monday.com Resultados de beneficios anteriores
Pasado controles de criterios 4/6
monday.com ha aumentado sus beneficios a una tasa media anual de 73.6%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 31.8% anual. Los ingresos han ido creciendo a una tasa media de 30.4% al año. La rentabilidad financiera de monday.com es de 19.6%, y sus márgenes netos son de 8.9%.
Información clave
73.62%
Tasa de crecimiento de los beneficios
81.58%
Tasa de crecimiento del BPA
| Crecimiento de la industria Software | 17.33% |
| Tasa de crecimiento de los ingresos | 30.40% |
| Rentabilidad financiera | 19.62% |
| Margen neto | 8.87% |
| Última actualización de beneficios | 30 Jun 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Aug 25
MNDY: AI Pivot And Workforce Reset Will Drive Future Multiple Repricing
Analysts have revised the monday.com fair value estimate from $152.66 to $145.68 as they factor in softer growth expectations reflected in lower Street price targets, partially offset by higher assumed profit margins and a more moderate future P/E of 24.32 compared with 66.71. Analyst Commentary on monday.com Recent research opinions on monday.com show a mix of caution around growth and interest in the company’s execution on AI and profitability.Seeking Alpha • Aug 18
monday.com: Workforce Reduction Paves The Way For Profit Growth And Lower Dilution
Summary monday.com remains in a deep bear market, down over 50% in the past year despite broader software sector recovery. The company recently announced a layoff of 20% of its staff in July, which will help position monday for GAAP profitability and manage its dilution levels. MNDY rolled out credits-based pricing for its AI models in May, which may help position the company to reaccelerate its net expansion rates. The stock trades at very cheap P/E and FCF multiples that sit well below other Rule of 40 software peers. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 11
MNDY: AI Work Platform Pivot And Fair Value Balance Future Returns
The analyst fair value estimate for monday.com has been raised by $10 to $90 per share, as analysts balance softer growth expectations, a slightly lower discount rate, and a more conservative future P/E of about 31x with improving profit margin assumptions and ongoing AI related product progress. Analyst Commentary Recent Street research on monday.com highlights a mixed backdrop.Actualización de narrativa • Jul 22
MNDY: AI Work Platform Transition And Execution Risks Will Shape Outlook
The analyst fair value estimate for monday.com has been adjusted from $75.00 to $80.00. This reflects updated views from recent target changes across firms that highlight both reduced valuation multiples and ongoing interest in the company’s potential as an AI-focused work platform.Actualización de narrativa • Jul 08
MNDY: AI Work Platform And Buyback Will Drive Future Multiple Repricing
The analyst price target for monday.com has been revised lower from about $182 to roughly $153, with analysts pointing to a mix of reset valuation assumptions and ongoing debate over whether the company is more exposed to AI disruption or positioned as a beneficiary of AI-enabled work platforms. Analyst Commentary Recent Street research on monday.com reflects a mixed but active debate, with several firms cutting price targets while still highlighting what they see as a strong product position in work management and AI powered tools.
