Monday.com Analyst Turns Bearish After FY26 Guidance

Benzinga_recent_news04-14 23:34

The Monday.com Analyst: Fitzsimmons downgraded the rating from Overweight to Neutral. He also reiterated a Buy rating, while cutting the price target from $100 to $85. The Industry Thesis: This year ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2627428398?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/04/14/Konskie--Poland---May-11--2024-Monday-co_0.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2026-04-14 23:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2627428398","market":"us","top_or_hot":-1,"title":"Monday.com Analyst Turns Bearish After FY26 Guidance","media":"Benzinga_recent_news","content":"<div>\n<p>The Monday.com Analyst: Fitzsimmons downgraded the rating from Overweight to Neutral. He also reiterated a Buy rating, while cutting the price target from $100 to $85.\nThe Industry Thesis: This year ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/04/51809292/monday-com-analyst-is-no-longer-bullish-after-fy26-guidance\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Monday.com Analyst Turns Bearish After FY26 Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMonday.com Analyst Turns Bearish After FY26 Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-14 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/04/51809292/monday-com-analyst-is-no-longer-bullish-after-fy26-guidance><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Monday.com Analyst: Fitzsimmons downgraded the rating from Overweight to Neutral. He also reiterated a Buy rating, while cutting the price target from $100 to $85.\nThe Industry Thesis: This year ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/04/51809292/monday-com-analyst-is-no-longer-bullish-after-fy26-guidance\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/04/51809292/monday-com-analyst-is-no-longer-bullish-after-fy26-guidance","article_id":"2627428398","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/04/14/Konskie--Poland---May-11--2024-Monday-co_0.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/04/51809292/monday-com-analyst-is-no-longer-bullish-after-fy26-guidance","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2627428398","pubTimestamp":1776180840,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Monday.com presented disappointing FY26 guidance amid a tough enterprise segment, and one analyst downgraded the rating and price target.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","IGM":"iShares Expanded Tech Sector ETF","BK4588":"碎股","VGT":"信息技术ETF-Vanguard"},"translate_title":"Monday.com分析师在26财年指引后转为看跌","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IGM":0.68,"VGT":0.81},"content_text":"The Monday.com Analyst: Fitzsimmons downgraded the rating from Overweight to Neutral. He also reiterated a Buy rating, while cutting the price target from $100 to $85.\nThe Industry Thesis: This year has so far been \"rough\" for enterprise software, Fitzsimmons said in the downgrade note.\nCheck out other analyst stock ratings.\nInvestors had earlier been looking to software companies to monetize AI to drive revenue acceleration, the analyst stated. He added, however, that companies that were earlier building the AI are moving up the stack.\nThis means they are also competing for the same limited corporate budgets as traditional software companies, the analyst explained.\n\"Investors have moved from being excited about AI to reassessing terminal multiples and scrutinizing both profitability and SBC (stock-based compensation),\" he further wrote.\nThe Monday.com Guidance: Monday.com provided \"disappointing\" guidance for fiscal 2026, projecting revenue growth at 18.3%. That’s significantly below consensus expectations of 20.5%. Management's guidance suggests that the company's operating margins could contract by 2.6 points and free cash flow margins by 6.8 points.\nPerformance marketing headwinds have resulted in higher customer acquisition costs for small-and-medium business customers, the analyst mentioned. \"The collaboration space has seen greater investor scrutiny given concerns around seat expansion, cited performance marketing headwinds, and generally slowing growth rates,\" he further wrote.\nMonday.com seems to be \"doing all the right things,\" Fitzsimmons says. For example, it added new tools and launched a hiring platform for enterprise AI agents (Agentalent.ai).\nEven if software sentiment recovers, \"collaboration sentiment may lag broader software sentiment,\" Fitzsimmons added.\nMNDY Price Action: Shares of Monday.com had declined by 1.62% to $62.52 at the time of publication on Tuesday.\nImage: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2627428398","isCrawlerRequest":true}