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monday.com (MNDY) Retains Strong Analyst Confidence Following Q4 and Full-Year Results
Yahoo Finance· 2026-02-26 00:05
monday.com Ltd. (NASDAQ:MNDY) is one of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts. monday.com (MNDY) Retains Strong Analyst Confidence Following Q4 and Full-Year Results As of February 18, 2026, about 90% of analysts remain bullish on monday.com Ltd. (NASDAQ:MNDY), with a consensus price target of $120, suggesting a 55.54% upside. Monday.com Ltd. (NASDAQ:MNDY) announced its fiscal Q4 2025 and full-year results on February 9, 2026. With 45% YoY growth in customer ...
12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts
Insider Monkey· 2026-02-24 10:37
Core Insights - The article discusses the 12 best beaten down technology stocks to buy according to Wall Street analysts, highlighting the relevance of this topic in the current macroeconomic environment characterized by persistent inflation, volatile monetary policy, and advancements in artificial intelligence (AI) [1] Economic Outlook - JPMorgan's 2026 outlook report indicates a 35% probability of a U.S. and global recession, alongside soft labor demand and shrinking household spending, suggesting potential volatility and a slowdown [2] - U.S. News echoes JPMorgan's sentiments, noting trade tensions, sticky core inflation at 2.8% as of November 2025, and weak consumer sentiment, while the Federal Reserve maintains low unemployment at 4.4% and projects 2.3% GDP growth for 2026 [3] - Market observers believe inflation from government policies and a possible AI bubble are key factors contributing to market volatility, despite the broader market avoiding a downturn in 2025 [4] Market Optimism - Despite the risks, JPMorgan expresses optimism, projecting double-digit gains for global equities in 2026, driven by AI-related capital expenditures and earnings growth of 13%-15% in the U.S. [5] Stock Selection Methodology - The list of the 12 best beaten down technology stocks was curated using online screeners to identify stocks in technology-driven industries that have lost 15% or more over the past 12 months and are trading near their 52-week low [8] - Stocks were selected based on strong analyst sentiment and hedge fund interest, with rankings based on each stock's upside potential [9] Vertex, Inc. (NASDAQ:VERX) - As of February 18, 2026, Vertex, Inc. has a 53.97% upside potential with a consensus price target of $19.00, despite a recent price target reduction from $25 to $23 by Goldman Sachs [12][13] - The company reported Q4 2025 revenue of $194.7 million, reflecting a 9.1% year-over-year growth, driven by a 23% growth in cloud revenue, and a full-year revenue of $748.4 million, up 12.2% year-over-year [14][15] - Vertex's management projects 2026 revenue between $823.5 million and $831.5 million, with cloud growth anticipated at 25% [15] monday.com Ltd. (NASDAQ:MNDY) - As of February 18, 2026, monday.com has a 55.54% upside potential with a consensus price target of $120, supported by a 45% year-over-year growth in customers with $100K+ ARR [17][18] - The company reported Q4 2025 revenue of $333.9 million, a 25% increase year-over-year, and full-year revenue of $1,232 million, up 27% year-over-year [19] - Analysts have lowered price targets for monday.com due to short-term demand disruptions, with new targets set at $125, $100, and $95 by various firms [20] Atlassian Corporation (NASDAQ:TEAM) - As of February 18, 2026, Atlassian has an 80.33% upside potential with a consensus target of $150, with 80% of analysts remaining bullish [21] - The company reported Q2 FY26 results showing total revenue of $1.6 billion, a 23% year-over-year increase, and cloud revenue of $1.1 billion [23] - Atlassian's management emphasizes opportunistic share buybacks and strong enterprise momentum, with over 600 customers generating $1 million+ ARR [24][25]
Monday.com (MNDY) PT Lowered to $125 by TD Cowen Following Q2 Results, AI Search Disruption
Yahoo Finance· 2026-02-14 06:24
Monday.com Ltd. (NASDAQ:MNDY) is one of the most undervalued mid cap stocks to buy now. On February 10, TD Cowen lowered its price target on Monday.com to $125 from $200 with a Buy rating. The firm noted that Q2 results were below expectations due to disruption in paid search channels from AI search, though it highlighted that upmarket momentum remains a strong point for the company. DA Davidson lowered its price target on Monday.com on the same day to $100 from $150 with its Buy rating. The firm noted t ...
Monday.com stock tumbles after earnings ‘again': is AI really that disruptive?
Invezz· 2026-02-09 18:13
Monday.com Ltd (NASDAQ: MNDY) tanked another 20% on Monday morning despite the "Work OS†provider posting better-than-expected financials for its fiscal Q4. MNDY earned $1.04 a share in its fourth qua... ...
3 Nasdaq-Listed Tech Stocks Flying-High in 2025 Signaling More Upside
ZACKS· 2025-05-28 12:26
Market Overview - U.S. stock markets have faced a setback in 2025 following a significant bull run in 2023 and 2024, attributed to overstretched valuations, sticky inflation, weak economic data, geopolitical conflicts, and concerns over the Trump administration's trade policies [1] - The technology sector has been the most affected, particularly AI-focused stocks, due to the Federal Reserve's uncertainty regarding rate cuts, recession fears, and competition from low-cost Chinese AI platforms [2] Nasdaq Composite Performance - The tech-heavy Nasdaq Composite is down 0.4% year to date, although some technology stocks listed on the Nasdaq have achieved double-digit returns [3] Stock Picks - Selected stocks with potential for double-digit returns include CyberArk Software Ltd. (CYBR), Lam Research Corp. (LRCX), and monday.com Ltd. (MNDY), all carrying favorable Zacks Ranks [3][4] CyberArk Software Ltd. (CYBR) - CyberArk is benefiting from rising demand for cybersecurity solutions due to increasing data breaches and digital transformation strategies [7] - The company has a strong presence across various sectors, which helps mitigate the impact of softening IT spending, and is shifting towards software-as-a-service and subscription models to drive growth [8] - CyberArk's expected revenue and earnings growth rates are 31.9% and 25.1%, respectively, with a short-term price target indicating a potential upside of 30.6% from its last closing price of $382.81 [11][12] Lam Research Corp. (LRCX) - Lam Research is capitalizing on strengths in 3D DRAM and advanced packaging technologies, with a rebound in its System business due to improving memory spending [13] - The company is well-positioned to benefit from an expected $100 billion in wafer fab equipment spending in 2025, driven by increased investments in foundry/logic, DRAM, and NAND [14] - Lam Research's expected revenue and earnings growth rates are 22.2% and 33.4%, respectively, with a price target suggesting a maximum upside of 48.8% from its last closing price of $83.94 [15] monday.com Ltd. (MNDY) - monday.com develops cloud-based software applications and provides various work management solutions across multiple sectors [16][17] - The company has an expected revenue growth rate of 25.6% and earnings growth rate of 6.3%, with a price target indicating a potential upside of 50.5% from its last closing price of $299.11 [17][18]