monday.com

MNDY

Market cap $7.42B

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.

Monday.com (MNDY) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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 backbone of one of the world's most successful sailing teams as the three-time champions compete for a his.

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 similar growth and profitability profiles.

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

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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

Monday.com (MNDY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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.