$MNDY

monday.com Ltd.

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$200K
Eyal Aviad
100%
See all $MNDY insider activity →
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Needham reiterates Buy rating on Monday.Com, $125 price target

Needham reiterated a Buy rating on Monday.com with a $125 price target, implying a 20.5% upside from the Oct 26 close of $103.77. The firm cited strong demand for the company's work management and CRM solutions, and believes the stock is undervalued at a 6.5x EV/revenue multiple.

Layoffs and AI agents lift monday.com 80% since April

Monday.com (MNDY) shares rose 6.4% on Friday, completing a 17.9% weekly gain. The stock has climbed 81.1% since April, with a market cap of $4.5B. The company launched AI agents for sales and laid off 20% of its workforce. Q3 revenue is expected to grow 16.5% to $369M, with non-GAAP EPS up 18.1% to $1.37, according to analysts.

monday.com Gains as New Voice AI Launch Sparks Optimism

monday.com Ltd. (MNDY) rose 8.0% after launching Harmony, a voice AI platform for enterprise sales. The product uses acquired tech and is available in select regions. Bullish earnings revisions may have also boosted the stock, according to Zacks and Investing.com.

MNDY sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 2 news stories mentioning MNDY (monday.com Ltd.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.

Recent MNDY coverage spans financial news, technology and market movers.

In the last 30 days, MNDY insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($200K). The most active reporter was Eyal Aviad with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving MNDY

AlphAI scores every news story that mentions MNDY with an AI model for sentiment and relevance, and aggregates insider trades from monday.com Ltd.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $MNDY

Score
$MNDYMed

Layoffs and AI agents lift monday.com 80% since April

Monday.com (MNDY) shares rose 6.4% on Friday, completing a 17.9% weekly gain. The stock has climbed 81.1% since April, with a market cap of $4.5B. The company launched AI agents for sales and laid off 20% of its workforce. Q3 revenue is expected to grow 16.5% to $369M, with non-GAAP EPS up 18.1% to $1.37, according to analysts.

monday.com, Adobe, DocuSign, Intuit, and MongoDB Stocks Trade Up, What You Need To Know

Software stocks rose in afternoon trading as investors rotated into high-growth tech from semiconductors, driven by AI sector confidence and macroeconomic concerns. According to CNBC, this shift led to gains in monday.com (MNDY, +6.5%), Adobe (ADBE, +3.2%), DocuSign (DOCU, +3.1%), Intuit (INTU, +3%), and MongoDB (MDB, +3.4%). The article notes monday.com's volatility and recent performance, down 29.9% YTD and 51% below its 52-week high.

A car finance broker says AI follow-ups drove a 9% increase in deals closed

Harmony, a voice AI agent platform by monday.com (MNDY), launched to boost enterprise sales. Its specialized LLMs handle complex calls, reducing latency and improving deal closure rates. The platform integrates with Twilio and offers AI call center capabilities, aiming to increase revenue for businesses. According to the company, Harmony's models respond in 200ms and improve customer conversation efficiency.

Monday faces senior management exits amid AI restructuring

Israeli software company monday.com (MNDY) expects several senior management departures amid a restructuring and shift to AI-powered work platforms. The company announced a 20% workforce reduction in July, with restructuring costs estimated at $45M-$55M. Q2 2026 revenue was $364.6M, up 22% YoY, with net profit at $3.46M. Shares closed at $90, down 4% on the day and 37% YTD.

Notable analyst calls: Salesforce, Walmart and Lockheed Martin gain analyst support as tech downgrades mount

Bank of America upgraded Salesforce (CRM) to Buy, raising its price target to $285, citing AI adoption and strong free cash flow. Barclays downgraded Dell (DELL), HPE (HPE), NetApp (NTAP), HubSpot (HUBS), and monday.com (MNDY) due to AI growth concerns. Deutsche Bank upgraded Walmart (WMT) to Buy, targeting $136, citing inflation benefits. RBC downgraded GoDaddy (GDDY) to Sector Perform, citing AI's impact. MongoDB (MDB) ratings reaffirmed by Needham and BofA.

Why monday.com (MNDY) Shares Are Sliding Today

monday.com (MNDY) shares fell 4.7% after Barclays downgraded the stock to Equalweight, citing decelerating growth in its core business despite AI traction. The analyst maintained a $100 price target, implying 12% upside from the prior close of $88.96. Shares later recovered slightly to $84.95, down 4.5%.

Salesforce upgraded, Adobe downgraded: Wall Street's top analyst calls

BofA upgraded Salesforce (CRM) to Buy with a $285 target, citing enterprise platform resilience. Raymond James upgraded Humana (HUM) to Outperform with a $520 target, noting Medicare Advantage growth. T-Mobile (TMUS) also upgraded to Outperform with a $170 target. Truist upgraded First Solar (FSLR) to Buy with a $270 target. JPMorgan upgraded Biogen (BIIB) to Overweight with a $300 target. Wells Fargo double-downgraded Adobe (ADBE) to Underweight with a $225 target.

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