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investing.comAUG 107 min read$MNDY

Monday.com earnings analysis: questions answered and next catalysts

Monday.com (MNDY) reported a 33% EPS beat ($1.48 vs $1.11 est) and revenue of $364.6M vs estimates, but shares fell 8.3% pre-market. The company cited restructuring progress, AI ARR doubling to 17% of net new ARR, and Q3 guidance of $368-$370M vs $372.8M consensus. Cash fell to $1.07B after $182M buybacks.

Original reporting
investing.com
Published Aug 10, 2026, 3:52 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Aug 10, 2026, 4:09 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About alphai AI DeskScoring methodologyReport an issue
alphai market briefEarnings
Primary signal
$MNDY
Bearish
high confidence
Mentioned
$MNDY
Relevance
7/10
alphai data visualization · based on investing.com
Decision brief

The 30-second read

$MNDYBearishMed
01

Why it matters

Traders should focus on whether AI ARR growth can offset deceleration, and whether NDR stabilizes toward 112-115% to restore pricing power credibility.

02

Market read

Despite headline beats, the market is trading the guidance and growth deceleration, making the next earnings and AI/NDR metrics the key near-term catalysts.

03

What to watch

Buybacks fully utilized authorization and gross margin strength (89%) may cushion downside, while NDR guidance (~108%) could be conservative versus eventual AI-driven upsell.

Relevance 7/10Novelty 6/10Timing: pre-market today after Q3 guidance miss and EPS/revenue beats

Background

The piece frames Monday.com’s quarter as a mid-transformation quarter, with restructuring and AI monetization progress offset by decelerating growth and lighter Q3 guidance.

Company-level read

Ticker impact

$MNDYBearishHigh confidence
Context

Monday.com reported a 33% EPS beat and revenue topping estimates, but Q3 guidance missed consensus and shares fell 8.3% pre-market.

Expected impact

Near-term bias remains cautious until Q3 results confirm stabilization of growth and AI ARR acceleration.

Evidence & confidence

The article cites concrete prints (EPS, revenue) and a specific guidance miss ($368-$370M vs $372.8M) alongside decelerating growth and NDR guidance pressure, which together explain the pre-market drop.

Market effects

Sector

Reinforces that SaaS investors are penalizing decelerating growth and NDR softness even when margins and AI ARR improve.

Regional

No specific regional spillover beyond US growth-stock sentiment.

Global

Limited; primarily a US-listed SaaS name’s execution and AI monetization narrative.

Counterpoint

What could challenge this read

The restructuring is already showing margin and S&M efficiency gains, and AI ARR doubling could re-accelerate growth if renewal rates hold.

Key entities

  • public_company
    Monday.com Ltd

    Reported EPS and revenue beats, guided Q3 revenue below consensus, and highlighted restructuring savings and AI ARR momentum.

  • analyst_firm
    Cantor Fitzgerald

    Raised its target to $112 and maintained an Overweight stance per the article.

  • analyst_firm
    Bank of America

    Sits at $95 Neutral per the article, highlighting valuation disagreement.

Read at source← All news

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Monday.com earnings analysis: questions answered and next catalysts — alphai