Latest news with #Monday.com
Yahoo
11-07-2025
- Business
- Yahoo
RingCentral, Monday.com, Semrush, AppLovin, and Angi Stocks Trade Down, What You Need To Know
A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. This move is far more than a typical trade dispute; it targets the United States' largest and most deeply integrated trading partner. Canada is not merely a neighbor but a critical component of North American supply chains, particularly in sectors like automotive, energy, and critical minerals. This move has sparked concerns about potential retaliatory actions and a wider impact on the North American economy, leading to a risk-off sentiment among investors. The S&P 500, Dow Jones Industrial Average, and Nasdaq all opened lower, pulling back from recent record highs and heading for their first weekly loss in three weeks. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Video Conferencing company RingCentral (NYSE:RNG) fell 4.5%. Is now the time to buy RingCentral? Access our full analysis report here, it's free. Project Management Software company (NASDAQ:MNDY) fell 5.4%. Is now the time to buy Access our full analysis report here, it's free. Listing Management Software company Semrush (NYSE:SEMR) fell 4.7%. Is now the time to buy Semrush? Access our full analysis report here, it's free. Advertising Software company AppLovin (NASDAQ:APP) fell 3.1%. Is now the time to buy AppLovin? Access our full analysis report here, it's free. Gig Economy company Angi (NASDAQ:ANGI) fell 4%. Is now the time to buy Angi? Access our full analysis report here, it's free. shares are very volatile and have had 29 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. is up 23.2% since the beginning of the year, but at $284.61 per share, it is still trading 13.2% below its 52-week high of $327.92 from February 2025. Investors who bought $1,000 worth of shares at the IPO in June 2021 would now be looking at an investment worth $1,591. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
Yahoo
07-07-2025
- Business
- Yahoo
2 Software Stocks to Target This Week and 1 to Avoid
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have capped returns lately as the industry was flat over the past six months and trailed the S&P 500's 6.2% gain. However, some businesses can support their premium valuations with superior earnings growth, and our mission at StockStory is to help you find them. Keeping that in mind, here are two resilient software stocks at the top of our wish list and one that may face trouble. Market Cap: $2.87 billion Founded in 2000 as a business unit within MicroStrategy, (NASDAQ:ALRM) is a software-as-a-service platform that enables users to control their security systems and smart home appliances from a single app. Why Does ALRM Give Us Pause? Products, pricing, or go-to-market strategy may need some adjustments as its 6.6% average billings growth over the last year was weak Estimated sales growth of 4.2% for the next 12 months implies demand will slow from its three-year trend High servicing costs result in a relatively inferior gross margin of 65.7% that must be offset through increased usage At $57.69 per share, trades at 3.5x forward price-to-sales. Check out our free in-depth research report to learn more about why ALRM doesn't pass our bar. Market Cap: $15.81 billion Founded in 2014 and named after the dreaded first day of the work week, (NASDAQ:MNDY) is a software-as-a-service platform that helps organizations plan and track work efficiently. Why Will MNDY Outperform? ARR trends over the last year show it's maintaining a steady flow of long-term contracts that contribute positively to its revenue predictability Software is difficult to replicate at scale and results in a best-in-class gross margin of 89.5% Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends is trading at $307.40 per share, or 12.6x forward price-to-sales. Is now a good time to buy? Find out in our full research report, it's free. Market Cap: $1.41 billion Founded in 2009, Integral Ad Science (NASDAQ:IAS) provides digital advertising verification and optimization solutions, ensuring that ads are viewable by real people in brand-safe environments across various platforms and devices. Why Are We Positive On IAS? Fast payback periods on sales and marketing expenses allow the company to invest heavily and onboard many customers concurrently Operating profits increased over the last year as the company gained some leverage on its fixed costs and became more efficient Robust free cash flow margin of 22.1% gives it many options for capital deployment Integral Ad Science's stock price of $8.53 implies a valuation ratio of 2.3x forward price-to-sales. Is now the time to initiate a position? See for yourself in our comprehensive research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today
Yahoo
23-06-2025
- Business
- Yahoo
Unpacking Q1 Earnings: Monday.com (NASDAQ:MNDY) In The Context Of Other Productivity Software Stocks
Let's dig into the relative performance of (NASDAQ:MNDY) and its peers as we unravel the now-completed Q1 productivity software earnings season. Rising employee costs and the shift to more remote work has increased the ever-present pressure to improve corporate productivity, which in turn has driven rising demand for productivity software that enables remote work, streamline project management and automate business tasks. The 17 productivity software stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 3% while next quarter's revenue guidance was in line. In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results. Founded in 2014 and named after the dreaded first day of the work week, (NASDAQ:MNDY) is a software-as-a-service platform that helps organizations plan and track work efficiently. reported revenues of $282.3 million, up 30.1% year on year. This print exceeded analysts' expectations by 2.3%. Overall, it was a strong quarter for the company with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' billings estimates. 