Inflection Point Investments LLP Purchases 11,200 Shares of monday.com Ltd. $MNDY

Inflection Point Investments LLP boosted its holdings in monday.com Ltd. (NASDAQ:MNDY) by 110.9% during the 3rd quarter, Holdings Channel.com reports. The fund owned 21,300 shares of the company’s stock after purchasing an additional 11,200 shares during the quarter. monday.com accounts for about 8.8% of Inflection Point Investments LLP’s portfolio, making the stock its 9th biggest position. Inflection Point Investments LLP’s holdings in monday.com were worth $4,126,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. WCM Investment Management LLC grew its stake in shares of monday.com by 2.8% in the 3rd quarter. WCM Investment Management LLC now owns 4,184,745 shares of the company’s stock worth $843,519,000 after purchasing an additional 115,353 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in shares of monday.com by 9.0% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,833,000 shares of the company’s stock worth $576,442,000 after purchasing an additional 150,987 shares in the last quarter. Capital World Investors lifted its stake in monday.com by 231.2% during the third quarter. Capital World Investors now owns 1,717,263 shares of the company’s stock valued at $332,617,000 after purchasing an additional 1,198,761 shares during the last quarter. Baillie Gifford & Co. lifted its stake in monday.com by 136.5% during the third quarter. Baillie Gifford & Co. now owns 708,278 shares of the company’s stock valued at $137,186,000 after purchasing an additional 408,848 shares during the last quarter. Finally, Westfield Capital Management Co. LP boosted its holdings in monday.com by 7.3% during the third quarter. Westfield Capital Management Co. LP now owns 693,319 shares of the company’s stock worth $134,289,000 after buying an additional 46,999 shares in the last quarter. 73.70% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have issued reports on MNDY. Wolfe Research reaffirmed an “outperform” rating and issued a $95.00 price target on shares of monday.com in a report on Monday, February 9th. Tigress Financial raised their price objective on monday.com from $295.00 to $310.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Piper Sandler decreased their target price on monday.com from $170.00 to $100.00 and set an “overweight” rating on the stock in a report on Tuesday, February 10th. Bank of America cut their target price on monday.com from $157.00 to $95.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 10th. Finally, Oppenheimer reduced their target price on monday.com from $200.00 to $130.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Nineteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $155.38.

monday.com Stock Performance

Shares of NASDAQ:MNDY opened at $75.28 on Wednesday. The firm has a 50 day simple moving average of $98.15 and a 200 day simple moving average of $147.17. monday.com Ltd. has a 52 week low of $68.68 and a 52 week high of $316.98. The company has a market cap of $3.82 billion, a PE ratio of 33.46, a price-to-earnings-growth ratio of 1.38 and a beta of 1.31.

monday.com (NASDAQ:MNDY) last posted its quarterly earnings data on Monday, February 9th. The company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $0.91 by $0.13. monday.com had a net margin of 9.64% and a return on equity of 4.80%. The firm had revenue of $333.88 million for the quarter, compared to analysts’ expectations of $329.71 million. During the same period in the previous year, the company posted $1.08 EPS. The company’s quarterly revenue was up 24.6% compared to the same quarter last year. On average, equities analysts predict that monday.com Ltd. will post 0.46 earnings per share for the current year.

Key monday.com News

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

• Positive Sentiment: Zacks reports that monday.com outperformed the broader market in the latest session, noting the stock settled higher. This short‑term relative strength can attract momentum traders. Read More.
• Negative Sentiment: Multiple law firms have filed or promoted class actions alleging securities violations tied to disclosures between Sept. 17, 2025 and Feb. 6, 2026 — and numerous firms are soliciting lead‑plaintiff candidates. The concentration of filings and reminders increases litigation risk, potential legal costs, distraction for management, and investor uncertainty. Representative notices/announcements: Read More., Read More., Read More., and additional firm notices from Schall, Faruqi, Robbins and others. Read More.
• Negative Sentiment: Press coverage frames the litigation wave as a threat to monday.com’s growth story and investor confidence, which can pressure the multiple and heighten short‑term volatility. See analysis: Read More.

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.