Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has worked with venture capital firms, enhancing her expertise in user acquisition and investment portfolios [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] Group 2 - The article mentions a Buy rating on monday.com Ltd. (MNDY) despite its weak forward guidance, indicating a positive outlook for the stock [1]

Group 1 - Citi has removed Monday.com (MNDY) from its US Focus List and reduced the stock's price target to $293 while maintaining a Buy rating on the shares [1] - The analyst expresses concerns that Monday.com's fiscal 2026 outlook may fall below consensus expectations [1] - The firm anticipates that the stock will be range-bound in the near term but remains optimistic about the company's long-term prospects [1]

Group 1 - Citi lowered the price target on Monday.com (MNDY) to $293 from $319 while maintaining a Buy rating on the shares [1] - The firm adjusted models in the application software group after discussions with management, indicating a stable but uncertain demand environment [1] - Citi identified Pegasystems (PEGA) as its new top pick, highlighting the company's leadership in artificial intelligence monetization [1] Group 2 - Citi expressed positive sentiment towards the growth opportunities at Blackline (BL) and Workiva (WK) [1]

Company Overview - monday.com operates as a leading provider of flexible work management software, supporting over 2,500 employees and a diversified international client base [5] - The company utilizes a modular, cloud-native platform to enhance digital transformation and operational efficiency for organizations of all sizes [5] - Its competitive advantage lies in a highly customizable, user-friendly interface that addresses a wide range of business functions within a single unified system [5] Financial Performance - As of November 12, 2025, monday.com shares were priced at $159.11, reflecting a 38.94% decline over the past year, underperforming the S&P 500 by 56.34 percentage points [7] - The company reported a market capitalization of $8.21 billion and trailing twelve months (TTM) revenue of $1.16 billion, with a net income of $65.05 million [3][7] Recent Developments - Evolutionary Tree Capital Management, LLC fully divested from monday.com, selling its entire holding of 11,304 shares for a total transaction value of approximately $3.55 million [2][3] - Following this divestment, monday.com now represents 0% of Evolutionary Tree's reportable assets under management [3] - The fund's decision to exit its position appears to be influenced by a recent revenue slowdown and lack of gains over the last two years [11]

Core Insights - Montreal-based Formula Growth disclosed a new position in monday.com, acquiring 20,000 shares valued at nearly $3.9 million during the third quarter [2][3][6] - The new stake in monday.com represents 1.4% of Formula Growth's reportable assets under management (AUM) [4][10] - As of the latest report, monday.com shares are priced at $147.08, reflecting a 35% decline over the past year, contrasting with the S&P 500's 16.5% increase during the same period [4] Company Overview - monday.com reported a total revenue of $1.2 billion and a net income of $65.1 million [5] - The company's market capitalization stands at $7.6 billion, with shares priced at $147.08 as of the latest report [5] - monday.com offers a cloud-based Work OS platform that supports work management, project coordination, CRM, and software development for a diverse range of organizations globally [8][9] Financial Performance - In the third quarter, monday.com achieved revenue of $316.9 million, marking a 26% year-over-year increase [11] - Non-GAAP operating income rose to $47.5 million, with operating margins expanding to 15% [11] - The company generated strong free cash flow of $92.3 million and ended the quarter with over $1.5 billion in cash [11] - Customer expansion is notable, with the number of customers spending over $100,000 annually increasing by nearly 50% year over year [11] Investment Perspective - The new stake by Formula Growth indicates an early-stage interest in monday.com, suggesting potential for future growth despite current stock volatility [10][12] - The fundamentals of monday.com are improving, with strong cash generation and enterprise penetration, which may lead to a revaluation of the stock [12]

