Citigroup Cuts monday.com (NASDAQ:MNDY) Price Target to $176.00

monday.com (NASDAQ:MNDY) had its price objective cut by investment analysts at Citigroup from $230.00 to $176.00 in a note issued to investors on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Citigroup’s target price points to a potential upside of 130.35% from the stock’s current price.

Several other equities analysts also recently issued reports on MNDY. Bank of America decreased their price objective on shares of monday.com from $157.00 to $95.00 and set a “neutral” rating on the stock in a report on Tuesday. Robert W. Baird reissued a “neutral” rating and issued a $90.00 price target (down from $175.00) on shares of monday.com in a research note on Tuesday. Oppenheimer dropped their price target on monday.com from $200.00 to $130.00 and set an “outperform” rating for the company in a research report on Monday. UBS Group reduced their price objective on monday.com from $200.00 to $140.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. Finally, Zacks Research upgraded monday.com from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, monday.com currently has an average rating of “Moderate Buy” and an average target price of $166.92.

monday.com Stock Down 1.6%

Shares of NASDAQ MNDY traded down $1.23 during midday trading on Tuesday, reaching $76.41. 3,252,048 shares of the stock were exchanged, compared to its average volume of 2,348,644. The firm has a market cap of $3.88 billion, a price-to-earnings ratio of 62.01, a PEG ratio of 2.22 and a beta of 1.26. The firm has a 50-day simple moving average of $137.28 and a two-hundred day simple moving average of $172.70. monday.com has a twelve month low of $73.01 and a twelve month high of $334.90.

monday.com (NASDAQ:MNDY) last announced its quarterly earnings results on Monday, February 9th. The company reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.91 by $0.13. monday.com had a net margin of 5.58% and a return on equity of 5.99%. The firm had revenue of $333.88 million for the quarter, compared to the consensus estimate of $329.71 million. During the same period in the prior year, the firm posted $1.08 earnings per share. The firm’s quarterly revenue was up 24.6% compared to the same quarter last year. Research analysts expect that monday.com will post 0.46 EPS for the current fiscal year.

Institutional Trading of monday.com

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. NewEdge Advisors LLC increased its holdings in shares of 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 acquiring an additional 106 shares during the last quarter. Janney Montgomery Scott LLC acquired a new stake in monday.com during the second quarter worth approximately $260,000. IFP Advisors Inc boosted its holdings in shares of monday.com by 142.1% in the 2nd quarter. IFP Advisors Inc now owns 828 shares of the company’s stock valued at $260,000 after buying an additional 486 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its stake in monday.com by 41.4% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 4,182 shares of the company’s stock worth $1,343,000 after acquiring an additional 1,224 shares in the last quarter. Finally, CWM LLC lifted its position in monday.com by 31.3% in the second quarter. CWM LLC now owns 210 shares of the company’s stock valued at $66,000 after acquiring an additional 50 shares during the last quarter. 73.70% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting monday.com

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

• Positive Sentiment: Q4 results beat consensus — revenue grew ~24–27% and EPS topped estimates, showing strong enterprise traction and rising net retention from larger customers. Q4 Results
• Positive Sentiment: Some analysts and commentary view the post‑selloff as a buying opportunity: institutional accumulation and large cash/buyback capacity were highlighted as supporters of downside protection. MarketBeat – Buy the Dip
• Neutral Sentiment: Analysts lowered price targets across multiple firms (Wells Fargo, Cantor, KeyCorp, Piper, BTIG, BofA, DA Davidson) but many retained overweight/buy ratings — signaling continued long‑term conviction despite nearer‑term caution. Analyst Coverage
• Negative Sentiment: FY‑2026 guidance disappointed: revenue and operating‑income targets came in below some street expectations, and Q1 revenue guide also missed consensus — the guidance drove much of the recent selloff. Proactive – Guidance Reaction
• Negative Sentiment: Heightened investor fear about AI disruption — several articles argue that agentic AI tools weaken monday.com’s value proposition for small/no‑touch customers, amplifying growth/margin risk. Seeking Alpha – AI Disruption

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.