---
title: "Monday.com 在第一季度創下收入記錄，分析師強調人工智能的增長"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286133318.md"
description: "Monday.com 報告了創紀錄的第一季度收入為 3.51 億美元，超出預期 1200 萬美元，但由於對連續增長乏力和預計 2026 年淨美元留存率下降的擔憂，股價下跌 2.47%，至 75.01 美元。分析師維持買入評級，BTIG 將目標價從 135 美元下調至 115 美元，而 DA Davidson 則指出廣泛的需求和人工智能的貢獻。該公司正在轉型為人工智能工作平台，並推出了新的定價結構。第二季度收入指引為 3.55 億美元，略高於預期，同時將 2026 年收入預測上調至 14.7 億美元"
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 在第一季度創下收入記錄，分析師強調人工智能的增長

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_

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