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

monday.com (NASDAQ:MNDY) had its target price lowered by BTIG Research from $210.00 to $135.00 in a research note issued on Tuesday, MarketBeat Ratings reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s target price would suggest a potential upside of 84.70% from the company’s previous close.

Several other analysts have also recently issued reports on the stock. Guggenheim dropped their price objective on shares of monday.com from $250.00 to $180.00 and set a “buy” rating for the company in a research note on Tuesday. Wells Fargo & Company lowered their target price on shares of monday.com from $260.00 to $200.00 and set an “overweight” rating for the company in a research note on Tuesday, November 11th. Citigroup cut their price objective on shares of monday.com from $293.00 to $230.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. JPMorgan Chase & Co. decreased their price objective on monday.com from $285.00 to $230.00 and set an “overweight” rating for the company in a report on Tuesday, November 11th. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of monday.com in a report on Thursday, January 22nd. One investment 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 given a Sell rating to the company. According to data from MarketBeat, monday.com presently has a consensus rating of “Moderate Buy” and an average target price of $162.88.

monday.com Stock Performance

Shares of monday.com stock opened at $73.09 on Tuesday. monday.com has a fifty-two week low of $68.68 and a fifty-two week high of $332.90. The firm has a 50-day simple moving average of $134.20 and a two-hundred day simple moving average of $170.48. The company has a market cap of $3.71 billion, a P/E ratio of 32.48, a price-to-earnings-growth ratio of 1.68 and a beta of 1.25.

monday.com (NASDAQ:MNDY) last issued its quarterly earnings data on Monday, February 9th. The company reported $1.04 EPS for the quarter, beating the consensus estimate of $0.91 by $0.13. The company had revenue of $333.88 million for the quarter, compared to analyst estimates of $329.71 million. monday.com had a return on equity of 4.80% and a net margin of 9.64%.monday.com’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same period last year, the company earned $1.08 earnings per share. Equities research analysts forecast that monday.com will post 0.46 EPS for the current year.

Institutional Investors Weigh In On monday.com

Several hedge funds have recently modified their holdings of MNDY. WCM Investment Management LLC grew its position in 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. Capital World Investors grew its stake in monday.com by 91.4% during the 4th quarter. Capital World Investors now owns 3,286,461 shares of the company’s stock valued at $484,950,000 after purchasing an additional 1,569,198 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in monday.com by 9.0% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,833,000 shares of the company’s stock valued at $576,442,000 after acquiring an additional 150,987 shares during the last quarter. SG Americas Securities LLC grew its stake in monday.com by 110.9% in 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 in the last quarter. Finally, Baillie Gifford & Co. increased its holdings in shares of monday.com by 2.2% in the 4th quarter. Baillie Gifford & Co. now owns 723,655 shares of the company’s stock valued at $106,783,000 after acquiring an additional 15,377 shares during the last quarter. 73.70% of the stock is owned by institutional investors and hedge funds.

Key monday.com News

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

• Positive Sentiment: Some investors/analysts view the sell‑off as overdone and a buying opportunity, arguing fundamentals (large‑customer momentum, ARR growth and AI product rollouts) support a rebound. AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
• Positive Sentiment: A Seeking Alpha piece upgraded MNDY after the plunge, citing multi‑product AI strategy, expanding enterprise book and attractive valuation as reasons to be more bullish. monday.com’s Plunge Finally Justifies An Upgrade
• Neutral Sentiment: Q4 results beat consensus on EPS and revenue, and management highlighted upmarket traction, but the earnings call balanced profit with explicit caution on the outlook — leaving near‑term visibility murky. Monday.com Earnings Call Balances Profit With Caution
• Neutral Sentiment: Robert W. Baird reaffirmed a neutral rating but sharply cut its price target (from $175 to $90), reflecting more conservative near‑term expectations while not taking a fully negative stance. Baird Reaffirms Neutral on MNDY
• Negative Sentiment: Multiple brokerages cut price targets (several remain Buy/Overweight but at lower levels), signaling diminished near‑term growth visibility and prompting selling pressure. Examples include cuts from Cantor, Piper, KeyCorp, BTIG and others. See analyst notes
• Negative Sentiment: Levi & Korsinsky launched an investigation alleging monday.com embedded known no‑touch channel weakness and AI investment costs into its reduced 2026 guidance without prior disclosure — a headline that increases legal/regulatory risk and investor anxiety. Monday.com’s No-Touch Channel Weakness and AI Investment Costs Were Embedded in Guidance Without Prior Disclosure Levi & Korsinsky Launches Fraud Investigation on Behalf of monday.com Ltd. (MNDY) Shareholders
• Negative Sentiment: Media coverage frames the move as part of a broader “software/AI” sell‑off; several headlines note large intraday plunges, gap downs and accelerated selling that can trigger momentum selling and stop‑loss cascades. The Software Armageddon Claims a New Victim as Monday.com Plunges 20%

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.