Added to YB: 2026-06-19
Pitch date: 2026-06-17
MNDY [bullish]
monday.com Ltd.
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
$3.4B
Pitch Price
N/A
Price Target
100.00 (+33%)
Dividend
N/A
EV/EBITDA
N/A
P/E
33.87
EV/Sales
1.82
Sector
Software
Category
value
Monday.com ($MNDY): A Quality stock in the Eye of the SaaSpocalypse
MNDY: Down ~80% from $317 high amid SaaSpocalypse to ~$78, but FY25 rev +27%, Q1'26 $351M (+24%), 89% gross/14% op margin, 29% FCF margin, $1.2B net cash (~30% of cap). Bought $553M stock in Q. Fear: AI agents erode per-seat model; pivoting to seats-plus-credits. Fair-PE 38 on $3.5 '29 EPS=$100 FV; ~10% annual return w/ asymmetric upside.
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