monday.com Gestione
Criteri Gestione verificati 2/4
monday.com Il CEO è Eran Zinman, nominato in Nov2020, ha un mandato di 5.67 anni. possiede direttamente 3.76% delle azioni della società, per un valore di $ 138.17M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 8.8 anni.
Informazioni chiave
Eran Zinman
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 5.7yrs |
| Proprietà del CEO | 3.8% |
| Durata media del management | 5.3yrs |
| Durata media del Consiglio di amministrazione | 8.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jul 08
MNDY: AI Work Platform And Buyback Will Drive Future Multiple Repricing
The analyst price target for monday.com has been revised lower from about $182 to roughly $153, with analysts pointing to a mix of reset valuation assumptions and ongoing debate over whether the company is more exposed to AI disruption or positioned as a beneficiary of AI-enabled work platforms. Analyst Commentary Recent Street research on monday.com reflects a mixed but active debate, with several firms cutting price targets while still highlighting what they see as a strong product position in work management and AI powered tools.Seeking Alpha • Jun 24
monday.com: Buyback Backstop And AI Pricing Reset
Summary monday.com Ltd. has endured a 70% multiple compression, yet Q1 FY26 delivered strong revenue growth (+24% YoY) and robust enterprise metrics. Monday's new seats-plus-credits pricing model structurally addresses the per-seat collapse thesis, aligning revenue with AI-driven workload consumption. A $553 million Q1 buyback and $1.21 billion cash position underpin an asymmetric risk/reward setup, supporting EPS growth even if revenue moderates. We rate monday.com a Buy with a $136 price target, citing resilient fundamentals, buyback support, and no current evidence of per-seat demand collapse. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 24
MNDY: AI Work Platform Transition Will Drive Future Multiple Re Rating
The analyst fair value estimate for monday.com has been reduced from $124.64 to $108.13. This change reflects a series of recent price target cuts across the Street as analysts reassess growth, profitability, and valuation multiples, while still highlighting the company's AI work platform positioning.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • May 03
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.Aggiornamento della narrazione • Apr 19
MNDY: AI Agent Ecosystem Will Drive Future Multiple Re Rating
The analyst fair value estimate for monday.com has been reduced slightly from $127.76 to $124.64, as analysts factor in a higher discount rate and a wave of recent downgrades and lower price targets across the coverage universe. Analyst Commentary Recent Street research on monday.com has been dominated by price target cuts and rating downgrades, which together help explain the modest reduction in the fair value estimate.Aggiornamento della narrazione • Apr 04
MNDY: AI Agent Adoption Will Support Long-Term Multiple Re-Rating
The analyst fair value estimate for monday.com has been revised from $135.16 to $127.76 as analysts recalibrate price targets and ratings in light of a sector wide reset in app software, AI related risk assessments, and what several firms describe as a hazier outlook for both small business and enterprise demand. Analyst Commentary Recent Street research around Monday.com has shifted toward a more cautious tone, with multiple firms cutting price targets and, in some cases, downgrading ratings as they reassess app software exposure, AI related risks, and demand visibility across customer segments.Aggiornamento della narrazione • Mar 21
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.Aggiornamento della narrazione • Mar 07
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.Aggiornamento della narrazione • Feb 21
MNDY: Upmarket Expansion And AI Adoption Will Support Long-Term Multiple Re-Rating
Analysts have cut their average price target for monday.com, with our fair value estimate moving from $235.20 to $135.16 as they factor in more moderate revenue growth, thinner profit margins, and a higher assumed future P/E multiple. Analyst Commentary The recent wave of Street research around monday.com shows a clear reset in expectations, with multiple firms cutting price targets and a few moving to more cautious ratings.Aggiornamento della narrazione • Feb 07
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.Articolo di analisi • Feb 04
monday.com Ltd.'s (NASDAQ:MNDY) Popularity With Investors Under Threat As Stock Sinks 29%
To the annoyance of some shareholders, monday.com Ltd. ( NASDAQ:MNDY ) shares are down a considerable 29% in the last...Aggiornamento della narrazione • Jan 24
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.Aggiornamento della narrazione • Jan 09
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.Aggiornamento della narrazione • Dec 22
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.Aggiornamento della narrazione • Dec 07
MNDY: Upmarket Expansion And AI Adoption Will Drive Medium-Term Upside
Our monday.com price target has been trimmed slightly to approximately $235 per share, as analysts modestly recalibrate assumptions around discount rates and longer sales cycles while still highlighting the company's resilient upmarket momentum and multi product growth opportunity. Analyst Commentary Street research has turned more balanced following the latest earnings print, with most firms trimming price targets but maintaining constructive long term views on monday.com's competitive position and growth algorithm.Aggiornamento della narrazione • Nov 23
