
Why Monday.com Stock Lost 37% in February
Software stocks continued to fall in February on fears of AI disruption. Monday beat estimates in its fourth-quarter earnings report, but it wasn't enough to please investors.
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Software stocks continued to fall in February on fears of AI disruption. Monday beat estimates in its fourth-quarter earnings report, but it wasn't enough to please investors.

(NASDAQ: MNDY) NEW YORK, Feb. 25, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP is investigating potential securities law violations by monday.com Ltd. (NASDAQ: MNDY) in connection with the company's February 9, 2026 earnings release, in which it disclosed 2026 revenue guidance that was materially below both analyst consensus and the trajectory its executives had previously endorsed.

Fox Run Management L.L.C. bought a new stake in monday.com Ltd. (NASDAQ: MNDY) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 9,670 shares of the company's stock, valued at approximately $1,873,000. A number of other large investors

SYDNEY--(BUSINESS WIRE)--Fruition has officially attained a pinnacle of the monday Partner Program within 2.5 years since its operations began. Headquartered in Sydney, this consultancy has officially become a monday.com Platinum Partner across APAC. Being in the highest tier places Fruition among the elite group of 2,000+ global partners. This recognition is often distinguished by exceptional delivery quality and client satisfaction. The monday Platinum path for service-focused partners requir.

Monday.com (MNDY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Last week, I warned that insiders in two key industries were selling unusual amounts of their company's stock.

Sold 79,172 shares of monday.com Ltd.; estimated trade size $15.33 million based on quarterly average pricing.

(NASDAQ: MNDY) NEW YORK, Feb. 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP is investigating monday.com Ltd. (NASDAQ: MNDY) for potential violations of federal securities laws in connection with the company's February 9, 2026 disclosure of fiscal year 2026 revenue guidance of $1.452 billion to $1.462 billion, representing 18%–19% growth – a figure that fell materially below the Wall Street consensus of approximately $1.5 billion and the growth trajectory the company had endorsed as recently as the prior earnings cycle.

NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com (NASDAQ: MNDY), the AI work platform that turns strategy into execution, at scale, today announced that members of its management team will participate in the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2nd, 2026 at 4:05pm PT. The presentation will cover recent events in a fireside chat format and will be webcast live on monday.com's investor relations website at http://ir.monday.com. A replay of the present.

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PRAGUE--(BUSINESS WIRE)--monday.com, the AI work platform that turns strategy into execution at scale, today announced key expansions to its partner program at its sixth annual Partner Summit. The updates are designed to unlock the AI opportunity across the partner ecosystem and enable joint customers to achieve unprecedented efficiency, impact, and growth. The multi-day event brings together over 500 professionals from over 40 countries to drive scalable growth across the monday.com ecosystem.

Recently, Zacks.com users have been paying close attention to Monday.com (MNDY). This makes it worthwhile to examine what the stock has in store.

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.

Shares of Monday.com tanked earlier this week, but the company's vibe coding tool was a bright spot. Monday Vibe has reached $1 million in ARR faster than any other Monday.com product.

(NASDAQ: MNDY) NEW YORK, Feb. 11, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP is investigating monday.com Ltd. (NASDAQ: MNDY) regarding whether the company's forward-looking financial commitments were made without adequately disclosing known headwinds that were later embedded in its reduced 2026 guidance.

Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions.

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Envestnet Asset Management Inc. lifted its stake in shares of monday.com Ltd. (NASDAQ: MNDY) by 9.4% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 218,174 shares of the company's stock after acquiring an additional 18,711 shares during the quarter. Envestnet

monday.com Ltd. saw its share price plunge after management announced results that I consider to be quite solid. MNDY's multi-product, AI-driven strategy and expanding enterprise customer base underpin its growth, with new products now 10.7% of annual recurring revenue. The firm's robust fundamentals and fortress balance sheet, as well as attractive valuation, justify a more bullish stance than I had on MNDY stock previously.