executives said recent Phase 2 data support zumilokibart’s potential as a first-line product in atopic dermatitis, with a target launch by the end of the decade.
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Apogee said Phase 2 Part B induction data showed “robust efficacy” across lesion and itch endpoints with four dosing dates, compared with nine for the current standard of care. Earlier Phase 2 Part A maintenance data showed responses continued to improve through 52 weeks, including an EASI-100 rate of more than 40% among patients in the maintenance setting, according to the company.
Phase 3 Atopic Dermatitis Program Set to Begin Apogee said it plans to begin Phase 3 trials for zumilokibart in atopic dermatitis in the second half of the year. The program is expected to follow a standard design for the indication, including two replicate trials of about 400 patients each comparing zumilokibart with placebo, as well as a third trial in combination with topical corticosteroids to support labeling.
Executives said the Phase 2 Part B study was designed to replicate the strong results seen in Part A and to optimize dosing. The company said the mid-dose confirmed the product profile, while testing higher and lower doses helped determine whether additional efficacy could be achieved or whether lower dosing would be insufficient.
Jeff Hartness, Apogee’s chief commercial officer, said the company expects both every-three-month and every-six-month dosing to be included on the label. He said market research indicates physicians want dosing optionality and that some may initially use every-three-month dosing before transitioning patients to every-six-month dosing.
Hartness also emphasized the product’s itch profile, saying zumilokibart could allow physicians to manage both itch and lesions rather than choosing between the two. He compared the company’s itch data favorably with marketed therapies discussed during the session, including NEMLUVIO and JAK inhibitors.
Company Sees Large Market Opportunity Hartness said Apogee views zumilokibart as the “next first-line launch” in atopic dermatitis and described the market as one that could grow to $50 billion. He said biologic penetration is currently about 10%, leaving room for growth as additional therapies expand the market.
He said zumilokibart’s dosing schedule could be a key differentiator, with two to four dosing days per year versus 26 dosing days per year for DUPIXENT. Hartness also said recent product launches, including Ebglyss and NEMLUVIO, are expanding the market and that future oral agents could help move more patients from topical therapies to systemic treatment.
On market access, Hartness said Apogee’s strategy is to secure early frontline access and that the company has already begun discussions with payers. He said recent branded launches with limited differentiation from DUPIXENT have obtained frontline access, and he expects zumilokibart to do the same.
Hartness also said he does not expect potential DUPIXENT biosimilars, which could enter the market as early as 2031, to negatively affect access for zumilokibart. He said biosimilar competition typically affects the reference product directly rather than surrounding branded biologics.
Blackstone Financing Supports Commercial Plans Apogee executives also discussed the company’s recently announced collaboration with Blackstone Life Sciences, describing it as a non-dilutive financing designed to support development and commercialization. The company said the transaction includes access to up to $1.3 billion in capital, consisting of $800 million of royalty financing flexibility and up to $500 million of debt.
Executives said the financing, together with the company’s balance sheet, is expected to take Apogee through commercialization of zumilokibart in 2029 and potentially to profitability. The company said it focused on three priorities in the transaction: the amount of capital, cost of capital and strategic flexibility.
Apogee said the agreement does not include milestone payments back to Blackstone and includes royalty rates that scale down as sales grow. Executives also said a future strategic acquirer would have the option to buy down the royalty to a low-single-digit rate, which the company said was designed to preserve flexibility in a change-of-control scenario.
Pipeline Expansion in Asthma, EoE and Combination Programs Beyond atopic dermatitis, Apogee said it plans to start a Phase 2 trial in eosinophilic esophagitis in the second half of the year. The open-label study is expected to enroll 30 to 50 patients, with histology measured by eosinophil count as the primary endpoint. Executives said the study will also evaluate patient diaries and endoscopy.
The company also plans a Phase 2b study in moderate-to-severe asthma that it said could potentially be registrational. Apogee said the 500-patient trial will enrich for patients with eosinophils above 150 and a history of exacerbations, and will test three-month, six-month and 12-month dosing schedules. The company cited earlier data showing durable FeNO suppression out to eight months.
Apogee also highlighted two combination programs. Data for APG279, a coformulation targeting IL-13 and OX40 ligand, are expected in the second half of the year in a head-to-head study against DUPIXENT. The company said the bar for advancement is high and that it would not move the program forward unless it shows meaningful added efficacy over zumilokibart alone.
