MNDY logo

monday.com Ltd. Stock Price

NasdaqGS:MNDY Community·US$4.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 148 Fair Values set on narratives written by author

MNDY Share Price Performance

US$79.06
79.06 (0.00%)
US$124.64
Fair Value
US$79.06
79.06 (0.00%)
36.6% undervalued intrinsic discount
US$124.64
Fair Value
Price US$79.06
AnalystConsensusTarget US$124.64
AnalystLowTarget US$75.00
AnalystHighTarget US$221.13

MNDY Community Narratives

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Fair Value US$124.64 36.6% undervalued intrinsic discount

AI And Product Expansion Will Drive Market Leadership in Coming Years

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Fair Value US$75 5.4% overvalued intrinsic discount

Margin And SaaS Rivalry Will Constrain Value Yet Uncover Upside

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Fair Value US$221.13 64.2% undervalued intrinsic discount

Remote Work And Cloud SaaS Solutions Will Drive Digital Workflows

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US$221.13
64.2% undervalued intrinsic discount
Revenue
18.47% p.a.
Profit Margin
5.63%
Future PE
93.52x
Price in 2029
US$293.5
US$75
5.4% 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
36.6% 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 Transition Will Support Future Repricing Potential

Fair Value: US$221.13 64.2% undervalued intrinsic discount
2 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 5.4% 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
MNDY logo

MNDY: AI Agent Ecosystem Will Drive Future Multiple Re Rating

Fair Value: US$124.64 36.6% undervalued intrinsic discount
68 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
2.35
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 8h

monday.com: A Massive Gap Between Market Sentiment And Fundamentals

Summary With a share price performance of -73% over the last year, monday.com has been one of the biggest casualties of what is now called the SaaS-Pocalypse. MNDY is now trading at 14.6x forward 2027 earnings while revenues are expected to grow by 19.5% and 16.5% in 2026 and 2027, respectively. The company's net cash balance of $1.2 billion now represents ~30% of its $4.0 billion market capitalization. MNDY's bulletproof balance sheet skews the risk-reward proposition to the upside. This is after monday.com repurchased $552.6 million worth of stock in Q1-26 alone, leading to an ~8.5% year-over-year reduction in the number of shares outstanding. To put my money where my mouth is, monday.com now represents 5.14% of my personal portfolio, with a cost basis now standing at $75.84. I purchased my last shares on April 10th at an average price of $58.72, which is just 2% above the low of $57.50 reached on the same day. Read the full article on Seeking Alpha
Narrative Update May 21

MNDY: AI Work Platform Transition Will Support Future Repricing Potential

Analysts have trimmed the updated fair value estimate on monday.com to about $221 from roughly $231. This reflects a series of recent price target cuts and mixed revisions across the Street as they factor in adjusted growth, profitability and P/E assumptions.

Recent updates

No updates