monday.com Ltd. (MNDY): one to watch?

Cheap-looking software stock, but the drop reflects a real, unresolved fear that AI will shrink its per-seat pricing model — not just panic.

👀 WATCH Fundamentals71/100

Down 76% from its all-time high of $379.81 — now $91.07

Why MNDY dropped

MNDY fell from ~$380 in 2021 mainly due to 2022 rate hikes, then crashed further through 2025-2026 on repeated guidance cuts, a 20% workforce reduction, and sector-wide "seat compression" fears that AI agents will need fewer human software seats, directly threatening monday.com's per-user subscription model.

Fwd P/E 13.6Op margin 5.5%Rev growth 21.9%Debt/equity 38.4%Analyst upside 19.7%

How this scored 71/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 8.9%

✅ Generates cash Free cash flow $285M

✅ Not drowning in debt Debt/equity 38.4% (limit 200%)

✅ Can pay its bills Current ratio 1.5 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 9/25

Operating margin 5.5% 2/9

Net profit margin 8.9% 4/8

Return on equity 13.4% 3/8

Growth Is it getting bigger, or dying? 24/25

Revenue growth 21.9% 8/9

Earnings growth 163.9% 8/8

Expected profit change 183.2% 8/8

Value Is it cheap right now? 19/25

Forward P/E 13.6 8/10

PEG ratio 0.3 8/8

Analyst target upside 19.7% 2/7

Balance sheet Will it survive? 19/25

Debt / equity 38.4% 9/10

Current ratio 1.5 3/8

Free cash flow $285M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-09-07. Research only — not financial advice.