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monday.com (MNDY) just released its third quarter earnings, showing a switch from a loss to a profit and stronger sales compared to last year. The company also shared upbeat revenue guidance for the rest of 2025.

See our latest analysis for monday.com.

Despite monday.com’s leap to profitability and strong revenue guidance, its share price momentum has faded this year, with a year-to-date share price return of -30.51%. However, long-term holders have still seen a three-year total shareholder return of nearly 66%, reflecting its persistent growth story even through recent volatility.

If recent earnings surprises have you rethinking where the next breakout could come from, now is the perfect moment to discover fast growing stocks with high insider ownership

With shares pulling back this year despite impressive earnings and bullish guidance, the key question is whether monday.com is now undervalued or if the market has already priced in its future growth potential.

Most Popular Narrative: 39.7% Undervalued

Compared to monday.com’s last close price, the most popular narrative sets a fair value much higher, pointing to significant upside potential. This perspective hinges on powerful growth levers and platform innovations that could reshape future earnings.

“Ongoing global shift toward digital transformation, remote/hybrid work, and rising SaaS adoption continues fueling strong demand for cloud-based productivity and collaboration platforms like monday.com, supporting high double-digit revenue growth and future ARR expansion. Rapid integration of generative AI and low-code/no-code capabilities (e.g., Monday Magic, Vibe, Sidekick) enable broader automation and workflow customization. This strengthens platform differentiation and stickiness, which may improve customer retention, ARPU, and net margins as monetization scales.”

Read the complete narrative.

Want to know what powers monday.com’s premium narrative? The story weaves together bold revenue expansion and margin moves that could surprise even savvy investors. The path to this valuation is paved with a mix of disruptive tech launches and strong recurring revenue signals. Which assumptions really tip the scales? See what else drives this ambitious price target.

Result: Fair Value of $266.33 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there are still risks to watch, such as slowing new customer growth and increased competition. These factors could temper even the most optimistic projections.

Find out about the key risks to this monday.com narrative.

Another View: Market-Based Multiples Tell a Different Story

Looking through the lens of price-to-earnings, monday.com trades at a hefty 127.2x, far above the US Software industry average of 31.2x and the peer average of 37.5x. The fair ratio sits at 47.1x. This suggests the market has high expectations priced in. Does this signal risk, or could strong future growth close the gap?

See what the numbers say about this price — find out in our valuation breakdown.

Build Your Own monday.com Narrative

If you see things differently or want to dive deeper into the numbers, you can craft your own story in just a few minutes. Do it your way.

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding monday.com.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Here are the best woollen kurta sets that make winter dressing effortless, elegant, and oh-so-comfortable.

Woollen kurta sets to stay snug and stylish:

A go-to for anyone who loves traditional silhouettes with a soft touch of luxury. The wool-blend fabric feels plush against the skin, while the embroidery adds a subtle festive flair. The matching palazzo balances the look beautifully, making it ideal for family gatherings or temple visits in the colder months.

This variation of the Rosary set brings together fine embroidery with practical comfort. Designed for warmth without bulk, it’s great for office wear, lunches, or festive get-togethers. The breathable wool ensures you stay comfortable indoors and outdoors alike.

A classic reimagined for modern wardrobes, this embroidered set strikes the perfect balance between understated and elegant. The kurta’s detailed threadwork adds texture, while the flowy palazzo gives it a relaxed yet polished vibe. Pair with juttis and statement earrings for an instant winter-ready ethnic look.

For those who prefer prints over embroidery, this INDAISY set delivers just the right amount of style and comfort. The printed woollen fabric feels warm yet lightweight, making it perfect for casual outings, travel, or daily wear. The bright patterns add a cheerful twist to dull winter days.

Simple, sleek, and versatile, this wool blend kurta set works beautifully for both work and weekends. The tailored pants and soft woollen kurti create a clean silhouette that flatters all body types. Add a shawl or stole, and you’re set for a cosy, elegant winter ensemble.

Warmth meets grace in this timeless set. With delicate embroidery and a snug woollen texture, this kurta-palazzo duo is perfect for light winter celebrations. It’s stylish enough to wear at a mehendi or festive dinner but comfortable enough for everyday wear.

If you’re looking for a statement piece that doesn’t scream for attention, this one’s a winner. The embroidery adds richness without overdoing it, while the woollen fabric keeps you comfortably warm. A great pick for semi-formal occasions or when you want to dress up with minimal effort.

