Remote Work And Cloud SaaS Solutions Will Drive Digital Workflows

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

27 Apr 25

Updated

21 May 26

Views

63

21 May

US$76.83

AnalystHighTarget's Fair Value

US$221.13

65.3% undervalued

1Y

-74.3%

7D

-1.5%

Loading

1Y

-74.3%

7D

-1.5%

You can edit this narrative until May 22 11:15 PM. Then, changes will post as Updates.

Author's Valuation

US$221.1365.3% undervalued

AnalystHighTarget Fair Value

Shared on 21 May 26

Fair value Decreased 4.46%

MNDY: AI Work Platform Transition Will Support Future Repricing Potential

monday.com is shifting its pitch toward an AI-powered work platform, adding built-in agents, easy connections to popular AI tools, and a marketplace where companies can find and hire ready-made agents. While some analysts have turned more cautious and a lawsuit has been filed over past outlook statements, others still see a path for the stock to re-rate if product delivery and customer wins keep tracking to plan.

0 views

Shared on 21 Mar 26

MNDY: AI Agent Integration Will Support Repricing As Sector Sentiment Improves

Analysts have lowered monday.com's price targets by wide margins, with many shifting to more cautious ratings as they reassess risks around app software demand, AI disruption, and what they describe as a "hazy outlook" in both small business and enterprise segments. Analyst Commentary Recent Street research points to a reset in expectations, with several firms cutting price targets and moving to more neutral ratings as they factor in AI risk frameworks, softer app software demand, and uncertainty around small business and enterprise budgets.

6 views

Shared on 07 Mar 26

Fair value Decreased 19%

MNDY: Upmarket And AI Adoption Will Offset Recent Sector Caution

The analyst price target for monday.com has been cut sharply to $231.45 from $285.87 as analysts factor in lower revenue growth, reduced profit margin expectations, a higher discount rate, and a higher future P/E multiple. This reflects wider sector caution and a hazier outlook highlighted in recent research downgrades.

6 views

Shared on 07 Feb 26

Fair value Decreased 6.32%

MNDY: Upmarket And AI Adoption Will Support Long Term Revenue Mix Shift

Analysts have trimmed their fair value estimate for monday.com from about $305.14 to $285.87, citing a mix of slightly lower revenue growth and profit margin assumptions, along with a higher future P/E expectation despite a marginally lower discount rate. Analyst Commentary Recent Street research on monday.com shows a cluster of reduced price targets, yet many firms are still expressing confidence in the business model, execution with larger customers, and the long term revenue roadmap.

7 views

Shared on 22 Dec 25

Fair value Decreased 21%

MNDY: Upmarket And AI Expansion Will Drive Long Term Revenue Mix Shift

Analysts have reduced their blended price target for Monday.com to approximately $305 from about $384. They cite slower revenue growth, more cautious near term execution, and elongated sales cycles, while also highlighting resilient upmarket momentum, expanding margins, and multi product and AI driven opportunities that support the longer term outlook.

8 views

Shared on 07 May 25

Fair value Decreased 10%

AnalystHighTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 30 Apr 25

Fair value Decreased 0.075%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$221.13

65.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

13.28%

Historical revenue growth rate

32.05%

Software revenue growth rate

1.55%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.67%

Calculation

US$121.79m

Earnings '29

x

93.52x

PE Ratio '29

=

US$11.39b

Market Cap '29

US$11.39b

Market Cap '29

/

38.81m

No. shares '29

=

US$293.50

Share Price '29

US$293.50 Share Price '29

Discounted to 2026 @ 10.67% p.a.

=

US$216.54

Fair Value '26