$MNDY · Parkev Tatevosian, CFA · 2026-10-30
monday.com 是一只被低估的买入标的：每股价值 121 美元，对比目前略低于 100 美元的价格，意味着未来 12 至 18 个月约有 22% 的上行空间；其此前的下跌也是买入机会，随着担忧被证明夸大，它已从 2 月的 SaaS 抛售中恢复。
逐段跳播
我要重点讲的第一只可以买入的被低估股票是 monday.com。
The first stock I will highlight as an undervalued stock that you can buy is monday.com.
从 monday.com 说起，我对其估值为每股 121 美元，你可以以略低于 100 美元的价格买入这只股票，未来 12 到 18 个月约有 22% 的上涨空间。
Starting with monday.com, which I value at $121 per share, you can buy this stock for just under $100 , leaving room for an upside of about 22% over the next 12 to 18 months.
这家公司的股价今年早些时候跌幅要大得多，我也把那次下跌评为买入机会。Monday.com 在今年早些时候、大约2月份的那场“SaaS 末日”中受到冲击。该公司已经回升，大多数其他软件公司也是如此，因为那些担忧似乎被夸大了。
This company's shares had fallen much more earlier this year , and I have rated that decline as a buying opportunity as well. Monday.com suffered as part of that " SaaS apocalypse" earlier this year , around February.
The company has recovered, as have most other software companies, as the concerns appear to have been exaggerated.