monday.com Reports Strong Q4 & FY25 Results, Initiates 2026 Guidance, and Repurchases $135M in Shares
MNDY is trading near its 52-week low of $92.73 (5.7% above the low) on elevated volume (2.2× avg).
Summary
monday.com reported robust fourth quarter and full-year 2025 financial results, driven by strong revenue growth and significant expansion in larger customer segments, while also announcing a $135 million share repurchase. The company provided 2026 guidance indicating a deceleration in revenue growth and slight margin compression.
Key Events · Earnings and Guidance · MNDY
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Strong Q4 & FY25 Financial Performance
Revenue grew 25% in Q4 to $333.9 million and 27% for the full year to $1.23 billion. Non-GAAP operating income for FY25 reached $175.3 million (14% margin).
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Significant Share Repurchase
The company repurchased approximately $135 million of its ordinary shares in Q4 2025, with $735 million remaining under the authorized program.
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Robust Large Customer Growth
Paid customers with over $50,000 in ARR increased 34% year-over-year, and those with over $100,000 in ARR grew 45% year-over-year, now representing 41% and 28% of total ARR, respectively.
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AI Product Traction
monday vibe, a new AI product, surpassed $1 million in ARR in just 2.5 months since its pricing launch.
Analysis · MNDY · Technology
monday.com delivered a strong financial performance in 2025, marked by significant revenue growth and expanding profitability. The substantial increase in larger customer accounts, particularly those with over $50,000 and $100,000 in ARR, indicates successful upmarket penetration and strengthens the company's recurring revenue base. The rapid adoption of its new AI product, monday vibe, also highlights innovation and potential for future growth. Furthermore, the $135 million share repurchase demonstrates a commitment to returning capital to shareholders. However, the 2026 guidance projects a deceleration in revenue growth and a slight compression in non-GAAP operating margins, partly attributed to foreign exchange impacts. Investors will likely weigh the strong past performance and capital allocation against the more conservative outlook for the upcoming year.
At the time of this filing, MNDY was trading at $98.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $5B. The 52-week trading range was $92.73 to $342.64. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.