Monday.com Stock Plummets 19% on Weak Guidance Amid AI Disruption Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 09 2026
0mins
Should l Buy MNDY?
Source: CNBC
- Weak Earnings Guidance: Monday.com forecasts revenue between $338 million and $340 million for the current quarter, falling short of the $343 million expected by analysts, indicating challenges in its business model amid AI disruption.
- Lowered Annual Revenue Outlook: The company projects full-year revenue between $1.452 billion and $1.462 billion, significantly below FactSet's estimate of $1.48 billion, reflecting market concerns about its future growth.
- Significant Stock Decline: Monday.com's stock plummeted over 19% on Monday, with shares losing half their value this year due to rising fears of AI disruption, signaling a decline in investor confidence in the software sector.
- Management's Response Strategy: Despite ongoing market volatility, management highlighted the implementation of new AI capabilities to enhance user conversion and engagement, indicating a proactive approach during the company's transformation process.
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Analyst Views on MNDY
Wall Street analysts forecast MNDY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 76.390
Low
195.00
Averages
235.58
High
310.00
Current: 76.390
Low
195.00
Averages
235.58
High
310.00
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.
monday.com Set to Release Q1 Earnings on May 11
- Earnings Announcement: monday.com (MNDY) is set to announce its Q1 2023 earnings on May 11 before market open, with consensus EPS estimate at $0.93, reflecting a 15.5% year-over-year decline, while revenue is expected to reach $339.07 million, marking a 20.1% year-over-year increase.
- Historical Performance: Over the past two years, monday.com has consistently beaten both EPS and revenue estimates, achieving a 100% beat rate, which underscores its strong profitability and market confidence.
- Estimate Revisions: In the last three months, EPS estimates have seen one upward revision and 21 downward adjustments, while revenue estimates experienced three upward revisions and 17 downward changes, indicating market uncertainty regarding the company's future performance.
- Market Reaction: Recently, monday.com faced downgrades due to concerns over its adaptability to AI, alongside other enterprise software firms like SAP and Asana, highlighting the challenges faced by the industry as a whole.
See More
Notice of Class Action Lawsuit for monday.com Shareholders
- Class Action Notice: Rosen Law Firm reminds investors who purchased monday.com (NASDAQ:MNDY) common stock between September 17, 2025, and February 6, 2026, that they must apply to be lead plaintiff by May 11, 2026, to participate in the class action and seek compensation.
- Lawsuit Background: The lawsuit alleges that monday.com made false and misleading statements, concealing the true state of its revenue growth outlook, which led to investor losses when the truth was revealed, negatively impacting the company's stock performance.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, having been ranked first in 2017 for the number of securities class action settlements, showcasing its strong capabilities in this field.
- Participation Instructions: Investors can visit the designated website or call the toll-free number for more information, ensuring they select qualified legal counsel to represent them in the class action and avoid inexperienced intermediary firms.
See More
monday.com Faces Securities Fraud Class Action
- Lawsuit Background: Glancy Prongay Wolke & Rotter LLP has initiated a securities fraud class action against monday.com on behalf of investors who purchased shares between September 17, 2025, and February 6, 2026, alleging that the company made misleading statements that harmed investors.
- Financial Results Impact: On November 10, 2025, monday.com reported third-quarter revenue of $316.9 million but projected only modest growth for the fourth quarter, resulting in a 12.3% drop in stock price to $166.21 per share, which negatively affected investor confidence.
- Revenue Guidance Downgrade: On February 9, 2026, the company rescinded its $1.8 billion revenue target for 2027 and indicated a significant slowdown in growth for 2026, causing the stock price to plummet by 20.8% to $77.63 per share, further exacerbating investor losses.
- Legal Support Commitment: Glancy Prongay Wolke & Rotter LLP is committed to assisting affected investors in recovering losses without upfront fees, demonstrating the firm’s dedication to protecting shareholder rights and interests.
See More
monday.com Faces Class Action Lawsuit from Investors
- Class Action Filed: Bragar Eagel & Squire has initiated a class action lawsuit against monday.com in the Southern District of New York on behalf of investors who purchased shares between September 17, 2025, and February 6, 2026, indicating significant legal risks for the company.