The ultimate winter ethnic upgrade, this 3-piece set comes with a kurta, palazzo, and stole. The Karachi wool fabric feels plush yet breathable, while the mandarin collar and full sleeves give it a refined, structured look. Perfect for winter weddings, festive poojas, or even office events where you want to look traditional but feel cosy.

These woollen kurta sets solve the classic winter fashion struggle, choosing between warmth and elegance. They’re cosy enough to skip layering, yet stylish enough for any occasion.

Similar stories for you:

Fast drape, full glam: Ready-to-wear sarees that make dressing up effortless

Easy, breezy, and beautiful: Kurtis for women who want comfort with style

Kurta sets for women: Your festive dressing shortcut for the wedding season

Disclaimer: At Hindustan Times, we help you stay up-to-date with the latest trends and products. Hindustan Times has an affiliate partnership, so we may get a part of the revenue when you make a purchase. We shall not be liable for any claim under applicable laws, including but not limited to the Consumer Protection Act, 2019, concerning the products. The products listed in this article are in no particular order of priority.

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Wall Street has reined in bets on a third straight interest rate cut as the US Federal Reserve’s hawks voice concerns that inflation remains too high to justify lower borrowing costs.

The probability of another quarter point cut, implied by market prices, has fallen from nearly 70 per cent to 40 per cent over the past week after several members of the rate-setting Federal Open Market Committee made plain their lack of support for action at the next meeting on December 10.

The shift — in which investors have also pared back expectations for more cuts in 2026 — contributed to a sell-off in equities and an uptick in two-year Treasury yields this week, amid investor jitters over valuations in AI stocks.

“It is impossible to know which way this goes,” said Krishna Guha, vice-chair at Evercore ISI, on the December Fed vote.

The Fed has lowered borrowing costs by a quarter point at each of its previous two policy meetings on the back of signs that the US labour market is weakening and President Donald Trump’s tariffs are having less impact on inflation than many feared.

But the October vote saw a rare three-way split, with Fed governor and Trump ally Stephen Miran supporting the US president’s calls for lower rates by backing a 50 basis point cut, while Kansas City Fed president Jeff Schmid wanted rates held.

Fed chair Jay Powell warned after the vote that a December cut was not a “foregone conclusion”, while several regional Fed officials without a vote said later that they disagreed with last month’s decision.

“To our ear, the [December] meeting outcome is shaping up to be just as contentious as Powell portrayed in October’s press conference,” said Jonathan Millar, economist at Barclays.

Schmid signalled on Friday that he would continue to support keeping the US central bank’s benchmark rate in a 3.75-4 per cent range, saying neither market nor economic conditions suggested rates were too high.

Susan Collins, the Boston Fed head who is seen as closer to the centre of the FOMC, said earlier in the week that ​​it would “likely be appropriate to keep policy rates at the current level for some time”.

Minneapolis Fed president Neel Kashkari, who — unlike Collins and Schmid — does not currently have a vote on Fed policy, on Thursday pivoted from supporting another cut, saying he would also probably argue in favour of a December hold.

Diane Swonk, chief US economist at KPMG, said there had been “a lot of wishful hoping” among investors that the release of downbeat economic data would force the Fed to cut.

The Bureau of Labor Statistics will publish the September jobs report next Thursday but it remains unclear whether figures on inflation and the labour market for October will be published at all.

“What we’ve really seen is that there is a lot of reticence to cutting aggressively given all of the unknowns out there,” said Swonk. “There is also some inflation coming from the services sector that has just not been eradicated.”

While September’s rise in the consumer price index was weaker than anticipated at 3 per cent year-on-year, price growth remains in excess of the Fed’s 2 per cent inflation goal.

Minutes of the October vote, set for release on Wednesday, could reveal more about divisions within the FOMC.

Whether or not the US central bank opts to end the year with a cut, some analysts say the Fed chair will face a tricky balancing act to minimise the number of dissents.

Doves on the Fed’s board — Chris Waller, Michelle Bowman and Miran, all of whom were appointed by Trump — would probably vote against a decision to hold, raising the prospect of three governors dissenting for the first time since 1988.

“Absent miraculous clarification from limited data, Powell is in a rough spot,” said Guha.