Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-11
MNDY [neutral]
monday.com Ltd.
+4.75%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. 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
$72.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
59.74
P/E
33.19
EV/Sales
1.90
Sector
Software
Category
growth
Pernas Research Passes On: Monday.com Ltd.
MNDY (pass): Workflow SaaS w/ 27% FY25 revenue growth but guided FY26 to only 18-19% + lower op margins. Withdrew 2027 targets citing AI uncertainty & SMB weakness. High agentic risk—interaction layer vulnerable to AI-native competitors, esp in SMB (60% ARR). Down 80% TTM but still passing.
Read full article (1 min)