Actualización de narrativa • Jun 24
MNDY: AI Work Platform Transition Will Drive Future Multiple Re Rating
The analyst fair value estimate for monday.com has been reduced from $124.64 to $108.13. This change reflects a series of recent price target cuts across the Street as analysts reassess growth, profitability, and valuation multiples, while still highlighting the company's AI work platform positioning.Actualización de narrativa • Jun 05
MNDY: AI Work Platform Relaunch Will Support Future Multiple Repricing Potential
Monday.com’s analyst price target has been reset lower, with the fair value estimate moving from about $221 to around $182 as analysts factor in a wider spread of target cuts and raises tied to AI related concerns and potential AI platform opportunities. Analyst Commentary Recent Street research around Monday.com reflects a wide reset of price targets, but also highlights a group of bullish analysts who see the current reset as more about sentiment than a rejection of the company’s long term potential.Actualización de narrativa • May 21
MNDY: AI Work Platform Transition Will Support Future Repricing Potential
Analysts have trimmed the updated fair value estimate on monday.com to about $221 from roughly $231. This reflects a series of recent price target cuts and mixed revisions across the Street as they factor in adjusted growth, profitability and P/E assumptions.Actualización de narrativa • May 03
MNDY: AI Initiatives And Execution Risks Will Shape Medium Term Outlook
Analysts have cut the fair value estimate for monday.com from $182.00 to $75.00. This reflects a wave of reduced price targets and downgrades as they reassess revenue growth, profit margin assumptions and the appropriate future P/E multiple for the stock.Actualización de narrativa • Apr 19
MNDY: AI Agent Ecosystem Will Drive Future Multiple Re Rating
The analyst fair value estimate for monday.com has been reduced slightly from $127.76 to $124.64, as analysts factor in a higher discount rate and a wave of recent downgrades and lower price targets across the coverage universe. Analyst Commentary Recent Street research on monday.com has been dominated by price target cuts and rating downgrades, which together help explain the modest reduction in the fair value estimate.Actualización de narrativa • Apr 04
MNDY: AI Agent Adoption Will Support Long-Term Multiple Re-Rating
The analyst fair value estimate for monday.com has been revised from $135.16 to $127.76 as analysts recalibrate price targets and ratings in light of a sector wide reset in app software, AI related risk assessments, and what several firms describe as a hazier outlook for both small business and enterprise demand. Analyst Commentary Recent Street research around Monday.com has shifted toward a more cautious tone, with multiple firms cutting price targets and, in some cases, downgrading ratings as they reassess app software exposure, AI related risks, and demand visibility across customer segments.Actualización de narrativa • Mar 21
MNDY: AI Agent Integration Will Support Repricing As Sector Sentiment Improves
Analysts have lowered monday.com's price targets by wide margins, with many shifting to more cautious ratings as they reassess risks around app software demand, AI disruption, and what they describe as a "hazy outlook" in both small business and enterprise segments. Analyst Commentary Recent Street research points to a reset in expectations, with several firms cutting price targets and moving to more neutral ratings as they factor in AI risk frameworks, softer app software demand, and uncertainty around small business and enterprise budgets.Actualización de narrativa • Mar 07
MNDY: Upmarket And AI Adoption Will Offset Recent Sector Caution
The analyst price target for monday.com has been cut sharply to $231.45 from $285.87 as analysts factor in lower revenue growth, reduced profit margin expectations, a higher discount rate, and a higher future P/E multiple. This reflects wider sector caution and a hazier outlook highlighted in recent research downgrades.Actualización de narrativa • Feb 21
MNDY: Upmarket Expansion And AI Adoption Will Support Long-Term Multiple Re-Rating
Analysts have cut their average price target for monday.com, with our fair value estimate moving from $235.20 to $135.16 as they factor in more moderate revenue growth, thinner profit margins, and a higher assumed future P/E multiple. Analyst Commentary The recent wave of Street research around monday.com shows a clear reset in expectations, with multiple firms cutting price targets and a few moving to more cautious ratings.Actualización de narrativa • Feb 07
MNDY: Upmarket And AI Adoption Will Support Long Term Revenue Mix Shift
