How Investors Are Reacting To monday.com (MNDY) Guggenheim’s Bullish Call On Its AI Multi‑Product Strategy

• Earlier this week, Guggenheim initiated coverage of monday.com with a positive rating, highlighting its AI capabilities and rapid growth in newer products such as CRM, Dev, and Service.
• The firm argued that monday.com’s broader, sales-led multi-product strategy is not yet fully reflected in how the market values the business.
• We’ll now examine how Guggenheim’s confidence in monday.com’s AI-driven, multi-product expansion could influence the company’s broader investment narrative.

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monday.com Investment Narrative Recap

To own monday.com, you need to believe its AI-powered, multi-product Work OS can keep attracting larger customers and deepen wallet share across CRM, Dev, and Service. Guggenheim’s upbeat initiation supports this thesis but does not materially change the near term catalyst, which is continued execution on upmarket, multi-product growth, or the biggest risk, that heavy marketing spend and customer acquisition pressures could weigh on margins if growth slows.

The most relevant recent update here is monday.com’s Q3 2025 results and raised full year 2025 guidance, which showed continued revenue growth and improving profitability. This backdrop gives important context to Guggenheim’s focus on AI and newer products, since sustained execution against that guidance is what could validate the multi-product expansion story or, if momentum cools, sharpen concerns about investment intensity and competitive pressure.

Yet investors should be aware of how dependent monday.com still is on paid search and changing AI driven discovery...

Read the full narrative on monday.com (it's free!)

monday.com's narrative projects $2.0 billion revenue and $157.5 million earnings by 2028. This requires 22.9% yearly revenue growth and about a $117.5 million earnings increase from $40.0 million today.

Uncover how monday.com's forecasts yield a $235.20 fair value, a 50% upside to its current price.

Exploring Other Perspectives

Fifteen members of the Simply Wall St Community currently estimate monday.com’s fair value between US$170.20 and US$320, highlighting how far apart individual views can be. Against that backdrop, the company’s heavy investment in AI driven, multi product growth could either reinforce confidence in long term execution or sharpen concerns about profitability, so it is worth comparing several of these perspectives before forming your own view.

Explore 15 other fair value estimates on monday.com - why the stock might be worth just $170.20!

Build Your Own monday.com Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your monday.com research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free monday.com research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate monday.com's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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