monday.com (MNDY) Stock Overview
Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
MNDY Community Fair Values
Create NarrativeSee what 139 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
monday.com Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$71.97 |
| 52 Week High | US$316.98 |
| 52 Week Low | US$57.50 |
| Beta | 1.16 |
| 1 Month Change | 8.44% |
| 3 Month Change | -0.57% |
| 1 Year Change | -75.45% |
| 3 Year Change | -51.95% |
| 5 Year Change | n/a |
| Change since IPO | -59.76% |
Recent News & Updates
Recent updates
Seeking Alpha • May 11
monday.com: The SaaS Apocalypse Is Likely Over, New AI Work Platform Changes Everything
Summary monday.com delivered blowout earnings, with 24% YoY revenue growth and robust operating margin expansion, defying AI disruption fears. MNDY’s rapid AI integration, shift to a consumption-based model, and launch of mondayDB 3.0 position it for durable growth and competitive advantage. The company’s strong cash position ($1.2B), aggressive share buybacks (14% of shares), and flat headcount guidance drive significant operating leverage. I reiterate a strong buy rating, citing resilient top-line growth, robust profitability, and attractive valuation with multiple expansion potential. Read the full article on Seeking Alpha
Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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 AlphaSeeking Alpha • Dec 13
monday.com: So Much To Like, But The Price
Summary monday.com boasts strong gross margins, robust customer growth, and a solid balance sheet, but investors are paying a high premium for future earnings. Q3 financials show impressive revenue growth and 90% gross profit margin, but the company reported a $12 million net loss, causing a brief stock sell-off. While monday.com outperformed the market, slowing revenue growth and potential economic challenges make the current 15x sales multiple excessive. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
monday.com: 694x Forward P/E Ratio Is Too Expensive - Time To Take Profits
Summary Initiating coverage with a Sell rating due to monday.com's extreme valuation multiples and decelerating growth in an increasingly competitive market environment. The company's forward P/E ratio of 694.47x and EV/Sales of 17.68x create a highly unfavorable risk-reward profile for investors. Despite strong revenue growth, signs of deceleration and high customer acquisition costs suggest the current valuation is unsustainable. Investors should take profits now, given the stock's YTD surge and the company's maturing growth trajectory and competitive pressures. Read the full article on Seeking AlphaShareholder Returns
| MNDY | US Software | US Market | |
|---|---|---|---|
| 7D | -0.1% | 1.1% | -0.9% |
| 1Y | -75.4% | -8.9% | 24.4% |
Return vs Industry: MNDY underperformed the US Software industry which returned -8.9% over the past year.
Return vs Market: MNDY underperformed the US Market which returned 24.4% over the past year.
Price Volatility
| MNDY volatility | |
|---|---|
| MNDY Average Weekly Movement | 8.7% |
| Software Industry Average Movement | 9.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: MNDY has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: MNDY's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2012 | 3,155 | Eran Zinman | 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.
monday.com Ltd. Fundamentals Summary
| MNDY fundamental statistics | |
|---|---|
| Market cap | US$3.65b |
| Earnings (TTM) | US$119.35m |
| Revenue (TTM) | US$1.30b |
30.6x
P/E Ratio2.8x
P/S RatioIs MNDY overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MNDY income statement (TTM) | |
|---|---|
| Revenue | US$1.30b |
| Cost of Revenue | US$142.42m |
| Gross Profit | US$1.16b |
| Other Expenses | US$1.04b |
| Earnings | US$119.35m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.35 |
| Gross Margin | 89.05% |
| Net Profit Margin | 9.17% |
| Debt/Equity Ratio | 0% |
How did MNDY perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/16 08:05 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
monday.com Ltd. is covered by 34 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Robert Oliver | Baird |
| Ryan MacWilliams | Barclays |
| Raimo Lenschow | Barclays |