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finance.yahoo.com$MNDY

Monday.Com Ltd (MNDY) Q3 2026 Earnings Call Highlights: Record Margins and AI Momentum

Monday.com (MNDY) reported Q3 2026 revenue of $378M, up 19% YoY, with record non-GAAP operating income of $89M and a 24% margin. AI ARR reached $36M, driven by adoption. Q4 growth is expected to slow to 14% due to market headwinds and restructuring impacts. The company faces downmarket pressure and longer sales cycles, with full-year NDR expected at 107%. Management anticipates a multi-quarter recovery.

Original reporting
finance.yahoo.com
Published Nov 9, 2026, 9:06 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 9, 2026, 9:16 PM UTC. Informational, not investment advice.
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Monday.Com Ltd (MNDY) Q3 2026 Earnings Call Highlights: Record Margins and AI Momentum — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$MNDYBearishMed
01

Why it matters

The earnings release provides fresh data that may prompt a re‑rating of the stock, especially given the guidance shortfall and AI segment expansion.

02

Market read

The report influences the SaaS and AI software subsectors, with potential spillover to peers tracking AI credit usage.

03

What to watch

Potential cost synergies from the restructuring and the upcoming Frontier services could improve margins beyond guidance.

Relevance 8/10Novelty 8/10Timing: after-hours today

Background

Monday.com reported a strong Q3 with record margins and AI revenue growth, but warned of decelerating revenue and margin pressure in Q4 due to market headwinds and a recent workforce reduction.

Company-level read

Ticker impact

$MNDYBearishHigh confidence
Context

Q3 2026 earnings call disclosed revenue up 19% YoY to $378M, record 24% non‑GAAP operating margin, AI ARR $36M and guidance for Q4 revenue growth of ~14% and margin ~18%.

Expected impact

likely downside pressure as investors price in slower Q4 growth and margin compression.

Evidence & confidence

Guidance below prior expectations and a 20% workforce cut suggest near‑term earnings headwinds.

Market effects

Sector

AI‑enabled SaaS firms may face scrutiny on growth guidance; investors may reassess valuation multiples.

Regional

U.S. tech sector could see modest pullback amid broader AI hype moderation.

Global

Limited; primarily impacts U.S. cloud‑software and AI SaaS niche.

Counterpoint

What could challenge this read

Despite slower guidance, the strong AI ARR and high NDR could support upside if adoption accelerates faster than projected.

Key entities

  • company
    Monday.com Ltd

    U.S.-listed SaaS provider of work management platform.

  • executive
    Eran Zinman

    Co‑CEO who discussed AI ARR and Frontier services.

Read at source← All news

Storymonday.com beats Q3 estimates but warns of slower growth during AI transition

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3 outlets

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monday.com (MNDY) Q3 2026 Earnings Call Transcript

monday.com (MNDY) reported Q3 2026 revenue of $378M, up 19% YoY, with record non-GAAP operating income of $89M. The company is shifting focus to AI integration and enterprise customers, facing market headwinds. AI ARR reached $36M, and the company launched new AI-driven products and services. Guidance for Q4 2026 revenue is $380M-$382M, with full-year revenue expected at $1.473B-$1.475B, up 20% YoY.

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