monday.com Ltd.
No SEC Form 4 filings for $MNDY in the last 30 days.
See all $MNDY insider activity →Enterprise software stocks rose after strong earnings and AI-driven growth reports. Paylocity (PCTY) +4%, MongoDB (MDB) +9.7%, Datadog (DDOG) +6.4%, Five9 (FIVN) +6.4%, monday.com (MNDY) +6.6%. Salesforce, CrowdStrike, and Okta showed AI boosted their revenues. MongoDB's volatility noted; up 12% YTD.
Monday.com (MNDY) +7%, HubSpot (HUBS) +6%, and Intuit (INTU) +5% in a software sector rally. The gains follow Anthropic's below-expectation revenue and AI-related concerns. All three stocks remain down ~45% year-over-year. Software ETF IGV rose 0.6% while semiconductor ETF SOXX dropped sharply.
monday.com (MNDY) reported Q2 2026 revenue of $364.6M, up 22% YoY, driven by AI adoption and upmarket growth. AI ARR doubled, representing 17% of net new ARR. Total ARR reached $1.5B. Net dollar retention was 109%. The company announced a 20% workforce reduction to focus on AI. Q3 revenue guidance is $368M-$370M, and full-year guidance is $1.466B-$1.474B, reflecting 19%-20% growth. Non-GAAP operating margin improved to 17%.
Over the past 7 days, alphai's AI scored 2 news stories mentioning MNDY (monday.com Ltd.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent MNDY coverage spans earnings, market movers and sector analysis.
Earnings beat and AI narrative propelled a mid‑single‑digit gain.
Strong revenue growth and AI ARR expansion suggest momentum may continue.
Strong revenue beat and upbeat guidance suggest upside potential, but workforce cuts and FX headwinds add risk.
Positive earnings beat drives short‑term rally.
Near-term momentum is being driven by AI-related ARR commentary and a risk-off rotation away from semis.
alphai scores every news story that mentions MNDY with an AI model for sentiment and relevance, and aggregates insider trades from monday.com Ltd.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Enterprise software stocks rose after strong earnings and AI-driven growth reports. Paylocity (PCTY) +4%, MongoDB (MDB) +9.7%, Datadog (DDOG) +6.4%, Five9 (FIVN) +6.4%, monday.com (MNDY) +6.6%. Salesforce, CrowdStrike, and Okta showed AI boosted their revenues. MongoDB's volatility noted; up 12% YTD.
3 min readMonday.com (MNDY) +7%, HubSpot (HUBS) +6%, and Intuit (INTU) +5% in a software sector rally. The gains follow Anthropic's below-expectation revenue and AI-related concerns. All three stocks remain down ~45% year-over-year. Software ETF IGV rose 0.6% while semiconductor ETF SOXX dropped sharply.
3 min readmonday.com (MNDY) reported Q2 2026 revenue of $364.6M, up 22% YoY, driven by AI adoption and upmarket growth. AI ARR doubled, representing 17% of net new ARR. Total ARR reached $1.5B. Net dollar retention was 109%. The company announced a 20% workforce reduction to focus on AI. Q3 revenue guidance is $368M-$370M, and full-year guidance is $1.466B-$1.474B, reflecting 19%-20% growth. Non-GAAP operating margin improved to 17%.
3 min readBaidu (BIDU) fell 12.73% after reporting a Q2 revenue miss and declining ad revenue. CoreWeave (CRWV) dropped 12.10% amid rising Treasury yields. monday.com (MNDY) rose 5.65% on strong earnings. The S&P 500, Nasdaq, and SOXX indices all declined, with AI and semiconductor stocks under pressure.
3 min readShares of monday.com (up 6.9%), HubSpot (up 6.6%), and Intuit (up 5.2%) rose on Tuesday amid a broader tech selloff, driven by a rotation into software stocks. The move follows weekend reports on AI revenue projections and tech commitments. All three stocks have declined significantly year-to-date but showed recent earnings growth.
7 min readCiti said European hardwood and softwood pulpwood prices fell about 1% week over week for a third straight week, while China softwood and hardwood import prices were largely stable. Citi expects the recent European pulpwood softness to weigh on near term shares of Stora Enso and SCA. It also cited rising containerboard and OCC spot prices.
4 min readChip equipment stocks rose Monday as Applied Materials reported record fiscal Q3 revenue of $9.12B and guided Q4 revenue of $9.75B to $10.75B. ACM Research, Teradyne, and Micron also gained, with Micron crossing $1,000. The SOXX ETF rose 1.58% while some SaaS names fell. Source: article citing company results and analyst targets.
7 min readStocks including Rapid7 (RPD), ServiceNow (NOW), and monday.com (MNDY) fell after Bloomberg reported Anthropic’s preliminary Q2 revenue above $11.5B, which the market viewed as evidence AI coding tools are generating real sales. The article notes software had bounced after Microsoft’s July 22 results and cites monday.com’s YTD decline and volatility.
6 min readmonday.com Ltd. (MNDY) reported Q2 FY2026 revenue of $364.6M, up 22% YoY, with AI ARR doubling and representing 17% of net new ARR. Total ARR reached $1.5B in July. Non-GAAP operating income was $61.1M and diluted EPS $1.48. Q3 revenue guidance is $368M to $370M; FY2026 revenue $1.466B to $1.474B. The company also cut headcount by 20% and completed a $182M share repurchase.
6 min readmonday.com reported Q2 revenue of $364.6M vs $355.3M estimates and adjusted EPS of $1.48 vs $1.11, citing accelerated AI product adoption and a shift to upmarket sales. The company reconfirmed full-year revenue guidance of $1.47B midpoint and noted a 20% workforce reduction with savings directed to product and AI. Analysts discussed demand, R&D, AI pricing, and retention.
6 min read
