monday.com jumps 8% as AI platform shift and post-earnings momentum drive renewed buying

monday.com Ltd. (MNDY) is up 8.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued investor follow-through after monday.com’s recent “AI Work Platform” repositioning and a beat-and-raise quarterly update that highlighted improving profitability and an AI-oriented roadmap. This could also be amplified by fresh analyst note activity and momentum/positioning after last week’s news.

Details:

monday.com announced a major strategic shift to position its product as an “AI Work Platform,” emphasizing native AI agents and changes aimed at how customers consume and pay for AI-driven capabilities.

The company reported first-quarter 2026 results that topped expectations on key metrics and provided updated full-year 2026 guidance, supporting a more bullish near-term growth narrative.

Management highlighted expansion at the high end of its customer base, including growth in customers generating more than $500,000 in ARR as a share of total ARR.

The company discussed its One AI transaction (including integration plans around AI/voice capabilities), adding to investor focus on an accelerated AI product cycle.

Sources:

monday.com Investor Relations, The Motley Fool, TipRanks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$MNDY Hedge Fund Activity

We have seen 170 institutional investors add shares of $MNDY stock to their portfolio, and 322 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.

$MNDY Analyst Ratings

Wall Street analysts have issued reports on $MNDY in the last several months. We have seen 5 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
Citigroup issued a "Buy" rating on 12/23/2025
Guggenheim issued a "Buy" rating on 12/04/2025

To track analyst ratings and price targets for $MNDY, check out Quiver Quantitative's $MNDY forecast page.

$MNDY Price Targets

Multiple analysts have issued price targets for $MNDY recently. We have seen 21 analysts offer price targets for $MNDY in the last 6 months, with a median target of $110.0.

Here are some recent targets:

Allan Verkhovski from BTIG set a target price of $115.0 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
Raimo Lenschow from Barclays set a target price of $100.0 on 05/12/2026
Billy Fitzsimmons from Piper Sandler set a target price of $90.0 on 05/11/2026

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.