MNDY logo

monday.com Ltd. Stock Price

NasdaqGS:MNDY Community·US$3.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 151 Fair Values set on narratives written by author

MNDY Share Price Performance

US$77.57
-202.38 (-72.29%)
US$124.64
Fair Value
US$77.57
-202.38 (-72.29%)
37.8% undervalued intrinsic discount
US$124.64
Fair Value
Price US$77.57
AnalystConsensusTarget US$124.64
AnalystHighTarget US$182.41
AnalystLowTarget US$75.00

MNDY Community Narratives

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Fair Value US$124.64 37.8% undervalued intrinsic discount

AI And Product Expansion Will Drive Market Leadership in Coming Years

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69users have followed this narrative
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Fair Value US$182.41 57.5% undervalued intrinsic discount

Remote Work And Cloud SaaS Solutions Will Drive Digital Workflows

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3users have followed this narrative
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Fair Value US$75 3.4% overvalued intrinsic discount

Margin And SaaS Rivalry Will Constrain Value Yet Uncover Upside

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4users have followed this narrative
US$182.41
57.5% undervalued intrinsic discount
Revenue
18.68% p.a.
Profit Margin
5.58%
Future PE
77.85x
Price in 2029
US$243.44
US$75
3.4% overvalued intrinsic discount
Revenue
16.97% p.a.
Profit Margin
5.06%
Future PE
51.02x
Price in 2029
US$101.6
US$124.64
37.8% undervalued intrinsic discount
Revenue
17.08% p.a.
Profit Margin
5.2%
Future PE
82.23x
Price in 2029
US$168.94

Trending Discussion

Updated Narratives

MNDY logo

MNDY: AI Work Platform Relaunch Will Support Future Multiple Repricing Potential

Fair Value: US$182.41 57.5% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MNDY logo

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

Fair Value: US$75 3.4% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MNDY: AI Agent Ecosystem Will Drive Future Multiple Re Rating

Fair Value: US$124.64 37.8% undervalued intrinsic discount
69 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
3 Rewards

monday.com Ltd. Key Details

US$1.3b

Revenue

US$142.4m

Cost of Revenue

US$1.2b

Gross Profit

US$1.0b

Other Expenses

US$119.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.72
89.05%
9.17%
0%
View Full Analysis

About MNDY

Founded
2012
Employees
3155
CEO
Eran Zinman
WebsiteView website
www.monday.com

monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally. The company provides Work Operating System (Work OS), a cloud-based visual work OS that consists of modular building blocks used and assembled to create software applications and work management tools. Its products include monday work management that manages workflows, projects, and portfolios for team collaboration and productivity; monday CRM, which tracks and manages various sales cycle; monday dev that builds agile product and software development workflows; monday service, which creates seamless connection between service desks and their data; WorkCanvas, a digital whiteboard; and WorkForms, which allows users to create personalized forms or surveys and gain organizational insights. The company serves organizations, educational or government institution, and distinct business unit of an organization. The company was formerly known as DaPulse Labs Ltd. and changed its name to monday.com Ltd. in December 2017. monday.com Ltd. was incorporated in 2012 and is headquartered in Tel Aviv-Yafo, Israel.

Recent MNDY News & Updates

Seeking Alpha Jun 11

monday.com: Pricing Shift Is Positive, But Wait For More Evidence Of Turnaround

Summary monday.com remains under pressure, down ~50% YTD and ~70% over the past year. I maintain a neutral rating, citing concerns over the seat-based pricing model’s vulnerability to AI-driven workforce reductions. MNDY’s new seats-plus-credits pricing aims to offset seat erosion by charging for outcomes, but its effectiveness remains unproven. I await clear evidence that the model shift can reverse net retention declines and reignite sustainable growth before revisiting a bullish stance. Read the full article on Seeking Alpha
Narrative Update Jun 05

MNDY: AI Work Platform Relaunch Will Support Future Multiple Repricing Potential

Monday.com’s analyst price target has been reset lower, with the fair value estimate moving from about $221 to around $182 as analysts factor in a wider spread of target cuts and raises tied to AI related concerns and potential AI platform opportunities. Analyst Commentary Recent Street research around Monday.com reflects a wide reset of price targets, but also highlights a group of bullish analysts who see the current reset as more about sentiment than a rejection of the company’s long term potential.

Recent updates

No updates