So, software stocks took a hit last month, right? Apparently, everyone’s suddenly convinced AI is going to swoop in and render everything obsolete. It’s ridiculous. Like, suddenly all these companies that have been operating for years are going to just… vanish? It’s just…a lot. And Monday.com? Oh, don’t even get me started.
This Anthropic thing, Claude, whatever it is, apparently can build apps now. Apps! And suddenly, investors are freaking out about Monday.com. It’s like they’ve never seen innovation before. It’s the principle of the thing! They’re supposed to be investing in these companies, not panicking the second something new comes along.
Monday.com (MNDY +3.65%) got hammered. Thirty-seven percent in February. Thirty-seven! It’s like they personally offended someone at a hedge fund. And it’s not like they did anything wrong. They just… existed while someone else built something slightly different. It’s infuriating.
What Actually Happened with Monday.com
The stock was already drifting downwards, along with everything else in the SaaS sector. A general sense of doom and gloom. And then they reported earnings. Earnings! And investors decided that was the signal to sell. It’s like they weren’t even listening to the report. They just saw a number and reacted. It’s… primitive.
They beat expectations, you know. Revenue was up 25% to $333.9 million. And this “Monday Vibe” thing, whatever that is, is apparently doing well. Fastest product to a million bucks in annual revenue. Great! But apparently, that’s the problem? Because it’s an app builder? So now they’re being punished for innovation? It doesn’t make any sense!
They even managed to eke out a profit, a GAAP operating profit, which, let’s be honest, is a minor miracle these days. And adjusted earnings per share were okay. But it wasn’t enough. Investors were spooked. Spooked! By what? By the fact that growth in smaller customers was slowing? So what? It’s a normal part of the business cycle! It’s just… predictable.
Where Does Monday.com Go From Here?
They’re projecting revenue growth of 18-19% for 2026. Below expectations. Below expectations! Like they’re supposed to defy gravity. And first-quarter guidance was also a little light. A little light! It’s like they’re being held to an impossible standard. And the stock’s been tanking for six months. Six months! It’s a disaster.
Shaking off this AI threat is going to be tough. Unless they can magically re-accelerate revenue growth. Which, let’s be real, is unlikely. The valuation has come down, sure. But investors want to see profits. Real, actual profits. Not just some vague promise of future growth. It’s just… basic economics.
Honestly, it’s a mess. A complete and utter mess. And I’m just trying to make a living here. Just trying to navigate this chaotic market. It’s exhausting.
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2026-03-04 07:02