monday.com is scheduled to report third-quarter 2026 results on November 9, 2026. It guides revenue of $368–370 million (up 16–17%), while Zacks consensus is $368.34 million in revenue and $1.43 in EPS (down 23.28% year over year), and the company has beaten EPS estimates in each of the last four quarters. The article attributes expected results to an AI-led transition, with AI product ARR doubling sequentially in the second quarter and total ARR topping $1.5 billion in July. Customers with ARR above $100,000 rose 37% to 2,019 in the second quarter, and current remaining performance obligations reached $750 million, up 27%. Headwinds include a stronger shekel, which may cut operating margin by 100–200 basis points, and non-GAAP gross margin that dipped to 89% in the second quarter.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
earningsartificial intelligencesoftware
Open a keyword to see other news on the same topic.
Related news
- Top 3 Founder Led Stocks To Watch In October 2026
The article presents three founder-led stocks from a screen: monday.com, Palantir Technologies and Figure Technology Solutions. monday.com has revenue of about US$1.37b and a market cap of US$3.8b. Palantir earns US$3.21b from Government customers and US$2.95b from Commercial clients, with a market cap of US$447.04b. Figure Technology Solutions reports US$619 million of revenue and a market cap of US$6.1b. The article argues that founder ownership can align leadership with long-term shareholder interests, but each stock depends on key assumptions to watch, such as customer expansion, pricing power or the pace of blockchain adoption. The full screen surfaced 26 more businesses with similarly strong founder ownership.
- Figma sinks after earnings beat as company prioritizes long-term growth with AI changes
Figma shares fell 7% in extended trading after third-quarter results beat LSEG consensus: adjusted EPS of 10 cents vs 5 cents expected, and revenue of $391.4 million vs $375.8 million expected. Revenue grew about 43% year over year, and net loss narrowed to $81.3 million (15 cents per share) from $1.10 billion ($2.72 per share) a year earlier. Management raised full-year guidance, now seeing an 11% operating margin (up from 9%) and $1.497–$1.499 billion in revenue, while fourth-quarter growth is expected to slow to about 33%, above the 28% analysts had forecast. Figma is giving clients more AI credits while keeping prices, and its finance chief says this trades near-term revenue for durable long-term growth. Weekly users at organizations spending over $10,000 who used AI credits rose almost 50%, and shares are down about 41% so far in 2026 while the S&P 500 is up 12%.
- Blackbaud’s AI fundraising agent sees gifts jump 70% as adoption grows
Blackbaud (NASDAQ: BLKB) said gifts attributed to its AI fundraising tool, the Development Agent, rose 70% from September to October, while the number of donors assigned to it grew fivefold from the second quarter to the third. The average attributed gift increased 44% over the same period. CEO Mike Gianoni did not disclose how many customers use the agent or the dollar value of donations, and said a website figure of more than $300,000 over six months reflects an earlier stage of the program. Blackbaud is not providing 2027 revenue guidance for its AI products, although third-quarter revenue rose 4.1% to $292.64 million, above the consensus of $292.59 million.
- Microsoft, Nvidia launch AI support scheme in UK and Ireland
Microsoft and Nvidia have launched Frontier Launchpad, a support programme for AI-focused software companies in the UK and Ireland, with applications open until 27 November. Building on last year's Agentic Launchpad, it offers technical support from Microsoft and Nvidia experts, commercial advice, and help preparing products for the Microsoft Marketplace, across two pathways: AI platforms and software, and financial services and fintech. Eligible firms must be based in the UK or Ireland, have products already available to customers, and be investing in or using AI, and the inaugural cohort starts in early 2027. The article also cites Microsoft's quarter ended 30 September 2026, in which net income rose 32% to $36.6bn and revenue reached $92.3bn, up 19%.
- Securities firm issues surprising outlook for FPT
VCBS issues a cautious “Hard to compete” view on FPT, as generative AI is changing competitive advantages in the software outsourcing sector, even though Q3 2026 net revenue rose 12% to VND 13,754 billion and profit attributable to parent shareholders rose 11.8% to VND 2,723 billion. Q3 foreign technology revenue grew only 8.2% to VND 9,636 billion, with Japan up 8% to VND 4,270 billion, while nine-month new contract value rose 23% to VND 36,137 billion but converting contracts into revenue has slowed. In telecoms, nine-month revenue rose 17% to VND 16,699 billion, but cost of sales climbed 29%, narrowing gross margin by about 7 percentage points. Education revenue fell 5% in Q3, and VCBS forecasts a 5% drop to VND 5,825 billion in 2026 and another 5% decline to VND 5,534 billion in 2027.
