23,710 Shares in monday.com Ltd. $MNDY Acquired by SEB Asset Management AB

SEB Asset Management AB acquired a new stake in shares of monday.com Ltd. (NASDAQ:MNDY) during the first quarter, Holdings Channel.com reports. The fund acquired 23,710 shares of the company’s stock, valued at approximately $1,639,000.

Several other large investors have also recently added to or reduced their stakes in MNDY. NewEdge Advisors LLC lifted its position in monday.com by 2,120.0% in the 1st quarter. NewEdge Advisors LLC now owns 111 shares of the company’s stock worth $27,000 after buying an additional 106 shares in the last quarter. American Century Companies Inc. grew its holdings in shares of monday.com by 75.3% during the 2nd quarter. American Century Companies Inc. now owns 4,192 shares of the company’s stock valued at $1,318,000 after acquiring an additional 1,801 shares in the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of monday.com by 76.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 150 shares of the company’s stock valued at $47,000 after acquiring an additional 65 shares in the last quarter. Cerity Partners LLC increased its stake in shares of monday.com by 28.8% in the second quarter. Cerity Partners LLC now owns 2,596 shares of the company’s stock worth $816,000 after acquiring an additional 580 shares during the last quarter. Finally, WINTON GROUP Ltd acquired a new position in shares of monday.com in the second quarter worth $398,000. Institutional investors and hedge funds own 73.70% of the company’s stock.

monday.com Stock Performance

Shares of NASDAQ MNDY opened at $71.74 on Friday. The business’s 50-day simple moving average is $78.52 and its 200-day simple moving average is $83.62. monday.com Ltd. has a 52 week low of $57.50 and a 52 week high of $296.46. The firm has a market cap of $3.67 billion, a price-to-earnings ratio of 31.19, a P/E/G ratio of 3.70 and a beta of 1.26.

monday.com (NASDAQ:MNDY) last posted its earnings results on Friday, March 13th. The company reported $1.15 earnings per share for the quarter. The firm had revenue of $351.26 million during the quarter. monday.com had a return on equity of 5.10% and a net margin of 9.17%. As a group, equities research analysts forecast that monday.com Ltd. will post 1.59 earnings per share for the current year.

Key monday.com News

Here are the key news stories impacting monday.com this week:

• Positive Sentiment: Analysts are arguing that monday.com’s AI governance and pricing strategy could help it stand out in a fragmented enterprise software market and create new revenue opportunities. monday.com: AI Governance Could Disrupt The Fragmented Enterprise Software Stack
• Positive Sentiment: monday.com said it is restructuring around AI and cutting about 20% of its workforce, which investors may see as a move to lower costs and sharpen its focus on AI-enabled products. MNDY stock snaps six-day losing streak – firm announces 20% workforce cut, AI strategy overhaul
• Positive Sentiment: The company’s updated FY2026 revenue outlook of roughly $1.5 billion appears to be in line with expectations, suggesting the business is still growing despite the restructuring.
• Neutral Sentiment: Several reports repeated the same restructuring story, indicating the market’s reaction is being driven more by the scale of the layoffs and AI pivot than by new operational details. Monday.com plans 20% layoffs citing ‘AI-driven growth strategy’
• Negative Sentiment: The announced layoffs of about 620 employees highlight the company’s cost-cutting and restructuring pressure, which can raise concerns about slowing growth and near-term execution risk. monday.com to lay off 620, as it adapts to AI

Analyst Ratings Changes

MNDY has been the subject of a number of research reports. BTIG Research reduced their price objective on monday.com from $115.00 to $105.00 and set a “buy” rating for the company in a research report on Tuesday, July 14th. Piper Sandler upped their target price on monday.com from $85.00 to $90.00 and gave the stock a “neutral” rating in a research report on Monday, May 11th. Guggenheim set a $130.00 price target on monday.com and gave the stock a “buy” rating in a research note on Thursday, April 9th. TD Cowen lifted their price target on monday.com from $100.00 to $110.00 and gave the company a “buy” rating in a report on Tuesday, May 12th. Finally, Wall Street Zen raised monday.com from a “hold” rating to a “buy” rating in a research note on Sunday, July 12th. Seventeen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $126.04.

monday.com Profile

monday.com is a software-as-a-service (SaaS) company that provides a cloud-based Work Operating System (Work OS) designed to help teams plan, organize and track their work. The platform offers customizable workflows that support project management, task delegation, time tracking and collaboration across departments. monday.com’s visual interface enables users to create boards, automations and dashboards to centralize information and streamline processes without requiring extensive coding knowledge.

The company’s product portfolio includes monday Work OS, which can be adapted for use cases ranging from marketing campaign management and sales pipelines to software development sprints and human resources onboarding.