For APG273, which combines IL-13 and TSLP targeting, Apogee said it plans to disclose more details in the second half of the year. Executives said the combination could offer broader patient reach and potential efficacy advantages in respiratory indications, including asthma and COPD.
Apogee said its main objective is to bring zumilokibart to as many patients as possible as quickly as possible. Executives said the company now has the capital to advance the program independently, while noting that as a public company it would listen if a strategic party could demonstrate it could accelerate access to patients at a lower cost of capital.
About Apogee Therapeutics NASDAQ: APGEApogee Therapeutics, Inc is a clinical-stage biotechnology company dedicated to the discovery and development of novel small molecule therapeutics that selectively target the nuclear receptor RORγt, a master regulator of T cell-driven inflammatory pathways. By modulating RORγt activity, Apogee aims to offer an oral treatment option for patients with autoimmune and inflammatory skin disorders.
The company's lead candidate, APG-157, is an oral RORγt inverse agonist currently undergoing early-stage clinical evaluation for moderate to severe plaque psoriasis.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Apogee Therapeutics Right Now?Before you consider Apogee Therapeutics, you'll want to hear this.
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Chipotle is tying New York and San Antonio's 53-year connection to its real ingredients New York's Josh Hart and Mikal Bridges' go-to high protein orders are featured as limited-time digital menu items on the Chipotle app and Chipotle.com The duo also stars in Chipotle's new "Time For Real" ad, which will premiere during the second game of the men's professional basketball championship series on June 5 , /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced a new campaign, "53 Years. 53 Real Ingredients," tied to New York and San Antonio's championship pursuit and inspired by the brand's commitment to real ingredients.
Chipotle is celebrating the men’s professional basketball championship series with its “53 Years. 53 Real Ingredients.” campaign, honoring New York and San Antonio’s shared 53-year basketball connection and the brand’s commitment to real ingredients. Following the series, Chipotle will give away 53,000 free burritos to fans nationwide. Both teams in this year's men's professional basketball championship series share a meaningful connection to 1973. That year, New York won its last championship, while San Antonio's professional basketball journey began. To celebrate the occasion, Chipotle is spotlighting its 53 real ingredients and will reward fans nationwide with 53,000 free burritos following the championship series.
How Fans Can Score One of 53,000 Free Burritos
Immediately following the final game of the series, Chipotle will post a text-to-win code on X that unlocks 53,000 free entrée codes. The first 53,000 fans to text the designated code to 888-222 will receive a free entrée offer.*
"This year's series created a connection we couldn't ignore: 53 years tied to a unique championship storyline and 53 real ingredients that define Chipotle," said Stephanie Perdue, Senior Vice President of Brand Marketing at Chipotle. "Giving away 53,000 free burritos is our way of bringing that story to life for fans."
Team Chipotle Takes Basketball's Biggest Stage
As excitement builds around basketball's biggest stage, Team Chipotle athletes and longtime superfans Josh Hart and Mikal Bridges will star in the brand's new "Time For Real" advertising campaign while bringing their go-to high protein orders to fans as featured digital menu items for a limited time.
As two of basketball's most versatile players, Hart and Bridges have built their games around energy, consistency and doing a little bit of everything on the floor. Their Chipotle orders reflect that same approach, featuring real, protein-packed ingredients designed to fuel performance and everyday routines. Fans can order Hart and Bridges' go-to high protein meals as featured digital menu items on the Chipotle app and Chipotle.com.
Josh Hart's High Protein Burrito: White rice, double adobo chicken, black beans, fresh tomato salsa, roasted chili-corn salsa, sour cream and cheese. (95g of protein) Mikal Bridges' High Protein Bowl: White rice, double adobo chicken, tomatillo-green chili salsa, roasted chili-corn salsa and lettuce. (71g of protein) Images of the menu items can be found here: https://www.dropbox.com/scl/fo/s5bvbezl14tj6ih9sz52e/ACDt5QILSw6Kru6bY-BfMPY?rlkey=uf2gjxf2fwcskpcf3enml2hxc&st=yhl8c1pn&dl=0.
