Monday.com drops 19% as AI disruption fears mount in software

Impact · against what's priced in

Monday.com is facing a valuation reset as it misses both top-line and profitability guidance, signaling a growth deceleration that the market had not fully accounted for. The combination of AI disruption fears and FX headwinds creates a negative catalyst that outweighs the company's recent quarterly beat.

MNDY−0.80

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In context

The company missed full-year revenue guidance ($1.452B-$1.462B vs $1.48B expected) and operating income guidance ($165M-$175M vs $220.2M expected), indicating a significant deceleration in growth and margin compression.

Read from the article alone

• software▲3%
• earnings
• guidance
• MNDY
• ai disruption
• ai native
• fx rates
• project management
• revenue miss