Margin And SaaS Rivalry Will Constrain Value Yet Uncover Upside

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

27 Apr 25

Updated

03 May 26

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Shared on 03 May 26

Fair value Decreased 59%

MNDY: AI Initiatives And Execution Risks Will Shape Medium Term Outlook

Analysts have cut the fair value estimate for monday.com from $182.00 to $75.00. This reflects a wave of reduced price targets and downgrades as they reassess revenue growth, profit margin assumptions and the appropriate future P/E multiple for the stock.

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Shared on 24 Jan 26

Fair value Decreased 6.67%

MNDY: Upmarket Shift And AI Adoption Will Drive Medium Term Upside Potential

Narrative Update We are trimming our fair value estimate for monday.com to $182 from $195 as analysts reduce price targets across the group. They cite softer beats, elongated sales cycles, cautious guidance, and mixed small business trends, even as they highlight continuing upmarket progress, AI adoption, and multi product traction.

17 views

Shared on 09 Jan 26

Fair value Decreased 4.88%

MNDY: Upmarket And AI Progress Will Shape Future Revenue Mix

The analyst price target for monday.com has been reduced by US$10 to US$195, as analysts weigh softer beats, longer sales cycles, and mixed near term guidance against ongoing upmarket progress, multi product traction, and AI related opportunities. Analyst Commentary Across recent research updates, bearish analysts have trimmed their price targets on monday.com, generally citing softer quarterly beats, cautious guidance and concerns around execution as the company pushes further upmarket.

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Shared on 07 May 25

Fair value Decreased 31%

AnalystLowTarget has decreased future PE multiple from 200.7x to 175.5x.

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Shared on 30 Apr 25

Fair value Decreased 0.70%

AnalystLowTarget made no meaningful changes to valuation assumptions.

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Margin And SaaS Rivalry Will Constrain Value Yet Uncover Upside

MNDY: AI Initiatives And Execution Risks Will Shape Medium Term Outlook

MNDY: Upmarket Shift And AI Adoption Will Drive Medium Term Upside Potential

MNDY: Upmarket And AI Progress Will Shape Future Revenue Mix

Shared on 07 May 25

Shared on 30 Apr 25

Fair Value vs Share Price

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