Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-21
MNDY [neutral]
monday.com Ltd.
-18.47%
current return
Author Info
No bio for this author
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
$192.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
The Optimist Fund Portfolio Holding: Monday.com
MNDY (holding update): Q3 revenue +27%, FCF +26% YOY but $2.5M H2 guidance cut due to Google AI search changes spooked investors. Investor Day revealed new AI products & growth plans. Market overreacted to transient issue. Innovative, agile SaaS platform well-positioned to leverage AI tailwind. Attractive at current levels.
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