Monday.com (MNDY) Fell Despite Reporting Strong Results and Raised Guidance

1 hour ago 1

Soumya Eswaran

Mon, December 8, 2025 astatine 7:58 AM CST 4 min read

Brown Capital Management, an concern absorption company, released its “The Brown Capital Management International All-Company Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the fund-Investor shares mislaid 4.46% compared to a 2.84% full instrumentality for the MSCI World ex-US Growth-Net Index. YTD, the money returned 6.67% underperforming the 19.32% instrumentality for the index. The underperformance of the money was driven by a premix of company-specific challenges and missing retired connected immoderate of the best-performing industries. In addition, cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, The Brown Capital Management International All-Company 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 -8.58%, and its shares mislaid 45.92% of their worth implicit the past 52 weeks. On November 28, 2025, Monday.com Ltd. (NASDAQ:MNDY) banal closed astatine $156.94 per share, with a marketplace capitalization of $8.09 billion.

The Brown Capital Management International All-Company Strategy stated the pursuing regarding Monday.com Ltd. (NASDAQ:MNDY) successful its 3rd 4th 2025 capitalist letter:

"Monday.com Ltd. (NASDAQ:MNDY) is an Israel-based person successful the workflow-management bundle space. It integrates systems of records (such arsenic ERP oregon CRM software) with different tools (email/calendar/storage/communication), arsenic good arsenic structures and automates tasks. We deliberation Monday.com saves clients time, wealth and headaches. It differentiates itself from the contention successful flexibility and easiness of use. First, Monday.com uses a alternatively unsocial schema-less (NoSQL) database architecture. With a schema-less database, 1 does not person to interest astir designing and maintaining a much rigid relational-type database with structured rows and columns, similar an Excel spreadsheet. One tin alteration the information operation connected the alert without having to migrate oregon change existing data. Second, Monday.com has added much verticals to its offerings (such arsenic CRM and HR) without compromising easiness of use. This allows Monday.com to follow a “land and expand” strategy, wherever the adoption often starts with 1 squad (such arsenic marketing/sales) wrong an enactment and expands grassroots much broadly. The institution presently serves much than 245,000 customers globally crossed assorted industries.