<div id="readability-page-1">Shares of Monday.com Ltd ( MNDY ) tanked in early trading on Tuesday, after the company Monday reported its first-quarter results. Here are the key analyst insights: <ul> <li>BTIG analyst Allan Verkhovski maintained a Buy rating, while lowering the price target from $135 to $115.</li> <li>DA Davidson analyst Lucky Schreiner reaffirmed a Buy rating on the stock.</li> </ul> Check out other analyst stock ratings. BTIG: Monday.com's ( MNDY ) total revenues grew 24.5% year-on-year to $351 million. This marked a record revenue beat of $12 million, Verkhovski said in a note. Despite the strong revenue beat, the shares sharply declined, likely due to &#34;underlying noise in the forward-looking metrics,&#34; he added. Management expects NDR (net dollar retention) to decline in 2026. Second-quarter revenue guidance implies only modest sequential growth of 1.1%. Compare that to 1.5% in the first quarter and 3.8% in the second quarter of 2025. Monday.com ( MNDY ) launched a new seats-plus credits pricing structure designed to align with future customer usage of its AI offerings. These AI products show &#34;solid traction,” Verkhovski wrote. They will likely contribute around 10% of total NNARR of around $70 million in Q1, he added. DA Davidson: Monday.com ( MNDY ) ported a &#34;larger than typical&#34; revenue beat, &#34;driven by broad based demand and AI upside,&#34; Schreiner said. Management highlighted the company's transition to an AI work platform, resulting in the launch of consumption-based pricing, he added. The company also acquired voice AI startup OneAI to extend the capabilities of its platform, the analyst stated. Management guided to second-quarter revenue of $355 million at the midpoint, which was $0.5 million above expectations, implying around $4 million of net new revenue, and raised the 2026 revenue guidance by $13 million to $1.47 billion at the midpoint, he further noted. <h2>Price Action</h2> Shares of Monday.com ( MNDY ) had declined by 2.47% to $75.01 at the time of publication on Tuesday. Read Also: Circle Internet Group Posts Q1 Earnings Beat, Guidance Doesn't Include Arc Token Presale Impact Image: Shutterstock</div>

MNDY

北美科技软件股指数 ETF - iShares

标普软件与服务 ETF - SPDR

Monday.com 报告了创纪录的第一季度收入为 3.51 亿美元，超出预期 1200 万美元，但由于对连续增长乏力和预计 2026 年净美元留存率下降的担忧，股价下跌 2.47%，至 75.01 美元。分析师维持买入评级，BTIG 将目标价从 135 美元下调至 115 美元，而 DA Davidson 则指出广泛的需求和人工智能的贡献。该公司正在转型为人工智能工作平台，并推出了新的定价结构。第二季度收入指引为 3.55 亿美元，略高于预期，同时将 2026 年收入预测上调至 14.7 亿美元

Monday.com 在第一季度创下收入记录，分析师强调人工智能的增长