Analysts have trimmed their fair value estimate for monday.com from about $305.14 to $285.87, citing a mix of slightly lower revenue growth and profit margin assumptions, along with a higher future P/E expectation despite a marginally lower discount rate. Analyst Commentary Recent Street research on monday.com shows a cluster of reduced price targets, yet many firms are still expressing confidence in the business model, execution with larger customers, and the long term revenue roadmap.Artículo de análisis • Feb 04
monday.com Ltd.'s (NASDAQ:MNDY) Popularity With Investors Under Threat As Stock Sinks 29%
To the annoyance of some shareholders, monday.com Ltd. ( NASDAQ:MNDY ) shares are down a considerable 29% in the last...Actualización de narrativa • Jan 24
MNDY: Upmarket Shift And AI Adoption Will Drive Medium Term Upside Potential
Narrative Update We are trimming our fair value estimate for monday.com to $182 from $195 as analysts reduce price targets across the group. They cite softer beats, elongated sales cycles, cautious guidance, and mixed small business trends, even as they highlight continuing upmarket progress, AI adoption, and multi product traction.Actualización de narrativa • Jan 09
MNDY: Upmarket And AI Progress Will Shape Future Revenue Mix
The analyst price target for monday.com has been reduced by US$10 to US$195, as analysts weigh softer beats, longer sales cycles, and mixed near term guidance against ongoing upmarket progress, multi product traction, and AI related opportunities. Analyst Commentary Across recent research updates, bearish analysts have trimmed their price targets on monday.com, generally citing softer quarterly beats, cautious guidance and concerns around execution as the company pushes further upmarket.Actualización de narrativa • Dec 22
MNDY: Upmarket And AI Expansion Will Drive Long Term Revenue Mix Shift
Analysts have reduced their blended price target for Monday.com to approximately $305 from about $384. They cite slower revenue growth, more cautious near term execution, and elongated sales cycles, while also highlighting resilient upmarket momentum, expanding margins, and multi product and AI driven opportunities that support the longer term outlook.Actualización de narrativa • Dec 07
MNDY: Upmarket Expansion And AI Adoption Will Drive Medium-Term Upside
Our monday.com price target has been trimmed slightly to approximately $235 per share, as analysts modestly recalibrate assumptions around discount rates and longer sales cycles while still highlighting the company's resilient upmarket momentum and multi product growth opportunity. Analyst Commentary Street research has turned more balanced following the latest earnings print, with most firms trimming price targets but maintaining constructive long term views on monday.com's competitive position and growth algorithm.Actualización de narrativa • Nov 23
MNDY: Upmarket Expansion And Share Buybacks Will Drive Medium-Term Upside
The average analyst price target for monday.com was reduced from approximately $266 to $235 per share. Analysts cited soft bookings, cautious revenue outlooks, and top-of-funnel headwinds.Artículo de análisis • Nov 13
monday.com Ltd. Just Recorded A 39% EPS Beat: Here's What Analysts Are Forecasting Next
It's been a sad week for monday.com Ltd. ( NASDAQ:MNDY ), who've watched their investment drop 17% to US$159 in the...Actualización de narrativa • Nov 08
MNDY: Enterprise Momentum And Buybacks Will Drive Rebound Over Coming Quarters
Analysts have adjusted their price targets for Monday.com, with an overall downward revision. Tempered short-term growth expectations and ongoing sector headwinds outweigh optimism about the company’s long-term execution and multiproduct opportunities.Actualización de narrativa • Oct 25
AI And Product Expansion Will Drive Market Leadership in Coming Years
Analysts have slightly decreased their average price target for Monday.com by around $3 to $266. This reflects ongoing debates over growth sustainability and recent headwinds in customer acquisition, despite continued confidence in the company's long-term potential.Actualización de narrativa • Oct 10
Digital Transformation And Generative AI Will Redefine The SaaS Landscape
Analysts have slightly reduced their average price target for monday.com by approximately $3 to around $269, citing a mix of moderated revenue growth projections, higher profit margins, and ongoing concerns about self-service customer trends and evolving search-driven headwinds. Analyst Commentary Recent commentary from Wall Street reflects a range of opinions on monday.com's future prospects, influenced by its evolving growth dynamics, recent earnings results, and shifting market conditions.Actualización de narrativa • Sep 25
Digital Transformation And Generative AI Will Redefine The SaaS Landscape
