monday.com (MNDY) Is Up 6.5% After Upbeat 2025 Revenue Outlook and Record CRM Growth—What's Changed

• monday.com recently presented at the Gartner Digital Workplace Summit in Tokyo, where company executives shared updates on product growth and market expansion.
• Recent quarterly results featured strong revenue growth and record enterprise customer additions, reflecting momentum particularly in its CRM segment crossing US$100 million in annual recurring revenue.
• We’ll explore how monday.com's upbeat 2025 revenue guidance may shape its investment narrative and future growth prospects.

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monday.com Investment Narrative Recap

To be a monday.com shareholder, you need to believe in its ability to drive high double-digit revenue growth by expanding its Work OS and CRM products, winning enterprise customers, and leveraging AI integrations. The company’s recent upbeat 2025 revenue guidance, above market expectations, reinforces this outlook and positions accelerating enterprise adoption as the most important short-term catalyst. However, the risk of slower customer additions, especially among SMBs due to changing search dynamics and AI-driven SEO shifts, remains front and center; the latest news does not materially lessen that concern.

Among recent developments, monday.com's launch of new AI-powered tools, including monday magic, vibe, and sidekick, directly aligns with its push for platform differentiation and automation, a key catalyst for driving customer retention and increasing enterprise deal sizes. These additions could support growth ambitions outlined at the Gartner Summit and make the guidance more credible, especially as the platform competes in an increasingly crowded workflow market.

By contrast, it’s essential for investors to consider how recent challenges in SMB customer growth and evolving search algorithms might impact monday.com's near-term outlook…

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

monday.com's narrative projects $2.0 billion revenue and $157.5 million earnings by 2028. This requires 22.9% yearly revenue growth and a $117.5 million earnings increase from $40.0 million today.

Uncover how monday.com's forecasts yield a $282.46 fair value, a 51% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community’s fair value estimates for monday.com span from US$182.25 to US$343.44, with eleven distinct viewpoints. With the company’s new AI features and enterprise focus, the pace of customer growth, especially outside SMBs, may define future expectations; broaden your view on where value and risk intersect by examining several community perspectives.

Explore 11 other fair value estimates on monday.com - why the stock might be worth as much as 83% more than the current price!

Build Your Own monday.com Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your monday.com research is our analysis highlighting 2 key rewards 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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