<- Go home

Added to YB: 2026-02-11

Pitch date: 2026-02-09

MNDY [neutral]

monday.com Ltd.

-1.04%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

Market Cap

$3.8B

Pitch Price

$76.80

Price Target

N/A

Dividend

N/A

EV/EBITDA

59.74

P/E

33.19

EV/Sales

1.90

Sector

Software

Category

growth

Show full summary:
Monday.com Q4 2025 Earnings Analysis

MNDY (earnings): Q4 rev $334M (+25% YoY) beat, EPS $1.04 beat by 13%. Enterprise strong: 1,756 $100k+ customers (+46% YoY). But FY26 guide $1.45B (+18% YoY) missed by 2%, withdrew FY27 targets. NDR fell 111%→110%. Margins compressed by AI investment & FX headwinds. SMB weak, CAC up 4.2mo to 29.9mo.

Read full article (6 min)