monday.com Ltd. Ordinary Shares
MNDYMonday.com Ltd. is a provider of a work operating system that enables teams to plan, run, and track their projects and workflows. The company's platform offers customizable templates, automation, and integrations to enhance collaboration and productivity across various industries and team sizes. Founded in 2012 and headquartered in Tel Aviv, Israel, Monday.com aims to streamline work processes and improve organizational efficiency through its cloud-based software solutions.
Company News
Monday.com stock fell 37.3% in 2025 amid broader software sector weakness driven by AI disruption fears. However, the company's fundamentals remain strong with 26% revenue growth, 37% growth in high-value customers, and positive free cash flow. Trading at a P/FCF of 20 with over 20% revenue growth, the stock appears undervalued if AI risks to sof...
Evolutionary Tree Capital Management fully exited its monday.com position, selling 11,304 shares for $3.55 million in November 2025. The fund, which began accumulating shares in 2023, appears to have sold near its original purchase price, suggesting the investment did not generate returns. The exit comes amid monday.com's significant pullback and...
Crosslink Capital increased its stake in Monday.com by 143,650 shares in Q3 2025, valuing the investment at $20.55 million, despite the stock being down 46% over the past year. The investment firm sees potential in the work management platform's growth and AI capabilities.
Inflection Point Investments LLP increased its stake in Monday.com by 11,200 shares in Q3, raising total holdings to 21,300 shares valued at $4.1 million, despite the company's stock being down 44.2% over the past year.
Monday.com experienced a significant stock price drop after Q3 earnings, despite reporting strong financial performance with 26.3% YoY revenue growth and robust client metrics. The market reaction appears to be an overreaction to slightly conservative Q4 guidance.
