Monday.com guidance miss overshadows Q2 beat as MNDY shares fall
Monday.com (MNDY) beat second-quarter earnings and revenue estimates before Monday's open, then fell sharply in the session after the company's revenue guidance missed analyst targets. Adjusted earnings came in at $1.48 per share for the quarter ending June 30, up 36% from the same period a year earlier. The print topped the Street. The outlook did not.
Key takeaways
- Monday.com (MNDY) beat Q2 earnings and revenue estimates but its stock fell sharply after revenue guidance missed analyst targets.
- Adjusted earnings were $1.48 per share for the quarter ending June 30, up 36% year over year.
- Revenue for the June quarter also topped estimates, making it a double beat on the headline lines.
- The company's forward revenue outlook came in below analyst projections, which drove shares lower.
- The next key event is MNDY's revenue result for the period following June 30, which will validate or force a recalibration of the guidance.
Monday.com (MNDY) beat second-quarter earnings and revenue estimates before Monday's open, then fell sharply in the session after the company's revenue guidance missed analyst targets. Adjusted earnings came in at $1.48 per share for the quarter ending June 30, up 36% from the same period a year earlier. The print topped the Street. The outlook did not.
The June quarter numbers
Monday.com, the maker of project management software, cleared consensus on both earnings and revenue for the period ending June 30. Adjusted earnings per share of $1.48 marked a 36% year-over-year gain. Revenue for the quarter also beat estimates, making it a clean double beat on the headline lines.
The guidance gap that moved the stock
Revenue guidance is what the session repriced. Monday.com's forward revenue outlook came in below what analysts had projected, and that shortfall was enough to send shares sharply lower, absorbing the good news from the prior quarter. When a software company beats on the quarter but delivers a revenue outlook that falls short of consensus, the market tends to anchor on the forward number. That is the dynamic MNDY printed on Monday. The earnings gain of 36% year over year and the revenue beat for June were set aside as the tape weighed what the company signaled about the periods ahead.
What to watch
The next confirmable event for MNDY is the revenue result for the period following June 30. That figure will either validate the guidance Monday.com provided or force a recalibration. Analysts who had modeled higher forward revenue are now working from a lower base, and any revision to that guidance becomes the next number that repositions the setup.
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Filed by the newsroom of MarketPR on August 10, 2026. Source: investors.com. Indicative figures are not investment advice.