$MNDY mention timeline

Monday.Com. Every tracked FinTwit mention of $MNDY, newest first. 49 mentions since the first on Sep 22, 2025. See the price chart.

June 2026 · 1 mention

Jun 7
Shay Boloor — SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (1…↗

May 2026 · 5 mentions

May 17
Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NE…↗
May 11
The Future Investors — $MNDY Monday was up +30% in pre-market after earnings. Now it’s up just +2%. The fear around software stocks clearly isn’t over yet 😅 https://t.co/sP6v3WPSU0↗
May 11
rubicon59 — $MNDY +20% after earnings. I am confused. Is SaaS dead or alive?↗
May 11
Shay Boloor — $MNDY is up over 28% after crushing Q1 earnings: • Revenue $351M vs Est. $339M • EPS $1.15 vs Est. $0.88 • FCF $103M vs Est. $88M • RPO: $880M (+33% YoY) • Customers >$100K ARR:…

April 2026 · 5 mentions

Apr 12
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Popular software names right now: • $NET ~4.7x •…↗
Apr 11
Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40-49%) | $ADBE, $ZS, $DDOG, $TEAM, $CRM, $…↗
Apr 10
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering: • Why the market now sees $META & $AMZN as the best Mag 7 names to own • Claude Mythos & its…↗
Apr 9
The Future Investors

March 2026 · 3 mentions

Mar 29
Shay Boloor — 2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PA…↗
Mar 22
Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM,…↗
Mar 5
Shay Boloor — IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $AVGO, $DUOL, $M…↗

February 2026 · 17 mentions

Feb 23
Jerry Capital — When is $MNDY trading below cash?↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal: • $DDOG −15% •…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 14
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big themes: • Our take on Michael Burry’s short on $PLTR • Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…

January 2026 · 11 mentions

Jan 29
Shay Boloor — Nobody wants to live on SaaS Ave in 2026 • $TEAM -13% • $NOW -9% • $HUBS -9% • $WDAY -8% • $SNOW -7% • $MNDY -6% • $DOCU -6% • $CRM -6% • $ESTC -6% • $DDOG -5% • $CRWD -5% • $RBR…↗
Jan 17
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH 1. $ADBE embedding AI directly into the creative & digital content workflow 2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering: • $TSM earnings reactions • Space Economy : $RKLB, $ASTS • The Claude cowork effect: $NOW, $MND…↗
Jan 16
The Future Investors

December 2025 · 3 mentions

Dec 29
Shay Boloor — SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10.…↗
Dec 28
Shay Boloor — @FuturumEquities Based on this data, the most undervalued SaaS names entering 2026 are $S, $MNDY & $OS.↗
Dec 28
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The…↗

November 2025 · 1 mention

Nov 19
The Future Investors — Software got crushed this year 😵‍💫💻 Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇 1. $TWLO | Twilio - 0.56 2. $GEN | Ge…↗

October 2025 · 1 mention

Oct 14
Ben Pouladian — While Salesforce talked about AI, https://t.co/EYXAncwNcB showed it. Sidekick built on mondayDB feels like a new compute layer for work — fast, contextual, and actually useful. CRM…↗

September 2025 · 2 mentions

Sep 22
Ben Pouladian — @doomerzoomer bruh Smartsheet $SMAR was taken private around ~7x ARR; at $211, $MNDY is trading at ~7.1x NTM EV/S—basically the same neighborhood despite Monday having superior Rul…↗
Sep 22
Ben Pouladian — @doomerzoomer $CRM is a battleship, $MNDY is a SpaceX rocket↗

May 1

InvestmentGuru — Overnight movers Memory weak: $SNDK -6%, $WDC -8%, $MU -2% Software strong: $TEAM +24%, $TWLO +18%, $MNDY +4% $RDDT +13% on strong earnings $RBLX -20% as losses widen $AXTI -…↗

— Software stocks are being sold off again today 📉😱 Who will survive? 👀 Our article is still relevant. Dive in now 👇 $CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK h…

Apr 9

Shay Boloor — Nobody wants to live on SaaS Ave in 2026 Drawdown from highs: • $AMPL −93% • $U −89% • $PATH −88% • $TEAM −87% • $MNDY −86% • $GTLB −85% • $FIG −84% • $HUBS −75% • $ESTC −75% • $A…↗

Feb 13

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: • Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR • Software check-in:…↗

Feb 12

Shay Boloor — This is what getting labeled a “legacy layer” in the AI stack looks like in the market. Drawdown from highs: • $MNDY −84% • $TEAM −82% • $FIG −82% • $HUBS −75% • $ESTC −68% • $AD…↗

Feb 12

Raging Capital Ventures — @dissectmarkets Have not dug in lately, but in general I view $MNDY as a simpler / less defensive use case that’s marketing intensive. Even before AI, it was very much about the m…↗

Feb 12

Ben Pouladian — Wow https://t.co/EYXAncwNcB raised $574M at $155/share in June 2021 IPO Today $MNDY trades at $73 less than half its offering price The SaaS hype cycle gave way to AI infrastruct…↗

Feb 11

Shay Boloor — IS SOFTWARE DEAD? | IWTB STREAM $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SH…↗

Feb 9

Daave “3 and 30” Tepper — Keyser Soze on https://t.co/a5MihaT7Kv The greatest trick the devil ever pulled was convincing the world "The Rule of 40" was a proxy for valuation $mndy https://t.co/fn70aerWF4↗

Feb 9

Ben Pouladian — $MNDY reported this morning with decelerating growth. AI is giving every business real leverage at the renewal table. You don’t have to build it yourself the vendor just has to…↗

Feb 7

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29 Daniel & I dove into four big themes: • Earnings reactions: $GOOGL, $AMZN, $PLTR • Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗

Feb 7

Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (4…↗

Feb 6

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: • Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR • Latest thoughts on software: $NOW, $M…↗

Feb 4

Shay Boloor — SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% •…↗

Feb 3

IvanaSPEAR — Software stocks are falling like a rock. $500+ billion gone over the past week. ◾ $MSFT beat revenue → stock was down 11%+ ◾ $NOW crushed earnings → Stock Crashed 11%. ◾ $CRM re…↗

Feb 3

Shay Boloor — 2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 2…↗

— Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇 $FIG | Figma -77.9% $DUOL | Duolingo -71.7% $HUBS | HubSpot -62.6% $MNDY | Monday com…

Jan 16

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27 Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET. We’ll be covering: • $TSM earnings reac…↗

Jan 15

Shay Boloor — The correction on SaaS Ave has been brutal. FCF multiples compression over the past two years: • $NOW from 41x to 26x FCF • $TEAM from 49x to 18x FCF • $PATH from 37x to 16x FCF…↗

Jan 13

Shay Boloor — Nobody wants to live on SaaS Ave in 2026 • $MNDY -6% • $CRM -6% • $SNOW -6% • $TEAM -5% • $DOCU -5% • $ADBE -5% • $WDAY -3% • $NOW -3% https://t.co/i8J695l8Ed↗

Jan 10

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26 Daniel and I are back after a short break diving into the following topics: • CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM • Th…↗

Jan 9

Shay Boloor — We're live right now covering the following: • CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM • The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX • SaaS on sale: $…↗

Jan 8

Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗

Jan 3

Shay Boloor — 15 NAMES THAT COULD BOUNCE BACK IN 2026 1. $PYPL | PayPal (~81% drawdown) 2. $BMNR | Bitmine (~77% drawdown) 3. $FISV | Fiserv (~72% drawdown) 4. $VG | Venture Global (~71% drawdo…↗