Added to YB: 2025-11-21
Pitch date: 2025-11-19
MNDY [bullish]
monday.com Ltd.
+3.58%
current return
Author Info
Lewistown Capital is a boutique investment firm focused on small-/micro-cap stocks. 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
$151.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Monday.com [$MNDY]
MNDY: Platform-first work mgmt leader trading at 5x fwd rev despite 20%+ growth. Strong market position, CRM hit $100M ARR in 3yrs, Service growing faster. 90% GMs, efficient R&D. AI risks from Google/MSFT but flexible platform well-suited for agentic era. $1.8B 2027 guidance intact.
Read full article (82 min)