Investors' worries around stubborn inflation and the timing of Federal Reserve rate cuts is resulting in rocky markets.
Rangan called Monday.com "a rare example of a company with visibility into improving NER , growing momentum in the enterprise, SMB strength, and healthy clip of FCF margin." Overall, the analyst expects the rate of revenue deceleration to moderate, with net new revenue growth likely starting to stabilize. He said he thinks Monday.com's unified platform will support a durable margin profile and boost long-term revenue growth.
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