Delta Global Management LP Takes Position in monday.com Ltd. $MNDY

Delta Global Management LP acquired a new position in shares of monday.com Ltd. (NASDAQ:MNDY) in the third quarter, Holdings Channel reports. The fund acquired 7,259 shares of the company’s stock, valued at approximately $1,406,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MNDY. Capital World Investors raised its position in monday.com by 231.2% in the third quarter. Capital World Investors now owns 1,717,263 shares of the company’s stock worth $332,617,000 after purchasing an additional 1,198,761 shares in the last quarter. Norges Bank bought a new position in monday.com during the second quarter worth about $161,114,000. Baillie Gifford & Co. boosted its holdings in monday.com by 136.5% during the third quarter. Baillie Gifford & Co. now owns 708,278 shares of the company’s stock valued at $137,186,000 after purchasing an additional 408,848 shares in the last quarter. 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. Finally, Marshall Wace LLP grew its stake in shares of monday.com by 294.0% in the 3rd quarter. Marshall Wace LLP now owns 405,995 shares of the company’s stock valued at $78,637,000 after purchasing an additional 302,961 shares during the period. Institutional investors own 73.70% of the company’s stock.

Wall Street Analysts Forecast Growth

MNDY has been the subject of several analyst reports. Jefferies Financial Group downgraded monday.com from a “buy” rating to a “hold” rating and cut their target price for the stock from $260.00 to $80.00 in a research report on Monday, February 23rd. Cantor Fitzgerald lowered their price target on monday.com from $148.00 to $95.00 and set an “overweight” rating on the stock in a research report on Tuesday, February 10th. KeyCorp dropped their price objective on monday.com from $220.00 to $140.00 and set an “overweight” rating for the company in a research note on Tuesday, February 10th. DA Davidson set a $100.00 target price on shares of monday.com in a research note on Tuesday, February 10th. Finally, Oppenheimer lowered their target price on shares of monday.com from $200.00 to $130.00 and set an “outperform” rating on the stock in a report on Monday, February 9th. Nineteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, monday.com has a consensus rating of “Moderate Buy” and a consensus price target of $155.38.

monday.com Trading Down 0.6%

Shares of NASDAQ MNDY opened at $74.40 on Tuesday. monday.com Ltd. has a 1-year low of $68.68 and a 1-year high of $316.98. The company has a 50-day moving average of $99.58 and a two-hundred day moving average of $148.00. The company has a market cap of $3.78 billion, a PE ratio of 33.07, a P/E/G ratio of 1.38 and a beta of 1.32.

monday.com (NASDAQ:MNDY) last released its quarterly earnings results on Monday, February 9th. The company reported $1.04 EPS for the quarter, beating the consensus estimate of $0.91 by $0.13. The business had revenue of $333.88 million for 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%. monday.com’s revenue was up 24.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.08 earnings per share. As a group, equities research analysts forecast that monday.com Ltd. will post 0.46 earnings per share for the current year.

Key monday.com News

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

• Negative Sentiment: Rosen Law Firm announces a class action for purchasers of MNDY common stock during the alleged class period and encourages investors to secure counsel. ROSEN class action notice
• Negative Sentiment: Faruqi & Faruqi reminds monday.com investors of the securities class action deadline (May 11, 2026) and is investigating potential claims on behalf of purchasers in the same date range. Faruqi & Faruqi reminder
• Negative Sentiment: Robbins LLP (and Robbins Geller/RGRD Law announcements) reminds shareholders of lead-plaintiff deadlines and opportunities to participate in the class action against monday.com. Robbins LLP reminder
• Negative Sentiment: Law Offices of Frank R. Cruz encourages MNDY shareholders to inquire about the securities fraud class action; similar notices published on Business Wire and TMCNet. Frank R. Cruz notice
• Negative Sentiment: DJS Law Group notifies investors of a securities law suit against monday.com alleging violations of §§10(b) and 20(a) and Rule 10b‑5. DJS Law Group notice
• Negative Sentiment: The Schall Law Firm is soliciting investors to lead the monday.com securities fraud lawsuit, reiterating the same class-period allegations. Schall Law Firm notice
• Negative Sentiment: Bronstein, Gewirtz & Grossman LLC urges monday.com investors to act and notes a lead-plaintiff deadline of May 11, 2026 for the class action alleging investor harm. Bronstein Gewirtz notice

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.