Assessing monday.com (MNDY) Valuation As Earnings Approaches With Mixed Growth And EPS Expectations

Simply Wall St.01-25

AdvertisementWhy monday.com (MNDY) is back in focus ahead of its earnings date monday.com (MNDY) is drawing attention ahead of its February 9, 2026 earnings release, with analysts expecting a 15.74% ...

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Longer term...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"MNDY":"Monday.com Ltd."},"translate_title":"随着盈利增长和每股收益预期好坏参半，评估monday.com(MNDY)估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MNDY":1.5},"content_text":"AdvertisementWhy monday.com (MNDY) is back in focus ahead of its earnings date monday.com (MNDY) is drawing attention ahead of its February 9, 2026 earnings release, with analysts expecting a 15.74% EPS decline alongside projected quarterly revenue growth of 22.77% year over year. See our latest analysis for monday.com. At a share price of US$129.32, monday.com has seen short term share price gains, including a 1-day share price return of 1.28% and a 7-day share price return of 2.07%. Longer term performance has been weaker, highlighted by a 30-day share price return of 11.29% and a 1-year total shareholder return of 47.88%, suggesting recent caution ahead of earnings after a tougher year for holders. If this earnings build up has you looking beyond a single name, it could be a good moment to compare monday.com with other high growth tech and AI stocks that are catching investor attention. With the stock trading at a discount to both analyst targets and some intrinsic value estimates, yet carrying a premium Forward P/E and a neutral rating, you have to ask: is there real upside here, or is the market already pricing in future growth? Most Popular Narrative: 45% Undervalued The most followed narrative puts monday.com’s fair value at about $235 per share, well above the last close at $129.32, and builds that gap around long term product and AI adoption themes.  Rapid integration of generative AI and low-code/no-code capabilities (e.g., Monday Magic, Vibe, Sidekick) enable broader automation and workflow customization, strengthening platform differentiation and stickiness, likely improving customer retention, ARPU, and net margins as monetization scales.  Read the complete narrative. Curious what kind of revenue trajectory and margin profile could support that sort of valuation gap? The narrative leans on compounding earnings and rising profitability over several years. The detailed assumptions might surprise you. Result: Fair Value of $235 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on execution, with risks related to higher marketing spend and slower small business additions potentially challenging those long term growth assumptions. Find out about the key risks to this monday.com narrative. Another Take on Valuation: Paying Up for Growth? That 45% undervaluation story leans heavily on long term growth and AI adoption, but the current P/E of 102.5x tells a different story. The wider US Software industry trades at 30.8x, peers average 37.5x, while the fair ratio sits at 43.6x. Are you paying a growth premium that might take years to test? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:MNDY P/E Ratio as at Jan 2026 Build Your Own monday.com Narrative If you are not convinced by this view or prefer to weigh the numbers yourself, you can build your own narrative in minutes with Do it your way. A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding monday.com. Ready for more ideas beyond monday.com? If you are serious about building a stronger portfolio, do not stop at one stock. Use the Simply Wall St screener to spot other opportunities before they move.  Scan for potential value by checking out these 872 undervalued stocks based on cash flows that align with your risk tolerance and return goals. Target future focused themes by reviewing these 23 AI penny stocks that are gaining attention in the market. Boost your income focus by assessing these 13 dividend stocks with yields > 3% that may fit a yield driven approach.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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