Calls
1
u/alfred250
Reddit r/wallstreetbets
Win Rate
100.0%
return
+10.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$69.73
+10.1%
MNDY trades at ~3x cash ($1.2B cash vs $3.5B market cap) with $1.47B FY26 revenue guidance (+19-20% YoY) and 29% FCF margin. The massive buyback ($870M authorized, $553M in Q1 2026 alone) shows management confidence; combined with strong cash and growing margins, the stock is pricing in minimal growth. The author sees a deep value opportunity in a high-quality SaaS business trading at a distressed multiple, with catalysts from buybacks and potential AI-driven margin expansion. Slowing revenue growth (24% → 19-20%), competitive pressure from CRM giants (Salesforce, HubSpot), macro headwinds reducing enterprise spend, or execution risk in AI integration.
MNDY trades at ~3x cash ($1.2B cash vs $3.5B market cap) with $1.47B FY26 revenue guidance (+19-20% YoY) and 29% FCF margin. The massive buyback ($870M authorized, $553M in Q1 2026 alone) shows management confidence; combined with strong cash and growing margins, the stock is pricing in minimal growth. The author sees a deep value opportunity in a high-quality SaaS business trading at a distressed multiple, with catalysts from buybacks and potential AI-driven margin expansion. Slowing revenue growth (24% → 19-20%), competitive pressure from CRM giants (Salesforce, HubSpot), macro headwinds reducing enterprise spend, or execution risk in AI integration.
AI Software
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u/alfred250 has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: MNDY.
