GET DAILY SIGNALSmonday.com Ltd. (MNDY): Can Shares Reach the $110 Target for a +37% Gain?
Key Takeaways
- The central $110 price target is the arithmetic mean of the 16 verified analyst price targets reviewed, rounded to the nearest clean level; the underlying mean was roughly $106.
- The shares closed at about $79.97 on November 9, 2026, meaning reaching $110 would require a gain of roughly 37% from current levels.
- Individual analyst targets span a wide range, from about $80 on the low end to $165 on the high end, reflecting genuine disagreement about the company's near-term trajectory.
- Supporting factors include record profitability and margin expansion, $36 million in AI annual recurring revenue (ARR), and strong upmarket enterprise growth.
- Principal risks include slowing revenue growth, weaker fourth-quarter guidance, a declining net dollar retention rate, and a disruptive restructuring.
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Analyst Price Targets and Consensus View
The $110 figure used here is a calculated average, not an official published consensus. Reviewing 16 current, individually attributed price targets yields a mean near $106, with a range of roughly $80 (Jefferies) to $165 (Tigress Financial). Third-party aggregators point in a similar direction — S&P Global data shows an average target near $109 across 26 analysts, while MarketBeat reports a consensus near $112 — confirming that the $110 level reasonably reflects Street thinking.
Sentiment has cooled markedly in 2026. Barclays downgraded the stock to Equal Weight, J.P. Morgan cut it to Neutral, and Canaccord and TD Cowen moved to Hold, with several firms lowering targets. More bullish names retain higher objectives: Citi ($132), Needham ($125), Morgan Stanley ($115), and Wells Fargo ($120). The split reflects a core debate — whether margin expansion and AI can re-accelerate growth, or whether the down-market business will keep dragging results. I also checked this using Tickeron’s AI Screener to see how MNDY compares to others in the industry.
Current Market Position and Path Toward the Target
After a roughly 9% post-earnings decline, MNDY closed near $79.97 on November 9, 2026. Reaching $110 would require about a 37% advance — a very large move by any standard. For that to happen, the market would need to look past near-term guidance and begin pricing sustained double-digit growth alongside rising free cash flow.
The company's third-quarter results were mixed. Revenue rose 19% year over year to $377.5 million, beating the roughly $369 million consensus, and adjusted earnings per share (EPS) of $2.14 crushed the $1.37 estimate. Non-GAAP operating margin hit a record 24%. Yet fourth-quarter revenue guidance of $380 million to $382 million, implying about 14% growth, came in below expectations and drove the sell-off.
What Could Support a Move Toward the Target
- Profitability inflection: Non-GAAP operating income reached $89.4 million in the quarter, and full-year 2026 operating margin guidance was raised to about 18%.
- AI monetization: AI ARR reached $36 million, and the company's "agents" product passed 6 million interactions in under two quarters.
- Upmarket strength: Customers above $100,000 in ARR grew 33% year over year to 2,127, and those above $500,000 grew 58%.
- Healthy balance sheet: About $1.1 billion in cash and securities provides flexibility for buybacks and investment.
What Could Prevent the Target From Being Reached
- Growth deceleration: Management guided to roughly 14% fourth-quarter growth and flagged weaker small-and-midsize-business demand and longer enterprise sales cycles potentially persisting into 2027.
- Retention pressure: Net dollar retention slipped to 108% from 110%, with management signaling continued modest pressure.
- Restructuring disruption: A roughly 20% workforce reduction announced in July creates execution risk during an AI-first transition.
- Valuation and sentiment: With momentum already bearish, further guidance cuts or sector rotation away from software could compress the multiple.
Technical Levels and Market Structure
Following the earnings-driven decline, the stock trades near its recent lows around $80, and third-party technical commentary describes MNDY as trading below its major moving averages with bearish momentum. A sustained move toward $110 would first require the shares to reclaim prior consolidation levels near the mid-$90s before testing the psychological $100 mark, which sits just below several Street targets.
Time Horizon and What Investors Should Monitor
Analyst price targets generally reflect a roughly 12-month research horizon, though individual firms vary. Investors focused on the $110 target should watch the next earnings release and guidance updates, particularly any stabilization in net dollar retention and the down-market segment, continued AI ARR growth, analyst target revisions, foreign-exchange movements (the strong Israeli shekel is a margin headwind), and broader software-sector sentiment. From what I see, AI-driven signals can help track these shifts efficiently.
Using AI Daily Buy/Sell Signals for Research
Tickeron's AI Daily Buy/Sell Signals use artificial intelligence to continuously monitor thousands of stocks and ETFs, generating Buy, Sell, or Hold signals based on changing market conditions, technical behavior, and AI-driven analysis. In my view, traders use these signals to discover opportunities, monitor existing positions, and spot changing trends more efficiently than manual screening allows. For investors tracking names like MNDY through volatile, news-driven periods, this kind of systematic signal can be a useful complement to fundamental research. I find it helpful for staying on top of momentum shifts without getting overwhelmed by noise.
Final Assessment
The $110 target — an average of verified analyst price targets, with the overall range spanning roughly $80 to $165 — sits about 37% above the current price. Reaching it would require the market to reward monday.com's record profitability and growing AI ARR while accepting that revenue growth is normalizing toward the mid-teens. The bullish case rests on margin expansion and enterprise momentum; the bearish case rests on weakening retention, softer guidance, and restructuring risk. With analyst opinions split between downgrades and retained Buy ratings, the target is achievable but far from assured, and investors should watch guidance and retention trends closely. I'm watching this closely as the next few quarters unfold.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
MNDY sees MACD Histogram crosses below signal line
MNDY saw its Moving Average Convergence Divergence Histogram (MACD) turn negative on November 02, 2026. This is a bearish signal that suggests the stock could decline going forward. Tickeron's A.I.dvisor looked at 49 instances where the indicator turned negative. In 44 of the 49 cases the stock moved lower in the days that followed. This puts the odds of a downward move at 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for MNDY moved out of overbought territory on October 26, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 29 similar instances where the indicator moved out of overbought territory. In 23 of the 29 cases, the stock moved lower in the following days. This puts the odds of a move lower at 79%.
The Momentum Indicator moved below the 0 level on November 03, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on MNDY as a result. In 58 of 74 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 78%.
MNDY moved below its 50-day moving average on November 06, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where MNDY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 84%.
MNDY broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 4 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
The 10-day moving average for MNDY crossed bullishly above the 50-day moving average on October 20, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 87%.
The 50-day moving average for MNDY moved above the 200-day moving average on October 02, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +11.61% 3-day Advance, the price is estimated to grow further. Considering data from situations where MNDY advanced for three days, in 231 of 306 cases, the price rose further within the following month. The odds of a continued upward trend are 75%.
The Aroon Indicator entered an Uptrend today. In 144 of 185 cases where MNDY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 78%.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 56 (best 1 - 100 worst), indicating steady price growth. MNDY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 60 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 80 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.015) is normal, around the industry mean (-1.906). P/E Ratio (36.185) is within average values for comparable stocks, (9.554). Projected Growth (PEG Ratio) (0.314) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.069) among similar stocks. P/S Ratio (3.434) is also within normal values, averaging (70.383).
The Tickeron PE Growth Rating for this company is 97 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. MNDY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
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