Monday.com

monday.com →

+64%

est. 2Y upside i

ProductivityIPO

Work management platform for teams to plan track and manage projects

Rank

#636

Sector

Work OS, Project Management Software

Est. Liquidity

~1Y

Data Quality

Data: High

monday.com offers a favorable risk/reward with 64% expected upside over 2 years.

Last updated: July 19, 2026

Bull (25%)+100%

Multiple recovers to ~3.9x forward revenue as monday.com's AI platform and profitability attract investors, driving 2-year market cap to $6.77B (capped at +100%).

Base (55%)+80%

Multiple modestly expands to 3.5x on steady 24% growth and profitability, yielding market cap of $6.09B, an 80% return.

Bear (20%)-23%

Multiple compresses to 1.5x due to continued AI disruption fears, reducing market cap to $2.61B, a 22.8% loss.

Est. time to liquidity~0.5 years
Adjusted for competitive dynamics: 77% (raw: 64%, adjustment: +12%)

Preference Stack Risk

low

Funding Intensity

11%

As a public company, all preferred shares have converted to common; total funding of $384M represents 11.4% of current market cap, but no preference overhang.

Dilution Risk

low

The company is profitable and generates cash, making a dilutive equity raise unlikely within 2 years.

Secondary Liquidity

active

Publicly traded on NASDAQ under MNDY, providing full liquidity upon vesting.

Resources — 45 roles

View all 45 open roles at Monday.com →

Last updated: July 3, 2026

Questions to Ask at the Interview

Strategic questions based on Monday.com's data — designed to show you've done your homework.

  • 1

    “How does monday.com plan to differentiate its AI capabilities from agentic AI tools that could disrupt the category?”

  • 2

    “What is the company's strategy for expanding into larger enterprise accounts given the need for customization?”

  • 3

    “Given the current depressed valuation, do you see the equity as a compelling incentive, and what is your outlook on liquidity?”

Community

Valuation Sentiment

Our model estimates +64% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.