'Our strong financial performance and disciplined execution position us well to navigate uncertainties ahead ,' said Eliran Glazer, CFO. The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $280.46. Read why we think that is one of the best productivity software stocks, our full report is free. Founded by Alan Trefler in 1983, Pegasystems (NASDAQ:PEGA) offers a software-as-a-service platform to automate and optimize workflows in customer service and engagement. Pegasystems reported revenues of $475.6 million, up 44.1% year on year, outperforming analysts' expectations by 33.1%. The business had an incredible quarter with a solid beat of analysts' billings estimates and an impressive beat of analysts' EBITDA estimates. Pegasystems scored the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 44.2% since reporting. It currently trades at $99.20. Is now the time to buy Pegasystems? Access our full analysis of the earnings results here, it's free. Founded in 2005, SoundHound AI (NASDAQ:SOUN) develops independent voice artificial intelligence solutions that enable businesses across various industries to offer customized conversational experiences to consumers. SoundHound AI reported revenues of $29.13 million, up 151% year on year, falling short of analysts' expectations by 4.4%. It was a softer quarter as it posted a significant miss of analysts' EBITDA estimates. SoundHound AI delivered the fastest revenue growth but had the weakest performance against analyst estimates in the group. As expected, the stock is down 2.1% since the results and currently trades at $9.53. Read our full analysis of SoundHound AI's results here. Founded by Seattle-based entrepreneur Tom Gonser, DocuSign (NASDAQ:DOCU) is the pioneer of e-signature and offers software as a service that allows people and organisations to sign legally binding documents electronically. DocuSign reported revenues of $763.7 million, up 7.6% year on year. This print beat analysts' expectations by 2.1%. More broadly, it was a mixed quarter as it also recorded a solid beat of analysts' EBITDA estimates but a slight miss of analysts' billings estimates. The stock is down 19.3% since reporting and currently trades at $75.05. Read our full, actionable report on DocuSign here, it's free. Founded in 2005 by Aaron Levie and Dylan Smith, Box (NYSE:BOX) provides organizations with software to securely store, share and collaborate around work documents in the cloud. Box reported revenues of $276.3 million, up 4.4% year on year. This number surpassed analysts' expectations by 0.6%. Overall, it was a very strong quarter as it also recorded a solid beat of analysts' billings estimates and EPS guidance for next quarter exceeding analysts' expectations. The stock is up 8.9% since reporting and currently trades at $34.25. Read our full, actionable report on Box here, it's free. The Fed's interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump's presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-06-2025
- Business
- Yahoo
Monday.com, Oxford Industries, and Medifast Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +1.5%, S&P 500 +1.0%) as reports pointed to easing tensions between Israel and Iran. The Wall Street Journal said senior Iranian officials had signaled a willingness to restart stalled nuclear talks, on the condition that Washington refrain from joining Israel's ongoing strikes. This development triggered a significant decline in oil prices, easing inflation concerns. Also, it is possible some investors were buying the dip following the sell-off at the end of the previous week. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Project Management Software company (NASDAQ:MNDY) jumped 5.2%. Is now the time to buy Access our full analysis report here, it's free. Apparel and Accessories company Oxford Industries (NYSE:OXM) jumped 5.1%. Is now the time to buy Oxford Industries? Access our full analysis report here, it's free. Personal Care company Medifast (NYSE:MED) jumped 5%. Is now the time to buy Medifast? Access our full analysis report here, it's free. shares are very volatile and have had 29 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 3 days ago when the stock dropped 5.4% on the news that the major indices pulled back (Nasdaq -1.3%, S&P 500 -1.1%) as Israel carried out significant strikes on Iranian nuclear and military sites, dramatically escalating fears of a broader conflict in the Middle East. This development sent crude oil prices surging, as investors feared potential disruptions to global oil supply and a wider regional conflict. is up 24.7% since the beginning of the year, but at $288 per share, it is still trading 12.2% below its 52-week high of $327.92 from February 2025. Investors who bought $1,000 worth of shares at the IPO in June 2021 would now be looking at an investment worth $1,610. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-06-2025
- Business
- Yahoo
Monday.com, Oxford Industries, and Medifast Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +1.5%, S&P 500 +1.0%) as reports pointed to easing tensions between Israel and Iran. The Wall Street Journal said senior Iranian officials had signaled a willingness to restart stalled nuclear talks, on the condition that Washington refrain from joining Israel's ongoing strikes. This development triggered a significant decline in oil prices, easing inflation concerns. Also, it is possible some investors were buying the dip following the sell-off at the end of the previous week. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Project Management Software company (NASDAQ:MNDY) jumped 5.2%. Is now the time to buy Access our full analysis report here, it's free. Apparel and Accessories company Oxford Industries (NYSE:OXM) jumped 5.1%. Is now the time to buy Oxford Industries? Access our full analysis report here, it's free. Personal Care company Medifast (NYSE:MED) jumped 5%. Is now the time to buy Medifast? Access our full analysis report here, it's free. shares are very volatile and have had 29 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 3 days ago when the stock dropped 5.4% on the news that the major indices pulled back (Nasdaq -1.3%, S&P 500 -1.1%) as Israel carried out significant strikes on Iranian nuclear and military sites, dramatically escalating fears of a broader conflict in the Middle East. This development sent crude oil prices surging, as investors feared potential disruptions to global oil supply and a wider regional conflict. is up 24.7% since the beginning of the year, but at $288 per share, it is still trading 12.2% below its 52-week high of $327.92 from February 2025. Investors who bought $1,000 worth of shares at the IPO in June 2021 would now be looking at an investment worth $1,610. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
