Record Profit and Softer Guidance Might Change The Case For Investing In monday.com (MNDY)

Simply Wall St.01-13

In the past quarter, monday.com reported revenue growth of 26.2% year on year, exceeding analyst expectations by 1.4% and delivering its highest ever non-GAAP operating profit, while issuing slightly ...

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This combination of strong reported results and cautious near-term outlook highlights how remote-work-driven demand is supporting profitability even as management signals prudence about future growth. Next, we’ll examine how monday.com’s record non-GAAP operating profit influences the existing investment narrative around its growth and profitability. Find companies with promising cash flow potential yet trading below their fair value.Advertisementmonday.com Investment Narrative RecapTo own monday.com, you need to believe that its work management platform can keep gaining adoption across teams while balancing growth and profitability. The latest quarter reinforced that balance with record non GAAP operating profit, but the slightly softer revenue guidance suggests the biggest near term catalyst remains efficient enterprise and AI driven expansion, while the key risk is slower customer additions in more pressured SMB segments. For now, this guidance shift does not appear to materially change that core thesis. Among recent announcements, the rollout of new AI capabilities such as monday magic, monday vibe and monday side kick is most relevant here, because it ties directly to the productivity and remote work trends underpinning current demand. These tools also support the company’s push toward larger customers and cross sell into CRM and service use cases, which sits at the heart of the growth catalyst investors are watching most closely. Yet even with strong AI product traction, investors should be aware that... 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 $235.20 fair value, a 61% upside to its current price.Exploring Other PerspectivesMNDY 1-Year Stock Price Chart Sixteen fair value estimates from the Simply Wall St Community span roughly US$182 to US$320 per share, showing how far apart individual views on monday.com can be. Against this wide range, the recent combination of record profitability and cautious revenue guidance underlines why you may want to weigh differing opinions on how risks to future customer growth could influence the company’s longer term performance.Explore 16 other fair value estimates on monday.com - why the stock might be worth just $182.25!Build Your Own monday.com NarrativeDisagree 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 4 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.No Opportunity In monday.com?Our daily scans reveal stocks with breakout potential. Don't miss this chance:The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Rare earth metals are the new gold rush. Find out which 39 stocks are leading the charge.Uncover the next big thing with financially sound penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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