monday.com (NASDAQ:MNDY) Trading Up 7.2% – Still a Buy?

Shares of monday.com Ltd. (NASDAQ:MNDY) were up 7.2% during mid-day trading on Monday . The stock traded as high as $78.38 and last traded at $77.9990. Approximately 566,642 shares were traded during mid-day trading, a decline of 74% from the average daily volume of 2,164,979 shares. The stock had previously closed at $72.74.

Key Headlines Impacting monday.com

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

• Positive Sentiment: monday.com is publicly pivoting from a work‑management tool to an AI Work Platform, which could expand monetization (new AI features, stickier enterprise usage) and support longer‑term revenue growth. monday.com Goes All In on AI: From Work Management Platform to AI Work Platform
• Neutral Sentiment: Market coverage noted the stock pulled back while broader markets gained, reporting the intraday decline and framing it as reactionary to newsflow rather than new financial results. Monday.com (MNDY) Stock Sinks As Market Gains: Here’s Why
• Negative Sentiment: Rosen Law (and others) issued a deadline notice for investors to join a class action covering MNDY purchases between Sept. 17, 2025 and Feb. 6, 2026 — an active legal calendar that can spur selling, increase uncertainty and raise potential future liabilities. MNDY Deadline: Rosen Law Firm Urges monday.com Ltd. Stockholders…
• Negative Sentiment: Multiple other firms (Faruqi & Faruqi, Pomerantz, Bronstein, Bernstein Liebhard, Portnoy, Frank R. Cruz, Howard G. etc.) have posted investor alerts or filings and are soliciting potential lead plaintiffs — the volume of solicitations amplifies attention and selling pressure. Representative links: Faruqi & Faruqi deadline alert | Pomerantz investor alert

Analyst Ratings Changes

MNDY has been the subject of a number of research analyst reports. Cantor Fitzgerald reduced their target price on monday.com from $148.00 to $95.00 and set an “overweight” rating for the company in a report on Tuesday, February 10th. Citigroup dropped their price target on monday.com from $230.00 to $176.00 and set a “buy” rating for the company in a research report on Tuesday, February 10th. Barclays reduced their price objective on monday.com from $115.00 to $95.00 and set an “overweight” rating for the company in a research note on Monday, April 20th. Oppenheimer decreased their price objective on monday.com from $200.00 to $130.00 and set an “outperform” rating on the stock in a report on Monday, February 9th. Finally, Guggenheim set a $130.00 target price on shares of monday.com and gave the stock a “buy” rating in a research note on Thursday, April 9th. Seventeen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $144.09.

monday.com Stock Down 2.6%

The company’s 50-day moving average is $70.50 and its 200-day moving average is $117.36. The stock has a market capitalization of $3.78 billion, a price-to-earnings ratio of 32.88, a PEG ratio of 1.52 and a beta of 1.17.

monday.com (NASDAQ:MNDY) last posted its quarterly earnings results on Monday, February 9th. The company reported $1.04 earnings per share for the quarter, beating the consensus estimate of $0.91 by $0.13. The business had revenue of $333.88 million during the quarter, compared to analysts’ expectations of $329.71 million. monday.com had a net margin of 9.64% and a return on equity of 4.80%. The business’s revenue for the quarter was up 24.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.08 EPS. Sell-side analysts anticipate that monday.com Ltd. will post 1.83 EPS for the current year.

Institutional Investors Weigh In On monday.com

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Aurora Investment Counsel purchased a new position in shares of monday.com during the 1st quarter worth $1,213,000. Aware Super Pty Ltd as trustee of Aware Super purchased a new stake in monday.com in the 1st quarter valued at about $2,859,000. Sequoia Financial Advisors LLC acquired a new position in monday.com in the first quarter valued at about $272,000. Hsbc Holdings PLC lifted its position in monday.com by 85.2% in the first quarter. Hsbc Holdings PLC now owns 40,319 shares of the company’s stock valued at $2,810,000 after buying an additional 18,545 shares during the last quarter. Finally, Taylor Frigon Capital Management LLC boosted its stake in monday.com by 101.6% during the first quarter. Taylor Frigon Capital Management LLC now owns 29,556 shares of the company’s stock worth $2,043,000 after buying an additional 14,894 shares during the period. Institutional investors and hedge funds own 73.70% of the company’s stock.

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.