Added to YB: 2025-11-06
Pitch date: 2025-11-01
MNDY [neutral]
monday.com Ltd.
-23.66%
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
$205.58
Price Target
233.00 (+48%)
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Monday ($MNDY) – A Rule of 50, but at Risk of Becoming Irrelevant
MNDY (deep dive): Strong Q2 27% revenue growth but decelerating; Google algorithm changes hurt SMB demand; heavy AI investments causing GAAP losses despite 21% FCF margin; faces consolidation risk as Microsoft/Salesforce leverage deeper data integration; trades 26x forward FCF; FY27 target $233 (~5% CAGR).
Read full article (20 min)