Introducing "Time For Real"
As members of Team Chipotle, Hart and Bridges are starring in the brand's new "Time For Real" ad, airing during the second game of the 2026 men's professional basketball championship series on June 5. The campaign, created in partnership with Venables Bell & Partners and directed by Emmy-winning and Grammy-nominated filmmaker Jake Scott, features superfan athletes and creators showcasing how Chipotle supports their performance, creativity and everyday routines.
See here for the full ad: https://www.dropbox.com/scl/fi/anedtj3urtmkp7lfc0gs3/ZVBP1512085_Fuel_Not_Filler_16x9_15.mp4?rlkey=rlzl01tcv0icgm9fkvdvyqgv6&st=9jfdm4p4&dl=0.
A Deep History of Chipotle Fandom
Hart and Bridges' love for Chipotle is well documented. Both are Chipotle Celebrity Card holders, a benefit that grants them free Chipotle for a year, and the duo has previously teamed up with the brand on custom Chipotle To-Go Bags and put their fandom to the test through a lie detector challenge. Bridges has famously said he has eaten Chipotle every day since 2013, while Hart has posted that "Away game = Chipotle on a flight" and that "Chipotle was sent from the heavens."
*53,000 codes available. U.S. only, 13+. Standard text and data rates may apply. Terms: chipotle.com/53-years-codes.
ABOUT CHIPOTLE
Chipotle Mexican Grill, Inc. (NYSE: CMG) is cultivating a better world by serving responsibly sourced, classically-cooked, real food with wholesome ingredients without artificial colors, flavors or preservatives. There are over 4,100 restaurants as of March 31, 2026, in the United States, Canada, the United Kingdom, France, Germany, and the Middle East and it is the only restaurant company of its size that owns and operates all its restaurants in North America and Europe. With over 135,000 employees passionate about providing a great guest experience, Chipotle is a longtime leader and innovator in the food industry. Chipotle is committed to making its food more accessible to everyone while continuing to be a brand with a demonstrated purpose as it leads the way in digital, technology and sustainable business practices. For more information or to place an order online, visit Chipotle.com.
Chipotle Mexican Grill (CMG - 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.
Shares of this Mexican food chain have returned -9.4% over the past month versus the Zacks S&P 500 composite's +5.4% change. The Zacks Retail - Restaurants industry, to which Chipotle belongs, has lost 5.9% over this period. Now the key question is: Where could the stock be headed in the near term?
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.
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, Chipotle is expected to post earnings of $0.32 per share, indicating a change of -3% from the year-ago quarter. The Zacks Consensus Estimate has changed -0% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $1.13 points to a change of -3.4% from the prior year. Over the last 30 days, this estimate has changed +0.1%.
For the next fiscal year, the consensus earnings estimate of $1.36 indicates a change of +19.8% from what Chipotle is expected to report a year ago. Over the past month, the estimate has changed +0.3%.
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, Chipotle 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
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 Chipotle, the consensus sales estimate for the current quarter of $3.32 billion indicates a year-over-year change of +8.2%. For the current and next fiscal years, $12.93 billion and $14.34 billion estimates indicate +8.4% and +10.9% changes, respectively.
Last Reported Results and Surprise HistoryChipotle reported revenues of $3.09 billion in the last reported quarter, representing a year-over-year change of +7.4%. EPS of $0.24 for the same period compares with $0.29 a year ago.
Compared to the Zacks Consensus Estimate of $3.08 billion, the reported revenues represent a surprise of +0.41%. The EPS surprise was 0%.
Over the last four quarters, Chipotle surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times 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.
Chipotle 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.
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 Chipotle. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Chipotle Mexican Grill shares are approaching critical lows. What’s behind CMG weakness? Squeezed Consumers And Compressing MarginsThe stock’s punishing correction reflects a broader risk-off sentiment tied directly to macroeconomic fragility. Persistent inflation across essential commodities, ongoing wage pressures, and elevated freight costs continue to compress restaurant-level operating margins.
Simultaneously, financially exhausted consumers are potentially pulling back on non-essential dining, making it increasingly difficult for premium-priced chains to sustain their aggressive historical growth trajectories.
Consequently, Chipotle's high-multiple setup is being harshly penalized in a market that currently demands absolute stability. Until the macroeconomic fog lifts and discretionary spending rebounds, CMG’s operational strengths will likely remain overshadowed by these overarching economic anxieties.
