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

monday.com (NASDAQ:MNDY) had its price objective cut by BTIG Research from $210.00 to $135.00 in a research note issued to investors on Tuesday, Marketbeat Ratings reports. They currently have a buy rating on the stock.

A number of other brokerages have also issued reports on MNDY. Citigroup reduced their target price on shares of monday.com from $293.00 to $230.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. DA Davidson dropped their price objective on shares of monday.com from $250.00 to $150.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Barclays set a $115.00 price objective on monday.com in a report on Tuesday. Cantor Fitzgerald lowered their target price on monday.com from $215.00 to $148.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $95.00 price target on shares of monday.com in a research note on Monday. One equities research 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $162.88.

monday.com Price Performance

MNDY stock opened at $74.11 on Tuesday. The business has a fifty day moving average price of $135.79 and a 200 day moving average price of $171.16. monday.com has a fifty-two week low of $73.01 and a fifty-two week high of $334.90. The stock has a market capitalization of $3.76 billion, a price-to-earnings ratio of 32.94, a P/E/G ratio of 1.76 and a beta of 1.25.

monday.com (NASDAQ:MNDY) last posted its quarterly earnings data on Monday, February 9th. The company reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $0.91 by $0.13. monday.com had a return on equity of 4.86% and a net margin of 9.64%.The company 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 earnings per share. The business’s revenue was up 24.6% on a year-over-year basis. On average, equities analysts expect that monday.com will post 0.46 earnings per share for the current fiscal year.

Institutional Investors Weigh In On monday.com

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. TD Asset Management Inc boosted its holdings in monday.com by 10.8% during the fourth quarter. TD Asset Management Inc now owns 107,998 shares of the company’s stock worth $15,936,000 after buying an additional 10,497 shares during the last quarter. CIBC Asset Management Inc raised its position in shares of monday.com by 30.5% in the 4th quarter. CIBC Asset Management Inc now owns 5,148 shares of the company’s stock valued at $760,000 after acquiring an additional 1,203 shares during the period. Natixis Advisors LLC boosted its stake in monday.com by 4.3% during the 4th quarter. Natixis Advisors LLC now owns 31,361 shares of the company’s stock worth $4,628,000 after acquiring an additional 1,296 shares during the last quarter. Nomura Asset Management Co. Ltd. grew its holdings in monday.com by 21.3% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 14,620 shares of the company’s stock valued at $2,157,000 after purchasing an additional 2,570 shares during the period. Finally, BNP Paribas Financial Markets grew its holdings in monday.com by 1,517.6% during the fourth quarter. BNP Paribas Financial Markets now owns 172,016 shares of the company’s stock valued at $25,383,000 after purchasing an additional 161,382 shares during the period. Institutional investors own 73.70% of the company’s stock.

Key Headlines Impacting monday.com

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

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.