monday.com Ltd.
No SEC Form 4 filings for $MNDY in the last 30 days.
According to the article, Oberndorf William E. reduced its monday.com holdings by selling 74,000 shares in Q1. It also cut AUM by 32% over the quarter and trimmed stakes in Sprott Physical Gold Trust, Amazon, and Autodesk, while increasing its Veeva Systems stake by 52%. The piece links the moves to portfolio rebalancing.
The average 12-month price target for monday.com Ltd. (MNDY) stock has been lowered to $107.17 from $109.22 by 23 analysts, with a range of $75 to $176. This updated target suggests a 49% potential upside from its May 8 closing price. The consensus rating from 26 analysts remains "Buy," comprising 19 Buys and 7 Holds.
monday.com (NASDAQ: MNDY) is set to release its Q1 2026 earnings on May 11, with analysts anticipating revenue growth but a decline in earnings per share, highlighting a tension between expansion and profitability. The company's February 2026 guidance projected Q1 revenue of US$338-340 million and full-year revenue of US$1,452-1,462 million. Investors will be watching the earnings report closely to assess how monday.com is balancing its growth ambitions with cost management, especially concerning high R&D and sales and marketing investments.