Monday.com’s consensus price target was revised down from $282.46 to $272.35 as analysts responded to search algorithm-driven SMB headwinds, disappointing Q2 growth metrics, and rising AI-related competitive concerns, despite continued confidence in long-term cross-sell and enterprise expansion potential. Analyst Commentary Search-driven self-serve customer acquisition is facing material headwinds from Google algorithm changes and declining SEO-driven website traffic, impacting SMB momentum and growth expectations.Actualización de narrativa • Sep 04
Digital Transformation And Generative AI Will Redefine The SaaS Landscape
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.Artículo de análisis • Aug 12
Some Confidence Is Lacking In monday.com Ltd. (NASDAQ:MNDY) As Shares Slide 39%
NasdaqGS:MNDY 1 Year Share Price vs Fair Value Explore monday.com's Fair Values from the Community and select yours...Artículo de análisis • Jul 30
Calculating The Intrinsic Value Of monday.com Ltd. (NASDAQ:MNDY)
Key Insights The projected fair value for monday.com is US$239 based on 2 Stage Free Cash Flow to Equity monday.com's...Artículo de análisis • May 22
After Leaping 27% monday.com Ltd. (NASDAQ:MNDY) Shares Are Not Flying Under The Radar
monday.com Ltd. ( NASDAQ:MNDY ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...Seeking Alpha • Apr 25
Overvalued But Worth It: Why Monday's Rapid Scaling Justifies A Place In A Risk Portfolio
Summary 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 driving down pricing power and eroding technological moats. I value MNDY at $181 per share, expecting it to close the valuation gap in 3 years, but caution against overestimating long-term growth potential. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
monday.com: Great Expansion Trends, But Valuation Is Still Rich
Summary I'm upgrading monday.com to a neutral rating after its recent Q4 earnings print (and macro-driven downside), driven by improved net revenue retention and boosted monetization of AI services through consumption-based pricing. Q4 revenue grew 32% y/y, beating expectations, with net revenue retention rates improving to 112%. Still, we note that the company is planning for aggressive headcount expansion this year, which is expected to drop operating margins by as much as 3 points. monday.com is still trading richly at just under ~9x forward revenue, and I prefer waiting for a deeper dip before buying. Read the full article on Seeking AlphaArtículo de análisis • Feb 13
Earnings Beat: monday.com Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
The investors in monday.com Ltd. 's ( NASDAQ:MNDY ) will be rubbing their hands together with glee today, after the...Artículo de análisis • Feb 11
monday.com Ltd. (NASDAQ:MNDY) Looks Just Right With A 49% Price Jump
monday.com Ltd. ( NASDAQ:MNDY ) shares have had a really impressive month, gaining 49% after a shaky period beforehand...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero monday.com. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Jun 26 | 1,367 | 121 | 817 | 356 |
| 31 Mar 26 | 1,301 | 119 | 807 | 343 |
| 31 Dec 25 | 1,232 | 119 | 780 | 321 |
| 30 Sep 25 | 1,166 | 65 | 736 | 298 |
| 30 Jun 25 | 1,100 | 40 | 728 | 275 |
| 31 Mar 25 | 1,037 | 53 | 696 | 239 |
| 31 Dec 24 | 972 | 32 | 676 | 214 |
| 30 Sep 24 | 907 | 22 | 649 | 193 |
| 30 Jun 24 | 845 | 41 | 585 | 175 |
| 31 Mar 24 | 784 | 20 | 554 | 164 |
| 31 Dec 23 | 730 | -2 | 531 | 157 |
| 30 Sep 23 | 677 | -16 | 502 | 147 |
| 30 Jun 23 | 625 | -46 | 484 | 143 |
| 31 Mar 23 | 573 | -85 | 474 | 138 |
| 31 Dec 22 | 519 | -137 | 477 | 127 |
| 30 Sep 22 | 465 | -168 | 461 | 116 |
| 30 Jun 22 | 411 | -174 | 430 | 102 |
| 31 Mar 22 | 358 | -161 | 383 | 85 |
| 31 Dec 21 | 308 | -137 | 322 | 74 |
| 30 Sep 21 | 263 | -172 | 322 | 63 |
| 30 Jun 21 | 222 | -189 | 304 | 56 |
| 31 Mar 21 | 188 | -190 | 278 | 52 |
| 31 Dec 20 | 161 | -171 | 246 | 43 |
| 31 Dec 19 | 78 | -105 | 134 | 25 |
Ingresos de calidad: MNDY tiene una única gran pérdida de $18.7M que afecta a sus resultados financieros de los últimos 12 meses de 30th June, 2026.
Margen de beneficios creciente: Los actuales márgenes de beneficio (8.9%) de MNDY son superiores a los del año pasado (3.6%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: MNDY ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 73.6% al año.
Acelerando crecimiento: El crecimiento de los beneficios de MNDY en el último año (203.3%) supera su media de 5 años (73.6% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de MNDY en el último año (203.3%) superó al de la industria Software 27.2%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de MNDY (19.6%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 18:17 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
monday.com Ltd. está cubierta por 32 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Robert Oliver | Baird |
| Ryan MacWilliams | Barclays |
| Raimo Lenschow | Barclays |