The Death Of Software Is Overstated: monday.com Is A Top Pick [Seeking Alpha]
monday.com Ltd. - Ordinary Shares (MNDY)
Company Research
Source: Seeking Alpha
MNDY integrates AI into its core products, sustains over 20% YoY revenue growth, and maintains a robust 111% net dollar retention rate. With $1.7 billion in cash, no debt, and positive GAAP net income, MNDY boasts a bulletproof balance sheet and improving margins. I expect margin expansion and a re-rating to 7x–9x sales as Wall Street recognizes MNDY's sticky business model and growth resilience. Looking for a portfolio of ideas like this one? Members of Best Of Breed Growth Stocks get exclusive access to our subscriber-only portfolios. Learn More » Solskin/DigitalVision via Getty Images Monday.com ( MNDY ) represents a key holding in one of my top ideas at the moment: buy software. The market appears greatly worried that generative AI is here to disrupt the software sector. This has led many software stocks to trade at around More on my IG service Sign Up For My Premium Service "Best of Breed Growth Stocks" After a historic valuation reset, the growth investing lands
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MNDY
News
- monday.com (NASDAQ:MNDY) had its "buy" rating reaffirmed by analysts at Guggenheim.MarketBeat
- Why monday.com (MNDY) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- Why Monday.com Stock Sank In 2025 [Yahoo! Finance]Yahoo! Finance
- monday.com (NASDAQ:MNDY) had its "buy" rating reaffirmed by analysts at BTIG Research. They now have a $210.00 price target on the stock.MarketBeat
- A Look At monday.com (MNDY) Valuation After Barclays Target Cut And Revenue Guidance Concerns [Yahoo! Finance]Yahoo! Finance
MNDY
Earnings
- 11/10/25 - Beat
MNDY
Sec Filings
- 1/2/26 - Form SCHEDULE
- 12/9/25 - Form 144
- 11/10/25 - Form 6-K
- MNDY's page on the SEC website