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Added to YB: 2025-11-13

Pitch date: 2025-11-10

MNDY [neutral]

monday.com Ltd.

-5.58%

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

$166.21

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 Q3 2025 Earnings Analysis

MNDY (earnings): Q3 rev $317M (+26% YoY), EPS $1.16 beat by 30%; strong enterprise growth w/ $50k+ customers +37% YoY, $100k+ +48%; CRM >$100M ARR, 60k+ Vibe apps; but Q4 guide $328-330M missed est by 1.4% on longer sales cycles from upmarket shift; NDR 111%, margins solid.

Read full article (7 min)