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Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

Salesforce (NYSE: CRM) is set to report fiscal second-quarter results on Wednesday after the market close, with Wall Street analysts flagging mixed field checks but seeing a path to a second-half revenue reacceleration that could support the stock.

Oppenheimer reiterated an Outperform rating with a $250 price target ahead of the report, estimating total revenue of $11.31 billion, up 10% year-over-year, and pro forma EPS of $3.26. Analyst Brian Schwartz said the earnings setup "appears favorable" given undemanding investor expectations and multiples.

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

Salesforce earnings preview: Analysts eye catalysts for stock upside

Wed, 26 Aug 2026 13:00:00 -0400

TD Cowen maintained a Buy rating with a $240 target, with analyst Derrick Wood expecting "in-line results & guide" from

monday.com Ltd. (MNDY) PT Lowered to $120 at Wells Fargo

Tue, 11 Aug 2026 07:00:36 -0400

Wells Fargo analyst Ryan MacWilliams lowered the price target on monday.com Ltd. (NASDAQ: MNDY) to $120.00 (from $130.00) while maintaining a Overweight rating.

Wolfe Research Downgrades monday.com Ltd. (MNDY) to Peerperform

Tue, 11 Aug 2026 02:08:56 -0400

Wolfe Research analyst Alex Zukin downgraded monday.com Ltd. (NASDAQ: MNDY) from Outperform to Peerperform.

The analyst comments: “2Q marked a step down in net-new growth: sequential customer adds were weakest in 6 quarters, revenue adds of $13M were well below the ~$17M trailing average as pricing benefits fade ($3M in 2Q vs. $7M in 1Q and ~$10M/ quarter last year), NNARR was roughly flat Y/Y (down ~15% ex-AI by our estimate), billings decelerated to +14% Y/Y, and management guided 3Q below consensus (+16.5% vs. +18% Y/Y) while lowering its NRR outlook on slower upgrades and multi-product expansion, implying a CC 4Q

Wolfe Research Downgrades monday.com Ltd. (MNDY) to Peerperform

Tue, 11 Aug 2026 02:08:56 -0400

Wolfe Research analyst Alex Zukin downgraded monday.com Ltd. (NASDAQ: MNDY) from Outperform to Peerperform.

Wolfe Research Downgrades monday.com Ltd. (MNDY) to Peerperform

Tue, 11 Aug 2026 02:08:55 -0400

Wolfe Research analyst Alex Zukin downgraded monday.com Ltd. (NASDAQ: MNDY) from Outperform to Peerperform.

Wolfe Research Downgrades monday.com Ltd. (MNDY) to Peerperform

Tue, 11 Aug 2026 02:08:55 -0400

Wolfe Research analyst Alex Zukin downgraded monday.com Ltd. (NASDAQ: MNDY) from Outperform to Peerperform.

Cantor Fitzgerald Downgrades monday.com Ltd. (MNDY) to Neutral

Mon, 10 Aug 2026 16:40:19 -0400

Cantor Fitzgerald analyst Thomas Blakey downgraded monday.com Ltd. (NASDAQ: MNDY) from Overweight to Neutral with a price target of $90.00 (from $112.00).

For an analyst ratings summary and ratings history on monday.com Ltd. click here. For more ratings news on monday.com Ltd. click here.

Shares of monday.com Ltd. closed at $93.13 yesterday.

Cantor Fitzgerald Downgrades monday.com Ltd. (MNDY) to Neutral

Mon, 10 Aug 2026 16:40:19 -0400

Cantor Fitzgerald analyst Thomas Blakey downgraded monday.com Ltd. (NASDAQ: MNDY) from Overweight to Neutral with a price target of $90.00 (from $112.00).

For an analyst ratings summary and ratings history on monday.com Ltd. click here. For more ratings news on monday.com Ltd. click here.

Shares of monday.com Ltd. closed at $93.13 yesterday.

monday.com Ltd. (MNDY) PT Raised to $95 at Jefferies

Mon, 10 Aug 2026 14:01:04 -0400

Jefferies analyst Brent Thill raised the price target on monday.com Ltd. (NASDAQ: MNDY) to $95.00 (from $80.00) while maintaining a Hold rating.

The analyst comments "AI products increased to 17% of net new ARR from 10% in Q1, but are still too small to quantify or drive overall #'s. Meanwhile, recent RIF also included restructuring of CRM and Service products, while Dev is under strategic review. Financially, though Q2 rev beat hi-end of guide by $9M, FY26 guide was left unchanged. There are signs of current pressure: FY26 NDR guided down again and continued headwinds down-market. $95PT assumes 1.7x EVS. Hold."

monday.com Ltd. (MNDY) PT Raised to $95 at Jefferies

Mon, 10 Aug 2026 14:01:04 -0400

Jefferies analyst Brent Thill raised the price target on monday.com Ltd. (NASDAQ: MNDY) to $95.00 (from $80.00) while maintaining a Hold rating.