- False Information Allegations: The lawsuit alleges that monday.com’s management misled investors by providing inaccurate information regarding the company's revenue outlook and growth, leading to misconceptions about its $1.8 billion target for 2027, while actual customer growth was slowing and sales cycles were lengthening.
- Investor Rights Protection: Investors must apply by May 11, 2026, to be appointed as lead plaintiffs in the lawsuit, highlighting the potential significant impact on investor rights and encouraging more affected investors to seek justice.
- Legal Consultation Availability: Bragar Eagel & Squire offers free consultations, allowing investors to contact attorneys via phone or email to understand their legal rights and potential claims, demonstrating the firm’s commitment to supporting investors.
See More
monday.com Faces Class Action Lawsuit Reminder
- Class Action Notification: The Schall Law Firm reminds investors of a class action lawsuit against monday.com for violations of §§10(b) and 20(a) of the Securities Exchange Act, concerning securities purchased between September 17, 2025, and February 6, 2026, with a deadline to contact the firm by May 11, 2026.
- False Statement Allegations: The complaint alleges that monday.com made false and misleading statements regarding its revenue outlook and growth prospects, claiming a reliable basis for its projections while actually experiencing decelerating new customer growth and weaker expansion with existing clients.
- Market Reaction Impact: As the market learned the truth about monday.com, investors suffered damages, with the company's public statements deemed false and materially misleading throughout the class period, significantly impacting its stock price and investor confidence.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected investors to join the lawsuit for potential recovery, although the class action has not yet been certified, meaning investors are not represented by an attorney during this period.
See More
Reminder for monday.com Shareholder Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased monday.com (NASDAQ: MNDY) common stock between September 17, 2025, and February 6, 2026, that they must apply to be lead plaintiff by May 11, 2026, or risk losing their representation in the class action.
- Lawsuit Background: The lawsuit alleges that monday.com made false and/or misleading statements regarding its revenue growth outlook, particularly concerning decelerating growth, reduced expansion momentum, and extended sales cycles, which resulted in investor losses when the truth emerged.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, being ranked No. 1 by ISS Securities Class Action Services in 2017, showcasing its strong track record and expertise in this field.
- Investor Advisory: Investors are advised to carefully select qualified counsel with a proven track record in leading litigation, as many firms issuing notices may lack actual litigation capabilities and could merely act as intermediaries, potentially compromising investor rights.
See More
monday.com Set to Release Q1 Earnings on May 11
- Earnings Announcement: monday.com (MNDY) is set to announce its Q1 2023 earnings on May 11 before market open, with consensus EPS estimate at $0.93, reflecting a 15.5% year-over-year decline, while revenue is expected to reach $339.07 million, marking a 20.1% year-over-year increase.
- Historical Performance: Over the past two years, monday.com has consistently beaten both EPS and revenue estimates, achieving a 100% beat rate, which underscores its strong profitability and market confidence.
- Estimate Revisions: In the last three months, EPS estimates have seen one upward revision and 21 downward adjustments, while revenue estimates experienced three upward revisions and 17 downward changes, indicating market uncertainty regarding the company's future performance.
- Market Reaction: Recently, monday.com faced downgrades due to concerns over its adaptability to AI, alongside other enterprise software firms like SAP and Asana, highlighting the challenges faced by the industry as a whole.
See More
Notice of Class Action Lawsuit for monday.com Shareholders
- Class Action Notice: Rosen Law Firm reminds investors who purchased monday.com (NASDAQ:MNDY) common stock between September 17, 2025, and February 6, 2026, that they must apply to be lead plaintiff by May 11, 2026, to participate in the class action and seek compensation.
- Lawsuit Background: The lawsuit alleges that monday.com made false and misleading statements, concealing the true state of its revenue growth outlook, which led to investor losses when the truth was revealed, negatively impacting the company's stock performance.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, having been ranked first in 2017 for the number of securities class action settlements, showcasing its strong capabilities in this field.
