
monday.com (MNDY) Stock Forecast & Price Target
monday.com (MNDY) Analyst Ratings
Bulls say
Monday.com has demonstrated strong financial momentum, as evidenced by a 36% year-over-year growth in Remaining Performance Obligations (RPO), reflecting the accelerating enterprise pipeline. The company's Net Dollar Retention (NDR) for all customers remained stable at 111%, while NDR for larger customers improved, indicating successful customer retention and expansion efforts. Additionally, the introduction of new products and their contribution to total Annual Recurring Revenue (ARR), alongside a notable 26% growth in Q3 revenue, underscores the company's robust operational performance and market traction.
Bears say
Monday.com's growth outlook has diminished, with implied growth expectations for fiscal year 2026 reduced to over 20%, down from previous guidance of high 20% to low 30%, reflecting a sluggish demand environment and difficulties in customer acquisition via its Google channel due to increased marketing costs. Additionally, the company faces competitive risks from Microsoft, particularly as its established customer base may lean towards utilizing Microsoft’s solutions instead of switching to Monday.com. Financially, Monday.com is currently unprofitable, and guidance for 4Q25 indicates revenue expectations falling short of consensus by approximately $5 million, with a noted decline in net new revenue compared to the same period last year, contributing to overall investor apprehension.
This aggregate rating is based on analysts' research of monday.com and is not a guaranteed prediction by Public.com or investment advice.
monday.com (MNDY) Analyst Forecast & Price Prediction
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