Does monday.com's Revenue Growth With Softer EPS Expectations Reframe Its Expansion Trade-offs (MNDY)?

• monday.com (NASDAQ: MNDY) previously announced it would report its first-quarter 2026 results on Monday, May 11, 2026, with a management webcast at 8:30 a.m. Eastern Time, accessible via the company’s investor relations site.
• This upcoming earnings release has drawn extra attention because analysts currently expect revenue growth alongside an earnings-per-share decline, highlighting a trade-off between expansion and profitability.
• With earnings due on May 11 and expectations for revenue growth but softer EPS, we’ll explore how this shapes monday.com’s investment narrative.

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monday.com Investment Narrative Recap

To own monday.com, you need to believe its work management platform can keep attracting and retaining customers while balancing growth with profitability. The upcoming Q1 2026 results, with expected revenue growth but softer EPS, will likely be watched as a near term check on that balance. This earnings date does not appear to materially change the key risk today, which is that high spending and intense competition could pressure margins and limit earnings progress.

The most relevant recent announcement is monday.com’s February 2026 guidance, which outlined expected Q1 2026 revenue of US$338 million to US$340 million and full year 2026 revenue of US$1,452 million to US$1,462 million. That backdrop frames the May 11 earnings release as a test of how well the company is delivering on its growth plans while managing costs, especially given elevated R&D and sales and marketing investment.

Yet behind the growth story, the risk that aggressive spending does not translate into sustainable earnings is something investors should be aware of...

Read the full narrative on monday.com (it's free!)

monday.com's narrative projects $2.0 billion revenue and $102.9 million earnings by 2029. This requires 17.1% yearly revenue growth but implies an earnings decline of $15.8 million from $118.7 million today.

Uncover how monday.com's forecasts yield a $124.64 fair value, a 84% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were assuming close to US$2.1 billion in revenue by 2029 and earnings of about US$101 million, which is far more bullish than consensus and could be challenged if the upcoming earnings and any updates around rising innovation costs or AI driven competition shift expectations.

Explore 16 other fair value estimates on monday.com - why the stock might be worth just $124.64!

Form Your Own Verdict

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your monday.com research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free monday.com research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate monday.com's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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