- Participation Instructions: Investors can visit the designated website or call the toll-free number for more information, ensuring they select qualified legal counsel to represent them in the class action and avoid inexperienced intermediary firms.
See More
monday.com Faces Securities Fraud Class Action
- Lawsuit Background: Glancy Prongay Wolke & Rotter LLP has initiated a securities fraud class action against monday.com on behalf of investors who purchased shares between September 17, 2025, and February 6, 2026, alleging that the company made misleading statements that harmed investors.
- Financial Results Impact: On November 10, 2025, monday.com reported third-quarter revenue of $316.9 million but projected only modest growth for the fourth quarter, resulting in a 12.3% drop in stock price to $166.21 per share, which negatively affected investor confidence.
- Revenue Guidance Downgrade: On February 9, 2026, the company rescinded its $1.8 billion revenue target for 2027 and indicated a significant slowdown in growth for 2026, causing the stock price to plummet by 20.8% to $77.63 per share, further exacerbating investor losses.
- Legal Support Commitment: Glancy Prongay Wolke & Rotter LLP is committed to assisting affected investors in recovering losses without upfront fees, demonstrating the firm’s dedication to protecting shareholder rights and interests.
See More
monday.com Faces Class Action Lawsuit from Investors
- Class Action Filed: Bragar Eagel & Squire has initiated a class action lawsuit against monday.com in the Southern District of New York on behalf of investors who purchased shares between September 17, 2025, and February 6, 2026, indicating significant legal risks for the company.
- False Information Allegations: The lawsuit alleges that monday.com’s management misled investors by providing inaccurate information regarding the company's revenue outlook and growth, leading to misconceptions about its $1.8 billion target for 2027, while actual customer growth was slowing and sales cycles were lengthening.
- Investor Rights Protection: Investors must apply by May 11, 2026, to be appointed as lead plaintiffs in the lawsuit, highlighting the potential significant impact on investor rights and encouraging more affected investors to seek justice.
- Legal Consultation Availability: Bragar Eagel & Squire offers free consultations, allowing investors to contact attorneys via phone or email to understand their legal rights and potential claims, demonstrating the firm’s commitment to supporting investors.
See More
monday.com Faces Class Action Lawsuit Reminder
- Class Action Notification: The Schall Law Firm reminds investors of a class action lawsuit against monday.com for violations of §§10(b) and 20(a) of the Securities Exchange Act, concerning securities purchased between September 17, 2025, and February 6, 2026, with a deadline to contact the firm by May 11, 2026.
- False Statement Allegations: The complaint alleges that monday.com made false and misleading statements regarding its revenue outlook and growth prospects, claiming a reliable basis for its projections while actually experiencing decelerating new customer growth and weaker expansion with existing clients.
- Market Reaction Impact: As the market learned the truth about monday.com, investors suffered damages, with the company's public statements deemed false and materially misleading throughout the class period, significantly impacting its stock price and investor confidence.
- Legal Consultation Opportunity: The Schall Law Firm offers free consultations and encourages affected investors to join the lawsuit for potential recovery, although the class action has not yet been certified, meaning investors are not represented by an attorney during this period.
See More
Reminder for monday.com Shareholder Class Action
- Class Action Notice: Rosen Law Firm reminds investors who purchased monday.com (NASDAQ: MNDY) common stock between September 17, 2025, and February 6, 2026, that they must apply to be lead plaintiff by May 11, 2026, or risk losing their representation in the class action.
- Lawsuit Background: The lawsuit alleges that monday.com made false and/or misleading statements regarding its revenue growth outlook, particularly concerning decelerating growth, reduced expansion momentum, and extended sales cycles, which resulted in investor losses when the truth emerged.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions and has recovered over $438 million for investors in 2019 alone, being ranked No. 1 by ISS Securities Class Action Services in 2017, showcasing its strong track record and expertise in this field.
- Investor Advisory: Investors are advised to carefully select qualified counsel with a proven track record in leading litigation, as many firms issuing notices may lack actual litigation capabilities and could merely act as intermediaries, potentially compromising investor rights.
See More
