Results: Monday.com Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
Results: Monday.com Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
monday.com Ltd. (NASDAQ:MNDY) just released its latest quarterly results and things are looking bullish. The company beat forecasts, with revenue of US$236m, some 3.0% above estimates, and statutory earnings per share (EPS) coming in at US$0.27, 776% ahead of expectations. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
monday.com Ltd.(纳斯达克股票简称:MNDY)刚刚发布了最新的季度财报,情况看好。公司营业收入US$23600万,超出预期3.0%,法定每股收益(EPS)为US$0.27,超出预期776%。分析师通常会在每个财报时更新他们的预测,我们可以从他们的预测中判断他们对公司的看法是否改变或是否有任何新的需要注意的问题。考虑到这一点,我们收集了最新的法定预测,以了解分析师们对明年的期望。
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Taking into account the latest results, the most recent consensus for monday.com from 20 analysts is for revenues of US$960.2m in 2024. If met, it would imply a decent 14% increase on its revenue over the past 12 months. Statutory earnings per share are forecast to plunge 44% to US$0.46 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$947.8m and earnings per share (EPS) of US$0.27 in 2024. There was no real change to the revenue estimates, but the analysts do seem more bullish on earnings, given the great increase in earnings per share expectations following these results.
考虑到最新的财报结果,20名分析师对monday.com的最新共识是2024年营业收入预计为US$96020万。如果实现,这将意味着过去12个月内营收增长了14%。法定每股收益预计在同期下降44%至US$0.46。然而,在最新的财报公布前,分析师们预计2024年的营业收入将为US$94780万,每股收益(EPS)为US$0.27。营业收入预测没有实质性的变化,但是从这些结果可以看出,分析师对收益的看法比以前更为看好,因为预计收益相较于近期预期有了大幅增长。
The consensus price target rose 11% to US$291, suggesting that higher earnings estimates flow through to the stock's valuation as well. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on monday.com, with the most bullish analyst valuing it at US$340 and the most bearish at US$230 per share. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.
共识价格目标上涨11%至US$291,表明更高的收益预期也会反映在股票估值上。但是还有另一种考虑价格目标的方法,那就是看分析师提出的价格目标范围,因为广泛的估计范围可能暗示对企业可能出现的结果存在多样化的观点。对于monday.com,有些不同的看法,最看好的分析师估值为US$340,最保守的估值为每股US$230。可以看出,分析师对股票的未来并不一致,但估计范围仍然相对狭窄,这可能表明结果并不完全不可预测。
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. It's pretty clear that there is an expectation that monday.com's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 29% growth on an annualised basis. This is compared to a historical growth rate of 40% over the past three years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 12% per year. Even after the forecast slowdown in growth, it seems obvious that monday.com is also expected to grow faster than the wider industry.
现在来看看更大的画面,我们可以通过看他们与过去业绩和行业增长预估的比较,来理解这些预测的含义。很明显,有一个预期,即monday.com的营收增长将大幅放缓,预计到2024年底,年化增长率将显示29%的增长。这相比过去三年的增长率40%而言要降低。 将这与受分析师关注的其他公司相比,它们的预计营收(总计)每年增长12%。即使在预测的增长放缓之后,monday.com也被认为是比整个行业增长更快的。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around monday.com's earnings potential next year. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
对我们来说最重要的是共识每股收益的升级,这表明围绕monday.com明年的收益潜力,情绪明显正在好转。令人高兴的是,营收预测没有发生重大变化,业务仍有望比整个行业增长更快。价格目标也有了不错的增长,分析师显然觉得企业内在价值正在提高。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for monday.com going out to 2026, and you can see them free on our platform here..
记住,我们认为考虑到更长期的业务轨迹,对于投资者来说更为重要。在Simply Wall St上,我们对monday.com的所有分析师预测都延伸到2026年,并且可以在我们的平台上免费查看。
It is also worth noting that we have found 1 warning sign for monday.com that you need to take into consideration.
值得注意的是,我们为monday.com发现了1个警告信号,您需要考虑这一点。
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