Update shared on 08 Nov 2025
Analysts have adjusted their price targets for Monday.com, with an overall downward revision. Tempered short-term growth expectations and ongoing sector headwinds outweigh optimism about the company’s long-term execution and multiproduct opportunities.
Analyst Commentary
Recent analyst updates reflect a mix of optimism about Monday.com's long-term positioning and caution regarding near-term growth headwinds. These perspectives highlight both the strengths and risks that factor into current valuations and future expectations for the company.
Bullish Takeaways
- Several bullish analysts see Monday.com maintaining industry-leading growth, supported by robust multiproduct momentum and successful expansion into the enterprise segment.
- Some raised long-term price targets, indicating confidence in the company's execution and ability to drive sustainable 20% or higher revenue growth and strong free cash flow margins.
- Recent product announcements and upmarket moves are viewed as drivers of new cross-sell opportunities and recurring revenue streams. This contributes to a positive long-term valuation outlook.
- For some, the current pullback in share price is seen as an opportunity. They believe that headwinds are already priced in and the fundamentals remain intact over the medium to long term.
Bearish Takeaways
- Bearish analysts are cautious about decelerating customer additions, noting contracting net new SMB demand and a slowdown in multi-product adoption. This could limit near-term top-line growth.
- Material step-downs in new product momentum and uncertainty around pipeline generation are prompting concerns about sustained growth rates, especially when compared to historical performance.
- Recent declines in website traffic and potential self-serve pressures, particularly following changes to search engine algorithms and competitive threats, raise questions about achieving near-term targets.
- There is ongoing debate about the company's ability to maintain revenue growth above 20%. Some analysts view current guidance as optimistic given the emerging headwinds and execution risks.
What's in the News
- Introduced major product innovations at the Elevate customer conference, including monday agents (an AI agent builder), and the full launch of AI features monday magic, monday vibe, and monday sidekick, along with monday campaigns for CRM users. (Key Developments)
- Launched a share repurchase program authorizing up to $870 million in buybacks, approved by the Board of Directors. (Key Developments)
- Announced new native integration with Proggio, enabling monday.com users to manage and visualize project tasks across both platforms, enhancing project portfolio management capabilities. (Key Developments)
- Issued updated corporate guidance for Q3 and full year 2025, projecting 24% to 26% year-over-year revenue growth. (Key Developments)
- Held an Analyst/Investor Day event to update investors and analysts on strategic initiatives and company outlook. (Key Developments)
Valuation Changes
- Fair Value: Remains unchanged at $266.33 per share, with no adjustment since the previous assessment.
- Discount Rate: Marginally decreased from 10.70% to 10.68%.
- Revenue Growth: Holds steady at 21.52% year-over-year, with no change from prior estimates.
- Net Profit Margin: Remains consistent at 10.22%, reflecting stable margin projections.
- Future P/E: Declined slightly from 100.29x to 100.24x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.