Added to YB: 2026-02-11
Pitch date: 2026-02-09
MNDY [neutral]
monday.com Ltd.
-1.04%
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
$3.8B
Pitch Price
$76.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.74
P/E
33.19
EV/Sales
1.90
Sector
Software
Category
growth
Monday.com Q4 2025 Earnings Analysis
MNDY (earnings): Q4 rev $334M (+25% YoY) beat, EPS $1.04 beat by 13%. Enterprise strong: 1,756 $100k+ customers (+46% YoY). But FY26 guide $1.45B (+18% YoY) missed by 2%, withdrew FY27 targets. NDR fell 111%→110%. Margins compressed by AI investment & FX headwinds. SMB weak, CAC up 4.2mo to 29.9mo.
Read full article (6 min)