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
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)