Two Stocks to Sell: Peloton and Blink Charging, One Stock to Buy: monday.com

Peloton (PTON) and Blink Charging (BLNK) are stocks to sell, while monday.com (MNDY) is a stock to buy. PTON has lagged peers in connected fitness subscribers and has a suboptimal cost structure, while BLNK has unexciting sales trends and cash burn. MNDY has steady ARR trends, a high gross margin, and strong free cash flow margin.

Blink Charging (BLNK) and monday.com (MNDY) have recently attracted attention in the financial markets, with BLNK facing challenges and MNDY showcasing strong performance. This article provides an objective analysis of these two companies based on recent developments and financial data.

Blink Charging (BLNK)

Shares of Blink Charging (BLNK) jumped 4.4% in the morning session after the company announced a strategic partnership with Paua, a leading UK aggregator of electric vehicle (EV) charging for fleets and businesses. This collaboration adds Blink's 850 public charging locations and approximately 3,500 connectors to Paua's network, expanding it to over 67,000 connectors across the United Kingdom. The move aims to simplify the charging process for EV drivers, especially those managing commercial fleets, by creating a more unified and seamless experience. However, despite the initial pop, BLNK shares cooled down to $1.18, up 3.1% from the previous close Why Blink Charging (BLNK) Stock Is Trading Up Today^[1].

BLNK's stock has been highly volatile, with 74 moves greater than 5% over the last year. The company's recent projects, such as the Porterville, California, EV charging infrastructure project, highlight its ability to execute significant public-private partnerships. However, the stock has been down 21.3% since the beginning of the year and is trading 47.6% below its 52-week high of $2.25. Investors who bought $1,000 worth of BLNK's shares 5 years ago would now be looking at an investment worth $184.37.

monday.com (MNDY)

In contrast, monday.com (MNDY) reported strong financial results for its first quarter ended March 31, 2025. The company's revenue was $282.3 million, an increase of 30% year-over-year, with GAAP operating income of $9.8 million and non-GAAP operating income of $40.8 million. The company's net cash provided by operating activities was $112.0 million, with $109.5 million of adjusted free cash flow. monday.com's net dollar retention rate was 112%, with significant growth in the number of paid customers across different segments monday.com Announces First Quarter 2025 Results^[2].

The company expects total revenue of $1,220 million to $1,226 million for the full year 2025, representing year-over-year growth of 25% to 26%. Non-GAAP operating income is expected to be $144 million to $150 million, with an operating margin of approximately 12%. Adjusted free cash flow is expected to be $310 million to $316 million, with an adjusted free cash flow margin of 25% to 26%.

Conclusion

While Blink Charging (BLNK) faces challenges with volatility and cash burn, its recent partnership with Paua indicates a strategic move to expand its charging network and improve accessibility. monday.com (MNDY), on the other hand, has shown strong financial performance with steady ARR trends, a high gross margin, and robust free cash flow. Investors should consider these factors when evaluating these stocks.