monday.com (NASDAQ:MNDY) Q4 CY2025: Revenue Beats, Guideline Misses, Shares Drop 13.3%

monday.com (NASDAQ:MNDY) posted revenue that beat expectations in Q4 CY2025, up 24.6% YoY to $333.9 million, with non-GAAP profit of $1.04 per share 13.2% above consensus. However, next-quarter revenue guidance of $339 million missed analyst estimates by 1.1%, and the stock fell 13.3% to $84.98 in after-hours trading. The company’s 50.2% annualized revenue growth over the past five years and 115% net revenue retention in Q4 highlight strong customer spending and product stickiness. Sell-side analysts project 19.7% annual revenue growth through 2026, but the miss in guidance and a 29.9% two-year CAGR slowdown suggest a weaker-than-anticipated quarter. The stock’s performance underscores a key earnings miss for next quarter, weighing on near-term momentum.