MNDY monday.com Ltd. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
18:00
Aug 28
Aug 28
Dmitry Solodin
Monday.com may spike then retest 70-80.
Monday.com has not finished its move. Solodin thinks it may spike higher soon, then come back to test the prior breakout or 70-80 zone before continuing.
MNDY
monday.com Ltd.
Long
2ND
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14:33
Jul 09
Jul 09
This Week in Startups
Legacy SaaS with data moats are undervalued.
The SaaS apocalypse is overblown. Many public enterprise software companies with proprietary data, established customer workflows, and strong customer relationships are trading at depressed multiples (e.g., Monday.com at 2x revenue, Box at 3.4x, HubSpot under $10B on $3B+ ARR, Salesforce down 40%). AI will help these companies leverage their data moats to create more economic value, making them attractive alpha generators.
MNDY
monday.com Ltd.
Long
1ST
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03:54
May 14
May 14
r/wallstreetbets
MNDY trades at ~3x cash ($1.2B cash vs $3.5B market cap) with $1.47B FY26 revenue guidance.
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
monday.com Ltd.
Long
1ST
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About MNDY Investor Commentary
Across the available history and selected sources, Buzzberg tracks MNDY (monday.com Ltd.) across 26 sources: 11 bullish vs 0 bearish calls from 29 authors. Historical directional balance: 23% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 48 total trade ideas tracked. Past 7 days, before deduplication: 4 other directions. Latest voices: Dmitry Solodin, Michael Kim, u/alfred250.