monday.com Ltd. MNDY
General analysis — not personal advice.
Major new catalysts (AI Work Platform, OneAI, and new pricing) plus raised guidance warrant a case re-rating review.
This picture changes. Follow monday.com Ltd. free — email when the signal or risk changes + a Sunday weekly brief.
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Price & valuation
Market sentiment
Why NEUTRAL?
- Maintain a core position but reassess: quantify how consumption-based AI pricing may affect revenue predictability and NDR, and monitor OneAI integration execution risk. For new entries, consider scaling in due to volatility.
Recent News
- On August 10, 2026, monday.com reported its Q2 2026 financial results, with revenue rising 22% year-over-year to $364.6 million and record non-GAAP operating income. Annual recurring revenue (ARR) from AI products doubled sequentially from Q1, representing 17% of net new ARR in the quarter.
Catalysts
Agreement to acquire OneAI (voice agents)
What Firelda Watch includes for monday.com Ltd.
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