MNDY
monday.com Ltd.

Ragnarok Research: Monday.com’s 70% Crash Prices In Near-Certain Extinction — the Bull Case Is That Agentic AI Needs an Orchestration Layer, and MNDY Already Is One

At ~2x EV/Sales versus a typical 4x SaaS multiple, the market implies roughly 90% probability of terminal decline — Ragnarok puts that at 30%, arguing switching costs are underappreciated and AI agents need exactly wh...