Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Monday.com Ltd. due to allegations of false and misleading statements regarding the company's revenue growth and performance, with a deadline for investors to seek lead plaintiff status in a federal securities class action by May 11, 2026 [2][5]. Company Performance - Monday.com disclosed on its February 9, 2026 earnings call that it is facing two significant challenges: ongoing weakness in its "no-touch" performance marketing channel for small and medium businesses and a foreign exchange drag of 100-200 basis points due to the appreciation of the Israeli shekel [6]. - The company is increasing its investment in AI products, which includes Monday Vibe, Monday Sidekick, and Monday Agents, leading to a projected decline in gross margins from 90% to the mid-to-high 80s for FY2026, primarily due to AI infrastructure costs [6]. - Research and Development (R&D) spending increased from 17% to 19% of revenue in FY2025, with management forecasting mid-teens percentage headcount growth in FY2026, particularly in sales and R&D [6]. Stock Market Reaction - Following the earnings call, Monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share on February 9, 2026, reflecting investor concerns over the company's growth outlook and profitability [7].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Monday.com Ltd. due to allegations of false and misleading statements regarding the company's revenue growth and performance, with a deadline for investors to seek lead plaintiff status in a federal securities class action by May 11, 2026 [4][6]. Company Performance - Monday.com disclosed on its February 9, 2026 earnings call that it is facing two significant challenges: ongoing weakness in its "no-touch" performance marketing channel for small and medium businesses and a foreign exchange drag of 100-200 basis points due to the appreciation of the Israeli shekel [7]. - The company is increasing its investment in AI products, which includes Monday Vibe, Monday Sidekick, and Monday Agents, leading to a projected decline in gross margins from 90% to the mid-to-high 80s for FY2026 due to AI infrastructure costs [7]. - Research and Development (R&D) spending increased from 17% to 19% of revenue in FY2025, with management forecasting mid-teens percentage headcount growth in FY2026, primarily in sales and R&D [7]. Stock Market Reaction - Following the earnings call, Monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share on February 9, 2026, reflecting investor concerns over the company's growth outlook and profitability [8].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Monday.com Ltd. due to allegations of violations of federal securities laws, particularly concerning misleading statements about the company's revenue growth and performance [2][4]. Company Performance and Financials - Monday.com disclosed on February 9, 2026, that it faced two significant challenges affecting its 2026 guidance: ongoing weakness in its performance marketing channel for small and medium businesses and a foreign exchange drag of 100-200 basis points due to the appreciation of the Israeli shekel [5]. - The company is increasing its investment in AI products, which includes Monday Vibe, Monday Sidekick, and Monday Agents, leading to a projected decline in gross margins from 90% to the mid-to-high 80s for FY2026, primarily due to AI infrastructure costs [5]. - Research and Development (R&D) spending rose from 17% to 19% of revenue in FY2025, with management forecasting mid-teens percentage headcount growth in FY2026, focusing on sales and R&D [5]. - The revenue contribution from AI products is still in the early stages, with Monday Vibe achieving $1 million in Annual Recurring Revenue (ARR), a small portion of the company's total annual revenue of $1.2 billion [5]. Stock Market Reaction - Following the earnings call on February 9, 2026, Monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share [6].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against monday.com Ltd. due to allegations of violations of federal securities laws, particularly regarding misleading statements about the company's revenue growth and performance [4][6]. Company Performance - monday.com disclosed on February 9, 2026, that it faced two significant challenges: ongoing weakness in its "no-touch" performance marketing channel for small and medium businesses and a foreign exchange drag of 100-200 basis points due to the appreciation of the Israeli shekel [7]. - The company is increasing its investment in AI products, which has led to a forecasted decline in gross margins from 90% to the mid-to-high 80s for FY2026, partly due to AI infrastructure costs [7]. - Research and Development (R&D) spending rose from 17% to 19% of revenue in FY2025, with management projecting mid-teens percentage headcount growth in FY2026, focusing on sales and R&D [7]. Stock Market Reaction - Following the earnings call on February 9, 2026, monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share [8]. Legal Proceedings - Investors who purchased or acquired securities in monday.com between September 17, 2025, and February 6, 2026, are encouraged to contact Faruqi & Faruqi to discuss their legal rights, with a deadline of May 11, 2026, to seek the role of lead plaintiff in the class action [4][9]. - The lead plaintiff is defined as the investor with the largest financial interest in the relief sought by the class, who will oversee the litigation on behalf of the class members [9]. Additional Information - Faruqi & Faruqi, LLP has a history of recovering hundreds of millions of dollars for investors since its establishment in 1995 [5]. - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding monday.com's conduct [10].