Morgan Stanley Lowers monday.com Price Target Ahead of Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Source: seekingalpha
monday.com Ltd. shares fell 6.52% as it crossed below the 5-day SMA amid broader market weakness, with the Nasdaq-100 down 1.20% and the S&P 500 down 0.62%.
Morgan Stanley lowered its price target for monday.com from $236 to $200, maintaining an Overweight rating while expressing caution ahead of the upcoming Q4 results. The firm expects a ~2% revenue beat but below-consensus FY26 growth guidance of 18.5%. Analyst Josh Baer noted that the company's execution remains solid, although weakness in paid search suggests new sign-ups occurred at the end of the quarter, indicating a potential shift in customer structure towards larger, stickier clients.
The lowered price target reflects a cautious outlook, but if the company's execution stabilizes into Q4, it could support a clearer narrative moving forward, especially with the shift towards multi-product customers enhancing product adoption.
Analyst Views on MNDY
Wall Street analysts forecast MNDY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MNDY is 235.58 USD with a low forecast of 195.00 USD and a high forecast of 310.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Wall Street analysts forecast MNDY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MNDY is 235.58 USD with a low forecast of 195.00 USD and a high forecast of 310.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Current: 115.570
Current: 115.570
About MNDY
Monday.Com Ltd is an Israel-based company engaged primarily in the software sector. The Company provides cloud-based platform that enables its users to create custom applications and project management software. The platform offers a Work Operating System (Work OS) that provides modular building blocks to create software applications and work management tools. This system is designed to enhance team collaboration and streamline workflows across various business functions, including project management, CRM, marketing, and more. The Company has teams in Tel Aviv, New York, San Francisco, Miami, Chicago, London, Kiev, and Sydney. The Company customize its platform to suit any business vertical and serves customers worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
