Monday.com Shares Plunge 20% Despite $333.9M Q4 Revenue Beat
Oppenheimer set a $130 price target for Monday.com, implying 70% upside, after the company beat Q4 estimates with adjusted EPS of $1.45 and revenue of $333.9 million, up 25% year-on-year. However, shares slid over 20% as 2026 revenue guidance of $1.45–1.46 billion missed the $1.48 billion consensus.
1. Q4 Earnings and Revenue Beat
Monday.com reported adjusted EPS of $1.45 per share and revenue of $333.9 million, up 25% year-on-year, while non-GAAP operating margin narrowed to 12.5% and free cash flow margin declined to 17%.
2. Weaker 2026 Guidance and Stock Decline
The company forecasted 2026 revenue of $1.45–1.46 billion and Q1 revenue of $338–340 million, missing consensus estimates and prompting a stock drop of over 20%.
3. Oppenheimer Price Target Highlights Upside
Oppenheimer set a $130 price target on Monday.com, implying roughly 70% upside based on current share levels and anticipating stabilization after the guidance miss.