智通财经APP获悉，摩根士丹利首次对国际软件企业Monday.com(MNDY.US)给出"持股观望"评级并设定330美元目标价，认为该公司虽具备拓展企业市场、构建多元化产品线及转型销售驱动型增长的战略潜力，但相关执行风险不容忽视。
作为提供云端可视化工作操作系统的技术服务商，Monday.com通过模块化构建块帮助企业创建定制化管理工具，其2025年第一季度财务表现亮眼：净收入达5840万美元，同比增幅达84.2%;员工规模扩张至2695人，季度环比新增187人，显示业务扩张态势。
值得关注的是，该公司人工智能功能应用呈现爆发式增长。用户执行AI操作次数突破2600万次，较2024年底增长超150%，印证其AI技术商业化进程加速。不过面对潜在宏观经济压力，管理层在2025年全年业绩指引中采取保守策略，平衡增长预期与风险控制。
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