Siren L.L.C. Purchases 8,000 Shares of monday.com Ltd. $MNDY

Siren L.L.C. raised its position in shares of monday.com Ltd. (NASDAQ:MNDY) by 47.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,000 shares of the company’s stock after purchasing an additional 8,000 shares during the quarter. Siren L.L.C.’s holdings in monday.com were worth $1,728,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the company. EverSource Wealth Advisors LLC increased its stake in shares of monday.com by 76.5% in the second quarter. EverSource Wealth Advisors LLC now owns 150 shares of the company’s stock worth $47,000 after purchasing an additional 65 shares in the last quarter. CoreCap Advisors LLC lifted its stake in shares of monday.com by 29.8% during the 4th quarter. CoreCap Advisors LLC now owns 388 shares of the company’s stock valued at $57,000 after buying an additional 89 shares in the last quarter. NewEdge Advisors LLC lifted its stake in shares of monday.com by 2,120.0% during the 1st quarter. NewEdge Advisors LLC now owns 111 shares of the company’s stock valued at $27,000 after buying an additional 106 shares in the last quarter. Royal London Asset Management Ltd. boosted its holdings in monday.com by 8.5% in the 4th quarter. Royal London Asset Management Ltd. now owns 1,792 shares of the company’s stock worth $264,000 after buying an additional 140 shares during the period. Finally, Advisory Services Network LLC bought a new position in monday.com in the 3rd quarter worth $28,000. 73.70% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have commented on MNDY. Tigress Financial decreased their price target on monday.com to $165.00 and set a “buy” rating on the stock in a report on Friday, May 22nd. Wall Street Zen raised monday.com from a “hold” rating to a “buy” rating in a research note on Sunday, July 12th. Jefferies Financial Group reiterated a “hold” rating on shares of monday.com in a research report on Tuesday, May 12th. Oppenheimer set a $115.00 target price on monday.com in a research note on Monday, May 11th. Finally, Guggenheim set a $130.00 price target on monday.com and gave the stock a “buy” rating in a report on Thursday, April 9th. Seventeen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $126.04.

Key Headlines Impacting monday.com

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

• Positive Sentiment: Analysts are arguing that monday.com’s AI governance and pricing strategy could help it stand out in a fragmented enterprise software market and create new revenue opportunities. monday.com: AI Governance Could Disrupt The Fragmented Enterprise Software Stack
• Positive Sentiment: monday.com said it is restructuring around AI and cutting about 20% of its workforce, which investors may see as a move to lower costs and sharpen its focus on AI-enabled products. MNDY stock snaps six-day losing streak – firm announces 20% workforce cut, AI strategy overhaul
• Positive Sentiment: The company’s updated FY2026 revenue outlook of roughly $1.5 billion appears to be in line with expectations, suggesting the business is still growing despite the restructuring.
• Neutral Sentiment: Several reports repeated the same restructuring story, indicating the market’s reaction is being driven more by the scale of the layoffs and AI pivot than by new operational details. Monday.com plans 20% layoffs citing ‘AI-driven growth strategy’
• Negative Sentiment: The announced layoffs of about 620 employees highlight the company’s cost-cutting and restructuring pressure, which can raise concerns about slowing growth and near-term execution risk. monday.com to lay off 620, as it adapts to AI

monday.com Price Performance

NASDAQ:MNDY opened at $71.74 on Friday. The company has a market cap of $3.67 billion, a price-to-earnings ratio of 31.19, a PEG ratio of 3.70 and a beta of 1.26. monday.com Ltd. has a 1 year low of $57.50 and a 1 year high of $296.46. The stock’s 50 day simple moving average is $78.52 and its two-hundred day simple moving average is $83.62.

monday.com (NASDAQ:MNDY) last posted its earnings results on Friday, March 13th. The company reported $1.15 EPS for the quarter. monday.com had a return on equity of 5.10% and a net margin of 9.17%.The firm had revenue of $351.26 million during the quarter. As a group, analysts anticipate that monday.com Ltd. will post 1.59 EPS for the current year.

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.