Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year. With a focus on tech and "the Great Energy Transition (including uranium)", Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outst ...

Monday.com (MNDY) closed the most recent trading day at $261.17, moving +0.87% from the previous trading session. The stock outperformed the S&P 500, which registered a daily loss of 0.29%. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 0.31%. Shares of the project management software developer witnessed a loss of 3.63% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 1.17% and the S&P 500's gain of 1.57%. Marke ...

Monday.com (MNDY) closed the most recent trading day at $258.93, moving -1.6% from the previous trading session. This change lagged the S&P 500's 0.03% gain on the day. Elsewhere, the Dow lost 0.04%, while the tech-heavy Nasdaq added 0.2%. Prior to today's trading, shares of the project management software developer had lost 2.54% over the past month. This has lagged the Computer and Technology sector's loss of 1.2% and the S&P 500's gain of 1.54% in that time. Market participants will be closely following ...

Monday.com (MNDY) , a cloud-based work management platform, has seen its stock price skyrocket 33.2% year to date, outpacing the Zacks Computer & Technology sector's rise of 17.6% and many of its tech peers. This impressive rally has caught the attention of investors and analysts alike. So, is now the time to buy Monday.com stock, or should potential investors exercise patience? MNDY provides Work OS, a cloud-based visual work operating system that consists of modular building blocks used and assembled to c ...

Monday.com (MNDY) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this project management software developer have returned +12.7%, compared to the Zacks S&P 500 composite's +3% change. During this period, the Zacks Internet - Software industry, which Monday.com falls in, has gained 8.6%. The key question now is: What could be the stock's future di ...

These stocks are up by between 60% and 124% over the last year, but they could still have plenty more room to run. Stocks can be hard to understand for some investors because their prices tend to bounce around in the short term, but successful growth investing tends to be fairly simple when taking a long-term, big-picture view. Companies that consistently grow their annual revenues at high double-digit percentage rates will ultimately earn shareholders great returns. You just have to get on board and mainta ...

The workflow software platform keeps putting up impressive growth figures. By Friday afternoon, shares of Monday.com (MNDY 0.61%) had popped around 16% for the week, according to data from S&P Global Market Intelligence. On Monday morning, the workflow software solutions provider reported strong growth numbers yet again for the second quarter, along with solid profitability. As tons of software stocks get thrown out of investor portfolios to be replaced with artificial intelligence (AI) stocks, Monday.com h ...

Hinterhaus Productions/DigitalVision via Getty Images monday.com (NASDAQ:MNDY) has been delivering exceptionally strong performances recently, both in business operations and stock performance. The company demonstrates very strong execution with a high-quality work culture. Their products are also highly competitive, especially for SMB users. However, despite these strengths, I cannot give a buy rating due to the current valuation and future uncertainties. Business Update MNDY delivered an exceptional perfo ...

Klaus Vedfelt/DigitalVision via Getty Images Introduction and investment thesis monday.com Ltd. (NASDAQ:MNDY) is a leading SaaS company in the competitive project and work management software (PWMS) space. The company's core product, its work operating system, provides an easy-to-use and highly customizable solution for its customers to manage their people and workloads. monday's platform is a low-code/no-code solution made up of modular building blocks, making customization even for non-tech employees easy ...

文章核心观点 - 公司第二季度非GAAP每股收益为94美分,同比增长129.2%,超出市场预期74.07% [1] - 公司第二季度收入为2.36亿美元,同比增长34%,超出市场预期3.57% [2] 公司经营情况 - 拥有年度经常性收入(ARR)超过10万美元的客户数量达到1,009家,同比增长49% [3] - 这些客户的净收益率为114% [3] - 拥有10人以上付费用户的客户数量为57,203家,同比增长15% [4] - 拥有年度经常性收入(ARR)超过5万美元的客户数量为2,713家,同比增长43% [4] - 公司净收益率为110%,客户使用量和采购产品增加 [4] - 公司签下了历史最大的一笔交易,与一家跨国医疗公司扩大合作,座位数达到80,000个 [5] 财务指标 - 调整后毛利率同比提升100个基点至91% [6] - 研发费用同比增长32.1%至3,690万美元,占收入比重下降30个基点至15.6% [7] - 销售和营销费用同比增长22.2%至1.207亿美元,占收入比重下降510个基点至51.1% [8] - 管理费用同比增长24.1%至1,820万美元,占收入比重下降60个基点至7.7% [9] - 非GAAP营业利润为3,840万美元,去年同期为1,660万美元 [9] - 截至6月30日,现金及等价物为12.9亿美元,较3月31日的11.1亿美元有所增加 [10] - 经营活动现金流为5,580万美元,上季度为9,200万美元 [11] - 自由现金流为5,080万美元,上季度为8,990万美元 [11] 未来展望 - 第三季度收入预计在2.43亿-2.47亿美元之间,非GAAP营业利润预计在1,900万-2,300万美元之间,自由现金流预计在7,000万-7,400万美元之间 [12] - 全年收入预计在9.56亿-9.61亿美元之间,非GAAP营业利润预计在1亿-1.05亿美元之间,自由现金流预计在2.7亿-2.75亿美元之间 [13]