monday.com: Another Potential Software AI Victim [Seeking Alpha]
monday.com Ltd. - Ordinary Shares (MNDY)
Company Research
Source: Seeking Alpha
2026 guidance disappointed: top line growth slows to 18–19%, and non-GAAP operating profits are expected to decline, signaling operating deleverage. AI-driven disruption risks and a per-seat subscription model threaten future revenue, as customers may require fewer seats even if software remains relevant. Despite contrarian sector valuations, breakeven profitability and lack of visible green shoots keep me highly cautious on monday.com at current levels. Looking for a helping hand in the market? Members of Value In Corporate Events get exclusive ideas and guidance to navigate any climate. Learn More » max-kegfire/iStock via Getty Images It was the summer of 2021 when monday.com ( MNDY went public, and I last provided coverage on the shares. Trading around the $200 mark coming out of the IPO gate, valuations looked demanding in my view. Following multiple More on my IG service If you like to see more ideas, please subscribe to the premium service "Value in Corporate Even
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MNDY
News
- Monday.com's No-Touch Channel Weakness and AI Investment Costs Were Embedded in Guidance Without Prior DisclosurePR Newswire
- monday.com (MNDY) Slumps 34% YTD — Analyst Sees “Straightforward Buy” [Yahoo! Finance]Yahoo! Finance
- monday.com (NASDAQ:MNDY) was downgraded by analysts at Robert W. Baird from a "strong-buy" rating to a "hold" rating.MarketBeat
- monday.com (NASDAQ:MNDY) had its price target lowered by analysts at Canaccord Genuity Group Inc. from $190.00 to $140.00. They now have a "buy" rating on the stock.MarketBeat
- monday.com (NASDAQ:MNDY) was given a new $93.00 price target on by analysts at UBS Group AG.MarketBeat
MNDY
Earnings
- 2/9/26 - Beat
MNDY
Sec Filings
- 2/9/26 - Form 6-K
- 1/2/26 - Form SCHEDULE
- 12/9/25 - Form 144
- MNDY's page on the SEC website