DA Davidson Reiterates Buy Rating on monday.com Ltd. (MNDY)

Mon, 10 Aug 2026 13:57:28 -0400

DA Davidson analyst Lucky Schreiner reiterated a Buy rating and $100.00 price target on monday.com Ltd. (NASDAQ: MNDY).

The analyst commented: "MNDY reported a larger than typical beat driven by success upmarket and AI upside though guidance was just reiterated factoring for near term uncertainty from its restructuring sending shares lower on the day. MNDY's pivot around AI is showing early signs of success and management has conviction around near-term investments. Given MNDY's undemanding valuation and outlook for relative stability we maintain our BUY rating & $100 PT."

For an analyst ratings summary and ratings history on monday.com Ltd. click here.

CapitalOne Downgrades monday.com Ltd. (MNDY) to Equal-weight

Mon, 10 Aug 2026 13:43:20 -0400

CapitalOne analyst Connor Murphy downgraded monday.com Ltd. (NASDAQ: MNDY) from Overweight to Equal-weight.

For an analyst ratings summary and ratings history on monday.com Ltd. click here. For more ratings news on monday.com Ltd. click here.

Shares of monday.com Ltd. closed at $93.13 yesterday.

Increasing unusual call volume: USAS WDCX WWR VNET HTZ TENX AIRS UNM MLTX DOCS MNDY

Mon, 10 Aug 2026 10:15:57 -0400

Increasing unusual call volume: USAS WDCX WWR VNET HTZ TENX AIRS UNM MLTX DOCS MNDY

monday.com Ltd. (MNDY) Tops Q2 EPS by 37c; offers guidance

Mon, 10 Aug 2026 08:13:18 -0400

monday.com Ltd. (NASDAQ: MNDY) reported Q2 EPS of $1.48, $0.37 better than the analyst estimate of $1.11. Revenue for the quarter came in at $364.6 million versus the consensus estimate of $355.59 million.

GUIDANCE:

monday.com Ltd. sees Q3 2026 revenue of $368-370 million, versus the consensus of $372.8 million.

monday.com Ltd. sees FY2026 revenue of $1.466-1.474 billion, versus the consensus of $1.47 billion.

For earnings history and earnings-related data on monday.com Ltd. (MNDY) click here.

monday.com Ltd. (MNDY) Tops Q2 EPS by 37c; offers guidance

Mon, 10 Aug 2026 08:13:18 -0400

GUIDANCE:

monday.com Ltd. sees Q3 2026 revenue of $368-370 million, versus the consensus of $372.8 million.

monday.com Ltd. sees FY2026 revenue of $1.466-1.474 billion, versus the consensus of $1.47 billion.

For earnings history and earnings-related data on monday.com Ltd. (MNDY) click here.

Monday.com falls despite beating estimates on weak guidance

Mon, 10 Aug 2026 07:23:38 -0400

Investing.com -- Monday.com (NASDAQ: MNDY) reported second quarter results that exceeded analyst expectations, but shares fell 5.5% premarket as the company's third quarter revenue guidance disappointed investors.

The AI work platform posted adjusted earnings per share of $1.48, surpassing the consensus estimate of $1.11. Revenue reached $364.6 million, beating the $355.53 million consensus and growing 22% YoY from $299.0 million in the prior year period. The company achieved record adjusted operating income of $61.1 million, representing a 17% margin, up from 15% in the second quarter of 2025.

However, monday.com's third-quarter revenue guidance of $368 million to $370 million fell short of the

Monday.com falls despite beating estimates on weak guidance

Mon, 10 Aug 2026 07:23:38 -0400

However, monday.com's third-quarter revenue guidance of $368 million to $370 million fell short of the

monday.com Announces Second Quarter 2026 Results

Mon, 10 Aug 2026 07:00:00 -0400

Second quarter revenue of $364.6 million grew 22% year-over-year

ARR from AI products doubled from Q1, representing 17% of net new ARR

Record net adds of customers with more than $100,000 and $500,000 in ARR

Achieved record non-GAAP operating income

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)-- monday.com (NASDAQ: MNDY), the AI work platform that turns strategy into execution, at scale, today reported financial results for its second quarter ended June 30, 2026.

Management Commentary:

“Q2 reinforced our conviction that our strategy is working and that it was time to move faster. We made the difficult decision to