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blockonomi.com$MNDY

Monday.com (MNDY) Stock Falls 11% as Q4 Revenue Forecast Misses Estimates

Monday.com (MNDY) stock fell 5% to $83.29 in premarket trading after Q4 revenue guidance of $380M-$382M missed estimates of $386M. Q3 revenue rose 19% to $377.5M, beating estimates, with adjusted EPS of $2.14. Co-CEOs cited near-term operational headwinds due to AI-first shift. The stock is down 39% YTD.

Original reporting
blockonomi.com
Published Nov 9, 2026, 1:50 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 9, 2026, 2:09 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Monday.com (MNDY) Stock Falls 11% as Q4 Revenue Forecast Misses Estimates — source image
Source · blockonomi.com
Decision brief

The 30-second read

$MNDYBearishHigh
01

Why it matters

The guidance miss is the primary catalyst for the price decline, with limited mitigating factors.

02

Market read

The news directly affects MNDY shareholders and may influence sentiment in the broader SaaS sector.

03

What to watch

Strong operating margin expansion and growing AI ARR may offset short‑term revenue slowdown.

Relevance 7/10Novelty 8/10Timing: pre‑market today

Background

Monday.com reported Q3 earnings that beat estimates but issued Q4 revenue guidance below consensus, causing the stock to fall.

Company-level read

Ticker impact

$MNDYBearishHigh confidence
Context

Monday.com posted Q4 revenue guidance of $380‑$382M, below consensus, triggering an 11% stock drop.

Expected impact

likely further downside as investors price in weaker outlook

Evidence & confidence

Revenue forecast fell short of expectations and the stock already fell 5% pre‑market; no offsetting positive news.

Market effects

Sector

SaaS and workflow‑automation sector may see broader scrutiny on growth forecasts.

Regional

U.S. tech equities could face modest pressure.

Global

Limited to investors tracking mid‑cap SaaS stocks.

Counterpoint

What could challenge this read

The AI‑first strategy could unlock higher margins, making the dip a buying opportunity.

Key entities

  • company
    Monday.com Ltd.

    SaaS workflow‑automation provider listed on NASDAQ under MNDY.

Read at source← All news

Storymonday.com beats Q3 estimates but warns of slower growth during AI transition

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2 outlets

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