Monday.Com Ltd. Stock Price, News & Analysis

monday.com Ltd. (NASDAQ: MNDY) is a global software company in the information sector that develops and sells work management software. The company is described in its public communications as a Work Operating System (Work OS) and a work management platform that helps organizations manage the core of their work on a single, adaptable, software-as-a-service (SaaS) platform.

According to monday.com, its product suite is designed to adapt to the needs of diverse industries and use cases within one platform. The company states that its customers use the platform to reimagine how work gets done, drive greater efficiency, and scale their operations. The company has reported that it serves more than 245,000–250,000 customers, reflecting broad adoption across different types of organizations.

Business model and platform focus

monday.com describes itself as a SaaS-based work management platform. Earlier disclosures note that users can track progress across initiatives, create and automate workflows, and manage processes such as approvals. The company has stated that revenue is generated on a per-seat subscription basis across several pricing tiers, aligning its business model with recurring subscription revenue and user adoption.

The platform is positioned by the company as a single connected hub that unites people, processes, and data. In its own materials, monday.com highlights that teams use the platform to plan, track, and deliver work with clarity and alignment, and that its product suite can be configured for different workflows without requiring custom code.

Product suite and key solutions

monday.com reports that it offers a unified product suite built on one underlying platform. The company highlights several named products and solutions, including:

• monday work management – the core work management product referenced in the company’s filings as a primary revenue driver.
• monday CRM – a customer relationship management product that the company states has reached significant scale and is part of its CRM suite.
• monday dev – a product aimed at software development-related workflows, referenced as part of its broader product suite.
• monday service – a service-oriented product that is included in the company’s described unified suite.
• monday campaigns – an AI-powered product within monday CRM that the company says helps marketing teams create, launch, and optimize campaigns connected to revenue.

In its news releases, monday.com emphasizes that these products are all built on one adaptable platform, allowing organizations to manage different functions—such as marketing operations, sales, product, and service—within a single environment.

AI and automation capabilities

monday.com places strong emphasis on artificial intelligence across its platform. The company states that it is embedding AI throughout its products to move from software that manages work to software that can help do the work. It has announced several AI-related capabilities and concepts, including:

• monday AI – described as AI embedded across workflows to automate task creation, accelerate approvals, summarize feedback, and surface insights.
• monday agents – AI-powered specialists that the company describes as capable of executing tasks end-to-end, initially focused on sales development work within monday CRM.
• monday magic, monday vibe, and monday sidekick – three AI capabilities that monday.com says are designed to bring intelligence into everyday workflows. The company notes that monday vibe is used to build apps in plain language on top of its data infrastructure.

According to monday.com, these AI features are intended to help teams execute faster, make clearer decisions, and focus on higher-impact work by automating parts of their workflows and providing AI-generated insights.

Use cases and customer adoption

Across its announcements, monday.com highlights that its platform is used by marketing organizations, product teams, operations, project management offices (PMOs), service teams, and cross-functional groups. It describes use cases such as planning and tracking campaigns, managing content pipelines, coordinating digital production, overseeing creative reviews, and connecting marketing operations with sales and leadership through solutions like monday campaigns and monday CRM.

The company also notes that customers build applications on its platform. For example, it has reported that tens of thousands of apps have been built on monday vibe within a short period after launch, illustrating how customers can extend the platform using its tools.

Enterprise-grade capabilities

monday.com describes its platform as suitable for organizations of many sizes, including large enterprises. In its communications, it emphasizes features such as enterprise-grade visibility and governance, advanced data management, security, and scalable operational controls. It also highlights capabilities for resource management, dependency management, project portfolio oversight, and governance controls that are intended to support complex, large-scale deployments.

The company’s materials reference examples of large organizations using its platform to reduce low-impact work, meet critical deadlines, and shorten time to revenue through AI-powered workflows, illustrating how it positions its software for enterprise-level operations.

