MNDY · NASDAQ · Software - Application

monday.com

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

$100.00
After-hours close−0.78 (−0.77%)
At close$100.78(+1.28%)
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Profile

monday.com Ltd.MNDYInformation 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

Key statistics

Market cap$4.26B
EPS (ttm)$2.35
P/E (ttm)42.90
ROE12.5%
P/B7.12
P/S3.12
Dividend yield
Beta0.71vs XLK −0.13

Year to date −29.7% · Average volume (30d) 1.7M

Analysts

Price target, next 12 months$107.50+6.7%Median of 26 analysts · vs the Aug 28 close
ConsensusBuy18 of 26 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 11, 2026UBSReiterateNeutral$85$95
Aug 11, 2026Wells FargoReiterateOverweight$365$120
Aug 11, 2026Wolfe ResearchDowngradeOutperformPeer Perform
Aug 11, 2026Cantor FitzgeraldDowngradeOverweightNeutral
Aug 10, 2026Cantor FitzgeraldDowngradeOverweightNeutral$112$90

Earnings

EPS

Estimate$1.36
ReportedDue Nov 9, 2026

Revenue

Estimate$369.3M
ReportedDue Nov 9, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 10, 2026Q2 FY26$1.11$1.48+33.3%$355.5M$364.6M+2.6%−4.84%
May 11, 2026Q1 FY26$0.96$1.15+19.8%$339.1M$351.3M+3.6%−6.40%
Feb 9, 2026Q4 FY25$0.91$1.04+14.3%$329.7M$333.9M+1.3%−4.53%
Nov 10, 2025Q3 FY25$0.94$1.16+23.1%$313.2M$316.9M+1.2%−0.62%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$282.3M$299.0M$316.9M$333.9M$351.3M$364.6M
Gross profit$253.4M$267.8M$281.1M$296.5M$313.1M$322.0M
Operating income$9.8M−$11.6M−$2.4M$2.4M$19.8M$19.9M
Net income$27.4M$1.6M$13.1M$76.7M$28.0M$3.5M
Diluted EPS$0.52$0.03$0.25$1.45$0.57$0.08
Gross margin89.8%89.6%88.7%88.8%89.1%88.3%
Operating margin3.5%-3.9%-0.8%0.7%5.6%5.5%

Fiscal years (4-quarter sums)FY21 $308.2M · FY22 $519.0M · FY23 $729.7M · FY24 $972.0M · FY25 $1.23B

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

Dividends

No dividends on record.

Ownership

Institutions 83.95%Insiders 17.05%

Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.

Shares outstanding 42.27M · Float 35.05M · 82.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Roy Mann · director, officer: Co-CEO4.81M11.39%Form 4Mar 18, 2026
The Goldman Sachs Group, Inc.3.40M6.60%13GAug 10, 2026
Capital World Investors3.17M7.49%13FAug 12, 2026
Sonnipe Ltd1.98M4.68%13FAug 14, 2026
Two Sigma Investments, LP1.91M4.53%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 2, 2026James Case Georgeofficer: CRO−3,546$89.76
Jun 15, 2026James Case Georgeofficer: CRO−838$78.77
View details

Peers

  • 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 close

CompanyPriceChange
monday.com$100.00−0.77%$4.26B42.916.43.1+21.9%
Atlassian$189.61−0.47%$50.02B34.87.6+27.6%
Asana$10.20−0.10%$2.42B26.33.0+9.5%
Freshworks$13.86−0.04%$3.83B21.418.04.2+16.0%
HubSpot$260.15−0.21%$13.36B92.117.33.9+19.8%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
Median28.626.24.2+17.8%