monday.com Ltd.
No SEC Form 4 filings for $MNDY in the last 30 days.
Cantor Fitzgerald raised its monday.com (MNDY) price target to $112 from $95 and kept an overweight rating. The article highlights traders’ focus on upcoming quarterly earnings after the stock gained about 30%. It cites $1.45B revenue growing 20% and discusses valuation and analyst targets, with a $105 median target.
Entrée Capital co-founder Avi Eyal, a director at monday.com, discussed criticism after monday.com sought shareholder approval to more than double co-CEOs Roy Mann and Eran Zinman’s compensation to $14 million, following layoffs of 620 employees, including 350 in Israel. Eyal said the cuts and AI shift reflect new market realities. monday.com shares are down 40% YTD.
monday.com (Nasdaq: MNDY) says its co-CEOs Roy Mann and Eran Zinman are seeking shareholder approval at an Aug. 6 general meeting to increase their compensation. The plan would raise pay from $7.3M in 2025 to $14.6M each by 2029, including higher monthly salaries and stock-based, performance-linked awards with a higher ceiling.
Over the past 7 days, alphai's AI scored 5 news stories mentioning MNDY (monday.com Ltd.). Coverage has skewed bullish: 2 bullish, 3 neutral, and 0 bearish.
Recent MNDY coverage spans corporate actions, financial news and technology.
The article is a sentiment and expectations update (analyst PT change plus earnings catalyst framing) rather than a new fundamental disclosure.
The article frames monday.com’s layoffs and AI pivot as necessary, but notes the stock is down 40% YTD, implying investor skepticism remains.
CEO pay plan increases headline compensation optics after recent layoffs, potentially affecting governance sentiment and near-term trading flows.
Restructuring charges and execution risk rise, but management simultaneously reaffirmed 2026 revenue growth and improved non-GAAP operating margin outlook.
The move shifts monetization from predictable seat counts to variable AI-credit consumption, changing enterprise budgeting and potentially revenue volatility.
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.
Cantor Fitzgerald raised its monday.com (MNDY) price target to $112 from $95 and kept an overweight rating. The article highlights traders’ focus on upcoming quarterly earnings after the stock gained about 30%. It cites $1.45B revenue growing 20% and discusses valuation and analyst targets, with a $105 median target.
4 min readEntrée Capital co-founder Avi Eyal, a director at monday.com, discussed criticism after monday.com sought shareholder approval to more than double co-CEOs Roy Mann and Eran Zinman’s compensation to $14 million, following layoffs of 620 employees, including 350 in Israel. Eyal said the cuts and AI shift reflect new market realities. monday.com shares are down 40% YTD.
6 min readmonday.com (Nasdaq: MNDY) says its co-CEOs Roy Mann and Eran Zinman are seeking shareholder approval at an Aug. 6 general meeting to increase their compensation. The plan would raise pay from $7.3M in 2025 to $14.6M each by 2029, including higher monthly salaries and stock-based, performance-linked awards with a higher ceiling.
3 min readmonday.com said in a July 22 SEC filing it will cut about 630 jobs, roughly 20% of its workforce, as it restructures around an AI Work Platform. The company expects $45 million to $55 million in 2H26 charges, mainly severance and office impairments. It reaffirmed 2026 revenue growth of 19% to 20% and raised non-GAAP operating margin outlook to ~15%.
6 min readMonday.com said it changed enterprise pricing from a per-seat model to a hybrid structure combining seat access with AI credit consumption, formalized May 2026. Basic includes 1,000 credits, Standard 2,000, Pro 3,000, with overage billed at $0.01 per credit yearly or $0.0125 monthly. The company also cut about 620-630 jobs and reported $45-55 million restructuring charges; shares rose about 12.6% and guidance was reaffirmed at 19-20%.
6 min readmonday.com (MNDY) said in July 2026 it will restructure to focus on its AI Work Platform, cutting about 20% of staff and expecting US$45–US$55 million in net charges. The company reaffirmed 2026 revenue growth guidance of 19%–20%, and noted continued hiring in key areas. The stock rose about 12.6% after the news.
6 min readStocks including Guidewire Software (GWRE) and monday.com (MNDY) rose after Treasury yields fell and concerns about AI spending eased, supporting long-duration enterprise SaaS valuations. The article cites analyst upgrades to Salesforce and ServiceNow and notes GWRE is $159, down 15.3% YTD and 39.3% from its 52-week high.
5 min readMonday.com will cut 630 jobs, about 20% of its workforce, to restructure around an AI work platform, according to TechCrunch. The layoffs include about 350 roles in Tel Aviv and are expected to cost $45 million to $55 million in charges. The company kept 2026 revenue growth guidance at 19% to 20% and raised its non-GAAP operating margin forecast to about 15% from 13%.
4 min readMonday.com said it will cut 600 jobs as part of a restructuring tied to shifting toward an AI-driven business model, according to co-founder Eran Zinman. The company said the layoffs are not intended to reduce costs or replace people with AI. The article notes investor skepticism toward AI-led layoffs and compares the move with broader tech hiring and cuts.
3 min readMonday.com said in an SEC filing it will lay off about 600 employees, around 20% of its workforce, citing a restructuring tied to its “AI-driven growth strategy.” It expects $45 million to $55 million in net restructuring charges and still projects up to 20% year-over-year revenue growth for 2026. The article also cites broader 2026 tech job cuts tied to AI.
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