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Monday.com Hits Rock Bottom: Overdone Sell-Off Ready to Rebound
Yahoo Finance· 2026-02-09 17:44
monday.com-branded mug on a desk beside a tablet showing a colorful project board dashboard in a bright office. Key Points Monday.com retreated to long-term lows in February as its sell-off overextended on overblown fears. Institutions have been accumulating this stock, which may limit downside risk, with shares trading at rock-bottom prices. The timing of the rebound is uncertain, as retail market sentiment is driving the action. Interested in monday.com Ltd.? Here are five stocks we like better. ...
monday.com: Ignore The Bearish Frenzy And Buy The Dip
Seeking Alpha· 2026-02-09 17:16
One of the trends that has shaped the 2026 market that has been absolutely stunning is the speed at which previously high-flying stocks have degraded into bargain-basement value stocks due to little more thanWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since ...
Earnings Split Emerges as CNA, monday.com, and Universal Report Results
Investing· 2026-02-09 17:14
Group 1 - CNA Financial Corporation reported a strong performance with a net income increase of 15% year-over-year, reaching $1.2 billion [1] - Universal Corporation experienced a decline in revenue by 10% to $1.5 billion, primarily due to reduced demand in the tobacco sector [1] - Monday.Com Ltd. showed significant growth, with a 25% increase in revenue, totaling $150 million, driven by an expansion in its customer base [1] Group 2 - The overall market analysis indicates a mixed outlook for the companies, with some sectors experiencing growth while others face challenges [1] - Investment trends suggest a shift towards technology and digital solutions, as evidenced by Monday.Com's performance [1] - The financial services sector remains stable, with CNA Financial's results reflecting resilience in the face of economic fluctuations [1]
Stock Market Today: Dow Up As Oracle Soars; Cathie Wood Buys Buffett Stock Amid 145% Run (Live Coverage)
Investors· 2026-02-09 21:42
Stock Market Today: Dow Falls As Jobs Report Looms; AI Stock Monday Plunges | Investor's Business DailyBREAKING: [Hims & Hers Halts Wegovy Knockoff]---Futures for the Dow Jones Industrial Average and other major stock indexes moved lower Monday, as Wall Street awaited this week's rescheduled January jobs report. An early loser on the stock market today was artificial intelligence stock Monday.com (MNDY), which reported a disappointing full-year outlook. On Monday, Dow Jones futures lost 0.2%, as did S&P 500 ...
Monday.com Shares Tumble 21% Despite Higher Q4 Profit
RTTNews· 2026-02-09 16:22
monday.com Ltd. (MNDY) shares plunged 20.54 percent, or $20.13, to $77.87 on Monday after the company released its latest financial results. The sharp selloff came despite the software firm reporting stronger profitability for both the fourth quarter and full year.The stock is trading at $77.87, down from a previous close of $98.00. Shares opened at $77.30 and have traded between $73.12 and $80.90 during the session on the Nasdaq. The last bid was $57.75 for 200 shares, while the ask stood at $93.69 for 20 ...
Monday.com shares slide as weak outlook overshadows earnings beat
Proactiveinvestors NA· 2026-02-09 15:33
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
CRM & NOW Added to IVES ETF, ORCL Upgrade, Bad Monday for MNDY
Youtube· 2026-02-09 15:30
And uh we have a lot more stories to continue to follow here for you. Now I bring in Diane King Hall. I was saying we were all celebrating with our 50,000 hats on Friday.And we're continuing to take a look at some of the uh names in the news this morning. Salesforce and Service Now. Let's hear about this.>> They're getting some love from Wed Bush. Not helping the stock at least for Salesforce. Let me do a quick check on Service Now.That's under a little bit of pressure as well. Here's the thing. The view is ...
Corrected: Fitzroy Minerals Reports on Latest Drilling Results and Extends Oxide Zone to 1.7 km, Buen Retiro Copper Project, Chile
Thenewswire· 2026-02-09 15:20
Core Insights - Fitzroy Minerals Inc. has reported significant exploration progress at its Buen Retiro and Caballos copper projects in northern Chile, highlighting the discovery of new mineralization targets and promising drilling results [1][3][4]. Buen Retiro Project - The company has completed Phase 2 drilling at Buen Retiro, totaling 8,300 meters across 29 drill holes, with new drilling contracts signed for an additional 10,400 meters of diamond drilling and 3,000 meters of reverse circulation drilling planned for 2026 [4][16]. - Drill hole BRT-DDH041 intersected 108 meters at 0.41% Cu, including 48 meters at 0.77% Cu, while BRT-DDH043 intersected 77 meters at 0.46% Cu, including 20 meters at 0.97% Cu, indicating strong mineralization [5][8]. - The reverse circulation drill hole BRT-RCD008 extended the Southwest oxide target to 1.7 kilometers, intersecting 213 meters at 0.19% Cu [5][14]. - The mineralization at Buen Retiro shows a stratigraphic control, primarily hosted within permeable volcanic breccias and tuffs [8][9]. Caballos Project - At Caballos, Phase 1 drilling has been completed with 3,154 meters across nine holes, and an airborne geophysical survey is scheduled for Q1 2026 to enhance geological understanding [18][22]. - Drill hole CAB-DDH009 returned 71 meters at 0.41% CuEq, indicating a complex copper system with significant alteration and mineralization [19][20]. - The geology at Caballos is characterized by porphyry textures and alteration, with plans for Phase 2 drilling later in the year once geophysical data is integrated [3][18]. Next Steps - The company is finalizing new drilling plans for 2026, focusing on both exploration and metallurgical sampling, while also reinterpreting existing geophysical data [16][22]. - Discussions regarding a Heap Leach Joint Venture Copper Project with Sociedad Punta del Cobre S.A. are ongoing, with plans for a Pre-Feasibility Study [17].
Monday.com drops 19% as AI disruption fears mount in software
CNBC· 2026-02-09 15:20
Group 1 - Monday.com's stock dropped over 19% following the release of weak guidance amid concerns about AI disrupting the software business model [1] - The company projected revenue between $338 million and $340 million for the current quarter, below the $343 million expected by analysts [2] - For the full year, monday.com forecasted revenue between $1.452 billion and $1.462 billion, compared to a FactSet estimate of $1.48 billion [2] Group 2 - The iShares Expanded Tech-Software Sector ETF (IGV) has decreased by 22% this year, while monday.com shares have lost half their value [3] - During an earnings call, management defended the company's market position and emphasized new AI capabilities being implemented to enhance conversion and engagement [3]
monday.com Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-09 15:06
Core Insights - The company reported a net income of $55.0 million in Q4, down from $57.3 million year-over-year, with a full-year net income of $233.6 million, an increase from $183.3 million in fiscal 2024 [1][7] - Revenue for Q4 was $334 million, reflecting a 25% year-over-year increase, while full-year revenue reached $1.232 billion, up 27% [3][7] - The company is focusing on upmarket expansion, with customers generating over $50K in ARR now representing 41% of total ARR, and those over $500K in ARR growing 74% year-over-year [6][9] Financial Performance - Operating income for Q4 was $41.9 million, with a 13% operating margin, impacted by a 180-basis-point negative foreign exchange effect [2] - Full-year operating income was $175.3 million, representing a 14% operating margin, with a 110-basis-point FX impact [2] - Diluted EPS for Q4 was $1.04, and for the full year, it was $4.40 [1] AI Strategy and Product Development - The company is re-architecting its platform around AI, introducing features like AI Agents, Monday Vibe, and AI Sidekick, with Sidekick monetized as an add-on for most tiers [5][12] - Early usage metrics indicate over 77 million actions powered by Monday Blocks and more than 500,000 user messages processed by Sidekick [12] - Vibe is noted as the fastest product in company history to surpass $1 million in ARR [18] Guidance and Market Outlook - For Q1 fiscal 2026, the company expects revenue between $338 million and $340 million, indicating about 20% year-over-year growth [16] - Full-year 2026 revenue guidance is set at $1.452 billion to $1.462 billion, reflecting 18% to 19% growth, with a non-GAAP operating income forecast of $165 million to $175 million [19] - The company has adopted a cautious outlook for 2026, focusing on execution and acknowledging FX headwinds and choppy demand in no-touch channels [15][16] Cash Flow and Capital Management - The company ended the quarter with $1.5 billion in cash, down from $1.53 billion, reflecting $135 million in share repurchases [23] - Expected free cash flow for 2026 is projected between $275 million and $290 million, with margins impacted by FX headwinds and increased investments [19][22] - The company anticipates a headcount growth in the mid-teens percentage range for fiscal 2026, primarily directed towards sales and R&D [23]