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finance.yahoo.com$MNDY

Monday.com Shares Fall 7.3% Despite Q3 Earnings Beat as Revenue Outlook Signals Slower Growth

Monday.com (MNDY) shares fell 7.3% despite Q3 2026 earnings and revenue beating expectations. Revenue rose 19% YoY to $377.5M, but Q4 guidance of $380M-$382M was below estimates, signaling slower growth. AI-related ARR reached $36M. Management cited AI investments and FX headwinds.

Original reporting
finance.yahoo.com
Published Nov 9, 2026, 1:54 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 9, 2026, 2:13 PM UTC. Informational, not investment advice.
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Monday.com Shares Fall 7.3% Despite Q3 Earnings Beat as Revenue Outlook Signals Slower Growth — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$MNDYBearishHigh
01

Why it matters

The guidance shortfall outweighs the earnings beat, prompting a sell‑off; investors may watch AI investment execution for future catalysts.

02

Market read

Earnings and guidance release is a primary market‑moving event for MNDY, with immediate price impact.

03

What to watch

Foreign‑exchange headwinds and operating margin expansion may support future upside.

Relevance 8/10Novelty 8/10Timing: post‑earnings today

Background

Monday.com reported Q3 2026 results with revenue up 19% YoY and adjusted EPS of $2.14, beating estimates, but warned of slower Q4 growth.

Company-level read

Ticker impact

$MNDYBearishHigh confidence
Context

Q3 earnings beat expectations but Q4 revenue guidance below forecasts, triggering a 7.3% share decline.

Expected impact

downward pressure as investors price in slower growth and AI investment costs

Evidence & confidence

The earnings beat is offset by guidance below consensus, a classic catalyst for sell‑offs.

Market effects

Sector

AI‑focused SaaS sector may see heightened scrutiny on guidance versus growth expectations.

Regional

U.S. tech stocks could face modest pullback as investors reassess AI spend.

Global

Limited; impact confined to cloud‑software and AI‑related equities.

Counterpoint

What could challenge this read

If AI spend drives long‑term margin expansion, the share dip could be an overreaction.

Key entities

  • Executive
    Roy Mann

    Co‑CEO commenting on AI transition.

  • Executive
    Eran Zinman

    Co‑CEO discussing operational headwinds.

Read at source← All news

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

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