KeyCorp Cuts monday.com (NASDAQ:MNDY) Price Target to $140.00

monday.com (NASDAQ:MNDY) had its price objective trimmed by KeyCorp from $220.00 to $140.00 in a research report released on Tuesday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

Several other equities analysts have also weighed in on MNDY. Tigress Financial increased their price target on shares of monday.com from $295.00 to $310.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Zacks Research upgraded shares of monday.com from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. Piper Sandler dropped their price objective on monday.com from $170.00 to $100.00 and set an “overweight” rating on the stock in a research note on Tuesday. Barclays set a $115.00 target price on monday.com in a research report on Tuesday. Finally, Morgan Stanley dropped their price target on monday.com from $236.00 to $200.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 27th. 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 stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $162.88.

monday.com Stock Up 0.7%

monday.com stock opened at $73.63 on Tuesday. monday.com has a 52 week low of $68.68 and a 52 week high of $328.45. The company’s 50 day moving average price is $132.57 and its two-hundred day moving average price is $169.80. The stock has a market cap of $3.74 billion, a P/E ratio of 32.72, a P/E/G ratio of 1.65 and a beta of 1.25.

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

Institutional Investors Weigh In On monday.com

Hedge funds and other institutional investors have recently modified their holdings of the stock. WCM Investment Management LLC boosted its stake in monday.com by 2.8% during the third quarter. WCM Investment Management LLC now owns 4,184,745 shares of the company’s stock valued at $843,519,000 after buying an additional 115,353 shares during the period. Capital World Investors raised its holdings in shares of monday.com by 91.4% in the 4th quarter. Capital World Investors now owns 3,286,461 shares of the company’s stock valued at $484,950,000 after acquiring an additional 1,569,198 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of monday.com by 9.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,833,000 shares of the company’s stock valued at $576,442,000 after acquiring an additional 150,987 shares during the last quarter. Renaissance Technologies LLC grew its holdings in shares of monday.com by 7.1% during the fourth quarter. Renaissance Technologies LLC now owns 1,129,090 shares of the company’s stock worth $166,609,000 after purchasing an additional 74,800 shares in the last quarter. Finally, SG Americas Securities LLC increased its position in shares of monday.com by 110.9% in the fourth quarter. SG Americas Securities LLC now owns 932,912 shares of the company’s stock worth $137,660,000 after purchasing an additional 490,491 shares during the last quarter. 73.70% of the stock is currently owned by institutional investors.

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.