u/alfred250

Reddit r/wallstreetbets
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
MNDY long +23.3%
Worst Calls
No live losers yet
Most Mentioned
MNDY ×1
Recent Calls
MNDY long 3 weeks ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +23.3% Long Return +23.3% Short Return -
Average Return
7d +9.4%
30d —
90d —
Result
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MNDY monday.com Ltd. monday.com Ltd.
Long
May 14
$69.73
+23.3%
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/Semi
REDDIT
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