Wells Fargo & Company Lowers monday.com (NASDAQ:MNDY) Price Target to $130.00

monday.com (NASDAQ:MNDY) had its price target reduced by stock analysts at Wells Fargo & Company from $200.00 to $130.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective points to a potential upside of 77.86% from the company’s previous close.

Several other equities analysts also recently commented on MNDY. Loop Capital set a $80.00 target price on shares of monday.com in a report on Tuesday. Canaccord Genuity Group set a $190.00 price objective on shares of monday.com in a report on Thursday, February 5th. Morgan Stanley cut their price objective on monday.com from $236.00 to $200.00 and set an “overweight” rating for the company in a research report on Tuesday, January 27th. Barclays set a $115.00 target price on shares of monday.com in a research report on Tuesday. Finally, Jefferies Financial Group reduced their price target on monday.com from $300.00 to $260.00 and set a “buy” rating on the stock in a report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $162.88.

monday.com Stock Down 1.4%

NASDAQ MNDY opened at $73.09 on Tuesday. monday.com has a twelve month low of $68.68 and a twelve month high of $332.90. The business has a 50-day moving average price of $134.20 and a 200-day moving average price of $170.48. The firm has a market cap of $3.71 billion, a price-to-earnings ratio of 32.48, a price-to-earnings-growth ratio of 1.68 and a beta of 1.25.

monday.com (NASDAQ:MNDY) last issued its earnings results 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. monday.com had a return on equity of 4.80% and a net margin of 9.64%.The company had revenue of $333.88 million for the quarter, compared to the consensus estimate of $329.71 million. During the same quarter last year, the company earned $1.08 EPS. The firm’s quarterly revenue was up 24.6% on a year-over-year basis. Research analysts expect that monday.com will post 0.46 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of MNDY. Capital World Investors grew its position in monday.com by 91.4% during the 4th quarter. Capital World Investors now owns 3,286,461 shares of the company’s stock worth $484,950,000 after purchasing an additional 1,569,198 shares during the period. Norges Bank purchased a new stake in shares of monday.com in the 4th quarter valued at approximately $79,789,000. SG Americas Securities LLC raised 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. increased its stake in monday.com by 136.5% during 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 during the period. Finally, Nordea Investment Management AB boosted its holdings in monday.com by 2,501.5% in 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 during the period. 73.70% of the stock is owned by institutional investors and hedge funds.

Key Stories 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.