Investor Kees rates monday.com as a Buy at $90, with a potential 26% upside to an intrinsic value of $113.5. The investment thesis depends on monday.com's ability to reduce operating expenses to 75% of revenue by 2031, alongside monetizing AI credits which could increase revenue per customer but might pressure gross margins. Key upcoming catalysts include Q3 and Q4 2026 earnings, which will reveal if operating leverage and margins improve as expected. The analysis emphasizes monitoring gross margin and GAAP operating expenses relative to revenue to assess the company's growth and profitability trajectory.
For readers following monday.com, here is Pluang's market snapshot as of Oct 23, 2026 15:31 WIB: Among 150 priced Technology-sector US stocks, 72 rose and 66 fell. Notable movers include AEHR at USD 57.90 with a 4.04% gain and a typical hold time of 16 days, and VRSN at USD 293.50 down 3.64% with a typical hold time of 125 days.
Balchem Corporation reported strong Q3 2026 results with net sales of $290.7 million, up 8.6% year-over-year, and net earnings of $46.7 million, a 16% increase. Growth was driven by all three segments: Human Nutrition and Health, Animal Nutrition and...
eSoftware Associates has introduced a free five-minute AI readiness assessment to help regulated organizations identify and prioritize security risks related to sensitive file access in Microsoft 365 before deploying Copilot. The assessment highlight...
S&P Global Ratings has upgraded EssilorLuxottica's long-term credit rating to A+ with a stable outlook, recognizing the company's strong organic growth, solid cash flow, and robust balance sheet. The rating agency highlighted EssilorLuxottica's strat...
EssilorLuxottica announced that S&P Global Ratings has upgraded its long-term credit rating to A+ with a stable outlook. This upgrade recognizes the company's strong organic growth, consistent cash generation, and solid financial position. S&P also h...
Questrade now offers pre-market (7:30 am to 9:25 am ET) and post-market (4:00 pm to 4:15 pm ET) trading for equity options on 29 selected stocks and ETFs, including major names like AAPL and TSLA. This allows investors to respond to earnings reports ...
