BTIG Research Cuts monday.com (NASDAQ:MNDY) Price Target to $135.00

monday.com (NASDAQ:MNDY) had its price objective trimmed by BTIG Research from $210.00 to $135.00 in a research note released on Tuesday, Marketbeat.com reports. The brokerage currently has a buy rating on the stock.

A number of other research firms have also recently issued reports on MNDY. Barclays set a $115.00 target price on shares of monday.com in a research note on Tuesday. Wells Fargo & Company reduced their price objective on shares of monday.com from $260.00 to $200.00 and set an “overweight” rating for the company in a research note on Tuesday, November 11th. JPMorgan Chase & Co. lowered their target price on shares of monday.com from $285.00 to $230.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 11th. Tigress Financial raised their target price on monday.com from $295.00 to $310.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Finally, UBS Group reduced their price target on monday.com from $200.00 to $140.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, monday.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $162.88.

monday.com Trading Up 0.7%

MNDY opened at $73.63 on Tuesday. The stock has a fifty day moving average price of $132.57 and a 200 day moving average price of $169.80. monday.com has a 1 year low of $68.68 and a 1 year high of $328.45. The stock has a market cap of $3.74 billion, a price-to-earnings 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 analysts’ consensus estimates of $0.91 by $0.13. The company had revenue of $333.88 million during the quarter, compared to the consensus estimate of $329.71 million. monday.com had a return on equity of 4.80% and a net margin of 9.64%.The business’s quarterly revenue was up 24.6% on a year-over-year basis. During the same period last year, the business earned $1.08 EPS. As a group, sell-side analysts forecast that monday.com will post 0.46 earnings per share for the current fiscal year.

Institutional Investors Weigh In On monday.com

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Spire Wealth Management lifted its position in shares of monday.com by 7.5% during the 2nd quarter. Spire Wealth Management now owns 615 shares of the company’s stock worth $193,000 after purchasing an additional 43 shares during the last quarter. CWM LLC lifted its holdings in shares of monday.com by 31.3% during the second quarter. CWM LLC now owns 210 shares of the company’s stock worth $66,000 after buying an additional 50 shares during the last quarter. RFG Advisory LLC boosted its position in shares of monday.com by 2.9% in the second quarter. RFG Advisory LLC now owns 1,958 shares of the company’s stock valued at $616,000 after acquiring an additional 55 shares during the period. Hazlett Burt & Watson Inc. grew its stake in shares of monday.com by 60.0% in the second quarter. Hazlett Burt & Watson Inc. now owns 160 shares of the company’s stock worth $50,000 after acquiring an additional 60 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its stake in shares of monday.com by 76.5% in the second quarter. EverSource Wealth Advisors LLC now owns 150 shares of the company’s stock worth $47,000 after acquiring an additional 65 shares during the last quarter. 73.70% of the stock is owned by institutional investors and hedge funds.

monday.com News Roundup

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

monday.com Company Profile

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.