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against monday.com Ltd. for alleged violations of federal securities laws, with a deadline for investors to seek lead plaintiff status by May 11, 2026 [2][3]. Company Overview - monday.com is facing a federal securities class action due to claims that it and its executives made false or misleading statements regarding the company's revenue growth outlook, which has reportedly decelerated [3][9]. - The company disclosed on its February 9, 2026 earnings call that it anticipates challenges in its "no-touch" performance marketing channel and a foreign exchange drag of 100-200 basis points due to the appreciation of the Israeli shekel [4][9]. Financial Performance and Guidance - monday.com has guided for a decline in gross margins from 90% to the mid-to-high 80s for FY2026, partly due to increased costs associated with AI infrastructure [4][9]. - Research and Development (R&D) spending increased from 17% to 19% of revenue in FY2025, with management projecting mid-teens percentage headcount growth in FY2026, focusing on sales and R&D [4][9]. - The revenue contribution from AI products remains in early stages, with Monday Vibe achieving $1 million in Annual Recurring Revenue (ARR), a small portion of the company's total annual revenue of $1.2 billion [4][9]. Market Reaction - Following the earnings call and the disclosure of these challenges, monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share on February 9, 2026 [5][9].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against monday.com Ltd. due to allegations of violations of federal securities laws, particularly regarding misleading statements about the company's revenue growth and performance [2][4]. Group 1: Legal Investigation and Class Action - The firm is encouraging investors who suffered losses in monday.com to contact them directly to discuss their legal options [1]. - A federal securities class action has been filed against monday.com, with a deadline of May 11, 2026, for investors to seek the role of lead plaintiff [2][7]. - The lead plaintiff is defined as the investor with the largest financial interest who directs the litigation on behalf of the class [7]. Group 2: Financial Performance and Company Outlook - On February 9, 2026, monday.com disclosed challenges in its 2026 guidance, including weakness in its performance marketing channel and a foreign exchange drag due to the appreciation of the Israeli shekel [5]. - The company is increasing investments in AI products, which are expected to reduce near-term profitability, with gross margins projected to decline from 90% to the mid-to-high 80s in FY2026 [5]. - R&D spending rose from 17% to 19% of revenue in FY2025, with management forecasting mid-teens percentage headcount growth in FY2026, primarily in sales and R&D [5]. Group 3: Market Reaction - Following the earnings call on February 9, 2026, monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share [6].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against monday.com Ltd. for alleged violations of federal securities laws, particularly regarding misleading statements about the company's revenue growth outlook and performance [1][2] Group 1: Legal Action and Class Action Details - Investors who purchased monday.com securities between September 17, 2025, and February 6, 2026, are reminded of the May 11, 2026, deadline to seek the role of lead plaintiff in a federal securities class action [1] - The complaint alleges that monday.com and its executives made false or misleading statements and failed to disclose the true state of the company's revenue expansion outlook, which includes decelerating growth and extended sales cycles [1][2] Group 2: Financial Performance and Guidance - On February 9, 2026, monday.com disclosed two headwinds affecting its 2026 guidance: weakness in its "no-touch" performance marketing channel and a foreign exchange drag of 100-200 basis points due to the appreciation of the Israeli shekel [1] - The company is increasing investments in AI products, which are expected to require incremental spending, leading to a decline in gross margins from 90% to the mid-to-high 80s in FY2026 [1] - R&D spending rose from 17% to 19% of revenue in FY2025, with management guiding for mid-teens percentage headcount growth in FY2026, primarily in sales and R&D [1] Group 3: Stock Market Reaction - Following the earnings call on February 9, 2026, monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share [1]

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against monday.com Ltd. due to allegations of violations of federal securities laws, particularly regarding misleading statements about the company's revenue growth outlook and performance [3][5]. Group 1: Legal Investigation and Class Action - The firm is reminding investors of the May 11, 2026 deadline to seek the role of lead plaintiff in a federal securities class action against monday.com [3]. - Investors who suffered losses from purchasing monday.com securities between September 17, 2025, and February 6, 2026, are encouraged to contact the firm for legal options [1][3]. Group 2: Company Performance and Financial Guidance - On February 9, 2026, monday.com disclosed challenges in its 2026 guidance, including weakness in its performance marketing channel and a foreign exchange drag due to the appreciation of the Israeli shekel [6]. - The company is increasing investments in AI products, which are expected to reduce near-term profitability, with gross margins projected to decline from 90% to the mid-to-high 80s in FY2026 [6][7]. - R&D spending rose from 17% to 19% of revenue in FY2025, with management guiding for mid-teens percentage headcount growth in FY2026, focusing on sales and R&D [6]. Group 3: Market Reaction - Following the earnings call and the announcement of challenges, monday.com's stock price fell by $20.37, or 20.78%, closing at $77.63 per share on February 9, 2026 [7].

