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MNDYBearishCorporate Developmentsnews
High materiality8/10

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

Feb 9, 2026, 10:26 AM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The significant drop in stock price, combined with lowered guidance, suggests a loss of investor confidence reminiscent of other tech downturns, such as those seen during the dot-com bubble burst.

AI summary

What happened, with direct paths to the underlying reporting

Monday.com's stock plummeted over 19% after the company issued weak revenue guidance for both the upcoming quarter and the full year, which fell short of analysts' expectations. Concerns about AI disrupting the software business model are contributing to a general decline in software stocks, making MNDY less attractive in the short term.

  • MNDY stock fell 19% after weak guidance.
  • Revenue forecast for Q1 below analysts' expectations.
  • Full-year guidance also revised lower than anticipated.
  • AI disruption fears impact software sector sentiment.
  • Management affirms market position despite near-term challenges.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.