Bank of America Cuts monday.com (NASDAQ:MNDY) Price Target to $95.00

monday.com (NASDAQ:MNDY) had its price target decreased by Bank of America from $157.00 to $95.00 in a research note published on Tuesday,Benzinga reports. Bank of America currently has a neutral rating on the stock.

Other equities analysts also recently issued reports about the stock. Cantor Fitzgerald lowered their target price on shares of monday.com from $215.00 to $148.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Jefferies Financial Group lowered their price objective on shares of monday.com from $300.00 to $260.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Guggenheim cut their target price on shares of monday.com from $250.00 to $180.00 and set a “buy” rating for the company in a research note on Tuesday. Weiss Ratings reiterated a “sell (d)” rating on shares of monday.com in a report on Thursday, January 22nd. Finally, Zacks Research upgraded monday.com from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $162.88.

monday.com Stock Performance

MNDY opened at $73.63 on Tuesday. The business’s 50-day simple moving average is $132.57 and its 200 day simple moving average is $169.80. monday.com has a 52-week low of $68.68 and a 52-week high of $328.45. The firm has a market capitalization of $3.74 billion, a PE ratio of 32.72, a PEG ratio of 1.65 and a beta of 1.25.

monday.com (NASDAQ:MNDY) last posted its quarterly earnings results on Monday, February 9th. The company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.13. monday.com had a return on equity of 4.80% and a net margin of 9.64%.The firm had revenue of $333.88 million for the quarter, compared to analyst estimates of $329.71 million. During the same quarter in the previous year, the firm earned $1.08 EPS. The business’s quarterly revenue was up 24.6% on a year-over-year basis. On average, research analysts forecast that monday.com will post 0.46 earnings per share for the current year.

Institutional Investors Weigh In On monday.com

Several hedge funds have recently bought and sold shares of MNDY. NewEdge Advisors LLC boosted its holdings in shares of monday.com by 2,120.0% during the first quarter. NewEdge Advisors LLC now owns 111 shares of the company’s stock worth $27,000 after acquiring an additional 106 shares during the period. Advisory Services Network LLC acquired a new stake in monday.com during the 3rd quarter worth approximately $28,000. Abound Wealth Management bought a new stake in monday.com in the 4th quarter valued at $30,000. Promus Capital LLC acquired a new position in monday.com in the 2nd quarter valued at $45,000. Finally, Smartleaf Asset Management LLC increased its position in monday.com by 575.8% during the 3rd quarter. Smartleaf Asset Management LLC now owns 223 shares of the company’s stock worth $45,000 after buying an additional 190 shares during the period. 73.70% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting monday.com

Here are the key news stories impacting monday.com this week:

• Positive Sentiment: MarketBeat argues software sell‑off is overdone and lists monday.com among software names to “buy on the dip,” framing the recent pullback as a potential buying opportunity for longer-term investors. AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
• Positive Sentiment: The Globe and Mail’s earnings‑call coverage highlights that monday.com beat Q4 revenue and EPS and showed momentum with larger customers, supporting the company’s underlying growth even as management signaled caution. Monday.com Earnings Call Balances Profit With Caution
• Neutral Sentiment: Robert W. Baird reaffirmed a “neutral” rating but cut its price target sharply to $90 (from $175), which leaves room for upside versus current levels but signals lowered near‑term expectations. Baird rating
• Neutral Sentiment: Another Globe and Mail piece aggregates analyst views on monday.com and peers, offering mixed takeaways that underscore differing analyst expectations for SaaS growth and AI impacts. Analysts Offer Insights on Technology Companies
• Neutral Sentiment: Coverage noting the stock has slumped year‑to‑date but that at least one analyst calls it a “straightforward buy” frames the pullback as a contested opportunity rather than a clear cut negative. Monday.com (MNDY) slumps 34% YTD — analyst sees “straightforward buy”
• Negative Sentiment: Canaccord adjusted its 2026 growth expectations for monday.com ahead of earnings, signaling weaker forward revenue assumptions that can pressure valuation and investor sentiment. Canaccord resets 2026 growth expectations
• Negative Sentiment: Levi & Korsinsky announced an investigation alleging monday.com embedded known headwinds (no‑touch channel weakness and AI investment costs) into its reduced 2026 guidance without prior disclosure — a potential legal/PR risk. Monday.com’s No-Touch Channel Weakness and AI Investment Costs Were Embedded in Guidance
• Negative Sentiment: Market commentary (Yahoo) and other outlets covered a sharp intraday plunge (~20%) and the broader software sell‑off, which can perpetuate volatility and trigger stop‑loss selling. The Software Armageddon Claims a New Victim as Monday.com Plunges 20%
• Negative Sentiment: Coverage reporting shares gapped down after analyst actions highlights near‑term technical weakness and consensus repricing risk. monday.com (NASDAQ:MNDY) Shares Gap Down Following Analyst Downgrade

About monday.com

monday.com is a software-as-a-service (SaaS) company that provides a cloud-based Work Operating System (Work OS) designed to help teams plan, organize and track their work. The platform offers customizable workflows that support project management, task delegation, time tracking and collaboration across departments. monday.com’s visual interface enables users to create boards, automations and dashboards to centralize information and streamline processes without requiring extensive coding knowledge.

The company’s product portfolio includes monday Work OS, which can be adapted for use cases ranging from marketing campaign management and sales pipelines to software development sprints and human resources onboarding.