Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%

Impact · against what's priced in

The rally in software names is driven by sector rotation rather than company-specific fundamentals, leaving core valuation drivers unchanged. Monday.com faces fresh negative pressure as JPMorgan's downgrade confirms growth concerns already baked into its low valuation, while Atlassian and HubSpot gains are purely momentum-driven.

MNDY−0.20: Already priced in
The price assumes: Revenue growth decelerating from 26.7% down to the negative mid-single digits

Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%

What matters in this story

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Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%

What matters in this story

As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions

How each ticker is affected

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Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%

What matters in this story

Next reads from the same story arc

As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions

Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%

What matters in this story

Next reads from the same story arc

As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions

How each ticker is affected

Connected tickers

Track these names every morning.

Berkshire's Mind-Bender

RELX: The Risk Segment Makes This Buy Less Risky

Monday.com (MNDY) Declines More Than Market: Some Information for Investors

Prediction: Here's Where The Trade Desk Stock Will Be in 2029