Analyst Upgrade: Social media buzz centered on Cantor Fitzgerald lifting its price target for monday.com to $112 from $95 while keeping an overweight rating amid broader market moves.
Earnings Focus: Traders flagged the company's upcoming quarterly results as a key catalyst, noting recent stock gains near 30 percent and its placement among high-profile names reporting soon.
Valuation Talk: Conversations weighed monday.com's $1.45 billion revenue growing 20 percent against its enterprise value, with some drawing parallels to acquisition scenarios in the software sector.
Note: This discussion summary was generated from an AI condensation of post data.
monday.com Insider Trading Activity
monday.com insiders have traded $MNDY stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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 2 sales selling 2,611 shares for an estimated $226,975.
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.
monday.com Congressional Stock Trading
Members of Congress have traded $MNDY stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MNDY stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
monday.com Hedge Fund Activity
We have seen 139 institutional investors add shares of monday.com stock to their portfolio, and 248 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WCM INVESTMENT MANAGEMENT, LLC removed 3,761,924 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $259,986,567
- TWO SIGMA INVESTMENTS, LP added 1,623,711 shares (+441.3%) to their portfolio in Q1 2026, for an estimated $112,214,667
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 1,202,205 shares (+172482.8%) to their portfolio in Q1 2026, for an estimated $83,084,387
- RENAISSANCE TECHNOLOGIES LLC added 1,052,900 shares (+93.3%) to their portfolio in Q1 2026, for an estimated $72,765,919
- FREESTONE GROVE PARTNERS LP added 888,584 shares (+inf%) to their portfolio in Q1 2026, for an estimated $61,410,040
- GOLDMAN SACHS GROUP INC added 756,337 shares (+257.4%) to their portfolio in Q1 2026, for an estimated $52,270,450
- CITADEL ADVISORS LLC added 725,155 shares (+467.5%) to their portfolio in Q1 2026, for an estimated $50,115,462
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.
monday.com Analyst Ratings
Wall Street analysts have issued reports on $MNDY in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/10/2026
- Piper Sandler issued a "Overweight" rating on 02/10/2026
- Needham issued a "Buy" rating on 02/09/2026
To track analyst ratings and price targets for monday.com, check out Quiver Quantitative's $MNDY forecast page.
monday.com Price Targets
Multiple analysts have issued price targets for $MNDY recently. We have seen 20 analysts offer price targets for $MNDY in the last 6 months, with a median target of $105.0.
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.
