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Monday.com Shares Plunge 20% Amid AI Concerns

2/10/2026

44 9 Full Breakdown

Summary

Story summary

Monday.com Ltd. (MNDY) shares fell over 20% on February 9, 2026 after a strong Q4 with earnings of $1.04 per share and revenue of $333.9 million.
The company guided 2026 revenue to $1.452–$1.462 billion, below analyst forecasts of about $1.48 billion.
Investors are worried about AI disruption and the risk it poses to traditional platforms.
Management emphasized AI features, including AI Agents and the "Monday Vibe" tool.

History

Historical Context

The dot-com bubble peaked on March 10, 2000, when the NASDAQ Composite Index reached 5,048.62, fueled by rampant speculation and venture capital investments. By 2002, the index had plummeted 78%, leading to the collapse of many startups like Pets.com. Today, concerns over Monday.com Ltd.'s 20% share drop reflect ongoing volatility, highlighting the need for companies to adapt swiftly to technological changes.

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Story summary

Monday.com Ltd. (MNDY) shares fell over 20% on February 9, 2026 after a strong Q4 with earnings of $1.04 per share and revenue of $333.9 million.
The company guided 2026 revenue to $1.452–$1.462 billion, below analyst forecasts of about $1.48 billion.
Investors are worried about AI disruption and the risk it poses to traditional platforms.
Management emphasized AI features, including AI Agents and the "Monday Vibe" tool.

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