monday.com Ltd. (MNDY) — closed signal from January 5, 2026
Partial Published before the outcome was known, scored automatically when the window closed on April 5, 2026 — -53.6% at the close.
Predicted vs. what happened
What happened
Reached 12% of the predicted growth at its peak, without hitting the target.
The thesis — published January 5, 2026
monday.com is a volatile software stock that could bounce if enterprise spending recovers. An analyst report on Jan 2 said enterprise software started 2026 slowly, which raises the chance of a quick rebound; BTIG's positive long-term view also helps. For now, wait for a clear short-term upturn before committing money.
Primary drivers
- Positive analyst notes can make buyers more willing to buy
- Weakness in software can lead to quick rebounds when sentiment shifts
- Growing use of workflow modules supports steady customer demand
- Big price swings mean locking in gains quickly and limiting losses
How it played out
MNDY: the 22% thesis did not play out
Lyra published MNDY at $147.24 on 2026-01-05, with a short-term thesis for 22% expected growth toward $179.63. The thesis pointed to positive analyst notes, a possible software sentiment rebound, growing use of workflow modules, and the stock's big price swings.
Inside the window, MNDY only reached $151 on 2026-01-08, a 2.6% peak gain. It stayed below the target and never got there. By 2026-04-05, it ended at $68.34. The published thesis missed.
What happened during the window
On 2026-02-09, monday.com reported fourth-quarter revenue of $333.9 million and adjusted earnings of $1.45 per share, while its 2026 revenue guidance came in below Wall Street estimates.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.