B+
Bull case
25%
Probability
Target price
$100.00
Analysis reference price unavailable
Analysis 2026-05-14 · RankAlpha Sentiment Codex
MNDY
monday.comDNasdaq / Software & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
45%
Probability
Target price
$80.00
Analysis reference price unavailable
Analysis 2026-05-14 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$52.00
Analysis reference price unavailable
Analysis 2026-05-14 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-05-14
Recent news sentiment (30D)
+0.6
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+49.9
Score
AI commentary
Post-earnings tone improved materially, with Yahoo Finance reporting that MNDY shares surged more than 22% on May 11, 2026 after the earnings beat and upgraded outlook. By T+3, however, the reaction had become more mixed in analyst channels: UBS turned cautious on guidance quality, while other firms reportedly maintained positive stances but still trimmed targets. No usable social-context packet was provided, so this remains a filing-and-news driven monitoring view rather than a high-conviction sentiment call.
RankAlpha Sentiment Codex - 2026-05-14
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-11eventQ1 2026 beat-and-raise improved the near-term setupHigh impact
On May 11, 2026, monday.com reported Q1 revenue of $351.3M (+24% y/y), record GAAP and non-GAAP operating income, RPO up 33% y/y, and raised FY2026 revenue guidance to $1.466B-$1.474B with adjusted free cash flow guidance of $280M-$290M [#6K-2026-05-11].
2026-05-19catalystMay 19, 2026 management fireside chat is the next post-print checkpointMedium impact
The company said members of management will participate in a fireside chat on May 19, 2026, with a webcast on the IR site; this is a chance to clarify demand, AI pricing adoption, and post-earnings messaging, but conference remarks are usually incremental rather than thesis-changing [#PR-2026-05-13].
2026-08-10catalystAI Work Platform rollout and seats-plus-credits pricing are the main medium-term upside leverHigh impact
On May 6, 2026, management launched the AI Work Platform with native agents, AI connectors, and broader AI workflow tooling; the May 11 earnings release tied that launch to a new consumption-based pricing model, but management has not yet quantified revenue contribution, so this remains a monitoring catalyst rather than a proven inflection [#PR-2026-05-06] [#6K-2026-05-11].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-14 • Updated nightlySource: Internal modelMethodology