Monday.Com Ltd Ordinary Shares

MNDY: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Monday.com Earnings: Raising Our Fair Value by 38% Due to AI-Integration and Stellar Results

Eric Compton , Jivyaa Vaidya

Feb 11, 2025

No-moat Monday.com reported robust fourth-quarter earnings results that beat our estimates and consensus. The launch of the firm’s new artificial intelligence-enabled enterprise service management agent, along with solid retention metrics and enterprise customer gains, sent the stock soaring 30% after the release. We have updated our long-term estimates to better reflect demand for the firm’s AI solutions and increased cross-selling opportunities, causing us to raise our fair value estimate to $332 per share from $240.

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We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

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Monday.Com Ltd Ordinary Shares

Monday.com Earnings: Raising Our Fair Value by 38% Due to AI-Integration and Stellar Results

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