
monday.com (MNDY) Stock Forecast & Price Target
monday.com (MNDY) Analyst Ratings
Bulls say
Monday.com has demonstrated robust financial growth, with a 36% year-over-year increase in remaining performance obligations (RPO), highlighting an acceleration in enterprise pipeline momentum. The company reported stable net dollar retention (NDR) at 111% for all customers, with notable improvements among high-value customers, indicating strong customer satisfaction and expansion opportunities. The positive reception of the new Vibe product and its contribution to new product annual recurring revenue (ARR), which recently surpassed 10% of the total ARR, underscores the company's effective diversification and upward trajectory in the market.
Bears say
Monday.com is facing a negative outlook primarily due to a decrease in projected revenue growth, with the fiscal year 2026 forecasted at over 20%, lower than the previous guidance of high 20% to low 30%, driven by a challenging demand environment and issues with customer acquisition. Additionally, the company's current unprofitability and extended sales cycles have led to lower revenue expectations for Q4 2025, with anticipated revenue of $329 million falling approximately $5 million short of consensus estimates and growth slowing to 23% year-over-year from previous higher figures. The competitive threat posed by Microsoft, with its strong brand and potential for a competitive collaborative work management solution, further exacerbates concerns regarding Monday.com's market position and growth trajectory.
This aggregate rating is based on analysts' research of monday.com and is not a guaranteed prediction by Public.com or investment advice.
monday.com (MNDY) Analyst Forecast & Price Prediction
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