Company Overview - OneStream is a Michigan-based enterprise software firm focused on the financial services sector, offering a cloud-based AI platform that helps users reconcile data and manage workflows, enhancing efficiency in business functions [1][6] - The company claims its platform provides significant advantages, including a 54% reduction in closing books time, a 72% reduction in data management cycles, and a 75% improvement in reporting cycles [6] Financial Performance - OneStream reported revenue of $154.3 million for Q3 2025, marking a 19% year-over-year increase and exceeding expectations by nearly $6 million [9] - The non-GAAP EPS for the same quarter was 8 cents, beating forecasts by 6 cents per share, while free cash flow increased from $1.3 million to $4.8 million year-over-year [9] Market Position and Growth Potential - Despite a 36% decline in stock price year-to-date, OneStream is projected to grow over 20% in FY25E, supported by a large under-digitized total addressable market (TAM) of approximately $50 billion [10] - The company has over 1,700 customers and operates in more than 45 countries, indicating a broad market presence [7] Analyst Insights - Analyst Nick Altmann from BTIG sees potential for OneStream to capture market share, particularly with its new CPM Express product aimed at addressing down-market pain points [11] - Altmann maintains a Buy rating on OneStream with a price target of $25, suggesting a potential one-year gain of 37.5% [11] GitLab Overview - GitLab is recognized for its open-source DevSecOps platform, which integrates software development, security, and operations, and has over 50 million registered users [12][14] - The platform's AI capabilities enhance user experience by providing automation tools and in-platform software assistants [13] Financial Performance of GitLab - GitLab reported $244.4 million in revenue for Q3 2026, a 25% year-over-year increase, and exceeded forecasts by over $5 million [15] - The non-GAAP EPS was 25 cents, surpassing expectations by 2 cents, with adjusted free cash flow of $27.2 million for the quarter [15] Analyst Insights on GitLab - Altmann notes that GitLab's cohesive approach to AI and its new Duo Agent Platform offering are promising, despite mixed results in Q3 2026 [16] - He rates GitLab as a Buy with a price target of $52, indicating a potential upside of 37% [16] monday.com Overview - monday.com provides cloud-based work management software that is customizable and widely used by enterprise customers, including 60% of Fortune 500 companies [18][20] - The platform incorporates AI to automate various workflow management tasks, enhancing efficiency [19] Financial Performance of monday.com - The company reported Q3 revenue of $316.9 million, a 26% year-over-year increase, and exceeded expectations by $4.59 million [22] - The non-GAAP diluted net income per share was $1.16, beating forecasts by 28 cents, with strong growth in annual recurring revenue (ARR) [22] Analyst Insights on monday.com - Analyst Allan Verkhovski rates monday.com as a Buy with a price target of $210, suggesting a potential upside of 44% by the end of 2026 [23] - The stock has a Strong Buy consensus rating based on 20 analyst ratings, with 18 Buys and 2 Holds [23]

monday.com Ltd. (NASDAQ:MNDY) is one of the Trending AI Stocks on Wall Street. On December 10, Tigress Financial Partners analyst Ivan Feinseth raised the price target on the stock to $310.00 while maintaining a “Buy” rating. The firm is optimistic on the stock, citing MNDY as an AI-native Work OS leader boasting multi-layered growth and monetization potential. “MNDY is increasingly positioned as an AI-native Work OS leader with one of the most attractive growth-plus-margin profiles in SaaS” Discussing ...

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The individual has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. Group 2: Investment Philosophy - The goal of sharing insights is to foster collaboration among investors, encouraging the exchange of ideas to enhance long-term investment confidence [1]. - The article advocates for making investing accessible and empowering, highlighting the value of community support in building confidence [1].

Tigress Financial reiterates a "Buy" rating for NASDAQ:MNDY, raising its price target from $295 to $310.Monday.com recognized as a Leader in the 2025 Gartner Magic Quadrant for Marketing Work Management Platforms.The company's stock experiences slight volatility, with a decrease of 1.93%, despite strong industry recognition.Monday.com (NASDAQ:MNDY) is a prominent player in the work management software industry. The company offers a platform that helps teams manage tasks, projects, and workflows efficiently. ...

Core Insights - Guggenheim initiated coverage of monday.com Ltd. with a "Buy" rating and a $250 price target, citing significant upside potential in new Annual Recurring Revenue (ARR) and multi-year growth opportunities [1] - The company has transitioned from a viral, self-serve strategy to a more sales-led, multi-product approach, now serving over 250,000 customers and 2.5 million paying users [1] - Newer products, including CRM, Dev, and Service, account for approximately 10% of ARR and have experienced over 80% year-over-year growth in Q3 2025, compared to 22% growth in its core Work Management offering [1] AI Features and Market Position - monday.com’s AI features, such as vibe coding, have facilitated the creation of over 60,000 applications [2] - Guggenheim projects a long-term growth potential of 20% for the stock, arguing that current pricing reflects a zero-growth scenario that is unjustified [3] Financial Performance and Valuation - The company is on track to achieve revenue growth exceeding 26% and a free cash flow (FCF) margin above 27% this year, indicating a balanced Rule of 50+ company [4] - Current share pricing suggests a worst-case scenario of AI-driven productivity leading to a decline in seat count, which is considered unrealistic [4] - Seat growth has stabilized at over 15% from Q1 2025 to Q3 2025, supported by strong momentum in large customer segments, with achievable consensus estimates for FY26/FY27 [4]