← Monday.Com overview

Monday.Com vs Accenture: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Monday.Com Ltd (MNDY)

Q3 2026
▲2▼1

AI monetization accelerates but restructuring and soft guidance weigh

  • AI monetization gains traction AI now drives 17% of new subscription revenue, up from prior periods, showing the company's AI features are selling well and could open a new growth path.

    This is a key new positive development that could drive future growth and investor optimism.

  • Strong Q2 financials and attractive valuation Q2 revenue grew 22% to $364.6M with 17% operating margin and $52.3M free cash flow. Analysts rate it Strong Buy, and the stock trades at ~15x forward earnings vs. ~20x for peers.

    These results and valuation metrics provide fundamental support and could attract value-focused investors.

  • Restructuring and soft guidance A 20% workforce cut with $45–55M restructuring charges and Q3 revenue guidance below consensus, plus a billings miss, raise concerns about near-term execution and demand.

    These factors directly weigh on profitability and investor confidence, contributing to the stock's decline.

  • AI disruption fears and relief rally The stock fell over 40% in 2026 on fears AI could disrupt its business model, but a sector-wide AI relief rally and earnings strength have recently drawn buyers, creating volatility.

    This captures the ongoing tension between disruption fears and recent positive momentum, explaining the stock's mixed performance.

August 2026
▲2▼1

AI fears still weigh, but earnings strength and cheap valuation draw buyers

  • AI disruption fear keeps the stock down The stock is down over 40% in 2026 even though revenue grew 24% and guidance was raised. Investors fear AI could hurt monday.com's business model, and that fear — not weak results — is the main force pushing the price down.

    This is the core reason the stock is depressed and frames the whole period.

  • Sector-wide AI relief rally lifts software stocks In late August, enterprise software stocks jumped after earnings showed AI is boosting growth rather than killing old platforms. monday.com rose 6.6% with peers like Salesforce and MongoDB, easing the disruption fear that had been pressuring the shares.

    Shows the market's AI fear can reverse, directly lifting MNDY's price.

  • Q2 beat on revenue, but weak guidance and billings miss monday.com beat second-quarter revenue expectations ($364.6 million, up 21.9%) and added large enterprise customers, but gave the weakest guidance update among peers and missed billings estimates. The beat supports the stock; the soft outlook and billings cap gains.

    The latest hard results are the key fundamental driver, cutting both ways.

  • Rising profit estimates and cheap valuation attract buyers Analysts keep raising monday.com's earnings estimates ahead of its report, with the stock rated Strong Buy and trading at a forward P/E of about 15 versus an industry average near 20. That discount, plus expected profit growth over 20%, draws investors.

    Valuation and estimate revisions are the main supports keeping the stock from falling further.

Latest
▲2▼1

AI fears still weigh, but earnings strength and cheap valuation draw buyers

  • AI disruption fear keeps the stock down The stock is down over 40% in 2026 even though revenue grew 24% and guidance was raised. Investors fear AI could hurt monday.com's business model, and that fear — not weak results — is the main force pushing the price down.

    This is the core reason the stock is depressed and frames the whole period.

  • Sector-wide AI relief rally lifts software stocks In late August, enterprise software stocks jumped after earnings showed AI is boosting growth rather than killing old platforms. monday.com rose 6.6% with peers like Salesforce and MongoDB, easing the disruption fear that had been pressuring the shares.

    Shows the market's AI fear can reverse, directly lifting MNDY's price.

  • Q2 beat on revenue, but weak guidance and billings miss monday.com beat second-quarter revenue expectations ($364.6 million, up 21.9%) and added large enterprise customers, but gave the weakest guidance update among peers and missed billings estimates. The beat supports the stock; the soft outlook and billings cap gains.

    The latest hard results are the key fundamental driver, cutting both ways.

  • Rising profit estimates and cheap valuation attract buyers Analysts keep raising monday.com's earnings estimates ahead of its report, with the stock rated Strong Buy and trading at a forward P/E of about 15 versus an industry average near 20. That discount, plus expected profit growth over 20%, draws investors.

    Valuation and estimate revisions are the main supports keeping the stock from falling further.

July 2026
▲2▼2

AI monetization grows, but layoffs and soft Q3 guidance cloud outlook

  • AI monetization gains traction AI now drives 17% of net new annual recurring revenue, up from 10% last quarter, as customers adopt new AI-powered pricing. This shows AI is becoming a real revenue source, which could lift MNDY's stock if the trend continues.

    This is new evidence of AI monetization progress, a key growth driver for the stock.

  • 20% workforce cut and $45-55M restructuring charge MNDY is cutting 20% of jobs (over 600 roles) to become AI-first, incurring $45-55M in charges. While it may save $100M annually, the move signals disruption and could hurt morale and execution, pressuring the stock.

    This is a major new event that affects costs, execution, and investor sentiment.

  • Q3 revenue guidance misses estimates Q3 revenue outlook of $368-370M fell short of the $372.85M consensus, despite a Q2 beat. The soft guide suggests slowing growth and near-term pressure, which drove shares down 9% premarket.

    This is the latest quarterly guidance and directly explains the recent stock drop.

  • Q2 revenue up 22% with margin expansion Q2 revenue rose 22% to $364.6M, beating estimates, with operating margin at 17% and free cash flow of $52.3M. Strong execution shows the core business remains healthy, supporting the stock despite guidance concerns.

    This is the latest quarterly result, providing a balanced view of financial health.

▲2▼2

AI monetization grows, but layoffs and soft Q3 guidance cloud outlook

  • AI monetization gains traction AI now drives 17% of net new annual recurring revenue, up from 10% last quarter, as customers adopt new AI-powered pricing. This shows AI is becoming a real revenue source, which could lift MNDY's stock if the trend continues.

    This is new evidence of AI monetization progress, a key growth driver for the stock.

  • 20% workforce cut and $45-55M restructuring charge MNDY is cutting 20% of jobs (over 600 roles) to become AI-first, incurring $45-55M in charges. While it may save $100M annually, the move signals disruption and could hurt morale and execution, pressuring the stock.

    This is a major new event that affects costs, execution, and investor sentiment.

  • Q3 revenue guidance misses estimates Q3 revenue outlook of $368-370M fell short of the $372.85M consensus, despite a Q2 beat. The soft guide suggests slowing growth and near-term pressure, which drove shares down 9% premarket.

    This is the latest quarterly guidance and directly explains the recent stock drop.

  • Q2 revenue up 22% with margin expansion Q2 revenue rose 22% to $364.6M, beating estimates, with operating margin at 17% and free cash flow of $52.3M. Strong execution shows the core business remains healthy, supporting the stock despite guidance concerns.

    This is the latest quarterly result, providing a balanced view of financial health.

Accenture plc (ACN)

Q3 2026
▲2▼1

Accenture beats Q4, raises guidance, but AI fears linger

  • Q4 earnings beat and record bookings Accenture reported Q4 revenue up 6.3% to $18.7B and EPS of $3.29, with record bookings of $22.2B. The strong results exceeded expectations and drove analyst upgrades, pushing the stock up nearly 16%.

    This was the main positive catalyst that drove the stock higher in the period.

  • New partnerships and FY2027 guidance Accenture announced new partnerships with Google Cloud, Anthropic, Volvo, and ServiceNow, and issued FY2027 revenue growth guidance of 3–6%, which exceeded consensus estimates and boosted investor confidence.

    These partnerships and guidance provided forward-looking positive signals that supported the stock's rise.

  • Soft near-term guidance and AI disruption concerns Despite the strong quarter, near-term guidance was soft, and FY27 growth is slower than FY25. Analysts remain split on whether AI will ultimately help or hurt consulting, creating uncertainty that capped gains.

    This counterweight explains why the stock didn't rise even more and highlights ongoing risks.

September 2026
▲3

Accenture Q4 Beat and AI Deals Lift Stock 16%

  • AI and cloud partnerships expand Accenture announced new AI and cloud partnerships with Google Cloud, Anthropic, Volvo, and ServiceNow, plus deals like MotoGP streaming, expanding its consulting pipeline and showing its AI pivot is winning business.

    This point highlights new business wins that drove positive sentiment and demand.

  • Q4 earnings beat and record bookings Accenture beat Q4 estimates with revenue up 6.3% to $18.7B, EPS of $3.29, and record bookings of $22.2B, sending the stock up nearly 16% as investors cheered strong execution.

    This point explains the major positive price driver from financial results.

  • FY2027 guidance exceeds consensus Accenture's FY2027 guidance of 3–6% growth exceeded analyst expectations, easing AI-disruption fears and prompting analyst upgrades to $235–$260 price targets.

    This point shows how forward guidance improved sentiment and analyst views.

  • Near-term guidance soft, AI threat debate persists Near-term quarterly guidance came in slightly below estimates, and FY27 growth is slower than FY25. Analysts remain split on whether AI ultimately threatens or helps Accenture's core consulting business—a genuine counterweight.

    This point provides the necessary counterweight and mixed outlook despite strong momentum.

Latest
▲3▼1

Accenture's Q4 Beat and Record Bookings Ease AI Fears, But Guidance Still Soft

  • Q4 Beat and Record Bookings Accenture beat Q4 estimates with revenue up 6.3% to $18.7B and EPS of $3.29, while new bookings hit a record $22.2B. This shows demand for its services remains strong, pushing the stock up nearly 16%.

    This is the main new event that drove the stock sharply higher this period.

  • Upbeat FY27 Outlook and Analyst Upgrades Accenture guided fiscal 2027 revenue growth of 3%–6%, above consensus, and several banks raised price targets to $235–$260. This eased fears that AI would hurt traditional consulting demand, supporting the stock.

    This explains why the positive reaction has legs beyond the quarter itself.

  • Soft Near-Term Guidance and AI Disruption Concerns Despite the strong quarter, next-quarter revenue guidance came in slightly below estimates, and full-year 2027 growth is slower than fiscal 2025. Analysts remain split on whether AI threatens or helps its core business, a real counterweight.

    This is the main counterweight that keeps the picture balanced.

  • New AI and Industry Deals Expand Pipeline Accenture won new work with Dabur, DS Smith, Combe, and Within, and expanded AI partnerships with Anthropic and Google Cloud. These add to its consulting pipeline and show it is winning work in AI and digital transformation, supporting future revenue.

    These deals show the underlying demand that supports the bullish case.

▲3▼1

Accenture Q4 Beat and Record Bookings Ease AI Fears, But FY27 Guidance Soft

  • Q4 Earnings Beat and Record Bookings Accenture beat Q4 revenue and profit estimates, with revenue up 6.25% to $18.68B and EPS of $3.29. New bookings hit a record $22.2B, including 141 deals over $100M. This shows demand for its services remains strong, pushing the stock up 15.8%.

    This is the main new event that drove the stock's sharp move this period.

  • FY2027 Guidance Above Consensus Accenture guided fiscal 2027 revenue growth of 3%–6%, which was above what analysts expected. This eased fears that AI would hurt traditional consulting demand, lifting Accenture and peers like EPAM and DXC.

    The guidance was a key factor in reversing negative sentiment and driving the stock higher.

  • Soft Near-Term Guidance and AI Disruption Concerns Despite the strong quarter, Accenture's next-quarter revenue guidance came in slightly below estimates, and full-year 2027 growth is slower than fiscal 2025. Analysts remain split on whether AI threatens or helps its core business, a real counterweight.

    This is the main negative that keeps a lid on the stock and balances the positive news.

  • New AI and Industry Deals Expand Pipeline Accenture won new deals like building MotoGP's streaming service and expanded AI partnerships with Google Cloud and Anthropic. These add to its consulting pipeline and show it is winning work in AI and digital transformation, supporting future revenue.

    These deals reinforce the growth story and are new this period.

▲4

Accenture's AI Safety and Cloud Deals Expand Its Consulting Pipeline

  • Google Cloud Gemini Enterprise Business Group Accenture and Google Cloud launched a joint unit to embed Gemini AI engineers inside client operations. This expands Accenture's AI services and workforce training, driving demand for its consulting work and supporting the stock.

    New partnership directly expands Accenture's AI service offerings and client reach.

  • Anthropic AI Safety Partnership Anthropic picked Accenture as its first embedded AI safety evaluator, with each investing at least $1B over five years. Accenture will place staff inside Anthropic, creating a new AI safety consulting business and boosting revenue potential.

    Concrete, high-value partnership that opens a new service line and validates Accenture's AI expertise.

  • Volvo Cars Horizon Platform Partnership Volvo Cars became lead industry partner for Accenture and Google Cloud's Horizon software platform. This expands Accenture's software development services to automotive and industrial clients, driving demand for its engineering expertise.

    New client win and platform expansion that broadens Accenture's service offerings.

  • ServiceNow AI Collaboration Expansion ServiceNow raised its 2026 revenue outlook, citing AI partnerships including an extended collaboration with Accenture that puts hundreds of pre-built AI agent skills into customers' hands. This expands Accenture's AI offerings and client demand.

    Partner's raised guidance signals strong demand for joint AI solutions, benefiting Accenture's services.

July 2026
▲2▼2

Accenture's AI deals and value buying lift shares despite ongoing risks

  • AI and cloud deals expand demand New agentic AI and cloud deals with Google Cloud, a €200M NATO contract, BAT outsourcing, and AI ventures with Radisson and UniCredit expanded demand, showing Accenture's AI pivot is winning business.

    This is the main new positive force driving the stock this period.

  • Value buyers step in on strong cash flow and low valuation Strong cash flow (15.2% free cash flow yield), low valuation, a $2B buyback, and dividend attracted value buyers, lifting shares 5.9% as some investors saw the selloff as overdone.

    This explains the price rebound and investor behavior this period.

  • AI disruption fears and securities probe weigh on sentiment Fears that AI tools are taking consulting work and a securities probe kept pressure on the stock, even as the company signed new AI deals.

    This is a key new risk factor that emerged this period.

  • IBM's weak results signal budget shifts and orders slip IBM's weak results signaled clients shifting budgets from software to hardware, and Accenture's orders slipped to $19.3B with a cut sales outlook to 3–4%, highlighting ongoing demand challenges.

    This is a new negative development affecting demand expectations.

▲3▼2

AI fears hit demand, but buyback and new deals lift Accenture

  • Enterprise budgets shift from software to hardware IBM's weak results showed clients are spending more on hardware like memory chips and less on software and consulting. Accenture fell 8% in a day as investors feared this trend could slow its revenue. This directly pressures Accenture's consulting demand.

    This is a new, concrete demand shock that explains why ACN dropped sharply this period.

  • Oakmark calls the selloff temporary, not structural Oakmark Fund said Accenture's decline is due to short-term issues, not AI destroying its business. It noted Accenture trades at less than 10 times free cash flow and the lowest P/E in 25 years, which could attract value buyers and support the stock.

    This is a new analyst view that provides a counterweight to the AI disruption narrative.

  • AI disruption fears drive 45% year-to-date drop Accenture is down 45% in 2026 as clients shift spending to AI instead of consultants. New orders slipped to $19.3 billion and the company cut its sales growth outlook to 3-4%. This shows the core fear weighing on the stock is real and ongoing.

    This is a new, stark data point on the scale of the AI-driven decline and its impact on orders.

  • $2 billion buyback and dividend lift shares 5.9% Accenture announced a $2 billion share repurchase and a new quarterly dividend, alongside strong earnings that beat estimates. The buyback reduces shares outstanding and signals confidence, while the dividend returns cash to investors. This directly boosted the stock price.

    This is a new capital return announcement that caused a sharp positive price move.

  • New AI deals with Radisson and UniCredit expand demand Accenture launched an AI booking app with Radisson in ChatGPT and took a majority stake in a UniCredit-IBM banking platform venture. These deals show Accenture is winning new AI and infrastructure work, which can offset consulting weakness and support future revenue.

    These are new contract wins that demonstrate demand for Accenture's AI services.

▲3▼1

Accenture's AI pivot and cash strength offset consulting fears

  • New AI and cloud deals expand addressable market Accenture launched Accenture Edge for mid-market agentic AI with Google Cloud and won a €200M NATO secure cloud contract. These wins show new demand for AI services, helping offset fears that AI will shrink consulting and supporting the stock.

    Directly counters the bear case by showing Accenture is winning AI-related work.

  • Outsourcing deal with BAT adds revenue British American Tobacco is outsourcing 3,500 roles to Accenture as part of a cost-cutting plan. This expands an existing partnership and brings new long-term service revenue, a small but positive sign for demand.

    Shows real business wins that support future revenue.

  • Strong cash flow and low valuation attract value buyers Accenture generates free cash flow equal to 15.2% of its market value, far above the S&P 500 median, and affirmed $10.8–11.5B FCF guidance. Pzena initiated a stake, and analysts see the stock as undervalued, which can draw buyers.

    Highlights the financial strength and valuation argument that could support the stock.

  • AI disruption fears and legal probe weigh on sentiment Fears that AI tools from Anthropic and others could automate consulting work continue to pressure the stock, and a law firm is investigating possible securities violations after the guidance cut. These keep uncertainty high and can deter investors.

    Represents the main ongoing risk that explains why the stock remains depressed.

Q2 2026
▼2▲1

Accenture cuts outlook, makes cybersecurity bet, faces AI fears

  • Revenue outlook cut and bookings decline Accenture lowered its fiscal 2026 revenue growth forecast to 3–4% from 3–5%, citing a $400 million hit from the Iran conflict and cautious client spending. Bookings fell 2% to $19.3 billion, and Q4 guidance missed expectations, triggering a sector-wide IT selloff.

    This is the primary negative news that directly caused the stock to drop.

  • Cybersecurity acquisitions add recurring revenue but near-term costs Accenture made a $4.18 billion cybersecurity bet by acquiring Dragos, runZero, and NetRise, adding about $208 million in fast-growing recurring revenue. However, near-term integration costs weighed on shares.

    This strategic move has both positive and negative implications for the stock.

  • AI competition fears and analyst downgrades Fears that AI tools like OpenAI and Anthropic are taking consulting work, combined with a hawkish Fed and analyst downgrades (TD Cowen to Hold, price target cuts), drove a record selloff in Accenture shares.

    These factors intensified selling pressure and contributed to the stock's decline.

  • Increased share buyback signals confidence Accenture raised its share buyback program by $2 billion to $7.5 billion, signaling management confidence in the company's future and providing some support to the stock price.

    This is a positive counterweight to the negative news, showing management's belief in the company.

June 2026
▼2▲1

Accenture cuts outlook, makes cybersecurity bet, faces AI fears

  • Revenue outlook cut and bookings decline Accenture lowered its fiscal 2026 revenue growth forecast to 3–4% from 3–5%, citing a $400 million hit from the Iran conflict and cautious client spending. Bookings fell 2% to $19.3 billion, and Q4 guidance missed expectations, triggering a sector-wide IT selloff.

    This is the primary negative news that directly caused the stock to drop.

  • Cybersecurity acquisitions add recurring revenue but near-term costs Accenture made a $4.18 billion cybersecurity bet by acquiring Dragos, runZero, and NetRise, adding about $208 million in fast-growing recurring revenue. However, near-term integration costs weighed on shares.

    This strategic move has both positive and negative implications for the stock.

  • AI competition fears and analyst downgrades Fears that AI tools like OpenAI and Anthropic are taking consulting work, combined with a hawkish Fed and analyst downgrades (TD Cowen to Hold, price target cuts), drove a record selloff in Accenture shares.

    These factors intensified selling pressure and contributed to the stock's decline.

  • Increased share buyback signals confidence Accenture raised its share buyback program by $2 billion to $7.5 billion, signaling management confidence in the company's future and providing some support to the stock price.

    This is a positive counterweight to the negative news, showing management's belief in the company.

▼3▲1

AI Disruption Fears and Weak Guidance Drive Accenture's Record Selloff

  • AI competition threatens core consulting model Jim Cramer said Accenture is being outcompeted by OpenAI and Anthropic, whose AI tools can do tasks that reduce demand for consultants. This adds to fears that AI will structurally shrink the IT services industry, pushing ACN down.

    This is a new, specific competitive threat that directly explains why investors are worried about Accenture's future demand.

  • Fed holds rates, signaling higher-for-longer borrowing costs The Fed kept rates steady and hinted the easing cycle might reverse. Higher rates make CFOs cut discretionary IT budgets, and a stronger dollar reduces the value of Accenture's overseas earnings, pressuring the stock.

    This is a new macro event that directly affects client spending on Accenture's services and its reported earnings.

  • Accenture boosts buyback by $2 billion to $7.5 billion Accenture increased its fiscal 2026 share repurchase program by $2 billion, bringing the total to $7.5 billion. This signals management's confidence and supports the stock price by reducing shares outstanding.

    This is a new capital action that directly supports the stock price and shows management's belief that shares are undervalued.

  • Analyst downgrades and price target cuts deepen selloff TD Cowen downgraded ACN to Hold and slashed its target to $150, while JPMorgan cut its target to $179. These moves reflect concerns that AI disruption and macro headwinds will persist, adding selling pressure.

    These are new analyst actions that directly influence investor sentiment and the stock's trading direction.

▼3▲1

Accenture Cuts Outlook on Middle East Hit, Cybersecurity Bet

  • Guidance cut on Middle East conflict Accenture lowered its fiscal 2026 revenue growth outlook to 3-4% from 3-5%, citing a $400 million hit from the Iran conflict and client caution on discretionary spending. This directly reduces expected future sales and profits, pushing the stock down.

    The guidance cut is the main reason ACN plunged and is the core new event of the period.

  • Weak bookings and soft Q4 forecast New bookings fell 2% to $19.3 billion, and Q4 revenue guidance of $17.75-18.4 billion missed the $18.47 billion consensus. Clients are delaying large managed services contracts, signaling slower near-term growth and pressuring the stock.

    Bookings and forward guidance are key indicators of future demand that investors watch closely.

  • $4.18B cybersecurity acquisitions Accenture is buying Dragos, runZero, and NetRise for about $4.18 billion to expand its cybersecurity business, adding roughly $208 million in annual recurring revenue growing 53%. This long-term bet aims to offset consulting weakness, but near-term costs weighed on the stock.

    The acquisitions are a major strategic move that could drive future growth, though the market initially focused on costs.

  • Sector-wide selloff on weak demand signals Accenture's cautious outlook triggered a selloff in IT services stocks globally, with India's Nifty IT index dropping 5.6% and peers like Infosys and TCS falling 5-8%. This reflects broader concerns about tech spending, reinforcing negative sentiment on ACN.

    The read-through to peers shows the weakness is industry-wide, not just company-specific, which amplifies the negative impact on ACN.