Monday.com (MNDY) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this project management software developer, should get reflected in its stock price. After all, empirical research shows a strong correlati ...

公司概况 - Monday.com (MNDY) 是一家在计算机和技术领域的公司，目前在Zacks Sector Rank中排名第11位[2] - MNDY 目前的Zacks Rank 为 1 (Strong Buy)，过去一个季度，MNDY的全年盈利预期增长了81.2%[3] - MNDY 今年迄今为止的股价上涨了约10.5%，高于计算机和技术领域的平均涨幅9.7%[4]

Cloud software company Monday.com (MNDY -0.18%) delivered a great update to close out 2023, and indicated good things could be in store for 2024. Bear market or not for the cloud industry, this small platform kept growing at a fast pace, helped by the rollout of new AI products along the way.Management is making a slight pivot, though, as it appears the bear market is now history. After the briefest of dips in the stock price, Monday.com is once again close to its high-water mark after the market downturn o ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Monday.com (MNDY -8.94%) stock is sinking today despite the company reporting better-than-expected fourth-quarter results. The low-code and workflow software specialist's share price was down 8.9% as of 11:30 a.m. ET, according to data from S&P Global Market Intelligence. The stock had been down as much as 16.5% earlier in the day's trading.Monday.com published its fourth-quarter results before the market opened this morning, reporting sales and earnings performance for the period that were actually far bet ...

财务数据和关键指标变化 - 2023财年总收入为7.297亿美元,同比增长41% [10] - 2023年第四季度总收入为2.026亿美元,同比增长35% [23] - 净收入率(NDR)在第四季度略有下降至110%,预计将在2024财年下半年开始回升 [24][39][40] 各条业务线数据和关键指标变化 - 公司推出了新的定价模式,预计将在2024财年贡献1500万至2000万美元的收入 [25][37][43][45] - 公司正在加大对研发、产品和销售团队的投资,以扩展工作操作系统平台和产品套件 [26][29][32][33] 各个市场数据和关键指标变化 - 公司在中东地区的业务未受到战争影响,未见任何影响 [84][85] - 公司在中小企业市场也未出现明显压力 [84] 公司战略和发展方向及行业竞争 - 公司将继续专注于创新,推出新功能和产品,如mondayAI、monday workflows和monday code [11][14][15] - 公司正在将自身定位为跨系统的工作流程编排引擎,而不仅仅是工作管理平台 [47][48] - 公司正在加强针对不同业务线的专业销售团队,以更好地满足客户需求 [70][71] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管面临宏观经济和地缘政治的不确定性,但公司在2023年仍取得了出色的业绩 [10] - 管理层对公司未来的发展前景保持乐观,并计划继续加大投资力度 [21][32][33] 问答环节重要的提问和回答 问题1 **Kash Rangan 提问** 提问的内容:公司的增长算法中,客户数量和净收入率的增长速度似乎高于公司的指引,请解释这一差异 [36] **Eliran Glazer 回答** 回答的内容:公司的指引政策没有发生重大变化,仍然保持谨慎和负责任的态度,根据最新数据提供可实现的指引。公司正在逐步推出价格调整,对其影响还在评估中,同时宏观经济环境的不确定性仍在持续 [37][38][39][40] 问题2 **Pinjalim Bora 提问** 提问的内容:公司价格调整的具体假设和时间安排发生了变化,请详细说明 [42] **Eran Zinman 和 Eliran Glazer 回答** 回答的内容:公司原计划在6月左右推出价格调整,但实际提前3-4个月完成了测试并开始推出。公司对客户反应保持谨慎,但目前反馈良好,符合预期。公司对价格调整的影响做出了一定假设,并将其纳入了指引 [43][44][45][46] 问题3 **Brent Bracelin 提问** 提问的内容:公司大客户数量的增长明显加快,这是什么原因驱动的 [52] **Eran Zinman 回答** 回答的内容:公司不断完善产品和销售渠道,使更多客户接触到公司的多产品套件,加上改善的获客引擎,推动了大客户数量的加速增长 [53][54][55]

Have you been paying attention to shares of Monday.com (MNDY) ? Shares have been on the move with the stock up 23.7% over the past month. The stock hit a new 52-week high of $239.22 in the previous session. Monday.com has gained 25.6% since the start of the year compared to the 10.4% move for the Zacks Computer and Technology sector and the 18.9% return for the Zacks Internet - Software industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't ...

Monday.com (MNDY) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 116.67%. A quarter ago, it was expected that this project management software developer would post earnings of $0.18 per share when it actually produced earnings of $0.64, delivering a surprise of 255.56%.Over the last ...

财务业绩 - 公司2023年第四季度收入为2.026亿美元，同比增长35%[3] - 非GAAP运营收入为2,120万美元，较去年同期增长[4] - 公司在2023年第四季度实现净利润12,337,000美元，每股基本收益为0.25美元[32] 财务状况 - 公司在2023年第四季度营收为202,570,000美元，同比增长35%[32] - 公司在2023年底现金及现金等价物达到1,116,128,000美元，较上一年同期增长25%[33] - 公司在2023年全年实现自由现金流为204,945,000美元，自由现金流率为28%[38]

Exhibit 99.1 monday.com Announces First Quarter 2024 Results First quarter revenue of $216.9 million grew 34% year over year Number of customers with more than $50k ARR grew 48% year over year Achieved record quarterly free cash flow monday sales CRM and monday dev now accessible to all customers New York / Tel Aviv, May 15, 2024 -- monday.com (NASDAQ: MNDY), the multi-product platform that runs all core aspects of work, today reported financial results for its first quarter ended March 31, 2024. Management ...