CMG Technical Levels: Key Resistance And RSI InsightsTechnically, CMG remains in a defined downtrend: it's trading 11.9% below its 20-day SMA, 13.9% below its 50-day SMA, 19.3% below its 100-day SMA, and 22% below its 200-day SMA. The 20-day SMA is below the 50-day SMA and the 50-day SMA is below the 200-day SMA, which keeps the intermediate and long-term trend bearish until price can reclaim those levels.
Momentum is the key near-term story, and RSI is the cleanest lens right now: at 29.08, it's in oversold territory, which often signals sellers may be getting stretched even if the trend is still down. In plain terms, RSI measures how "overdone" the recent selling or buying has become, and readings below 30 can precede bounces—though they don't guarantee a bottom.
Key Resistance: $34.00 — a round-number area that also sits near the 50-day moving-average zone where rebounds can stall What Is Chipotle Mexican Grill’s Business Model?Chipotle is a leading fast-casual, Mexican-inspired restaurant chain, generating $11.9 billion in sales across 3,983 company-operated U.S. locations, 104 international units (mainly Canada and Europe) and 14 licensed stores (largely in the Middle East) at the end of 2025. Its revenue is driven mostly by food and beverage sales, with additional contribution from delivery fees through its first-party digital channels.
Chipotle Mexican Grill Benzinga Edge Rankings ExplainedBelow is the Benzinga Edge scorecard for Chipotle Mexican Grill, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: Chipotle Mexican Grill’s Benzinga Edge signal reveals a quality-led profile with weak momentum, meaning the stock may need technical stabilization before the market rewards its fundamentals. For longer-term investors, the setup looks more "wait for confirmation" than "catch the falling knife," with $34.00 a practical line to watch on any rebound.
CMG Stock Price Activity On WednesdayCMG Stock Price Activity: Chipotle Mexican Grill shares were down 2.02% at $28.68 at the time of publication on Wednesday, according to Benzinga Pro data.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
Chipotle Mexican Grill is rated Buy, with the market undervaluing its recovery potential at ~$28/share versus a DCF-derived intrinsic value of $40.48. I see current headwinds as cyclical, not structural, with operational catalysts—HEAP equipment rollout and loyalty program enhancements—already visible and measurable. CMG's unique company-owned, non-franchise model amplifies both downside volatility and upside leverage in recoveries, directly benefiting shareholders.
In the latest trading session, Chipotle Mexican Grill (CMG - Free Report) closed at $28.18, marking a -1.95% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.41%. Meanwhile, the Dow gained 1.73%, and the Nasdaq, a tech-heavy index, lost 0.09%.
The Mexican food chain's stock has dropped by 12.22% in the past month, falling short of the Retail-Wholesale sector's loss of 6.54% and the S&P 500's gain of 4.59%.
The investment community will be closely monitoring the performance of Chipotle Mexican Grill in its forthcoming earnings report. The company is scheduled to release its earnings on July 29, 2026. It is anticipated that the company will report an EPS of $0.32, marking a 3.03% fall compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $3.32 billion, up 8.23% from the year-ago period.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.13 per share and revenue of $12.93 billion, indicating changes of -3.42% and +8.43%, respectively, compared to the previous year.
Any recent changes to analyst estimates for Chipotle Mexican Grill should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
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, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.07% increase. Chipotle Mexican Grill is currently a Zacks Rank #3 (Hold).
In terms of valuation, Chipotle Mexican Grill is currently trading at a Forward P/E ratio of 25.39. This indicates a premium in contrast to its industry's Forward P/E of 20.09.
One should further note that CMG currently holds a PEG ratio of 1.85. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. Retail - Restaurants stocks are, on average, holding a PEG ratio of 1.77 based on yesterday's closing prices.
The Retail - Restaurants industry is part of the Retail-Wholesale sector. This group has a Zacks Industry Rank of 211, putting it in the bottom 14% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in 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.
Chipotle Mexican Grill Inc (NYSE:CMG) stock is up 2.1% at $28.77 in premarket trading, after J.P. Morgan Securities upgraded the restaurant stock to "overweight" from "neutral," citing an attractive valuation opportunity. The firm also trimmed its price target to $35 from $38.
The bull note arrives after a brutal stretch on the charts for Chipotle stock. The shares plunged to a more than three-year low of $28.04 yesterday alongside a sixth-straight drop. CMG is down 46% over the last 12 months and roughly 13% in just the last week. Strengthening its case for a rebound, CMG sits in "oversold" territory, per its 14-day relative strength index (RSI) of 24.3.
