← @hhhypergrowth

$MNDY

BEARISH2026-02-09
Price around the call
2026-02-09
By horizon✗ miss+3.0%
1d
-1.4%
5d
+4.7%
21d
+3.0%
Original post
muji @ hhhypergrowth · 2026-02-09

Monday $MNDY down 22% on Q425 numbers * Rev sub-25%, guided FY26 to 18.7% ... ongoing top line slow down continues * FCF getting impacted, fell -12pp sequentially * every NRR measure dropped -1pp ... not good after this had been correcting over last 5Qs * big custs getting bigger as one of the only bright spots; big net new adds to custs>50K over last 5Qs, record net new custs>100K Rule of 42 on FCF, a low

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