Added to YB: 2026-05-27
Pitch date: 2026-05-25
MNDY [neutral]
monday.com Ltd.
-1.81%
current return
Author Info
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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
$4.0B
Pitch Price
$78.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
54.60
P/E
34.52
EV/Sales
2.29
Sector
Software
Category
value
Mini Memo: Why I am considering going long MNDY
MNDY (considering long): Down 70% on AI displacement fears, trades 2x EV/Sales vs 4x SAAS avg. Market prices ~90% terminal risk vs estimated 30%. Thesis: agentic AI needs orchestration layer; MNDY pivoting to AI operating system w/ hybrid subscription+consumption pricing. High switching costs, deeply embedded infrastructure. IBM paper validates need for workflow managers. Street models 19%/17% YoY growth deceleration; we see acceleration.
Read full article (4 min)