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Monday.Com vs Autodesk: why the prices moved differently

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

Monday.Com Ltd (MNDY)

Q3 2026
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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
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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
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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.

Autodesk Inc (ADSK)

Q3 2026
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Autodesk beats Q2, FTC clears MaintainX, but soft profit guidance weighs

  • Soft Q3 and full-year profit guidance Autodesk's guidance for Q3 and full-year profit came in soft, with adjusted earnings per share below what analysts expected. Free cash flow guidance was also narrowed because of costs tied to the $3.6 billion MaintainX acquisition, pressuring the stock.

    This is the main negative force on the stock this period, explaining why shares were pressured despite other good news.

  • FTC clears MaintainX deal and Q2 beats raise revenue outlook The FTC cleared Autodesk's $3.6 billion purchase of MaintainX, removing a regulatory hurdle. Meanwhile, Q2 results beat estimates and the company raised its revenue guidance, citing strong demand in construction, emerging markets, and its Fusion product.

    This is a new positive development that offsets some of the negative guidance news and shows underlying demand is strong.

  • Agentic AI preview and Arcadis partnership show real-world benefits Autodesk previewed agentic AI across its Forma, Fusion, and Flow products, and an Arcadis partnership showed AI cutting quality reviews from five days to half a day. These moves highlight how AI could make its software more valuable to customers.

    This points to a new technology-driven growth driver that could support future demand and pricing power.

  • Cheap valuation and growth expectations vs. skepticism and rival takeover Analysts expect about 15% earnings growth, and the stock trades near 16 times forward earnings, below industry averages. But investors remain skeptical that MaintainX and AI investments will create lasting value faster than costs rise, and rival PTC's $22.6 billion cash takeover highlighted sector value without directly helping Autodesk.

    This captures the mixed sentiment: attractive valuation and growth hopes balanced against doubts about spending and a rival's deal that doesn't benefit Autodesk directly.

August 2026
▲2▼1

Autodesk beats Q2, FTC clears MaintainX, but soft profit guidance weighs

  • Soft Q3 and full-year profit guidance Autodesk's guidance for Q3 and full-year profit came in soft, with adjusted earnings per share below what analysts expected. Free cash flow guidance was also narrowed because of costs tied to the $3.6 billion MaintainX acquisition, pressuring the stock.

    This is the main negative force on the stock this period, explaining why shares were pressured despite other good news.

  • FTC clears MaintainX deal and Q2 beats raise revenue outlook The FTC cleared Autodesk's $3.6 billion purchase of MaintainX, removing a regulatory hurdle. Meanwhile, Q2 results beat estimates and the company raised its revenue guidance, citing strong demand in construction, emerging markets, and its Fusion product.

    This is a new positive development that offsets some of the negative guidance news and shows underlying demand is strong.

  • Agentic AI preview and Arcadis partnership show real-world benefits Autodesk previewed agentic AI across its Forma, Fusion, and Flow products, and an Arcadis partnership showed AI cutting quality reviews from five days to half a day. These moves highlight how AI could make its software more valuable to customers.

    This points to a new technology-driven growth driver that could support future demand and pricing power.

  • Cheap valuation and growth expectations vs. skepticism and rival takeover Analysts expect about 15% earnings growth, and the stock trades near 16 times forward earnings, below industry averages. But investors remain skeptical that MaintainX and AI investments will create lasting value faster than costs rise, and rival PTC's $22.6 billion cash takeover highlighted sector value without directly helping Autodesk.

    This captures the mixed sentiment: attractive valuation and growth hopes balanced against doubts about spending and a rival's deal that doesn't benefit Autodesk directly.

Latest
▲3

Autodesk's AI push and cheap valuation drive the story

  • Agentic AI across Forma, Fusion and Flow Autodesk previewed a next-generation AI assistant that works across its three industry clouds, with third-party agents and a builder tool planned for 2027. This keeps its software central to customers' workflows and supports future subscription pricing power.

    It is the biggest new product story of the period and directly supports the bull case for ADSK.

