If you think AI is the death knell for software stocks, then monday.com NASDAQ: MNDY isn't the stock for you. Its software-as-a-service business is ripe for disruption, setting it up for a slow implosion already priced into the market.
monday.com Ltd. has suffered a two-thirds share price decline, now trading at bargain-basement multiples despite strong growth and free cash flow. MNDY's FY26 revenue guidance of 18-19% growth disappointed, but historical conservatism and upmarket customer expansion suggest potential for outperformance. Approximately 38% of MNDY's market value is in cash; $735 million in buyback authorization remains, supporting capital allocation flexibility.
Shares of Monday.com (NASDAQ:MNDY) fell more than 20% in early trading on Monday after the work management software maker issued a weaker-than-expected outlook, overshadowing a fourth-quarter earnings and revenue beat. The company forecast 2026 revenue of $1.45 billion to $1.46 billion, below analysts' average estimate of $1.48 billion, and guided for operating income of $165 million to $175 million, well short of expectations of about $218 million, according to consensus estimates.
Monday.com (MNDY) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $1.08 per share a year ago.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Monday.com (MNDY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
In the most recent trading session, Monday.com (MNDY) closed at $115.57, indicating a -8.39% shift from the previous trading day.
Monday.com (MNDY) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Monday.com (MNDY) concluded the recent trading session at $129.32, signifying a +1.28% move from its prior day's close.
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?
In the closing of the recent trading day, Monday.com (MNDY) stood at $139.22, denoting a -4.87% move from the preceding trading day.
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.