monday.com reports at 7:00 AM ET, and with the market cap down to $3.9 billion, seat growth and enterprise upsell carry the whole story. AI monetization commentary sets the tone for Asana, Atlassian and HubSpot on SaaS demand.
Latest Activity
MNDY Coverage
Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%
A rebound in work management software is gathering pace, with Atlassian (NASDAQ:TEAM | TEAM Price Prediction) out in front and two of its closest rivals moving in the same direction. Shares of…
Enterprise Software Stocks Rally as Tech Tape Slides: Atlassian Corporation, Monday.com and Salesforce Climb 3%, ServiceNow Nudges Higher
Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is…
Braze Sinks 12% as Soft Earnings Guide Overshadows Beat and Raise; Klaviyo Advances 3%
Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling…
Zoom Falls 6% as Soft Q3 Profit Guidance Overshadows a Double Beat; HubSpot and Monday.com Slip
Zoom delivered a cleaner quarter than the Street expected, raised its full-year targets, and still managed to send its own stock tumbling 6% in a sector that barely flinched. The culprit traces…
Which Software Stock Is Winning in 2026: Atlassian, HubSpot, or Monday.com? (It’s Not Even Close)
Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line…
Software Stocks Soar in Rotational Trade: Monday.com Up 7%, HubSpot Up 6%, Intuit Up 5%
A sharp selloff in AI hardware names sent money flooding into beaten-down enterprise software stocks Tuesday, lifting Monday.com, HubSpot, and Intuit sharply higher despite a broader tech retreat. The question is whether…
Prediction: Is Salesforce a Millionaire-Maker Stock?
Salesforce stock has cratered over 38% this year while its AI business quietly explodes in the background, and the gap between those two realities is exactly where opportunity hides or evaporates.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Biogen, Birkenstock, Fastly, Ford, Lennox International, Netskope, SanDisk, Tesla, and More
Pre-Market Stock Futures: The futures are trading mixed this morning, after what started as another week of the same old song and dance yesterday, before stocks turned around before noon, and it…
The SaaS-Pocalypse’s Biggest Losers: Figma, Duolingo, and Monday.com Suffer Brutal Meltdowns
Software-as-a-service stocks powered portfolios for a decade on predictable revenue and fat margins. Then AI arrived. Tools that write code, design interfaces, and automate workflows triggered the so-called SaaS-pocalypse in early 2026.…
Here Are Monday’s Top Wall Street Analyst Research Calls: Alphabet, Blackrock, Deere & Co., DocuSign, General Mills, Monday.com, Nvidia, Workday, and More
Pre-Market Stock Futures: Futures are trading lower as we start the trading week, with the fourth-quarter earnings season all but over and a slew of issues still clouding the horizon for stocks.…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Booking Holdings, On Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and More
Pre-Market Stock Futures: Futures are trading lower after a follow-through Monday in which all major indices continued the strength we saw last Friday. The Dow Jones Industrials hit a new record high…
Here Are Thursday’s Top Wall Street Analyst Research Calls: AutoZone, BXP, Fiserv, Meta Platforms, PayPal, Salesforce, Toast and More
Pre-Market Stock Futures: The futures are trading modestly higher on Thursday after a rollercoaster session on Wednesday, as stocks fell after the open on weak ADP data showing private-sector employment shed 32,000…
The Best AI Agent Stocks to Buy in 2025
In the segment below from the AI Investor Podcast, 24/7 Wall St. analyst Eric Bleeker and Autin Smith break down what agentic AI is and what could become the top AI agentic…
Salesforce Shares Crashed This Week: Is It Time to Flee Software Stocks?
Salesforce (NYSE: CRM | CRM Price Prediction), seen as a bellwether for software companies, experienced a massive sell-off on Thursday after announcing earnings. Its results raised concerns about a potential industry-wide slowdown.…
Why Monday.com Is Crashing Today
The Dow Jones Industrial Average was pressured lower today by software-as-a-service leader Salesforce (NYSE: CRM | CRM Price Prediction). The Dow ended up losing 330 points, or less than 1%. But its…