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 | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
MNDY Community Fair Values
Create NarrativeSee what 137 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
JO
Jolt_Communications
Community ContributorUS$6.85FV • 64.1% undervalued intrinsic discount
73.0%Revenue growth p.a.
3.1k
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0
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monday.com Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$72.74 |
| 52 Week High | US$316.98 |
| 52 Week Low | US$57.50 |
| Beta | 1.29 |
| 1 Month Change | 6.44% |
| 3 Month Change | -35.53% |
| 1 Year Change | -73.94% |
| 3 Year Change | -37.43% |
| 5 Year Change | n/a |
| Change since IPO | -59.33% |
Recent News & Updates
monday.com: Losing Patience, Unlikely To Adapt To AI Layoffs (Downgrade)
Apr 20
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.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.
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.Recent updates
monday.com: Losing Patience, Unlikely To Adapt To AI Layoffs (Downgrade)
Apr 20MNDY: 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.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.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.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.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.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.monday.com Ltd.'s (NASDAQ:MNDY) Popularity With Investors Under Threat As Stock Sinks 29%
Feb 04
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.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.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.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.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.monday.com Ltd. Just Recorded A 39% EPS Beat: Here's What Analysts Are Forecasting Next
Nov 13MNDY: 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.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.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.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.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.Some Confidence Is Lacking In monday.com Ltd. (NASDAQ:MNDY) As Shares Slide 39%
Aug 12Calculating The Intrinsic Value Of monday.com Ltd. (NASDAQ:MNDY)
Jul 30After Leaping 27% monday.com Ltd. (NASDAQ:MNDY) Shares Are Not Flying Under The Radar
May 22Overvalued But Worth It: Why Monday's Rapid Scaling Justifies A Place In A Risk Portfolio
Apr 25monday.com: Great Expansion Trends, But Valuation Is Still Rich
Mar 14Earnings Beat: monday.com Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Feb 13monday.com Ltd. (NASDAQ:MNDY) Looks Just Right With A 49% Price Jump
Feb 11monday.com: Efficient Low Cost Service
Feb 09monday.com: Why I'm Buying The Dip, With The Stock Down 25%
Jan 19monday.com: Uncommon Quality, Unseen Value
Dec 22monday.com: So Much To Like, But The Price
Dec 13monday.com: 694x Forward P/E Ratio Is Too Expensive - Time To Take Profits
Nov 11monday.com: Going Uptown With Upmarket Goals
Sep 15monday.com Ltd.'s (NASDAQ:MNDY) P/S Is Still On The Mark Following 31% Share Price Bounce
Sep 01
Platform Evolution And AI Integration Set To Propel Revenue And Efficiency Gains
Transition to a multi-product platform has significantly expanded monday.com's customer base and recurring revenue, indicating positive future revenue growth prospects.Shareholder Returns
| MNDY | US Software | US Market | |
|---|---|---|---|
| 7D | 7.3% | -0.5% | 0.8% |
| 1Y | -73.9% | -8.4% | 27.8% |
Return vs Industry: MNDY underperformed the US Software industry which returned -8.4% over the past year.
Return vs Market: MNDY underperformed the US Market which returned 27.8% over the past year.
Price Volatility
| MNDY volatility | |
|---|---|
| MNDY Average Weekly Movement | 10.3% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
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 (10%) 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$3.69b |
| Earnings (TTM) | US$118.74m |
| Revenue (TTM) | US$1.23b |
31.1x
P/E Ratio3.0x
P/S RatioIs MNDY overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MNDY income statement (TTM) | |
|---|---|
| Revenue | US$1.23b |
| Cost of Revenue | US$133.10m |
| Gross Profit | US$1.10b |
| Other Expenses | US$980.16m |
| Earnings | US$118.74m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 11, 2026
| Earnings per share (EPS) | 2.34 |
| Gross Margin | 89.20% |
| Net Profit Margin | 9.64% |
| 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 | 2026/05/03 17:30 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| 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 33 analysts. 24 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 |
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |