NASDAQ:MNDY
monday.com Ltd. (MNDY)
Financials 
Technical Analysis 
Sep 4, 2026, 12:00 amThis summary was created by AI, based on 5 opinions in the last 12 months.
The sentiment surrounding monday.com Ltd. (MNDY-Q) is largely negative, reflecting concerns about the broader vulnerability of software companies in the cloud, especially amid competition from AI tools. Expert reviews commonly highlight the stock's significant drop, with some viewing its current valuation as appealing given it trades at a lower multiple of revenue and cash flow. However, there is caution expressed, advising a potential sell-off or reduction of holdings, especially with the narrative that AI may overshadow traditional software offerings. Additionally, concerns regarding reduced purchasing from small and medium-sized businesses have emerged, alongside worries about negative market momentum. Overall, experts suggest that although there is a compelling case for holding or even buying at this valuation, the risks associated with market competition and changing consumer behavior are substantial.
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They went public last month. It jumped upon its debut and soared further after that. It's at $205 today, down a lot from its peak. So this may be a buying opportunity. It's a new cloud company with a sky-high, nosebleed valuation. Buy this only with money you're prepared to lose. The pandemic has forced companies to rapidly digitize, which is a huge tailwind, and things won't reverse. MNDY software is easy to use for customers, for example to automate processes. MNDY software also allows marketing and project management. MNDY is growing rapidly, 27% customer growth in a quarter. However, operating profit is a big negative (-39% operating margin last quarter). Sales and marketing expenses to continue to outpace revenue, and they recently did a private placement selling shares to CRM and ZM, which can be risky.