monday.com Ltd. (MNDY) is up 8.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be investor enthusiasm around monday.com’s newly launched Harmony voice AI platform, which expands the company’s AI product push into enterprise sales workflows. The move may also be getting support from renewed growth-stock interest after MNDY was highlighted on a bullish stock screen tied to rising earnings estimates.
Details:
Sources:
monday.com Investor Relations, Zacks, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$MNDY Insider Trading Activity
$MNDY insiders have traded $MNDY stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MNDY stock by insiders over the last 6 months:
- JAMES CASE GEORGE (CRO) has made 0 purchases and 3 sales selling 3,430 shares for an estimated $302,617.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MNDY Hedge Fund Activity
We have seen 128 institutional investors add shares of $MNDY stock to their portfolio, and 198 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 1,241,924 shares (+296.0%) to their portfolio in Q2 2026, for an estimated $89,902,878
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. removed 957,944 shares (-79.6%) from their portfolio in Q2 2026, for an estimated $69,345,566
- SG AMERICAS SECURITIES, LLC removed 940,980 shares (-97.3%) from their portfolio in Q2 2026, for an estimated $68,117,542
- DISCIPLINED GROWTH INVESTORS INC /MN added 859,447 shares (+212.8%) to their portfolio in Q2 2026, for an estimated $62,215,368
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 833,395 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $60,329,464
- BAILLIE GIFFORD & CO removed 723,655 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $52,385,385
- RENAISSANCE TECHNOLOGIES LLC removed 625,100 shares (-28.6%) from their portfolio in Q2 2026, for an estimated $45,250,989
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$MNDY Price Targets
Multiple analysts have issued price targets for $MNDY recently. We have seen 8 analysts offer price targets for $MNDY in the last 6 months, with a median target of $112.5.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $165.0 on 05/22/2026
- Allan Verkhovski from BTIG set a target price of $115.0 on 05/12/2026
- Raimo Lenschow from Barclays set a target price of $100.0 on 05/12/2026
- Derrick Wood from TD Cowen set a target price of $110.0 on 05/12/2026
- David Hynes from Canaccord Genuity set a target price of $115.0 on 05/12/2026
- Steven Enders from Citigroup set a target price of $154.0 on 05/12/2026
- Taylor McGinnis from UBS set a target price of $85.0 on 05/12/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
