monday.com (NASDAQ:MNDY) Stock Price Target Cut by Barclays

monday.com (NASDAQ:MNDY) had its target price reduced by Barclays from $100.00 to $91.00 in a research note issued to investors on Tuesday, Benzinga reports. The firm presently has an “equal weight” rating on the stock. Barclays‘s target price points to a potential upside of 15.43% from the company’s previous close.

Several other brokerages have also recently weighed in on MNDY. Weiss Ratings upgraded shares of monday.com from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, October 15th. Cantor Fitzgerald downgraded shares of monday.com from an “overweight” rating to a “neutral” rating and lowered their target price for the stock from $112.00 to $90.00 in a report on Monday, August 10th. Wolfe Research downgraded monday.com from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, August 11th. Wells Fargo & Company lowered their price objective on monday.com from $130.00 to $120.00 and set an “overweight” rating for the company in a research note on Tuesday, August 11th. Finally, BTIG Research dropped their target price on monday.com from $105.00 to $100.00 and set a “buy” rating for the company in a research report on Tuesday. Ten analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $104.78.

monday.com Stock Performance

Shares of MNDY opened at $78.83 on Tuesday. The firm has a market cap of $4.03 billion, a price-to-earnings ratio of 33.48, a PEG ratio of 2.18 and a beta of 1.06. The firm has a 50 day moving average price of $90.30 and a 200-day moving average price of $82.81. monday.com has a fifty-two week low of $57.50 and a fifty-two week high of $169.76.

monday.com (NASDAQ:MNDY) last announced its quarterly earnings results on Monday, November 9th. The company reported $2.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.41 by $0.73. monday.com had a net margin of 8.87% and a return on equity of 9.09%. The company had revenue of $377.54 million for the quarter, compared to analysts’ expectations of $369.17 million. During the same quarter in the previous year, the company earned $1.16 earnings per share. monday.com’s quarterly revenue was up 19.1% on a year-over-year basis. As a group, equities research analysts predict that monday.com will post 2.34 earnings per share for the current year.

Insider Activity

In other news, Director Aviad Eyal sold 2,000 shares of the firm’s stock in a transaction dated Tuesday, October 20th. The stock was sold at an average price of $100.04, for a total transaction of $200,080.00. Following the sale, the director directly owned 203,455 shares in the company, valued at $20,353,638.20. This trade represents a 0.97% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 22.30% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in MNDY. Virtus Advisers LLC acquired a new position in monday.com during the 3rd quarter worth about $835,000. Diversified Trust Co purchased a new stake in shares of monday.com during the 3rd quarter worth $421,000. Russell Investments Group Ltd. boosted its position in shares of monday.com by 4,477.7% during the 3rd quarter. Russell Investments Group Ltd. now owns 178,530 shares of the company’s stock worth $13,946,000 after acquiring an additional 174,630 shares in the last quarter. First Command Advisory Services Inc. purchased a new position in monday.com in the third quarter valued at approximately $200,000. Finally, Commonwealth Equity Services LLC lifted its position in monday.com by 56.8% in the third quarter. Commonwealth Equity Services LLC now owns 4,746 shares of the company’s stock valued at $372,000 after acquiring an additional 1,720 shares during the last quarter. 73.70% of the stock is currently owned by institutional investors and hedge funds.

monday.com News Roundup

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

• Positive Sentiment: Q3 revenue rose 19.1% year over year to $377.5 million, topping expectations, while EPS of $2.14 also beat forecasts. Annual recurring revenue from AI features reached $36 million, offering evidence of traction in the company’s AI strategy. Monday.com: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Management expects 2026 revenue of about $1.47 billion to $1.48 billion, broadly in line with estimates. Some analysts argue that roughly 20% growth and the Q3 beat-and-raise support the company’s longer-term case, even as near-term headwinds persist. 2026 revenue outlook
• Negative Sentiment: Q4 revenue guidance of $380 million to $382 million came in below the $385.5 million consensus estimate. Investors are concerned that the AI-first strategy and push toward larger customers are creating transition pains, alongside slower growth and cautious customer spending. The softer outlook has overshadowed the quarterly beat. Monday.com falls despite Q3 beat, sees near-term operational headwinds
• Negative Sentiment: Analyst sentiment has also weakened: Needham downgraded MNDY to Hold from Buy, following downgrades from Canaccord and Loop Capital. BTIG trimmed its price target to $100 but maintained a Buy rating, providing a more favorable counterpoint. Needham downgrades monday.com to Hold

About monday.com

monday.com Ltd. is a software company that provides a cloud-based platform for organizations to plan, manage and track work. Founded in 2012 as dapulse, the company adopted the monday.com name in 2017.

Its products include monday work management, monday CRM, monday dev and monday service. The platform offers tools for project and workflow management, customer relationship management, software development and service operations, with features for collaboration, automation and reporting.

Headquartered in Tel Aviv, Israel, monday.com serves customers across a range of industries and geographies.