--- title: "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" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286133318.md" description: "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" datetime: "2026-05-12T16:26:00.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286133318.md) - [en](https://longbridge.com/en/news/286133318.md) - [zh-HK](https://longbridge.com/zh-HK/news/286133318.md) --- # 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 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: - BTIG analyst Allan Verkhovski maintained a Buy rating, while lowering the price target from $135 to $115. - DA Davidson analyst Lucky Schreiner reaffirmed a Buy rating on the stock. **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 "underlying noise in the forward-looking metrics," 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 "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 "larger than typical" revenue beat, "driven by broad based demand and AI upside," 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. ## **Price Action** 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_ ### 相关股票 - [MNDY.US](https://longbridge.com/zh-CN/quote/MNDY.US.md) - [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md) - [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md) - [CRCL.US](https://longbridge.com/zh-CN/quote/CRCL.US.md) ## 相关资讯与研究 - [谷歌升级搜索体验迎接 AI 时代 并推出新编程工具](https://longbridge.com/zh-CN/news/286958438.md) - [戴尔 AI 服务器新增 1,000 家客户，全力进军企业级用户市场](https://longbridge.com/zh-CN/news/286800354.md) - [HRBP，AI 时代真正的 “铁饭碗”](https://longbridge.com/zh-CN/news/286866050.md) - [如何创建一家 AI Native 公司？](https://longbridge.com/zh-CN/news/286666891.md) - [为什么我总是让客户问 AI](https://longbridge.com/zh-CN/news/286935416.md)