monday.com Ltd. Ordinary Shares

Monday.com stock fell 50.9% in the first half of 2026 due to investor fears that AI coding agents will disrupt its business model. However, the company continues to deliver strong fundamentals with 24% year-over-year revenue growth, 74% growth in enterprise customers, and improving profitability. The stock now trades at a P/S ratio of 3.3, potent...

ShawSpring Partners exited its entire 253,959-share position in monday.com for approximately $24.37 million as the stock has declined 73% over the past year. Despite the sharp stock decline, monday.com's fundamentals remain strong with 24% revenue growth, doubled operating income, and expanding enterprise adoption, suggesting the market may be ov...

Conifer Management acquired 400,000 shares of monday.com for $38.39 million in Q1 2026, despite the stock falling 75% over the past year. The investment appears contrarian, as the company continues to show strong fundamentals with 24% YoY revenue growth, profitability, $100M+ quarterly operating cash flow, and expanding high-value customer segmen...

The Motley Fool analyzes Monday.com (MNDY) as a potentially overlooked stock worth considering. The article examines the company's recent earnings performance and stock movement, suggesting it may present an interesting investment opportunity.

The Motley Fool discusses upcoming IPOs including Cerebras, an AI semiconductor company valued at $50 billion. The team analyzes Monday.com's strong earnings beat and Cerebras's potential as a Nvidia alternative, while advising investors to deploy fresh capital rather than trim winners to chase IPO hype. They recommend waiting for initial volatil...