Added to YB: 2025-12-03
Pitch date: 2025-12-01
MNDY [neutral]
monday.com Ltd.
+0.17%
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
$150.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Compounding Your Wealth | My Stock Portfolio Review, November 2025 - Monday.com Ltd.
MNDY (holding update): Rev $316.9M (+26% YoY), EPS $1.16 beat by 30%. Strong customer growth: 3,993 $50k+ customers (+37% YoY), 1,603 $100k+ (+48% YoY). CRM >$100M ARR in ≤2yrs. Q4 guide $328-330M below consensus. Stock -18% on slower enterprise cycles despite solid fundamentals.
Read full article (2 min)