MNDY earnings
Analysis, not adviceNext print
2026-11-09
cons 1.36 EPS / 0.37B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: Revenue re-accelerates to ≥25% YoY AND management raises full-year guide — this is the recognition catalyst the base-case scenario requires; the Fast Grower label only surviv
Bull condition triggered: First sustained positive GAAP operating margin print AND AI product segment (monday AI / CRM / Service) explicitly disclosed as a meaningful ARR contributor — this would vali
＋3 more criteria on the deskfree trial · no cardFrom the desk's pre-read
monday.com (MNDY) reports Q2 2026 on August 10; consensus sits at $1.11 EPS · $0.36B revenue.
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.