MNDY · NASDAQ · Software - Application

monday.com (MNDY)

Configurable work software for teams, workflows, and AI agents.

$84.88
After hours−0.07 (−0.08%)
At close$84.95(−3.42%)
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monday.com Ltd.MNDY
Information Technology

The AI work platform sells configurable software for work management, sales, marketing, development, and service. Modular no-code and low-code building blocks connect people, processes, and systems.

Configurable, no-code and low-code building blocks underpin an AI cloud-based work platform. The platform supports work management, sales, marketing, software development, and service through product suites for industries and use cases.

Founded in Tel Aviv, the Israeli issuer remains led by co-founders Roy Mann and Eran Zinman. Its Nasdaq-listed ordinary shares began trading in 2021, while the company has moved from a Work OS framing toward an AI Work Platform.

AI capabilities include sidekick, vibe, agents, and workflows on a unified platform. Deployment depends on AI and machine-learning technologies operating in an early commercial and evolving regulatory environment.

Company facts

CEORoy Mann and Eran Zinman
ListedJun 10, 2021
ExchangeNASDAQ
HeadquartersTel Aviv, Israel
CountryIsrael
Employees3,155
CIK0001845338
ISINIL0011762130

Market cap$3.72B
EPS (ttm)$2.35
P/E (ttm)37.46
ROE12.5%
P/B6.02
P/S2.72
Dividend yieldDiv yield
Beta0.69vs XLK −0.37

Price target$107.50+26.2%Average of 26 analysts
ConsensusBuy18 of 26 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 11, 2026UBSReiterate
Rating: Target: $85
Rating: NeutralTarget: $95
Aug 11, 2026Wells FargoReiterate
Rating: Target: $365
Rating: OverweightTarget: $120
Aug 11, 2026Wolfe ResearchDowngrade
Rating: Outperform
Rating: Peer Perform
Aug 11, 2026Cantor FitzgeraldDowngrade
Rating: Overweight
Rating: Neutral
Aug 10, 2026Cantor FitzgeraldDowngrade
Rating: OverweightTarget: $112
Rating: NeutralTarget: $90

Next report
Nov 9, 26
in 48 days
EPS estimate
$1.39
Revenue estimate
$369.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.08$1.10$1.09$1.16$1.04$1.15$1.48Pending
Estimate$0.78$0.70$0.86$0.94$0.91$0.96$1.11$1.39
Surprise+38.5%+58.0%+27.0%+23.1%+14.3%+19.8%+33.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$268.0M$282.3M$299.0M$316.9M$333.9M$351.3M$364.6MPending
Estimate$275.6M$275.8M$293.6M$313.2M$329.7M$339.1M$355.5M$369.3M
Surprise−2.8%+2.3%+1.9%+1.2%+1.3%+3.6%+2.6%
Estimate$1.39
ReportedDue Nov 9, 2026
Estimate$369.3M
ReportedDue Nov 9, 2026
View details

Debt to equity38.40%
Current ratio146.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$251.0M$268.0M$282.3M$299.0M$316.9M$333.9M$351.3M$364.6M
Net income−$12.0M$23.0M$27.4M$1.6M$13.1M$76.7M$28.0M$3.5M
Net margin0.0%8.6%9.7%0.5%4.1%23.0%8.0%0.9%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$27.4M$9.6M$9.8M−$11.6M−$2.4M$2.4M$19.8M$19.9M
YoY growthLoss widenedTurned profitTurned profitTurned lossLoss narrowed−75.1%+101.7%Turned profit

Balance sheet, Jun 30, 2026Cash & short-term investments $1.07B · Total debt $237.5M · Total assets $1.62B · Shareholders' equity $618.0M

Revenue
$364.6M
Operating income
$19.9M
Net income
$3.5M
View details

No dividends on record.

Institutions76.27%32.24M ADS
309 holders · as of Jun 30, 2026
Other23.73%10.03M ADS
remainder

42.27M ADS as of Sep 11, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Capital World InvestorsInstitution
7.49%3.17M ADSas of Jun 30, 2026
Sonnipe LtdInstitution
4.68%1.98M ADSas of Jun 30, 2026
Two Sigma Investments, LPInstitution
4.53%1.91M ADSas of Jun 30, 2026
BlackRock, Inc.Institution
4.10%1.73M ADSas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
3.93%1.66M ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 14, 2026James Case Georgeofficer: CRO−819$92.36
Sep 2, 2026James Case Georgeofficer: CRO−657$94.64
Aug 31, 2026Aviad Eyaldirector−2,000$100.66
Jun 2, 2026James Case Georgeofficer: CRO−3,546$89.76
Jun 15, 2026James Case Georgeofficer: CRO−838$78.77
View details

  • Atlassian

    Work management, developer tools, and service management overlap

  • Asana

    Project and work management for cross-functional teams

  • Freshworks

    Service management and customer-facing workflow software overlap

  • HubSpot

    Customer relationship management and sales workflow software overlap

  • Microsoft

    Work collaboration and productivity suites overlap

CompareAfter hours

CompanyPriceChange
monday.com$84.88−0.08%$3.72B37.513.82.7+21.9%
Atlassian$188.50−0.08%$51.40B34.57.8+27.6%
Asana$9.08−0.38%$2.27B23.62.7+9.9%
Freshworks$12.60+1.49%$3.44B19.316.13.8+16.0%
HubSpot$217.88−0.04%$10.95B75.614.43.2+19.8%
Microsoft$498.04−0.01%$3.72T27.925.411.2+17.8%
Median27.923.63.8+17.8%