MNDY: Upmarket Expansion And Share Buybacks Will Drive Medium-Term Upside
The average analyst price target for monday.com was reduced from approximately $266 to $235 per share. Analysts cited soft bookings, cautious revenue outlooks, and top-of-funnel headwinds.Articolo di analisi • Nov 13
monday.com Ltd. Just Recorded A 39% EPS Beat: Here's What Analysts Are Forecasting Next
It's been a sad week for monday.com Ltd. ( NASDAQ:MNDY ), who've watched their investment drop 17% to US$159 in the...Aggiornamento della narrazione • Nov 08
MNDY: Enterprise Momentum And Buybacks Will Drive Rebound Over Coming Quarters
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.Aggiornamento della narrazione • Oct 25
AI And Product Expansion Will Drive Market Leadership in Coming Years
Analysts have slightly decreased their average price target for Monday.com by around $3 to $266. This reflects ongoing debates over growth sustainability and recent headwinds in customer acquisition, despite continued confidence in the company's long-term potential.Aggiornamento della narrazione • Oct 10
Digital Transformation And Generative AI Will Redefine The SaaS Landscape
Analysts have slightly reduced their average price target for monday.com by approximately $3 to around $269, citing a mix of moderated revenue growth projections, higher profit margins, and ongoing concerns about self-service customer trends and evolving search-driven headwinds. Analyst Commentary Recent commentary from Wall Street reflects a range of opinions on monday.com's future prospects, influenced by its evolving growth dynamics, recent earnings results, and shifting market conditions.Aggiornamento della narrazione • Sep 25
Digital Transformation And Generative AI Will Redefine The SaaS Landscape
Monday.com’s consensus price target was revised down from $282.46 to $272.35 as analysts responded to search algorithm-driven SMB headwinds, disappointing Q2 growth metrics, and rising AI-related competitive concerns, despite continued confidence in long-term cross-sell and enterprise expansion potential. Analyst Commentary Search-driven self-serve customer acquisition is facing material headwinds from Google algorithm changes and declining SEO-driven website traffic, impacting SMB momentum and growth expectations.Aggiornamento della narrazione • Sep 04
Digital Transformation And Generative AI Will Redefine The SaaS Landscape
The analyst price target for monday.com remains unchanged at $282.46, as recent concerns over SEO-driven web traffic declines, AI-induced search disruption, and softer revenue guidance offset positive sentiment on enterprise momentum and long-term fundamentals. Analyst Commentary Headwinds from declining SEO-driven web traffic and concerns over AI-induced search disruption are raising risks to self-serve customer growth and contributing to a more cautious near-term outlook.Articolo di analisi • Aug 12
Some Confidence Is Lacking In monday.com Ltd. (NASDAQ:MNDY) As Shares Slide 39%
NasdaqGS:MNDY 1 Year Share Price vs Fair Value Explore monday.com's Fair Values from the Community and select yours...Articolo di analisi • Jul 30
Calculating The Intrinsic Value Of monday.com Ltd. (NASDAQ:MNDY)
Key Insights The projected fair value for monday.com is US$239 based on 2 Stage Free Cash Flow to Equity monday.com's...Articolo di analisi • May 22
After Leaping 27% monday.com Ltd. (NASDAQ:MNDY) Shares Are Not Flying Under The Radar
monday.com Ltd. ( NASDAQ:MNDY ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...Seeking Alpha • Apr 25
Overvalued But Worth It: Why Monday's Rapid Scaling Justifies A Place In A Risk Portfolio
Summary Expanding features up the sales cycle, along with a superior price to product value is allowing MNDY to increase the portion of enterprise sales. MNDY's product suite excels in project management but faces stiff competition from established players like Atlassian, HubSpot, Salesforce, and Microsoft, limiting expansion verticals. The SaaS landscape is crowded, with competitors like Basecamp driving down pricing power and eroding technological moats. I value MNDY at $181 per share, expecting it to close the valuation gap in 3 years, but caution against overestimating long-term growth potential. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
monday.com: Great Expansion Trends, But Valuation Is Still Rich
Summary I'm upgrading monday.com to a neutral rating after its recent Q4 earnings print (and macro-driven downside), driven by improved net revenue retention and boosted monetization of AI services through consumption-based pricing. Q4 revenue grew 32% y/y, beating expectations, with net revenue retention rates improving to 112%. Still, we note that the company is planning for aggressive headcount expansion this year, which is expected to drop operating margins by as much as 3 points. monday.com is still trading richly at just under ~9x forward revenue, and I prefer waiting for a deeper dip before buying. Read the full article on Seeking AlphaArticolo di analisi • Feb 13
Earnings Beat: monday.com Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
