monday.com Aktie News

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com, the Work Operating System (Work OS) trusted by over 250,000 businesses globally, today announced a three-year partnership with the Bonds Flying Roos, the Australian SailGP team co-owned by Hugh Jackman and Ryan Reynolds. monday.com will serve as the Bonds Flying Roos' Official Global Work Management Partner, powering the operational back...

I'm upgrading monday.com to a "Strong Buy" after a ~40% correction, despite maintaining high-20%s revenue growth and Rule of 40 status. MNDY's fundamentals remain robust: expanding enterprise suite, successful AI initiatives, strong net retention, and healthy operating margins support the investment thesis. Valuation is compelling at ~14x FY26 FCF and ~4x revenue, significantly below peers with...

The investment firm added 11,200 shares. It held 21,300 shares valued at $4.1 million at quarter end.

At first blush, this was mysterious, as it posted an outwardly good-looking third quarter. Investors were focused on a revenue guidance miss, however.

Small-cap stocks extended their momentum into the third quarter. We believe Rambus' evolution from a licensing and patent company into a full-fledged product company is progressing well. Shake Shack stock pulled back following quarterly results that did not meet elevated expectations.

Esperion Therapeutics, Inc. and C4 Therapeutics, Inc. were among the top contributors to performance. SiTime Corp. was also a top contributor. The company provides silicon timing chips for a wide range of electronics. The greatest detractor from Fund performance for the quarter was Monday.com Ltd.

monday.com Ltd. ( MNDY ) Q3 2025 Earnings Call November 10, 2025 8:30 AM EST Company Participants Byron Stephen - Director of Investor Relations Roy Mann - Co-Founder, Co-CEO & Director Eran Zinman - Co-Founder, Co-CEO & Director Eliran Glazer - Chief Financial Officer Casey George - Chief Revenue Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Divisio...

Monday.com's NASDAQ: MNDY Q3 earnings release provided an excuse to sell, but the 20% decline posted in premarket action is an overreaction of epic proportions. The cause was guidance.