Monday.com drops 21% as AI disruption fears mount in software
Summary
Monday.com shares fell about 21% after the company issued weaker-than-expected revenue guidance for the quarter and full year, stoking investor concerns about AI-driven disruption in the software market. Management defended the company’s position during an earnings call and highlighted new AI features such as agents and a ‘vibe’ capability to boost conversion and engagement. The company reported a Q4 adjusted EPS beat and revenue slightly above expectations, but warned of near-term margin pressure from foreign exchange and ongoing market choppiness. The stock decline reflects broader software-sector selloff tied to fears that agentic AI tools could displace existing software models.
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applications
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SaaS
Work Management Software
CRM Software
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monday.com
$1M to $5M