This AI-Powered Software Stock Is Slumping 19% After Earnings. Here's Why. -- Barrons.com

Dow Jones
Nov 10

By Mackenzie Tatananni

Cloud-based software company monday.com posted better-than-expected third-quarter earnings on Monday, but shares slumped as one detail overshadowed any bright points.

Monday.com reported adjusted earnings of $1.16 a share, handily beating the 88 cents analysts had anticipated, according to FactSet. Revenue climbed 26% to $316.9 million, beating the $312.3 million consensus.

However, shares cratered 19% in the premarket session to $153.76 after monday.com forecast $329 million in revenue for the current quarter ending in December, compared with analysts' calls for $333.7 million.

The market reaction was nothing new: The stock slid after the last report in August, when a weak third-quarter outlook overshadowed otherwise solid earnings and a full-year guidance raise. Coming into Monday, shares had fallen nearly 20% this year.

The company is known for its work operating system, or a customizable software platform tailored to product management. It has increasingly integrated artificial intelligence into its products, and launched three new AI-powered features in July.

Monday.com competes with the likes of Atlassian and Asana, shares of which were up 1.2% and down 0.3%, respectively. Futures tracking the tech-heavy Nasdaq Composite rose 1.4%.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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November 10, 2025 08:15 ET (13:15 GMT)

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