Monday.Com Ltd MNDY

What the company does

Monday.Com Ltd is a mid-cap company in the Technology sector (Software - Application), with a market value of $4.2B, based in the USA.

It employs about 3,155 people and has been listed since Jun 10, 2021.

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.

Cheap or expensive? priced in line with its group

Its price-to-earnings (P/E) is 42.3 versus 40.6 for the median of the Technology sector in our universe (65 companies) — priced in line with its group.

Revenue is growing 22% versus the same quarter last year.

On analysts' next-year forecasts the multiple drops to 11.9 — they expect higher earnings.

The average analyst price target is 108.14, 1% above the current price (their view, not ours).

The stock sits at 32% of its one-year range (0% = the low, 100% = the high).

The risks

• • The stock is more volatile than average (beta 1.1) — big daily moves both ways.
• • 15% of the float is sold short — part of the market is betting on a decline.
• • The stock is 49% below its one-year high.

Strengths

• ✅ Profitable — 1 of every 100 dollars of revenue stays as profit.
• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Buys back its shares (17% fewer shares in a year).
• ✅ More cash than debt.
• ✅ Most analysts rate it buy (14 vs 0).
• ✅ Revenue is growing 22% a year.

What changed this week

Over the past week the stock rose 13.3% (for comparison: S&P 500 -1.0%, sector ETF XLK -3.6%).

This week's news

• monday.com (MNDY) Stock Looks Cheap Based On Future Cash Flow finance.yahoo.com · 2026-10-22
  What the article says

  monday.com has seen its share price swing sharply in recent years, which puts the focus squarely on whether the current US$106.86 level lines up with the cash the business can generate. With investors watching new AI products and recognition in enterprise software, the core question is how those developments feed into… source ↗

• Top Software Stocks to Watch Going Into Sept-Qtr Earnings, According to Jefferies finance.yahoo.com · 2026-10-22
  What the article says

  Investing.com-- Jefferies updated its outlook on several U.S. software stocks, highlighting opportunities across observability platforms, enterprise technology and cloud-based tools going into the September quarter earnings season. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and… source ↗

• monday.com (MNDY): 3 Reasons We Love This Stock finance.yahoo.com · 2026-10-21
  What the article says

  monday.com (MNDY): 3 Reasons We Love This Stock The past six months have been a windfall for monday.com's shareholders. The company's stock price has jumped 47%, hitting $99.78 per share. This run-up might have investors contemplating their next move. Following the strength, is MNDY a buy right now? Or is the market… source ↗

• 83% of Leaders Are Satisfied With Their AI Setup, but 7 in 10 Say Their Company Hasn't Fully Integrated It, monday.com Research Reveals finance.yahoo.com · 2026-10-21
  What the article says

  Half of senior leaders say AI makes it harder to evaluate employees' original contributions A further 58% expect to manage more agents than people within a year NEW YORK & TEL AVIV, Israel, October 21, 2026--(BUSINESS WIRE)--monday.com Ltd. (NASDAQ: MNDY) today released Squinting in the Sun, a global study finding… source ↗

• Braze leads software sector higher, while chip stocks mostly hold steady seekingalpha.com · 2026-10-20
  What the article says

  [Rear view of male programmer coding on computers while sitting at desk in office] Braze (BRZE [https://seekingalpha.com/symbol/BRZE]) shares catapulted more than 50% on Tuesday after Salesforce (CRM [https://seekingalpha.com/symbol/CRM]) agreed… source ↗

• Best Growth Stocks to Buy for October 20th finance.yahoo.com · 2026-10-20
  What the article says

  Here are three stocks with buy ranks and strong growth characteristics for investors to consider today October 20th: Ultrapar Participacoes UGP: This major Brazilian industrial group, which is one of the largest distributors of liquefied petroleum gas in Brazil and a leading producer of petrochemicals and chemical,… source ↗

What changed since last week

• The price rose 20.1% since the last summary.