At 8:15 a.m. ET on Monday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading highe ...

Kyndryl, Hims & Hers, Novo Nordisk, Kroger, Nvidia, Monday.com, and More Movers - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# These Stocks Are Today's Movers: Kyndryl, Hims & Hers, Novo Nordisk, Kroger, Nvidia, Monday.com, and MoreBy [Mac ...

Group 1 - The S&P 500 is projected to achieve a 13% increase in earnings per share for the fourth quarter, marking the 10th consecutive quarter of annual earnings growth and the fifth consecutive quarter of double-digit growth [1] - Prior to the reporting period, analysts had anticipated an 8.3% increase in earnings per share, which was a decrease from the third quarter's 13.6% growth rate [3] - Recent increases in earnings expectations have been particularly notable for technology companies, which have been significant contributors to earnings growth in recent quarters [3] Group 2 - Major capital expenditures by Big Tech are influencing the AI trade, alongside ongoing themes such as the Trump administration's tariff and economic policies and a K-shaped consumer economy [4] - Upcoming earnings reports will include results from companies such as Coca-Cola, Spotify, Robinhood, Lyft, Ford, Rivian, Moderna, Airbnb, and Coinbase [4]

Market Overview - US stock futures showed a slight decline as markets prepared for a busy week of earnings, inflation data, and the monthly jobs report, with the Dow Jones Industrial Average remaining above 50,000 [1] - The Nasdaq experienced its fourth weekly loss due to a tech-led sell-off, raising concerns about the impact of AI disruption on legacy software companies [2] Earnings Reports - Monday.com reported adjusted earnings per share of $1.04, exceeding estimates of $0.92, with revenue growing 25% year-over-year to $333.9 million, surpassing expectations of $329.6 million [6] - However, Monday.com's first quarter revenue guidance of $338 million to $340 million fell short of expectations of $342 million, and operating income is projected between $37 million to $39 million, compared to the anticipated $45 million [7] Stock Movements - Monday.com stock dropped 15% in premarket trading following the guidance miss, contributing to a year-to-date decline of 33% amid concerns over AI's impact on software companies [8] - Kroger's stock rose 5% after the announcement of a new CEO, while Hims and Hers stock fell 18% due to legal threats regarding a weight-loss pill [10] - Novo Nordisk's stock increased by 6% after Hims & Hers withdrew its weight-loss pill, while Hims shares fell nearly 15% in premarket trading [12] Commodity and Cryptocurrency Trends - Gold prices rose above $5,000 an ounce as dip-buyers returned to the market following volatility [15] - Bitcoin dipped below $70,000 after experiencing significant price fluctuations [14]

Company Overview - monday.com Ltd. (NASDAQ:MNDY) is a flexible Work Operating System founded in 2012 and based in Tel Aviv, providing support for project management, CRM, and workflow automation [4] Financial Performance - In Q3 of fiscal 2025, monday.com reported total revenue of $317 million, reflecting a 26% year-over-year growth [3] - The company has seen significant adoption of its AI-driven offerings, with over 60,000 apps created using products like Monday Vibe and Agent Factory since July, indicating increased customer engagement with automation and workflow tools [3] Market Sentiment - Piper Sandler lowered its price target for monday.com from $250 to $170 while maintaining an Overweight rating, citing broader concerns around seat compression and valuation ceilings rather than specific company fundamentals [1] - Despite valuation pressures in the software sector, monday.com continues to demonstrate consistent revenue growth and expanding use cases for AI, highlighting ongoing demand for its platform [4]

Monday.Com Ltd (NASDAQ:MNDY) is one of the 13 Best Revenue Growth Stocks to Buy Right Now. On February 2, UBS and Piper Sandler reduced their price targets on Monday.Com (NASDAQ:MNDY) stock to $140 from $200, and to $170 from $250, respectively. A day earlier, Citi analyst Steve Enders kept a Buy rating on Monday.Com and lowered the price target to $230 from $293 due to the company’s current valuation being overly depressed relative to its fundamentals and market peers. Although there is a risk to the co ...

Core Insights - Recent sell-offs in software, legal services, and video game stocks are driven by fears that new AI features could disrupt these industries [1] - The development of AI tools like Anthropic's "Claude Code" demonstrates the potential for non-developers to create functional applications, raising concerns for established project management platforms [2][3] Industry Impact - Companies like Monday.com, with a market cap of $5 billion, are at risk as AI tools can replicate their functionalities quickly and cost-effectively [2][5] - The ability of AI to enhance project management capabilities, such as integrating personal reminders and calendar events, showcases the potential for AI to replace traditional software solutions [4] Company Vulnerability - Companies that provide tools that are not core to business operations, such as Atlassian, Adobe, HubSpot, Zendesk, and Smartsheet, are considered most exposed to disruption from AI advancements [5] - Cybersecurity firms like CrowdStrike and Palo Alto are viewed as more resilient due to their network effects, making them harder to replicate [6] - Systems of record, such as Salesforce, may be safer but are not immune to disruption, as they anchor businesses with essential enterprise data [6] Investment Opportunities - The current sell-off in software stocks presents an opportunity for investors to differentiate between essential services and those that are merely supplementary [6]

(Reuters) - Wall Street's "Software-mageddon" has been snowballing. Now investors are debating whether it is time to warm up to the beaten-down stocks. The fallout for the software industry, which includes a handful of signature stocks of the recent bull market, reflects growing anxiety over the potential disruption caused by artificial intelligence, as investors increasingly divide the ​sector into perceived winners and losers. The volatility also comes as investors shed tech holdings for other market ...

智通财经APP获悉，进入新年仅一个月，软件板块的紧张情绪已迅速升温。在人工智能浪潮席卷之下， 市场担忧AI工具将侵蚀传统软件公司的市场份额，尤其是项目管理与工作流管理领域，被华尔街视为 最可能遭到"颠覆"的赛道之一。 不过，分析师认为，Atlassian(TEAM.US)与Monday.com(MNDY.US)或许并非AI威胁下的"受害者"，反 而可能成为赢家。 两家公司将在未来几天陆续公布财报,Atlassian将于周四美股收盘后发布第二财季业绩，Monday.com则 将在下周一开盘前披露第四财季数据。Cantor分析师Thomas Blakey预计，两家公司业绩有望缓解市场 对AI冲击的担忧。 过去12个月，由于投资者对AI替代风险的焦虑不断加剧，Atlassian与Monday.com股价均累计下跌超过 60%。市场担心，AI驱动的新型开发模式和自动化工具可能削弱项目管理软件的需求。 但Blakey指出，两家公司对自身产品与AI整合能力保持信心，尤其是在与Anthropic旗下Claude模型的集 成方面,这正是引发行业焦虑的核心AI平台之一。 Blakey预计，Atlassian云业务收入将在本季度 ...

We've seen the market action, but what happens to enterprise software when employees can build some of the leading tools themselves. Dear Drabosa, put that to the test for today's tech check. Dearra, so Kelly, let me first say that I don't know if the software selloff is overdone or it's just getting started, but here's what I do know.AI is now letting me, a person who is not a developer and cannot code a line, actually build and do things that I couldn't have even imagined possible a few weeks ago. So this ...