monday.com (NASDAQ:MNDY) Given New $95.00 Price Target at Cantor Fitzgerald

monday.com (NASDAQ:MNDY) had its target price lowered by Cantor Fitzgerald from $148.00 to $95.00 in a report released on Tuesday, MarketBeat reports. The firm currently has an overweight rating on the stock.

A number of other brokerages also recently weighed in on MNDY. JPMorgan Chase & Co. cut their price objective on monday.com from $285.00 to $230.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 11th. Guggenheim lowered their price target on monday.com from $250.00 to $180.00 and set a “buy” rating on the stock in a report on Tuesday. Loop Capital set a $80.00 price objective on shares of monday.com in a research note on Tuesday. Wolfe Research reaffirmed an “outperform” rating and set a $95.00 price objective on shares of monday.com in a report on Monday. Finally, Zacks Research upgraded shares of monday.com from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $162.88.

monday.com Stock Down 4.5%

NASDAQ MNDY opened at $74.11 on Tuesday. The stock has a market capitalization of $3.76 billion, a PE ratio of 32.94, a price-to-earnings-growth ratio of 1.76 and a beta of 1.25. monday.com has a 12-month low of $73.01 and a 12-month high of $334.90. The company has a 50 day moving average price of $135.79 and a two-hundred day moving average price of $171.16.

monday.com (NASDAQ:MNDY) last released its quarterly earnings results on Monday, February 9th. The company reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $0.91 by $0.13. monday.com had a net margin of 9.64% and a return on equity of 4.86%. The business had revenue of $333.88 million for the quarter, compared to the consensus estimate of $329.71 million. During the same quarter last year, the firm earned $1.08 EPS. monday.com’s revenue for the quarter was up 24.6% on a year-over-year basis. As a group, equities analysts anticipate that monday.com will post 0.46 EPS for the current year.

Institutional Trading of monday.com

Institutional investors have recently modified their holdings of the company. NewEdge Advisors LLC increased its holdings in monday.com by 2,120.0% in the 1st quarter. NewEdge Advisors LLC now owns 111 shares of the company’s stock valued at $27,000 after buying an additional 106 shares during the period. Janney Montgomery Scott LLC acquired a new stake in shares of monday.com during the 2nd quarter valued at about $260,000. IFP Advisors Inc raised its position in monday.com by 142.1% in the second quarter. IFP Advisors Inc now owns 828 shares of the company’s stock worth $260,000 after purchasing an additional 486 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its position in monday.com by 41.4% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 4,182 shares of the company’s stock worth $1,343,000 after purchasing an additional 1,224 shares in the last quarter. Finally, CWM LLC lifted its stake in monday.com by 31.3% during the second quarter. CWM LLC now owns 210 shares of the company’s stock worth $66,000 after purchasing an additional 50 shares during the period. Institutional investors and hedge funds own 73.70% of the company’s stock.

monday.com News Summary

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

• Positive Sentiment: Solid fundamentals — Q4 revenue and EPS beat, accelerating enterprise penetration and growing new-product ARR that support longer-term growth and valuation recovery. monday.com’s Plunge Finally Justifies An Upgrade
• Positive Sentiment: Some bullish analysts and commentators view the sell‑off as overdone—institutions are buying the dip and management’s planned marketing/R&D investments aim to accelerate upmarket ARR. Monday.com Hits Rock Bottom: Overdone Sell-Off Ready to Rebound
• Neutral Sentiment: Company commentary and analyst deep dives highlight a mixed outlook: management sees AI monetization and enterprise momentum but also FX/headwind impacts and planned higher spend that compress near‑term margins. MNDY Q4 Deep Dive
• Negative Sentiment: Cautious FY‑2026 guidance (revenue and operating income below some street expectations) was the main trigger for the sell‑off — investors punished the stock despite the quarter’s beats. Monday.com drops 19% as AI disruption fears mount in software
• Negative Sentiment: AI disruption fears: several analysts and commentators warned that agentic AI tools could pressure monday.com’s “no‑touch” SMB use cases, creating structural risk for parts of the business and amplifying sentiment volatility. monday.com Is Being Disrupted By AI
• Negative Sentiment: New legal risk: Levi & Korsinsky has opened a shareholder fraud investigation, adding short‑term headline risk and potential distraction. Levi & Korsinsky Launches Fraud Investigation on Behalf of monday.com Ltd. Shareholders
• Negative Sentiment: Broad analyst target downgrades / price‑target cuts this morning trimmed optimism and pressured the stock even where ratings stayed Buy/Overweight — signaling lower near‑term upside in consensus models. Benzinga roundup of price target changes

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.