Monday.com (MNDY) Stock: Why Investors Dumped Shares Despite Crushing Q3 Earnings
The post Monday.com (MNDY) Stock: Why Investors Dumped Shares Despite Crushing Q3 Earnings appeared on BitcoinEthereumNews.com.
TLDR Monday.com reported Q3 2025 revenue of $316.9 million, up 26% year-over-year, beating analyst estimates of $312.3 million Earnings per share came in at $1.16, exceeding expectations of $0.88, while non-GAAP operating income hit a record $47.5 million Q4 revenue guidance of $328-$330 million fell short of the $333.8 million analyst consensus, causing shares to drop 19% in premarket trading The company’s upmarket strategy drove increased demand from larger customers, with new products contributing over 10% of annual recurring revenue Full-year 2025 revenue forecast stands at $1.23 billion with adjusted free cash flow expected between $330-$334 million Monday.com delivered a solid third quarter that checked all the right boxes on paper. Revenue jumped 26% to $316.9 million, crushing Wall Street’s $312.3 million estimate. Earnings per share of $1.16 left the $0.88 consensus in the dust. monday.com Ltd., MNDY But the market wasn’t buying it. Shares plunged 19% in premarket trading on Monday morning. The culprit? A disappointing outlook for the fourth quarter that raised questions about the company’s momentum heading into year-end. Monday.com projected Q4 revenue between $328 million and $330 million. Analysts were expecting $333.8 million. That miss, though seemingly small, was enough to wipe out enthusiasm from the strong Q3 performance. $MNDY (monday) #earnings are out: pic.twitter.com/LIPI3zg5vx — The Earnings Correspondent (@earnings_guy) November 10, 2025 The company’s Q3 results showed real operational strength. Non-GAAP operating income reached $47.5 million with a 15% margin. Co-founders and co-CEOs Roy Mann and Eran Zinman pointed to their upmarket strategy as the driver. “This quarter’s results reflect the strength of our execution and the continued success of our strategy to move upmarket while expanding our product suite,” they said in a statement. New Products Gaining Traction The company’s push into new territory appears to be working. Monday campaigns, one of several new…
Filed under: News - @ November 10, 2025 2:29 pm