Canaccord Genuity Group Lowers monday.com (NASDAQ:MNDY) Price Target to $140.00

monday.com (NASDAQ:MNDY) had its target price reduced by equities research analysts at Canaccord Genuity Group from $190.00 to $140.00 in a report released on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Canaccord Genuity Group’s target price indicates a potential upside of 91.54% from the company’s previous close.

Several other analysts also recently issued reports on MNDY. UBS Group decreased their price target on monday.com from $140.00 to $93.00 and set a “neutral” rating for the company in a research note on Tuesday. BTIG Research reduced their target price on monday.com from $210.00 to $135.00 and set a “buy” rating for the company in a report on Tuesday. KeyCorp decreased their target price on monday.com from $220.00 to $140.00 and set an “overweight” rating for the company in a research report on Tuesday. Bank of America dropped their price target on shares of monday.com from $157.00 to $95.00 and set a “neutral” rating on the stock in a research report on Tuesday. Finally, Robert W. Baird reaffirmed a “neutral” rating and set a $90.00 price objective (down from $175.00) on shares of monday.com in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, monday.com presently has an average rating of “Moderate Buy” and a consensus target price of $162.88.

monday.com Stock Down 1.4%

MNDY stock opened at $73.09 on Tuesday. The firm has a 50 day moving average of $134.20 and a two-hundred day moving average of $170.48. monday.com has a 12 month low of $68.68 and a 12 month high of $332.90. The company has a market capitalization of $3.71 billion, a price-to-earnings ratio of 32.48, a P/E/G ratio of 1.68 and a beta of 1.25.

monday.com (NASDAQ:MNDY) last released its quarterly earnings data on Monday, February 9th. The company reported $1.04 earnings per share (EPS) 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 analyst estimates of $329.71 million. monday.com had a net margin of 9.64% and a return on equity of 4.80%. monday.com’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.08 EPS. On average, research analysts expect that monday.com will post 0.46 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in MNDY. Capital World Investors increased its stake in monday.com by 91.4% during the fourth quarter. Capital World Investors now owns 3,286,461 shares of the company’s stock valued at $484,950,000 after acquiring an additional 1,569,198 shares during the period. Norges Bank bought a new stake in shares of monday.com during the fourth quarter valued at approximately $79,789,000. SG Americas Securities LLC increased its holdings in monday.com by 110.9% in the 4th 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 period. Baillie Gifford & Co. raised its position in monday.com by 136.5% in the third quarter. Baillie Gifford & Co. now owns 708,278 shares of the company’s stock worth $137,186,000 after purchasing an additional 408,848 shares in the last quarter. Finally, Nordea Investment Management AB boosted its holdings in monday.com by 2,501.5% during the third quarter. Nordea Investment Management AB now owns 326,951 shares of the company’s stock valued at $62,990,000 after purchasing an additional 314,383 shares in the last quarter. Institutional investors own 73.70% of the company’s stock.

Key Headlines Impacting monday.com

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.