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Added to YB: 2025-08-13

Pitch date: 2025-08-11

MNDY [neutral]

monday.com Ltd.

-12.88%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

Market Cap

$8.3B

Pitch Price

$180.15

Price Target

N/A

Dividend

N/A

EV/EBITDA

145.69

P/E

132.12

EV/Sales

5.77

Sector

Software

Category

growth

Show full summary:
Monday.com Q2 2025 Earnings Analysis

MNDY (earnings update): $299M rev (+26.6% YoY), beat est 2%; EPS $1.09 beat 25.3%. 1,472 $100k+ customers (+45.9% YoY), CRM hit $100M ARR. Gross retention at all-time high, 46M AI actions. Google algorithm hurt SMB acquisition. Net new ARR $67M (-12.8% YoY), CAC payback 27mo (+6mo YoY).

Read full article (7 min)