Recognition and market positioning

monday.com has reported multiple recognitions in Gartner® Magic Quadrant™ research. According to the company, it has been named a Leader in the Magic Quadrant for Collaborative Work Management, Adaptive Project Management and Reporting, and Marketing Work Management Platforms. It also notes that, in certain reports, it was positioned furthest for “Completeness of Vision” and highest for “Ability to Execute” among evaluated vendors, and that it has been recognized as a Leader in some of these categories for several consecutive years.

These recognitions are cited by the company as evidence of its long-term focus on collaborative work management, project management, and marketing work management, and as support for its stated vision of uniting people, processes, and AI into one connected work hub.

Corporate structure and regulatory profile

monday.com Ltd. is incorporated in Israel and is identified in its SEC filings as a foreign private issuer. The company files reports with the U.S. Securities and Exchange Commission on Form 20-F and Form 6-K and is listed on the Nasdaq stock market under the ticker symbol MNDY. Its SEC filings include unaudited condensed consolidated financial statements, management’s discussion and analysis, and information about shareholder meetings, auditor appointments, and share repurchase programs.

As a foreign private issuer, monday.com uses Form 6-K to furnish current reports, such as quarterly earnings press releases and updates to financial tables, and to provide information on corporate actions like investor days and share repurchase authorizations.

Investor focus areas

In its financial communications, monday.com highlights metrics such as annual recurring revenue (ARR), net dollar retention rates, the number of customers above certain ARR thresholds, and the mix of ARR from larger customers. It also discusses non-GAAP financial measures, adjusted free cash flow, and operating margins, explaining how management uses these metrics to evaluate performance and trends.

The company’s filings and press releases also outline risk factors and forward-looking statements, referencing topics such as its subscription-based business model, reliance on monday work management as a primary revenue source, AI-related risks, international operations, and regulatory and compliance considerations.

FAQs about monday.com Ltd. (MNDY)

• What does monday.com Ltd. do?
  monday.com Ltd. develops and sells a SaaS-based work management platform, described as a Work Operating System (Work OS), that organizations use to manage the core of their work, create and automate workflows, and coordinate projects and processes across teams.
• How does monday.com generate revenue?
  According to prior descriptions, monday.com generates revenue on a per-seat subscription basis across several pricing tiers, reflecting a recurring SaaS business model tied to user adoption.
• What products are included in monday.com’s platform?
  The company highlights a unified product suite that includes monday work management, monday CRM, monday dev, monday service, and monday campaigns, all built on one adaptable platform.
• How does monday.com use AI in its products?
  monday.com states that it embeds AI across its platform through capabilities such as monday AI, monday agents, monday magic, monday vibe, and monday sidekick, which are designed to automate tasks, generate insights, and help move work from planning to execution.
• What types of teams use monday.com?
  In its communications, monday.com notes that marketing organizations, product teams, operations, PMOs, service teams, and cross-functional groups use its platform to plan, track, and deliver work, and to connect activities such as campaigns and sales within a single hub.
• Is monday.com focused on enterprise customers?
  monday.com reports that it serves organizations of all sizes and emphasizes enterprise-grade features such as governance, resource management, and portfolio dashboards. It also highlights adoption by large organizations and the growth of customers above specified ARR thresholds.
• What recognitions has monday.com reported?
  The company states that it has been recognized as a Leader in multiple Gartner Magic Quadrant reports, including Collaborative Work Management, Adaptive Project Management and Reporting, and Marketing Work Management Platforms, and notes multi-year recognition in these categories.
• On which exchange does monday.com trade and what is its symbol?
  monday.com Ltd. trades on the Nasdaq stock market under the ticker symbol MNDY, as referenced in its press releases and SEC filings.
• What kind of SEC filings does monday.com submit?
  As a foreign private issuer, monday.com files an annual report on Form 20-F and furnishes current reports on Form 6-K, which include earnings press releases, financial statements, management’s discussion and analysis, shareholder meeting materials, and information on programs such as share repurchases.
• How many customers does monday.com have?
  In its recent public communications, monday.com has stated that it has approximately or more than 245,000–250,000 customers using its platform across diverse industries and use cases.