monday.com: Don't Ignore The AI Agent Catalyst

  • monday.com continues to demonstrate strong momentum in the enterprise segment, with significant growth in $50K+ and $100K+ ARR customer cohorts and recovering NRR. The company is doubling down on AI efforts with a usage-based pricing model, showing impressive traction with its AI-first enterprise service management solution. Despite macroeconomic concerns, monday.com is well-positioned to deliver an earnings surprise, with expected revenue and EPS growth of 27.2% and 14.7%, respectively.