Recent analyst commentary around monday.com (MNDY) and fresh debate on its use of AI in the business has pushed investors to reassess whether the current share price matches its earnings power.
The recent pullback, with a 1-day share price return down 6.3% and the 7-day share price return down 8.0%, extends monday.com’s year to date share price decline of 38.7% and a 1-year total shareholder return down 53.6%. This signals fading momentum as the market rethinks AI driven earnings potential and risk.
Scan how analysts are pricing similar stories to monday.com by reviewing our hand picked 39 high quality undervalued stocks that pair solid fundamentals with questioned market sentiment.
For monday.com, after a drop this sharp, some investors will want to step in while sentiment is weak, and others will wait for clearer conviction on earnings power. So what does the current valuation actually say?
Most Popular Narrative: 19% Undervalued
On the most followed view, monday.com’s fair value of $108.87 sits well above the latest close at $87.93. This puts the recent selloff against a framework built around earnings power and AI monetisation.
Hybrid seat plus AI consumption pricing, with early signs of customers topping up AI credits and AI ARR contributing a growing share of net new ARR, introduces a usage based layer that can decouple growth from seat counts and support both revenue expansion and margin improvement.
See why 80 investors see monday.com as 19% undervalued.
Result: Fair Value of $108.87 (UNDERVALUED)
Still, softer Q3 2026 guidance and easing net dollar retention around 108% could keep pressure on monday.com if revenue momentum or expansion activity weakens further.
Find out about the key risks to this monday.com narrative.
Next Steps
Sentiment around monday.com is split, which is exactly when it pays to move quickly, study the numbers yourself and stress test both the bull and bear cases. To weigh those trade offs in one place, start with the 3 key rewards and 1 important warning sign.
Looking for more investment ideas beyond monday.com?
If monday.com has you rethinking where the best risk and reward trade offs might sit, you can broaden your watchlist with a few focused screens built to surface clear opportunities.
- Target reliable compounding income by reviewing companies we group as dividend fortresses through the 8 dividend fortresses.
- Balance offense and defense by using the list of solid balance sheet and fundamentals (24 results), which highlights businesses with sturdier finances and fundamentals.
- Look for ideas that may be less widely followed by scanning the 19 high quality undiscovered gems, which spotlights high quality opportunities still flying under most investors' radar.
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