Monday.com (MNDY) Slid on Conservative Guidance

In its third-quarter 2025 capitalist letter, Polen U.S. SMID Cap Growth Strategy highlighted stocks specified arsenic Monday.com Ltd. (NASDAQ:MNDY). Monday.com Ltd. (NASDAQ:MNDY) develops bundle applications and enactment absorption tools. The one-month instrumentality of Monday.com Ltd. (NASDAQ:MNDY) was -26.12%, and its shares mislaid 50.41% of their worth implicit the past 52 weeks. On November 21, 2025, Monday.com Ltd. (NASDAQ:MNDY) banal closed astatine $146.85 per share, with a marketplace capitalization of $7.57 billion.

Polen U.S. SMID Cap Growth Strategy stated the pursuing regarding Monday.com Ltd. (NASDAQ:MNDY) successful its 3rd 4th 2025 capitalist letter:

"The astir important detractors from the Portfolio’s comparative show successful the 4th were Grupo Financiero Galicia, Monday.com Ltd. (NASDAQ:MNDY), and Astera Labs (not owned). Monday.com is simply a collaborative workflow absorption level that helps teams plan, execute, and pass astir work. Despite beating expectations connected the apical and bottommost line, the banal sold disconnected connected the backmost of its net study fixed blimpish Q3 and full-year guidance. We similar Monday’s dependable propulsion up marketplace from SMB to endeavor customers, its expanding level reach, and semipermanent immense marketplace opportunities comparative to its existent size."

Monday.com Ltd. (NASDAQ:MNDY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 67 hedge money portfolios held Monday.com Ltd. (NASDAQ:MNDY) astatine the extremity of the 2nd quarter, up from 64 successful the erstwhile quarter. In the 3rd 4th of 2025, Monday.com Ltd. (NASDAQ:MNDY) reported full gross of $317 million, marking a 26% summation from the year-ago quarter. While we admit the imaginable of Monday.com Ltd. (NASDAQ:MNDY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Monday.com Ltd. (NASDAQ:MNDY) and shared the database of champion mid headdress tech stocks to bargain according to analysts. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.