The investors in monday.com Ltd. 's ( NASDAQ:MNDY ) will be rubbing their hands together with glee today, after the...Articolo di analisi • Feb 11
monday.com Ltd. (NASDAQ:MNDY) Looks Just Right With A 49% Price Jump
monday.com Ltd. ( NASDAQ:MNDY ) shares have had a really impressive month, gaining 49% after a shaky period beforehand...Seeking Alpha • Feb 09
monday.com: Efficient Low Cost Service
Summary monday.com's recent stock price dip presents a buying opportunity due to its strong strategy, high gross margins, and low-cost production compared to industry leaders. monday.com's Work OS offers versatile, cost-effective solutions for SMBs, enhancing productivity across departments and providing a competitive edge over more expensive vertical products. The company generates significant free cash flow without heavy investments, indicating high efficiency, and is making strategic moves to penetrate larger enterprises with mondayDB. Despite potential risks like price wars and competition from Asana's R&D, monday's valuation and growth prospects make it a high-quality, fairly valued buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 19
monday.com: Why I'm Buying The Dip, With The Stock Down 25%
Summary I maintain a "buy" rating for monday.com stock with a price target of $288, despite a recent 25% stock price decline. monday.com is gaining market share in the enterprise segment, with significant growth in $50K+ and $100K+ ARR customer cohorts, amid vendor consolidation and a robust product innovation roadmap. The company’s NRR stabilization and raised FY24 guidance also indicate strong financial health and operational efficiency. However, the magnitude of the upward revision in revenue and earnings was smaller than in previous quarters, along with potential margin headwinds that may arise from growing headcount. Despite short-term volatility, I believe that enterprise customers will make up a growing share of total revenue, making monday.com an attractive long-term investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
monday.com: Uncommon Quality, Unseen Value
Summary monday.com is a versatile SaaS platform offering adaptable, low-code solutions, contrasting with rigid, less user friendly legacy providers like Salesforce and ServiceNow. Despite its high valuation, monday.com shows strong growth metrics, including a 26% CAGR in customer base and 89.65% gross margins. The company passes all factors in the Five Factor Model, with valuations acceptable provided management executes decently. Founder-led, scaling into larger customers and capex-light, monday.com has the potential to become a main platform for businesses globally. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$119m |
| Dec 31 2025 | n/a | n/a | US$119m |
| Sep 30 2025 | n/a | n/a | US$65m |
| Jun 30 2025 | n/a | n/a | US$40m |
| Mar 31 2025 | n/a | n/a | US$53m |
| Dec 31 2024 | US$7m | US$285k | US$32m |
| Sep 30 2024 | n/a | n/a | US$22m |
| Jun 30 2024 | n/a | n/a | US$41m |
| Mar 31 2024 | n/a | n/a | US$20m |
| Dec 31 2023 | US$5m | US$275k | -US$2m |
| Sep 30 2023 | n/a | n/a | -US$16m |
| Jun 30 2023 | n/a | n/a | -US$46m |
| Mar 31 2023 | n/a | n/a | -US$85m |
| Dec 31 2022 | US$2m | US$293k | -US$137m |
Compensazione vs Mercato: Dati insufficienti per stabilire se la retribuzione totale di Eran sia ragionevole rispetto ad aziende di dimensioni simili nel mercato US.
Compensazione vs guadagni: La retribuzione di Eran è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Eran Zinman (43 yo)
5.7yrs
Mandato
US$6,805,000
Compensazione
Mr. Eran Zinman is Co-Founder of monday.com Ltd. and has been its Co-Chief Executive Officer since November 2020 and Director since March 2018 and was its Chief Technology Officer between 2012 and 2020. He...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 5.7yrs | US$6.81m | 3.76% $ 138.2m | |
| Co-Founder | 14.1yrs | US$6.81m | 10.97% $ 402.6m | |
| Chief Financial Officer | 5.3yrs | US$5.25m | 0.040% $ 1.5m | |
| Chief Product & Technology Officer | 3yrs | US$3.09m | 0.045% $ 1.7m | |
| Director of Investor Relations | 4.3yrs | Nessun dato | Nessun dato | |
| Chief People & Legal Officer | 8.1yrs | Nessun dato | 0.038% $ 1.4m | |
| Chief Customer Officer | no data | Nessun dato | Nessun dato | |
| Chief Revenue Officer | 1.2yrs | Nessun dato | 0.012% $ 430.3k |
5.3yrs
Durata media
47yo
Età media
Gestione esperta: Il team dirigenziale di MNDY è esperto e expertise (durata media dell'incarico 5.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 8.3yrs | US$6.81m | 3.76% $ 138.2m | |
| Co-Founder | 14.4yrs | US$6.81m | 10.97% $ 402.6m | |
| Independent Chairman of the Board | 9.2yrs | Nessun dato | 0.47% $ 17.1m | |
| Independent Director | 5.1yrs | Nessun dato | 0.011% $ 399.1k | |
| Independent Director | 12.1yrs | Nessun dato | 0.47% $ 17.3m | |
| Independent Director | 5.1yrs | Nessun dato | 0.011% $ 399.1k | |
| Independent Director | 13.8yrs | Nessun dato | 0.60% $ 22.2m | |
| Independent Director | 2.3yrs | Nessun dato | 0.0021% $ 78.6k |
8.8yrs
Durata media
55yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MNDY sono considerati esperti (durata media dell'incarico 8.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/10 20:54 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
monday.com Ltd. è coperta da 31 analisti. 24 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Robert Oliver | Baird |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |