monday.com (NASDAQ:MNDY) Price Target Cut to $95.00 by Analysts at Bank of America

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

MNDY has been the topic of several other reports. Robert W. Baird reissued a “neutral” rating and issued a $90.00 target price (down from $175.00) on shares of monday.com in a research report on Tuesday. Barclays set a $115.00 price target on monday.com in a report on Tuesday. Oppenheimer reduced their target price on shares of monday.com from $200.00 to $130.00 and set an “outperform” rating on the stock in a research report on Monday. Citigroup dropped their price target on shares of monday.com from $293.00 to $230.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Finally, KeyCorp dropped their price target on shares of monday.com from $270.00 to $220.00 and set an “overweight” rating for the company in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, monday.com presently has a consensus rating of “Moderate Buy” and a consensus target price of $162.88.

monday.com Trading Down 4.5%

Shares of MNDY opened at $74.11 on Tuesday. The firm’s 50-day moving average is $135.79 and its two-hundred day moving average is $171.16. The firm has a market capitalization of $3.76 billion, a P/E ratio of 32.94, a PEG ratio of 1.76 and a beta of 1.25. monday.com has a twelve month low of $73.01 and a twelve month high of $334.90.

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

Hedge Funds Weigh In On monday.com

Large investors have recently made changes to their positions in the business. WCM Investment Management LLC raised its holdings in shares of 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 acquiring an additional 115,353 shares during the period. JPMorgan Chase & Co. boosted its position in monday.com by 9.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,833,000 shares of the company’s stock worth $576,442,000 after acquiring an additional 150,987 shares during the period. Capital World Investors grew its stake in monday.com by 231.2% during the 3rd quarter. Capital World Investors now owns 1,717,263 shares of the company’s stock valued at $332,617,000 after acquiring an additional 1,198,761 shares in the last quarter. SG Americas Securities LLC boosted its holdings in shares of monday.com by 110.9% during 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 period. Finally, Baillie Gifford & Co. boosted its holdings in shares of monday.com by 2.2% during the fourth quarter. Baillie Gifford & Co. now owns 723,655 shares of the company’s stock worth $106,783,000 after purchasing an additional 15,377 shares during the period. Institutional investors own 73.70% of the company’s stock.

More monday.com News

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.