Zoom Expected to Surge by 38%? Check Out 10 Leading Analyst Predictions for Tuesday
Analyst Upgrades: Baird raised the price target for RealReal Inc from $8 to $13 while maintaining a Neutral rating; Susquehanna increased Tower Semiconductor's target from $100 to $135 with a Positive rating.
Price Target Adjustments: HC Wainwright & Co. raised Oculis Holding AG's target from $36 to $42 (Buy rating), and Rosenblatt boosted Bitdeer Technologies Group's target from $20 to $30 (Buy rating).
Analyst Downgrades: Morgan Stanley cut Neurocrine Biosciences Inc's price target from $178 to $173 but kept an Overweight rating; B of A Securities reduced Monday.Com Ltd's target from $205 to $195 while maintaining a Neutral rating.
Mixed Ratings: Mizuho raised Skyworks Solutions Inc's target from $65 to $73 and upgraded the stock from Underperform to Neutral; Clear Street cut Bullish's target from $60 to $57 but upgraded it from Hold to Buy.
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- Earnings Beat Expectations: Monday.com reported a 25% year-over-year revenue increase to $333.9 million, with adjusted earnings falling from $1.08 to $1.04 per diluted share, still surpassing Wall Street's expectations of $0.92, demonstrating resilience in the market.
- Guidance Withdrawal: The management withdrew its 2027 guidance due to currency exchange pressures and the evolving AI landscape, which many investors interpreted as a sign that AI agents threaten its project management business, leading to a 20.1% drop in stock price on that day.
- Overreaction in Market: Despite the significant stock drop, analysts believe the reaction was excessive, as Monday.com still projects approximately 18% revenue growth and 28% higher adjusted operating profits in 2026, indicating strong long-term growth potential.
- AI Strategy Response: The company has launched its own AI agent platform, allowing clients to integrate multi-step AI tools into their Work OS applications, indicating that Monday.com is actively addressing AI challenges and may turn them into business opportunities.
- Strong Earnings Report: Monday.com reported a 25% year-over-year revenue increase, reaching $333.9 million, surpassing Wall Street's expectation of $329.5 million, indicating robust performance in the project management sector.
- Decline in Adjusted Earnings: Despite the revenue beat, adjusted earnings per share fell from $1.08 to $1.04, below the analyst consensus of $0.92, reflecting profitability pressures the company is facing.
- Withdrawal of 2027 Guidance: Management withdrew its 2027 financial guidance due to currency fluctuations and AI market uncertainties, leading to a significant drop in investor confidence and a 20.1% stock price decline on the day of the report.
- AI Challenges and Opportunities: The company has launched its own AI agent platform, allowing clients to integrate multi-step AI tools into their Work OS applications, and management projects an 18% revenue growth and a 28% increase in adjusted operating profits by 2026, suggesting potential for future growth despite current challenges.
- Target Revision: Monday.com has withdrawn its 2027 targets due to demand volatility from small businesses and rapid changes in the AI industry, leading to a significant drop in stock price and raising investor concerns about future performance.
- AI Tool Success: Despite the AI threat, Monday.com's recently launched AI Vibe tool has become the fastest product in the company's history to exceed $1 million in annual recurring revenue, highlighting its potential in project management and workflow automation.
- Pricing Strategy: Monday Vibe charges customers based on the number of apps published, with a 10-app plan costing $100 per month and a 25-app plan at $250 per month; despite the high cost, solid adoption rates indicate strong market demand.
- Increased Customer Stickiness: By offering an easy way to build custom applications, Monday.com enhances customer integration, raising switching costs and establishing a foundation for long-term growth amidst rapid AI advancements.
- Investigation of Financial Commitments: Levi & Korsinsky, LLP is investigating whether monday.com Ltd. made forward-looking financial commitments without adequately disclosing known headwinds, leading to a reduction in its 2026 guidance that may affect shareholder rights.
- Weak Market Performance: The company acknowledged persistent weakness in its 'no-touch' marketing channel for small and medium businesses in its 2026 guidance, alongside a foreign exchange drag of 100-200 basis points due to Israeli shekel appreciation, highlighting a challenging market environment.
- Increased AI Investment: monday.com is ramping up investments in AI products, which is expected to reduce gross margins from 90% to the mid-to-high 80s, while R&D spending rose from 17% to 19% of revenue, impacting near-term profitability.
- Significant Stock Decline: Following the earnings call on February 9, 2026, monday.com's stock fell by 13-14%, extending its decline to approximately 70% from its 52-week highs, severely undermining investor confidence in the company's future growth prospects.
- Investigation of Financial Commitments: Levi & Korsinsky, LLP is investigating whether monday.com Ltd. made forward-looking financial commitments without adequately disclosing known headwinds, leading to a reduction in its 2026 guidance that may affect shareholder rights.
- Weak Market Performance: The company acknowledged persistent weakness in its no-touch marketing channel for small and medium businesses in its 2026 guidance, with foreign exchange drag from Israeli shekel appreciation estimated at 100-200 basis points, indicating a challenging market environment.
- Rising Investment Costs: monday.com is increasing investments in AI products, forecasting a decline in gross margins from 90% to the mid-to-high 80s in FY2026, partly due to rising AI infrastructure costs, which may impact near-term profitability.
- Significant Stock Decline: Following the earnings call on February 9, 2026, monday.com's stock fell 13-14%, extending its decline to approximately 70% from its 52-week highs, reflecting investor concerns about the company's future growth prospects.

Market Reaction to AI Disruption: Software stocks experienced significant declines in 2025 and early 2026 due to fears surrounding AI disruption, although the sell-off was largely driven by emotional reactions rather than fundamental issues.
Salesforce's Position: Salesforce, a leading SaaS company, is highlighted as a key player in the software market, with its AI-driven customer relationship services expected to rebound and stabilize, despite current market volatility.
Analyst Sentiment: Analysts maintain a positive outlook on Salesforce, with a majority rating it as a "Buy" and projecting a minimum upside of 15%, indicating confidence in its long-term growth potential.
Investment Trends: Institutions are accumulating shares of Salesforce, reflecting a belief in its value proposition and growth trajectory, with expectations for continued strong cash flow and performance in 2026.








