monday.com Stock News

monday.com continues to outperform the S&P 500, driven by strong enterprise momentum, expanding margins, and robust product innovation, especially in AI. Q1 FY25 saw monday growing its revenue and non-GAAP operating income by 30% YoY and 90% YoY respectively, with margins exceeding expectations by 450 basis points. Despite cautious FY25 guidance due to SMB exposure and macro uncertainty, I see ...

Despite market caution, I am upgrading monday.com to a buy due to its robust growth and expanding product suite. monday.com's strong Q1 results, raised guidance, and new product traction justify accepting a premium valuation multiple. The company's expansion into CRM and service management significantly broadens its addressable market, mirroring successful peers like ServiceNow.

monday.com Ltd. (NASDAQ:MNDY ) Q1 2025 Earnings Conference Call May 12, 2025 8:30 AM ET Company Participants Byron Stephen - Vice President, Investor Relations Roy Mann - Co-Founder and Co-Chief Executive Officer Eran Zinman - Co-Founder and Co-Chief Executive Officer Eliran Glazer - Chief Financial Officer Conference Call Participants Kash Rangan - Goldman Sachs Alex Zukin - Wolfe Research Pin...

Monday.com stock rose after the software maker reported Q1 earnings and revenue that topped estimates while sales guidance met views.

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com (NASDAQ: MNDY), the global software company that transforms how businesses run, today reported financial results for its first quarter ended March 31, 2025. Management Commentary: “We are thrilled to report an outstanding start to 2025, highlighted by strong revenue growth in the first quarter, record operating profit, and our highest-eve...

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com (NASDAQ: MNDY), the global software company that transforms how businesses run, today announced that members of its management team will participate in the J.P. Morgan Global Technology, Media and Communications Conference on Wednesday, May 14, 2025 at 1:40 pm ET. The presentation will cover recent events in a fireside chat format and wil...

monday.com continues to demonstrate strong momentum in the enterprise segment, with significant growth in $50K+ and $100K+ ARR customer cohorts and recovering NRR. The company is doubling down on AI efforts with a usage-based pricing model, showing impressive traction with its AI-first enterprise service management solution. Despite macroeconomic concerns, monday.com is well-positioned to deliv...

Expanding features up the sales cycle, along with a superior price to product value is allowing MNDY to increase the portion of enterprise sales. MNDY's product suite excels in project management but faces stiff competition from established players like Atlassian, HubSpot, Salesforce, and Microsoft, limiting expansion verticals. The SaaS landscape is crowded, with competitors like Basecamp driv...