Recently, Zacks.com users have been paying close attention to Monday.com (MNDY). This makes it worthwhile to examine what the stock has in store.
PINC, MRVL, NTRS, MNDY and NBBK have been added to the Zacks Rank #1 (Strong Buy) List on December 9, 2024.
TOST, MNDY and NTRS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on December 2, 2024.
Monday.com (MNDY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
SNEX, MNDY and NCLH made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on November 22, 2024.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Monday.com (MNDY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
monday.com Ltd.'s strong Q3 2025 performance, with 33% YoY revenue growth and positive FCF, justifies upgrading my rating from Hold to Buy. Despite a slight slowdown in smaller customer additions, larger customer segments showed impressive ARR growth rates of 40% and 44%. MNDY's financial health, with strong cash reserves and minimal debt, positions it well for potential M&A and protects downside risks.
Despite a strong Q3 beat and raise, monday.com stock dropped over 15% due to valuation concerns and management changes, signaling potential instability. The company is executing a planned ~30% boost in headcount, which has drastically slowed margin expansion. It's expecting margins to worsen in Q4 as well. The sharp post-earnings selloff despite the strong top-line metrics is a signal of an overpriced stock that needs to unwind its valuation.
monday.com Ltd. (NASDAQ:MNDY ) Q3 2024 Earnings Conference Call November 11, 2024 8:30 AM ET Company Participants Byron Stephen - VP, IR Roy Mann - Co-CEO Eran Zinman - Co-CEO Eliran Glazer - CFO Conference Call Participants Gili Naftalovich - Goldman Sachs Pinjalim Bora - JPMorgan Brent Bracelin - Piper Sandler Ryan MacWilliams - Barclays Brent Thill - Jefferies Jackson Ader - KeyBanc Capital Markets Aleksandr Zukin - Wolfe Research Arjun Bhatia - William Blair Michael Berg - Wells Fargo Michael Funk - Bank of America Derrick Wood - TD Cowen DJ Hynes - Canaccord Genuity Steven Enders - Citibank Scott Berg - Needham & Company Taylor McGinnis - UBS Ittai Kidron - Oppenheimer Operator Good day.
Monday.com's NASDAQ: MNDY guidance is tepid relative to the consensus outlook, but no reason to sell the stock and certainly no reason for the market to drop 10%. As tepid as the guidance may be, it is still a strong guide for the business, and it is likely to be cautious, given the trends.
Monday.com (MNDY) shares plunged 18% Monday after the workforce management software maker's operating loss soared and its operating margin tumbled, and it shook up its executive suite.