Analysts expect Monday.Com to report Q2 2026 revenue of $355.6 million and non-GAAP EPS of $1.11, while the current stock price of $87.57 sits well below the average analyst target of $109.25. Investors are primarily focused on the company's operating margin trajectory following a major 20% workforce reduction in July intended to pivot resources toward its AI Work Platform.
While revenue is projected to grow nearly 19% year-over-year, analysts are watching for a sequential decline in profitability due to heavy investments in AI capabilities. Recent sentiment has been mixed as the broader software sector faces scrutiny over AI monetization and consumption-based pricing trends.