Monday.com Beats Earnings Estimates. Why the Software Stock Is Falling Sharply. -- Barrons.com

Dow Jones

02/09

By Nate Wolf

Monday.com stock plunged Monday after the work-management software provider posted better-than-expected quarterly earnings but issued a disappointing outlook for 2026.

The company reported adjusted earnings of $1.04 a share for the fourth quarter, ahead of analysts' consensus of 92 cents. Revenue totaled $333.9 million, up 25% from last year and above Wall Street's forecast of $329.7 million.

Monday.com guided for operating income of $165 million to $175 million for 2026, well below analysts' estimates of $218 million heading into the print. The company expects full-year revenue of $1.45 billion to $1.46 billion in 2026. Analysts had estimated $1.48 billion.

Shares dropped 15% in premarket trading Monday. The stock closed Friday down 34% this year, having been caught up in the broader selloff across the software industry.

Write to Nate Wolf at nate.wolf@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.

(END) Dow Jones Newswires

February 09, 2026 07:25 ET (12:25 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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Why the Software Stock Is Falling Sharply. -- Barrons.com\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-02-09 20:25</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  Monday.com stock plunged Monday after the work-management software provider posted better-than-expected quarterly earnings but issued a disappointing outlook for 2026. \n</p>\n<p>\n  The company reported adjusted earnings of $1.04 a share for the fourth quarter, ahead of analysts' consensus of 92 cents. Revenue totaled $333.9 million, up 25% from last year and above Wall Street's forecast of $329.7 million. \n</p>\n<p>\n  Monday.com guided for operating income of $165 million to $175 million for 2026, well below analysts' estimates of $218 million heading into the print. The company expects full-year revenue of $1.45 billion to $1.46 billion in 2026. Analysts had estimated $1.48 billion. \n</p>\n<p>\n  Shares dropped 15% in premarket trading Monday. The stock closed Friday down 34% this year, having been caught up in the broader selloff across the software industry. \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 09, 2026 07:25 ET (12:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4097","symbol_name":"系統軟件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610063055","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610063055","pubTimestamp":1770639900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Monday.com stock plunged Monday after the work-management software provider posted better-than-expected quarterly earnings but issued a disappointing outlook for 2026.The company reported adjusted earnings of $1.04 a share for the fourth quarter, ahead of analysts' consensus of 92 cents. 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Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4097":"系统软件","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","MNDY":"Monday.com Ltd.","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","BK4613":"AI应用软件","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4539":"次新股"},"translate_title":"Monday.com的盈利超出预期。为什么软件股大幅下跌。——Barrons.com","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MNDY":0.9},"content_text":"By Nate Wolf \n\n\n  Monday.com stock plunged Monday after the work-management software provider posted better-than-expected quarterly earnings but issued a disappointing outlook for 2026. \n\n\n  The company reported adjusted earnings of $1.04 a share for the fourth quarter, ahead of analysts' consensus of 92 cents. Revenue totaled $333.9 million, up 25% from last year and above Wall Street's forecast of $329.7 million. \n\n\n  Monday.com guided for operating income of $165 million to $175 million for 2026, well below analysts' estimates of $218 million heading into the print. The company expects full-year revenue of $1.45 billion to $1.46 billion in 2026. Analysts had estimated $1.48 billion. \n\n\n  Shares dropped 15% in premarket trading Monday. The stock closed Friday down 34% this year, having been caught up in the broader selloff across the software industry. \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. 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