The majority of analysts are already bullish on CMG. Heading into today, 25 of the 35 in coverage carry a "buy" or better rating, with 10 "holds" and no sells on the books.
Options traders are pricing in relatively low volatility expectations, per Chipotle's Schaeffer's Volatility Index (SVI) of 38%, which sits in the 28th percentile of its annual range. Meanwhile, the stock's Schaeffer's Volatility Scorecard (SVS) of 93 out of 100 indicates it has consistently exceeded those expectations during the past year.
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Two beaten-down restaurant names, one decision: should a retirement-focused investor put fresh capital into Starbucks (NASDAQ: SBUX | SBUX Price Prediction) or Chipotle Mexican Grill (NYSE: CMG) right now? Both stocks have been punished, but for opposite reasons. Starbucks has rallied off its lows as a turnaround takes hold, while Chipotle has cratered as its growth story collapsed into its first full year of negative same-store sales in over two decades. Here is how they stack up on the three dimensions that actually matter for an income-and-stability investor.
Growth Trajectory and Same-Store Sales Starbucks is inflecting. In Q2 FY2026, the company posted global comparable store sales of 6.2%, with transactions up 3.8% and ticket up 2.3%, and North America comps of +7.1%. Operating income jumped 21.9% year over year to $802.4 million, and management raised FY2026 guidance to comp growth of at least 5.0% and non-GAAP EPS of $2.25 to $2.45. CEO Brian Niccol called it “the turn in our turnaround.”
Chipotle is moving in the opposite direction. Q4 2025 comparable restaurant sales were −2.5%, with transactions down 3.2%, capping the first full year of negative comp sales in the modern era. Restaurant-level margin compressed to 23.4% from 24.8%. Management is guiding 2026 comps to approximately flat. Revenue growth is being carried almost entirely by a record 334 new restaurants opened in 2025, masking the underlying traffic weakness.
Edge: Starbucks.
Valuation On the surface, Chipotle looks like the cheaper stock. Trailing P/E is 26, forward P/E around 27, with a market cap of $38.5 billion at $29.10. Starbucks trades at a trailing 73 P/E on depressed earnings, though forward P/E drops to 33 on the FY2026 guidance. Analyst targets reinforce the gap: Chipotle’s consensus target is $42.97 (47.7% upside) versus Starbucks at $106.25 (+12.6%).
The catch: Chipotle’s earnings are flat to declining, with quarterly EPS growth of −17.9% year over year, while Starbucks just delivered +32.6% earnings growth. A lower multiple on shrinking profits offers less value than it appears on the surface.
Edge: Chipotle.
The Recent Move and Income Profile The price action tells the real story. Over the past year, Starbucks is up 9.4% and up 13.0% year to date, cooling 9.3% over the past month as the rally consolidates. Chipotle is down 43.4% over the past year and 19.5% year to date, near its 52-week low of $28.16. Starbucks’ recent decline reflects profit-taking on a recovering business. Chipotle’s decline is a structural rerating tied to deteriorating fundamentals.
For retirees, the income gap is decisive. Starbucks pays a $0.62 quarterly dividend, has 64 consecutive quarters of payouts with a 17% CAGR, and yields 2.59%. Chipotle pays no dividend, returning capital exclusively through buybacks: $2.43 billion repurchased in 2025 at an average of $42.54, well above today’s price.
Edge: Starbucks.
The Verdict For a retirement-focused investor, Starbucks is the better buy right now. The dividend yield, payout history, and a turnaround producing visible comp acceleration give retirees both income and a stabilizing fundamental story. The recent pullback offers entry into a business inflecting upward.
Chipotle is a different animal: a growth-oriented bet for younger investors with a long horizon who can stomach zero income, declining traffic, and the possibility of further multiple compression if 2026 comps disappoint the flat guide. The long-term unit story toward 7,000 restaurants may eventually reward patience, but it is the wrong profile for a portfolio prioritizing capital preservation and reliable cash flow.
The decisive call is Starbucks for retirees, Chipotle for risk-tolerant growth investors. Keep an eye on Starbucks’ next earnings report for confirmation that the turnaround is sustaining momentum.
