Added to YB: 2025-12-05
Pitch date: 2025-09-30
MNDY [neutral]
monday.com Ltd.
-18.49%
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
$192.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Sands Capital Technology Innovators Fund Portfolio Holding: Monday.com Ltd.
MNDY (holding update): Project mgmt software w/ 27% YoY Q2 rev growth, 15% margins beat consensus. FY guidance, retention, net adds missed; Google AI overviews caused 'minor' top-funnel impact. Mgmt calls impact 'de minimis' & short-term. Large user base, rapid innovation, improving sales execution create attractive opportunity at current levels.
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