- Palantir Growth Slows From Breakneck Pace
Palantir shares fell after the company issued guidance that disappointed, though its full-year and next-quarter outlook was above consensus. Growth is slowing both sequentially and year over year, and the stock is roughly flat for the year. The company is finding growth in U.S. commercial customers, with a more even mix between commercial and public-sector revenue. Bloomberg Intelligence says frontier AI labs may be taking market share, as Palantir now faces competition from a broader group of AI labs.
Related markets
Latest news
- Trump committee hearing on Fed Governor Lisa Cook rescheduled to Dec. 14
A special committee appointed by President Donald Trump has rescheduled the hearing for Federal Reserve Governor Lisa Cook to Dec. 14, a White House official said Wednesday. Trump set up the “committee of inquiry” in early October to investigate allegations that Cook made false statements related to “one or more mortgage instruments.” The New York Times first reported the rescheduling.
- Plain gold ring and gold bar prices rise simultaneously on Nov. 5 at SJC, PNJ, Bao Tin Minh Chau, DOJI and Bao Tin Manh Hai
At the open on Nov. 5, domestic gold prices were little changed from the previous session's close. Gold rings were quoted at 136.5–140.8 million VND per tael and SJC gold bars at 139.4–142.4 million VND per tael. Spot gold on the international market reached 4,069 USD per ounce, up 0.22%, after a 3.4% gain in the prior session. The rally was supported by a weaker US dollar after the Democrats' decisive win in the US midterm elections, alongside concerns over US fiscal prospects. Investors are watching this week's US jobs data for clues on the Federal Reserve's interest rate outlook.
- Amazon workers in the Greater Toronto Area launch fight for better jobs with Unifor
Amazon workers across the Greater Toronto Area have launched a new organizing drive with Unifor, seeking safe jobs, fair pay and respect ahead of Black Friday. The union notes Amazon reported US$28.1 billion in operating income in Q3 2026, with an operating margin of almost 14%, its highest ever, while many associates received a wage increase of only $1/hour in 2026. Workplace Safety and Insurance Board data shows Amazon's 2025 injury rate was more than double its 2020 level, and annual injury claims have nearly tripled. Ontario holds more than half of Amazon's Canadian workforce, and workers at the YVR2 warehouse in Delta, B.C. are close to securing the first collective agreement at Amazon in North America. Unifor, Canada's largest private-sector union with 320,000 workers, says workers have a legal right to organize.
- Solana Foundation payments lead: Banks will hold cash on-chain
Jamal Raees, payments lead at the Solana Foundation, says bank deposit tokens such as JPMorgan's JPMD will win corporate treasury business, while stablecoins from Circle and Tether will keep the global payment rails needed to move money.
- S&P 500, Nasdaq Surge Ahead After Democratic Sweep, Dow Jumps To One-Year High On Lower Oil — AAPL, SNAP, INTC, CRWV, QCOM In Focus
U.S. stock indices closed higher on Wednesday as tech and chipmaker shares recovered, with traders betting a Democratic sweep would slow AI capital spending. The S&P 500 gained 2%, the Nasdaq 100 rose 1%, and the Dow Jones jumped 3% to a one-year high, while WTI and Brent crude each fell about 8%. In contrast, semiconductor ETFs SMH and iShares Semiconductor dropped about 3% amid weakness in NVDA, MU and AVGO. Analysts said a divided government may limit additional fiscal stimulus and ease pressure on Treasury yields. Snap shares tumbled 11% after hours, and Intel CEO Lip-Bu Tan bought 150,000 shares worth $9.7 million through a family trust.
- A 'demand decade' ahead for energy? BP, Baker Hughes CEOs weigh the investment outlook
Rising energy demand is opening new investment opportunities, though geopolitical risks and uncertain oil prices are challenging the industry. Baker Hughes CEO Lorenzo Simonelli is optimistic about the long term, citing AI, population growth and developing nations, and says the industry has a 'demand decade' ahead. He expects industry activity to rise by a low-single-digit percentage in 2027 and says the Middle East conflict highlights the need for more resilient infrastructure, including storage and pipelines. RWE CEO Markus Krebber says AI and electrification are driving electricity demand, but geopolitical tensions, supply chain pressures and higher interest rates are complicating investment decisions. BP CEO Meg O'Neill stresses that wide forecast ranges for global energy demand matter for long-lived projects, while Energy Aspects expects oil markets could be oversupplied in 2027 and 2028 if Middle East flows return to normal.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.