Work management platform monday.com (NASDAQ:MNDY) will be reporting earnings this Monday before market open. Here’s what to look for.
monday.com beat analysts’ revenue expectations by 1.4% last quarter, reporting revenues of $316.9 million, up 26.2% year on year. It was a mixed quarter for the company, with an impressive beat of analysts’ EBITDA estimates but revenue guidance for next quarter slightly missing analysts’ expectations. It added 291 enterprise customers paying more than $50,000 annually to reach a total of 3,993.
Is monday.com a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting monday.com’s revenue to grow 22.9% year on year to $329.5 million, slowing from the 32.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.92 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. monday.com has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.2% on average.
Looking at monday.com’s peers in the productivity software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Atlassian delivered year-on-year revenue growth of 23.3%, beating analysts’ expectations by 2.8%, and Microsoft reported revenues up 16.7%, topping estimates by 1.2%. Atlassian traded down 4.8% following the results while Microsoft was also down 10%.
Read our full analysis of Atlassian’s results here and Microsoft’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. Unfortunately, productivity software stocks have struggled in this environment as share prices are down 18.7% on average over the last month. monday.com is down 34% during the same time and is heading into earnings with an average analyst price target of $203.40 (compared to the current share price of $97.98).
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