Shared on 25 Aug 26

Fair value Decreased 4.58%

MNDY: AI Pivot And Workforce Reset Will Drive Future Multiple Repricing

monday.com shifts harder toward an AI-first workspace while cutting its workforce, a move that could boost profits even as growth cools. The big question now is whether early signs of AI uptake can make up for softer demand in smaller customer segments.

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Shared on 08 Jul 26

Fair value Decreased 16%

MNDY: AI Work Platform And Buyback Will Drive Future Multiple Repricing

Wall Street cuts its expectations for monday.com, but the bigger debate now is whether its push into an AI-powered work platform turns it into a winner from AI rather than a victim of it. The company is also leaning on a major share buyback and a new pricing approach for its AI tools, which could shift sentiment if customers adopt the new features.

8 views

Shared on 05 Jun 26

Fair value Decreased 18%

MNDY: AI Work Platform Relaunch Will Support Future Multiple Repricing Potential

Some analysts now worry AI could weaken per-user subscription software, and that fear has pushed expectations down even as monday.com keeps pitching itself as a broader work platform. Others think its big existing customer base gives it a head start in rolling out AI features and a new pay-as-you-use model, setting up a possible shift in how the market values the business if the relaunch lands well.

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Shared on 21 May 26

Fair value Decreased 4.46%

MNDY: AI Work Platform Transition Will Support Future Repricing Potential

monday.com is shifting its pitch toward an AI-powered work platform, adding built-in agents, easy connections to popular AI tools, and a marketplace where companies can find and hire ready-made agents. While some analysts have turned more cautious and a lawsuit has been filed over past outlook statements, others still see a path for the stock to re-rate if product delivery and customer wins keep tracking to plan.

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Shared on 21 Mar 26

MNDY: AI Agent Integration Will Support Repricing As Sector Sentiment Improves

Analysts have lowered monday.com's price targets by wide margins, with many shifting to more cautious ratings as they reassess risks around app software demand, AI disruption, and what they describe as a "hazy outlook" in both small business and enterprise segments. Analyst Commentary Recent Street research points to a reset in expectations, with several firms cutting price targets and moving to more neutral ratings as they factor in AI risk frameworks, softer app software demand, and uncertainty around small business and enterprise budgets.

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Shared on 07 Mar 26

Fair value Decreased 19%

MNDY: Upmarket And AI Adoption Will Offset Recent Sector Caution

The analyst price target for monday.com has been cut sharply to $231.45 from $285.87 as analysts factor in lower revenue growth, reduced profit margin expectations, a higher discount rate, and a higher future P/E multiple. This reflects wider sector caution and a hazier outlook highlighted in recent research downgrades.

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Shared on 07 Feb 26

Fair value Decreased 6.32%

MNDY: Upmarket And AI Adoption Will Support Long Term Revenue Mix Shift

Analysts have trimmed their fair value estimate for monday.com from about $305.14 to $285.87, citing a mix of slightly lower revenue growth and profit margin assumptions, along with a higher future P/E expectation despite a marginally lower discount rate. Analyst Commentary Recent Street research on monday.com shows a cluster of reduced price targets, yet many firms are still expressing confidence in the business model, execution with larger customers, and the long term revenue roadmap.

8 views

Shared on 22 Dec 25

Fair value Decreased 21%

MNDY: Upmarket And AI Expansion Will Drive Long Term Revenue Mix Shift

Analysts have reduced their blended price target for Monday.com to approximately $305 from about $384. They cite slower revenue growth, more cautious near term execution, and elongated sales cycles, while also highlighting resilient upmarket momentum, expanding margins, and multi product and AI driven opportunities that support the longer term outlook.

11 views

Shared on 07 May 25

Fair value Decreased 10%

AnalystHighTarget made no meaningful changes to valuation assumptions.

5 views

Shared on 30 Apr 25

Fair value Decreased 0.075%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Remote Work And Cloud SaaS Solutions Will Drive Digital Workflows

MNDY: AI Pivot And Workforce Reset Will Drive Future Multiple Repricing

MNDY: AI Work Platform And Buyback Will Drive Future Multiple Repricing

MNDY: AI Work Platform Relaunch Will Support Future Multiple Repricing Potential

MNDY: AI Work Platform Transition Will Support Future Repricing Potential

MNDY: AI Agent Integration Will Support Repricing As Sector Sentiment Improves

MNDY: Upmarket And AI Adoption Will Offset Recent Sector Caution

MNDY: Upmarket And AI Adoption Will Support Long Term Revenue Mix Shift

MNDY: Upmarket And AI Expansion Will Drive Long Term Revenue Mix Shift

Shared on 07 May 25

Shared on 30 Apr 25

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