The strong beat and raised guidance (though decelerating) reinforce the growth narrative. Watch for Q2 results to confirm whether the AI platform and OneAI acquisition sustain momentum. The aggressive buyback ($553M in Q1) reduces share count and supports EPS.
Price Chart
Executive Summary
Monday.com reported exceptionally strong Q1 2026 results with revenue of $351.3M (+24% YoY), GAAP operating income doubling to $19.8M, and record high-value customer additions. Guidance for Q2 and full year implies continued strong growth (18-20% YoY), albeit decelerating. The launch of an AI Work Platform and the OneAI acquisition signal further product expansion.
Key Facts
- Revenue $351.3M, +24% YoY
- GAAP operating income $19.8M vs $9.8M YoY
- Non-GAAP operating income $49.0M vs $40.8M YoY
- GAAP EPS $0.58 basic, $0.57 diluted vs $0.54/$0.52 YoY
- Non-GAAP EPS $1.17 basic, $1.15 diluted vs $1.14/$1.10 YoY
- Net cash from operations $104.7M; adjusted FCF $102.8M
- Net dollar retention rate 110% overall, 116% for >$50k ARR customers
- Customers with >$50k ARR up 32% to 4,547; >$100k ARR up 39% to 1,844; >$500k ARR up 74% to 99
- RPO $880M (+33% YoY); cRPO $716M (+26% YoY)
- Repurchased ~7.3M shares for ~$553M in Q1; $182M remaining of $870M authorization
- Q2 guidance: revenue $354M-$356M (18-19% YoY growth); FY2026 guidance: revenue $1,466M-$1,474M (19-20% growth)
- Launched AI Work Platform with native agents; agreed to acquire OneAI
Financial Impact
Revenue growth of 24% YoY, operating income doubled, and strong free cash flow yield of ~29%
Risk Factors
- Guidance implies deceleration from 24% to ~19% revenue growth
- Negative FX impact of 100-200 bps expected to persist
- Integration risk from OneAI acquisition
- Potential competitive pressure from other work management platforms
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002499 |
| Document: zk2635240.htm | 0001178913-26-002499 |
| Document: 0001178913-26-002499-index-headers.html | 0001178913-26-002499 |
| Document: 0001178913-26-002499-index.html | 0001178913-26-002499 |
| Document: 0001178913-26-002499.txt | 0001178913-26-002499 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 3, 2026 29d ago | Insider Cluster | $97.33 $86.84 | ▼ −10.78% | ▼ −9.63% | $78.80 (−19.04%) |
Aug 10, 2026 7w ago | 6-K | $88.62 $83.33 | ▼ −5.97% | ▼ −5.92% | $78.80 (−11.08%) |
Aug 6, 2026 8w ago | 6-K | $93.13 $87.52 | ▼ −6.02% | ▼ −6.42% | $78.80 (−15.39%) |
Jul 22, 2026 10w ago | 6-K | $73.91 $90.25 | ▲ +22.11% | ▲ +24.51% | $78.80 (+6.62%) |
Jul 17, 2026 11w ago | 6-K | $76.75 $77.43 | ▲ +0.89% | ▲ +1.31% | $78.80 (+2.67%) |
Jul 2, 2026 13w ago | 6-K | $79.77 $83.65 | ▲ +4.86% | ▲ +3.93% | $78.80 (−1.22%) |
May 11, 2026 20w ago | 6-K | $76.91 $78.04 | ▲ +1.47% | ▲ +1.55% | $78.80 (+2.46%) |
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