NASDAQ:MNDY

monday.com Ltd. (MNDY)

73.02
+5.93 (8.84%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
28 watching
0
Investor Insights
star iconJun 27, 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 recently faced significant downturns, with prices falling by approximately 50% due to concerns surrounding the impact of AI on its product line. Experts appear divided: some believe that the stock is undervalued given its compelling valuation metrics, such as a 14% cash flow for 2026 and a 4x revenue, while others caution that the narrative surrounding AI could hinder traditional software companies like monday.com. Notably, the company has not seen expected demand from small and medium enterprises, further raising concerns about its growth potential. While a few analysts suggest holding or even adding to positions due to perceived value, others advocate selling portions of holdings to rotate into potentially stronger sectors. Overall, there is a palpable tension between the company's historical strength in the no-code space and the emerging challenges posed by AI innovations.

consensus icon
Consensus
Sell
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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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