以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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MNDY
24 atoms · 跨 5 天 · 首见 2026-05-11 · 最近 2026-06-12
三色: 🟦 fact 19 · 🟥 take 5 · stance ▲10/▼2/◆1
来源: 群 1 · X 22 · 卖 1
时态: fresh:23 · aging:1
标签: 好数字:18 · 好观点:5 · 好信源:3
叙事 (narrative) (2)
- 2026-05-22 · 分析师所述转型
Analyst sees monday.com transitioning from an AI disruption victim to an AI infrastructure disruptor
tags: 好观点 · → daily
value: direction=从AI disruption受害者转型为AI基础设施颠覆者 · date=当前
- 2026-05-22 · AI Work Platform和Seats-Plus-Credits Model
its AI Work Platform and Seats-Plus-Credits Model becoming a new growth engine
tags: 好观点 · → daily
value: direction=成为新增长引擎 · date=当前
预测 (forecast) (2)
- 2026-05-28 · JPMorgan目标价
$MNDY $90
tags: 好数字·好信源 · → daily
value: qty=$90 · date=NA
- 2026-05-22 · Tigress Financial Partners 目标价
Tigress Financial Partners maintains Buy on monday.com, cuts PT to $165 from $310
tags: 好数字 · → daily
value: qty=$165 · direction=from $310 · date=当前
立场 (position) (1)
- 2026-06-12
[老化中] · 评级下调
MNDY - downgraded to Neutral
tags: 好观点 · → daily
value: rating=Neutral (from Buy)
事实 (fact) (19)
- 2026-05-18 · CEO 陈述: 座位需求未减速
Monday(.)com CEO: No evidence of slowing seat demand as customers increasingly adopt AI
tags: 好信源 · → daily
- 2026-05-11 · 提高全年营收和调整后运营利润指引
MNDY soars 25% after the software company raised its full-year forecast for both revenue and adjusted operating profits.
tags: 好数字 · → daily
value: direction=up
- 2026-05-11 · Q1 业绩超预期
it also reported first-quarter results that beat expectations
tags: 好数字 · → daily
value: date=Q1 2026
- 2026-05-11 · AI productivity gains demonstrating possibility to grow revenue without headcount growth
CFO says AI productivity gains inside own org demonstrate that they can grow revenue without growing headcount in lockstep, a dynamic they believe will be a meaningful driver of operating leverage over time
tags: 好观点·好信源 · → daily
- 2026-05-11 · AI 提效
MNDY 财报全面超预期 → AI 提升生产力 = 收入增长无需同步增加员工数
tags: 好观点 · → daily
- 2026-05-11 · Q1-2026 实际每股收益
实际每股收益 (Actual EPS): 1.15$
tags: 好数字 · → daily
value: qty=1.15$ · date=Q1-2026
- 2026-05-11 · Q1-2026 预期每股收益
预期每股收益 (Expected EPS): 0.93$
tags: 好数字 · → daily
value: qty=0.93$ · date=Q1-2026
- 2026-05-11 · Q1-2026 实际营收
实际营收 (Actual Revenue): 351.30M$
tags: 好数字 · → daily
value: qty=351.30M$ · date=Q1-2026
- 2026-05-11 · Q1-2026 预期营收
预期营收 (Expected Revenue): 339.07M$
tags: 好数字 · → daily
value: qty=339.07M$ · date=Q1-2026
- 2026-05-11 · 营收同比增长
营收同比增长 (Revenue YoY): 24%
tags: 好数字 · → daily
value: qty=24% · date=Q1-2026
- 2026-05-11 · Q1'26营收
$MNDY Q1'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $351.3M
tags: 好数字 · → daily
value: qty=$351.3M · date=Q1'26
- 2026-05-11 · Q1'26营收vs预期
$MNDY Q1'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $351.3M (Est $339.31M) 🟢
tags: 好数字 · → daily
value: qty=Est $339.31M · date=Q1'26
- 2026-05-11 · Q1'26EPS
$MNDY Q1'26 EARNINGS HIGHLIGHTS 🔹 EPS: $1.15 (Est $0.95) 🟢
tags: 好数字 · → daily
value: qty=$1.15 · date=Q1'26
- 2026-05-11 · Q1'26EPSvs预期
$MNDY Q1'26 EARNINGS HIGHLIGHTS 🔹 EPS: $1.15 (Est $0.95) 🟢
tags: 好数字 · → daily
value: qty=Est $0.95 · date=Q1'26
- 2026-05-11 · Q2'26营收指引
$MNDY Q2 2026 Guide: 🔹 Revenue: $354M-$356M (Est $354.2M)
tags: 好数字 · → daily
value: qty=$354M-$356M · date=Q2'26
- 2026-05-11 · FY26营收指引
$MNDY FY 2026 Guide: 🔹 Revenue: $1.466B-$1.474B (Est $1.458B)
tags: 好数字 · → daily
value: qty=$1.466B-$1.474B · date=FY26
- 2026-05-11 · 实际EPS
MNDY 实际EPS: 1.15
tags: 好数字 · → daily
value: qty=1.15
- 2026-05-11 · 盘前涨幅
$MNDY 盘前涨幅 +24%
tags: 好数字 · → daily
value: qty=+24% · date=2026-05-11
- 2026-05-11 · 花费超过5万美元的客户数量增长率
Number of customers spending >$50K/yr: +32%
tags: 好数字 · → daily
value: qty=+32% · date=Q1 2026
时间轴 (近 20)
- 2026-06-12 ·
position · 评级下调 · → daily
- 2026-05-28 ·
forecast · JPMorgan目标价 · → daily
- 2026-05-22 ·
forecast · Tigress Financial Partners 目标价 · → daily
- 2026-05-22 ·
narrative · 分析师所述转型 · → daily
- 2026-05-22 ·
narrative · AI Work Platform和Seats-Plus-Credits Model · → daily
- 2026-05-18 ·
fact · CEO 陈述: 座位需求未减速 · → daily
- 2026-05-11 ·
fact · AI 提效 · → daily
- 2026-05-11 ·
fact · Q1-2026 实际每股收益 · → daily
- 2026-05-11 ·
fact · Q1-2026 预期每股收益 · → daily
- 2026-05-11 ·
fact · Q1-2026 实际营收 · → daily
- 2026-05-11 ·
fact · Q1-2026 预期营收 · → daily
- 2026-05-11 ·
fact · 营收同比增长 · → daily
- 2026-05-11 ·
fact · Q1'26营收 · → daily
- 2026-05-11 ·
fact · Q1'26营收vs预期 · → daily
- 2026-05-11 ·
fact · Q1'26EPS · → daily
- 2026-05-11 ·
fact · Q1'26EPSvs预期 · → daily
- 2026-05-11 ·
fact · Q2'26营收指引 · → daily
- 2026-05-11 ·
fact · FY26营收指引 · → daily
- 2026-05-11 ·
fact · 实际EPS · → daily
- 2026-05-11 ·
fact · 盘前涨幅 · → daily
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