Core Viewpoint - monday.com Ltd. is facing significant challenges due to persistent weakness in its "no-touch" performance marketing channel and rising costs associated with AI investments, which have been reflected in its reduced 2026 guidance without prior disclosure of these headwinds [1] Group 1: Financial Guidance and Performance - The company disclosed two main headwinds in its 2026 guidance: ongoing weakness in the no-touch performance marketing channel and a foreign exchange drag of 100–200 basis points due to the appreciation of the Israeli shekel [1] - CFO Eliran Glazer indicated that the 2026 guidance does not anticipate any recovery in performance marketing or top-of-funnel activity, stating it is based on current conditions [1] - The stock experienced a decline of 13–14% on February 9, 2026, contributing to an overall drop of approximately 70% from its 52-week highs [1] Group 2: No-Touch Channel Concerns - The no-touch SMB channel has been a recurring issue, with management previously attributing revenue headwinds to temporary web-traffic softness from Google search algorithm changes, leading to a 26% stock drop in Q2 FY2025 [1] - In Q3 FY2025, a similar guidance miss resulted in a 19% decline in stock value, indicating that the no-touch weakness is now viewed as a structural issue rather than a temporary disruption [1] - Management's acknowledgment of the no-touch channel's persistent weakness raises questions about when they first recognized this shift and whether prior disclosures adequately reflected this evolution [1] Group 3: AI Investment and Profitability - monday.com is increasing its investment in AI products, including Monday Vibe, Monday Sidekick, and Monday Agents, which are expected to require additional spending [1] - The company has guided for a decline in gross margins from 90% to the mid-to-high 80s in FY2026, partly due to AI infrastructure costs [1] - R&D spending increased from 17% to 19% of revenue in FY2025, with management forecasting mid-teens percentage headcount growth in FY2026, primarily in sales and R&D [1] - The early-stage revenue contribution from AI products, such as Monday Vibe reaching $1 million in ARR, represents a small fraction of the company's total annual revenue of $1.2 billion [1]

Core Viewpoint - monday.com Ltd. is facing significant challenges, including a decline in its performance marketing channel, foreign exchange headwinds, and increased investment in AI products, leading to a downward revision of its growth guidance from 27% to 18-19% for FY2026 [2][4]. Financial Performance and Guidance - On February 9, 2026, monday.com disclosed that its 2026 guidance incorporates persistent weakness in its "no-touch" performance marketing channel and a foreign exchange drag of 100-200 basis points due to the appreciation of the Israeli shekel [2]. - The company does not anticipate a rebound in performance marketing or top-of-funnel activity, indicating a structural rather than temporary issue with the no-touch channel [2]. - The stock experienced a decline of approximately 70% from its 52-week highs, falling 13-14% on February 9, 2026, following the earnings call [4]. Investment in AI and Cost Implications - monday.com is increasing its investment in AI products, which includes Monday Vibe, Monday Sidekick, and Monday Agents, leading to a projected decline in gross margins from 90% to the mid-to-high 80s in FY2026 due to AI infrastructure costs [3]. - Research and Development (R&D) spending rose from 17% to 19% of revenue in FY2025, with management guiding for mid-teens percentage headcount growth in FY2026, primarily in sales and R&D [3]. Market Reactions and Management's Communication - The combination of deteriorating no-touch channels, foreign exchange headwinds, rising AI investment costs, and the withdrawal of 2027 financial targets has raised questions among investors regarding the timing of management's recognition of these challenges [4]. - Investors are scrutinizing whether management adequately communicated the shift from temporary disruptions to persistent headwinds earlier than disclosed [2][4].