May. 13 at 4:17 AM
$MNDY Fax machines didn’t have 24% revenue growth, 89% gross margins, 29% FCF margins, or 10% of new ARR from AI in their last quarter. They also weren’t sitting at 2.9x sales after a 76% drawdown with a Neutral-rated street target of
$157. You’re shorting a profitable software company growing 20%+ with
$1.4B ARR — at exactly the multiple where smart money historically buys, not sells. Good luck with the squeeze when the next short interest report drops. The bear case got priced in 18 months ago.
