In the latest close session, Monday.com (MNDY) was down 1.13% at $67.25. This change lagged the S&P 500's daily loss of 0.49%. Elsewhere, the Dow lost 0.05%, while the tech-heavy Nasdaq lost 0.9%. The ...
Monday.com beat analyst expectations on both revenue and earnings but the stock still dropped 25% this week. Management withdrew 2027 guidance, citing AI uncertainty and currency headwinds. The ...
Software stocks got pounded last month as the narrative that AI would disrupt enterprise software-as-a-service (SaaS) products took hold. Anthropic introduced new plug-ins for Claude Code and Claude ...
Despite the threat of AI and slowing growth, monday.com's excessive price decline now presents a very attractive price, relatively and on an absolute basis, for a contrarian investor. When considering ...
Announcements from AI companies are increasing risks for businesses like Monday.com that sell enterprise software.