NASDAQ:MNDY

monday.com Ltd. (MNDY)

78.69
-0.34 (0.43%)
as of Jul 17, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 18, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

monday.com Ltd. (MNDY-Q) has received mixed reviews from industry experts, reflecting ongoing concerns regarding its future performance amidst the evolving landscape of cloud-based software solutions. Several analysts highlight a significant drop in the stock's value, with one indicating it has lost 50% and another noting a 36% decline. Concerns center around the potential impact of AI tools that may outmode such software applications, leading to a cautious stance among some experts who suggest selling at least half of the holdings. Despite the unfavorable climate, there are indications of compelling valuation metrics, particularly in cash flow and revenue multiples, suggesting that the stock may be appealing for long-term investors. Overall, the sentiment leans towards caution, with a call for potential tax-loss considerations given the current market pressures.

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Consensus
Cautious
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Valuation
Undervalued
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RISKY

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.

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