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monday.com Ltd.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $4.0B | |
|---|---|---|
| P/E (forward) | 14.3x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $519.0M | $729.7M | $972.0M | $1.23B | +33.4% |
| Gross profit | $452.5M | $649.1M | $868.3M | $1.10B | +34.4% |
| Operating income | $-129.4M | $-38.6M | $-21.0M | $-1.7M | — |
| Net income | $-136.9M | $-1.9M | $32.4M | $118.7M | — |
| EPS (diluted) | $-2.99 | $-0.04 | $0.62 | $2.24 | — |
| EBITDA | $-120.8M | $-29.6M | $-9.2M | $12.1M | — |
| R&D | $127.0M | $156.5M | $213.7M | $320.8M | +36.2% |
| SG&A | $477.5M | $531.1M | $675.6M | $779.8M | +17.8% |
Recent company headlines from major financial publishers.
MNDY successfully penetrates the enterprise market and cross-sells newer modules. High gross margins allow massive operating leverage, driving long-term operating margins to 20%+ and sustaining 20%+ revenue growth for longer than the market expects.
The company maintains high-teens to low-twenties growth while scaling against entrenched competitors. Forward earnings ($5.45 EPS) reflect structural margin expansion, balancing near-term momentum with long-term realized cash flow gravity.
| Ke ↓ / g → | 2.5% | 3.0% | 3.5% | 4.0% | 4.5% |
|---|---|---|---|---|---|
| 10.7% | $160 | $170 | $182 | $196 | $211 |
| 11.7% | $142 | $151 | $160 | $170 | $182 |
| 12.7% | $128 | $135 | $142 | $151 | $160 |
| 13.7% | $117 | $122 | $128 | $135 | $142 |
| 14.7% | $107 | $112 | $117 | $122 | $128 |
Upcoming earnings date and setup when available.
每月发布的研究版本所给出的评级。评级比较分析日的价格与公允价值,并不记录判断是否正确。
| 年份 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |