Big tech spending on equipment and AI appears to be close to $400 billion over the four quarters. Are there losers outside the free-spending tech titans?
The software-as-a-service (SaaS) sector is reeling from a historic market correction that has wiped over $1 trillion in market capitalization in less than a month. As of February 16, 2026, industry bellwethers Salesforce (NYSE: CRM) and Adobe (NASDAQ: ADBE) have seen their share prices plummet by more than 25% since
monday.com’s fourth quarter results in 2025 were met with a significant negative market reaction, with investors responding to a mix of strong top-line growth and concerns about profitability and future momentum. Management attributed the revenue gains primarily to continued expansion among enterprise customers and rapid adoption of new AI-driven products like Monday Vibe and Sidekick. However, operating margins declined as the company increased investment in research and development and navigated persistent challenges among smaller, self-serve customers. Co-CEO Roy Mann acknowledged that "the cost to acquire and expand self-serve customers have increased over the past year, and the returns on those investments have been below historical levels."
The "Golden Age of SaaS" has met a cold, digital winter. Over the past four months, the software industry has undergone a violent structural repricing, with the S&P 500 software and services index plummeting 26% from its late-October peak. This collapse, now widely referred to by Wall Street traders
As of February 10, 2026, the software-as-a-service (SaaS) sector is undergoing a profound structural transformation, and perhaps no company better exemplifies this turbulence than monday.com Ltd. (NASDAQ: MNDY). Long heralded as the vanguard of the "Work OS" movement, monday.com is currently navigating a high-stakes pivot from a project-tracking tool to an AI-native orchestration layer for [...]
Work management platform monday.com (NASDAQ:MNDY) reported Q4 CY2025 results beating Wall Street’s revenue expectations, with sales up 24.6% year on year to $333.9 million. On the other hand, next quarter’s revenue guidance of $339 million was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $1.04 per share was 13.2% above analysts’ consensus estimates.
Shares of work management platform monday.com (NASDAQ:MNDY) fell 21.4% in the morning session after the company reported fourth-quarter 2025 results that beat expectations but issued a weaker-than-expected financial outlook for 2026.
Investors in the software-as-a-service (SaaS) sector faced a bracing reality check on Monday, February 9, 2026, as Monday.com (NASDAQ: MNDY) saw its stock price crater by 17% in early trading. The sharp decline came as a shock to many, primarily because it followed an earnings report that ostensibly delivered
The Dow Jones Industrial Average (DJIA) struggled to maintain its footing above the historic 50,000-point milestone on Monday, as a wave of selling in the software sector dampened the euphoria from Friday’s record-breaking session. After closing above the psychological barrier for the first time in history just three
Today, February 9, 2026, marks a pivotal moment for Monday.com (NASDAQ: MNDY) as the company released its fiscal 2026 revenue guidance. Once the darling of the "Work OS" and software-as-a-service (SaaS) sector, the company is navigating a complex transition from high-velocity growth to mature, multi-product enterprise scaling. While Monday.com remains a powerhouse in organizational efficiency, [...]
Work management platform monday.com (NASDAQ:MNDY) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 24.6% year on year to $333.9 million. On the other hand, next quarter’s revenue guidance of $339 million was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $1.04 per share was 13.2% above analysts’ consensus estimates.
