Monday.com Q4 Revenue Up 25%, Guides Below Forecast, Shares Drop 15%
Monday.com posted Q4 revenue of $333.88 million, up 25% year-on-year and above the $329.64 million consensus, and delivered adjusted EPS of $1.04 versus $0.92 expected. It guided Q1 revenue of $338–$340 million and 2026 sales of $1.452–$1.462 billion below estimates, driving a roughly 15% share slide to a 52-week low.
1. Q4 Financial Results
Monday.com posted Q4 revenue of $333.88 million, up 25% year-on-year, surpassing the $329.64 million estimate, and reported adjusted EPS of $1.04 versus $0.92 consensus.
2. Customer Growth and Margins
Net dollar retention reached 110% overall and 114% for accounts with more than 10 users, while customers with over $50,000 in ARR rose 34% year-on-year to 4,281; adjusted operating margin declined 200 basis points to 13% largely due to an approximately 180 basis point foreign exchange headwind.
3. Guidance and Market Reaction
For fiscal Q1, the company guided revenue of $338–$340 million versus consensus of $342.97 million and full-year 2026 sales of $1.452–$1.462 billion below the $1.477 billion estimate, prompting shares to slide about 15% to a 52-week low in premarket trading.