Added to YB: 2026-10-15
Pitch date: 2026-10-13
MNDY [bullish]
monday.com Ltd.
+3.58%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their 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
$3.6B
Pitch Price
$84.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.10
P/E
34.94
EV/Sales
2.01
Sector
Software
Category
value
Which software companies do real work on AI models? Monday.com Ltd.
MNDY (hold): Monday builds a reliable agent harness around rented models, with rule-based data preparation, citation checks, standardized outputs, constrained tool access and careful memory handling. The architecture can absorb model upgrades quickly, but offers a thin defense because competitors receive the same upgrades and there is no public evidence of a proprietary training advantage. At ~2x trailing sales in early October 2026, Monday can offer upside without owning the agent interface; a small position reflects high transition uncertainty.
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