
• Reported GAAP EPS of $1.48 up 228.89% YoY • Reported revenue of $333.88M up 24.59% YoY • For full year 2026, monday.com expects total revenue of $1.45B to $1.46B, with non-GAAP operating income of $165M to $175M and adjusted free cash flow of $275 million to $290 million.
Bullish
monday.com achieved 25% Q4 revenue growth and increased GAAP diluted EPS, driven by upmarket expansion and strong adoption of its new unified AI platform and AI products.
Bearish
monday.com faced a decline in Q4 GAAP operating income and non-GAAP operating margin compression due to FX. Management also noted difficulty forecasting GAAP income due to share-based compensation variability.