MNDY
monday.com Ltd.

monday.com Ltd.MNDY

Technology · Software - Application
82.66USD
+4.90%
Oct 06, 2026
MNDY overview ready
AI-Enabled Workflow Automation Platform Driving Enterprise Collaboration and Efficiency
Monday.com is a direct application-layer beneficiary: its platform is used to organize and automate operational workflows, and it is embedding AI capabilities and agents across work management, CRM, service and software-development use cases.
Narrative is still early
Exposed to the Enterprise Agentic Workflow Automation narrative through AI-Enabled Collaborative Work Management Platforms — pure play.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Intense competition in work management software.
Market Oct 5Price action Oct 5Research Jul 29

Conviction Level

NarrativeHeat8.5ThemeHeat7.3PriceAction3.4Valuation7.1CompanyPosition9.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$3.3B
Avg Volume (60D)
1.3M
60 sessions
Revenue Growth YoY
+24.2%
Trailing twelve months
Gross Margin
+88.7%
Operating Margin
+2.9%
Trailing twelve months
Free Cash Flow Yield
+8.5%
Distance from 200DMA
-6.3%
Next Earnings
2026-11-09
P/E
33.5x
EV / EBITDA
49.1x
EV / Sales
1.8x
Market metrics as of Oct 5, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is cheap.
monday.com Ltd. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
Monday.com is a direct application-layer beneficiary: its platform is used to organize and automate operational workflows, and it is embedding AI capabilities and agents across work management, CRM, service and software-development use cases. The story is still emerging, so the exposure is real but early.
Opportunity
Moderate opportunity
Enterprise spending on platforms that centralize work, data and cross-functional processes while embedding AI agents and automation to execute, coordinate and govern routine business workflows.
Key risk
Intense competition in work management software.

Narrative & Theme

Enterprise Agentic Workflow Automation
Part of AI-Enabled Collaborative Work Management Platforms, with moderate fit.
MNDY has a genuine thematic connection to enterprise adoption of agentic workflow software rather than merely generic AI adjacency.
Narrative HeatHot8.5 / 10
Theme HeatHeating up7.3 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

Monday.com Ltd. develops and operates a cloud-based Work Operating System (Work OS) that enables users to build customizable software applications and manage workflows and projects visually.

How it earns

The company generates revenue primarily through subscription fees for access to its cloud-based software platform.

Products & services
Monday work management
Monday CRM
Monday dev
Customers & end markets
Businesses requiring workflow and project management tools
Sales teams
Software development teams
Market position

Monday.com is a recognized leader in the cloud-based work management software market.

Demand drivers
Low cyclicality

Demand for productivity and collaboration software tends to be stable across economic cycles.