Strategic Intelligence Report
Generated July 30, 2026
Enterprise Software
monday.com
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Tel Aviv, Israel
Website
Employees
2,500 (2026, approximate)
Founded
2012
Listing
MNDY · NASDAQ
Market Cap
$3.68B
Revenue (TTM)
$1.30B
Price
USD87.09 (+19.56%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
An Israeli work management and no-code application platform used broadly across project management, CRM, and operations, identified among the enterprise SaaS companies whose earnings calls in 2026 highlighted AI as a growth driver rather than a disruption threat. Shares fell 21.4% after Q4 2025 results beat expectations but full-year 2026 revenue guidance of $1.452-1.462 billion came in below the $1.48 billion Wall Street consensus, reflecting investor concern about slowing growth even amid continued AI-feature adoption.
Strategic Connections
Competition / Other
- Atlassian: monday.com competes with Atlassian in work management and collaboration software.
- Cloud Computing & Data Centers: monday.com provides a no-code work management platform within the broader cloud computing industry.
Strategic Risks
- Intense competition in the broader work-management and no-code software category
- Weaker-than-expected 2026 guidance triggered a sharp share-price decline, signaling slowing growth expectations
Future Outlook
- AI-assisted workflow automation positioned as a continued growth driver
- Company must demonstrate reacceleration against its own conservative 2026 guidance to rebuild investor confidence
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Mar 2026) — monday.com Ltd. FY2025 Annual Report (Form 20-F), filed with the SEC
- Medium (Blossom Street Ventures) (Apr 2026) — monday.com among enterprise SaaS AI winners per 79 earnings calls analysis
- monday.com corporate site (Jan 2026) — monday.com corporate overview
- Barchart (Feb 2026) — monday.com shares fall 21.4% on weaker-than-expected 2026 guidance
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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