Update shared on04 Sep 2025
The analyst price target for monday.com remains unchanged at $282.46, as recent concerns over SEO-driven web traffic declines, AI-induced search disruption, and softer revenue guidance offset positive sentiment on enterprise momentum and long-term fundamentals.
Analyst Commentary
- Headwinds from declining SEO-driven web traffic and concerns over AI-induced search disruption are raising risks to self-serve customer growth and contributing to a more cautious near-term outlook.
- Slower net new customer and product adds, particularly in the SMB segment, have heightened growth concerns, amplified by recent Google Search algorithm changes.
- Q2 results reflected solid financials but a lower-than-expected magnitude of outperformance, softer revenue guidance, and a less aggressive guidance raise, leading to share price pressure and investor disappointment.
- Despite near-term challenges and market skepticism over the sustainability of 20%+ growth, bullish analysts remain positive on enterprise/upmarket momentum, multi-product opportunity, and long-term fundamentals.
- Net revenue retention has shown signs of pressure and lower growth among CRM/Dev and low-touch customers, although digital demand trends and enterprise expansion remain relatively stable.
What's in the News
- Proggio launched a native integration with monday.com, enhancing project timeline visualization, portfolio management, and resource allocation for users by synchronizing monday.com boards with Proggio's timeline.
- monday.com forecasted Q3 revenue of $311–$313 million (24–25% YoY growth) and full-year revenue of $1,224–$1,229 million (approximately 26% YoY growth).
- monday.com introduced three new AI-powered features—monday magic, monday vibe, and monday side kick—enabling users to easily create customized workflows, automate work, and build secure applications without coding, driving significant adoption and productivity gains.
- In Brazil, monday.com leveraged EBANX's localized payment solutions, resulting in a >$9,000 average ticket and 41% annual TPV growth over three years; cash payments (Boleto Bancario) now account for 52% and credit cards for 47% of the company’s Brazilian transactions.
Valuation Changes
Summary of Valuation Changes for monday.com
- The Consensus Analyst Price Target remained effectively unchanged, at $282.46.
- The Consensus Revenue Growth forecasts for monday.com remained effectively unchanged, at 22.9% per annum.
- The Discount Rate for monday.com remained effectively unchanged, at 10.70%.
Disclaimer
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