Piper Sandler Lowers monday.com (NASDAQ:MNDY) Price Target to $100.00

monday.com (NASDAQ:MNDY) had its price target dropped by equities research analysts at Piper Sandler from $170.00 to $100.00 in a note issued to investors on Tuesday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Piper Sandler’s price target indicates a potential upside of 36.82% from the company’s current price.

A number of other research analysts also recently commented on MNDY. Tigress Financial upped their price objective on shares of monday.com from $295.00 to $310.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Zacks Research raised monday.com from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. KeyCorp dropped their target price on shares of monday.com from $270.00 to $220.00 and set an “overweight” rating for the company in a research report on Thursday, January 22nd. Canaccord Genuity Group set a $190.00 price target on shares of monday.com in a report on Thursday, February 5th. Finally, Jefferies Financial Group dropped their target price on monday.com from $300.00 to $260.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. One equities research 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’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $162.88.

monday.com Stock Down 1.4%

Shares of MNDY 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 stock has a market cap of $3.71 billion, a P/E ratio of 32.48, a P/E/G ratio of 1.68 and a beta of 1.25. The business has a fifty day simple moving average of $134.20 and a 200-day simple moving average of $170.48.

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

Hedge Funds Weigh In On monday.com

A number of large investors have recently made changes to their positions in MNDY. Capital World Investors grew its stake in monday.com by 91.4% in the fourth 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. Norges Bank acquired a new stake in shares of monday.com in the fourth quarter worth $79,789,000. SG Americas Securities LLC raised its position in shares of monday.com by 110.9% during the fourth quarter. SG Americas Securities LLC now owns 932,912 shares of the company’s stock valued at $137,660,000 after buying an additional 490,491 shares during the last quarter. Baillie Gifford & Co. lifted its position in shares of monday.com by 136.5% in the 3rd quarter. Baillie Gifford & Co. now owns 708,278 shares of the company’s stock worth $137,186,000 after acquiring an additional 408,848 shares during the period. Finally, Nordea Investment Management AB lifted its position in shares of monday.com by 2,501.5% during the 3rd quarter. Nordea Investment Management AB now owns 326,951 shares of the company’s stock worth $62,990,000 after buying an additional 314,383 shares during the period. Institutional investors and hedge funds own 73.70% of the company’s stock.

More 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%

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.