Monday.com (MNDY) Reports Q2: Everything You Need To Know Ahead Of Earnings
Monday.com beat analysts' revenue expectations by 2.3% last quarter, reporting revenues of $282.3 million, up 30.1% year on year. It was a strong quarter for the company, with a solid beat of analysts' EBITDA estimates and an impressive beat of analysts' billings estimates. It added 243 enterprise customers paying more than $50,000 annually to reach a total of 3,444.
Is Monday.com a buy or sell going into earnings? Read our full analysis here, it's free.
This quarter, analysts are expecting Monday.com's revenue to grow 24.4% year on year to $293.7 million, slowing from the 34.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.86 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Monday.com has a history of exceeding Wall Street's expectations, beating revenue estimates every single time over the past two years by 2.7% on average.
Looking at Monday.com's peers in the productivity software segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Atlassian delivered year-on-year revenue growth of 22.3%, beating analysts' expectations by 2.1%, and SoundHound AI reported revenues up 217%, topping estimates by 31.2%. Atlassian's stock price was unchanged after the resultsand SoundHound AI's price followed a similar reaction.
Read our full analysis of Atlassian's results here and SoundHound AI's results here.
There has been positive sentiment among investors in the productivity software segment, with share prices up 2.1% on average over the last month. Monday.com is down 8.3% during the same time and is heading into earnings with an average analyst price target of $351.67 (compared to the current share price of $261).
Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
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