  • Arcadis partnership shows AI tools cutting work from days to hours Engineering firm Arcadis deepened its Autodesk AI collaboration, linking its own data protocol to Autodesk Assistant. Quality reviews that took five days now take about half a day on some projects, a concrete proof point that could pull more firms onto Autodesk's platform.

    It is a new customer win that shows real-world adoption of Autodesk's AI, supporting demand.

  • Earnings estimates rising ahead of the next report Analysts expect Autodesk's next quarterly profit and revenue to rise about 15% from a year earlier, and the consensus estimate has edged higher. The stock trades at about 16 times forward earnings, a discount to its industry average, which makes the growth look cheap.

    It explains the improving profit picture and the valuation gap that supports the shares.

  • Rival PTC bought in cash, highlighting Autodesk's growth but no bid Schneider Electric agreed to buy rival PTC for $22.6 billion in cash. Autodesk is growing much faster and generates far more cash, but it has no takeover offer of its own, so the deal mainly reminds investors of the sector's value without lifting Autodesk directly.

    It is the period's main competitive event and cuts both ways for ADSK.

▲2▼1

Autodesk's MaintainX Deal Cleared, but Soft Profit Outlook Weighs on Shares

  • FTC clears MaintainX acquisition The FTC granted early termination of the waiting period for Autodesk's $3.6 billion cash acquisition of MaintainX, removing a key regulatory hurdle. This clears the path for the deal to close, which should strengthen Autodesk's operations software business and support future growth.

    This is a new, concrete regulatory milestone that directly affects the acquisition's completion and investor confidence.

  • Soft Q3 and full-year profit guidance Autodesk guided third-quarter adjusted EPS to $3.04–$3.09, below the $3.14 consensus, and full-year EPS midpoint also trailed forecasts. The company narrowed free cash flow guidance due to MaintainX acquisition costs. This profit warning is the main reason the stock fell sharply after earnings.

    This is the primary new negative driver that explains the stock's recent decline and investor concerns about near-term profitability.

  • Q2 beat and raised revenue outlook Autodesk reported second-quarter revenue of $2.05 billion and adjusted EPS of $3.30, both beating estimates, and raised full-year revenue guidance to $8.32 billion at the midpoint. Strong demand in construction, emerging markets, and the Fusion manufacturing platform drove the beat, showing the core business remains healthy.

    This new positive fundamental result provides a counterweight to the soft guidance and shows underlying demand strength.

  • AI and acquisition costs cloud outlook Despite strong cash flow and revenue growth, investors worry that the $3.6 billion MaintainX deal and general-purpose AI could squeeze Autodesk's platform. The stock trades well below its GF Value estimate, reflecting skepticism about whether the acquisition will create durable value faster than costs rise.

    This captures the key investor debate that is driving sentiment and the stock's valuation discount.

Q2 2026
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Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

June 2026
▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.

▲1▼1

Autodesk's weak guidance and costly MaintainX deal weigh on shares

  • Weak full-year guidance triggers sharp selloff Autodesk beat quarterly revenue expectations, but its full-year guidance update was the weakest among design software peers. Investors punished the stock, sending it down about 19% — a sign that future growth expectations, not past results, are driving the price.

    This is the main reason ADSK fell sharply this period and explains the negative price move.

  • Financing secured for $3.6 billion MaintainX acquisition Autodesk amended credit agreements to fund its all-cash purchase of MaintainX, expanding its credit line and adding a term loan. The deal broadens its reach into maintenance data, but taking on debt and paying a high price raises questions about growth and profit margins.

    The acquisition is a major capital allocation decision that affects ADSK's balance sheet and future growth prospects.

  • Analysts trim fair value and price targets Analysts slightly lowered their fair value estimate for Autodesk after the earnings beat and MaintainX deal. Most kept positive ratings but cut price targets, citing solid results but also slowing core business growth and uncertainty over the acquisition's impact on margins.

    Analyst revisions reflect the market's mixed view and influence investor expectations for ADSK's price.

  • $350 million AI upskilling initiative Autodesk committed $350 million to train nearly one million people in AI-powered design and manufacturing, targeting 60 million students and educators. This long-term investment aims to build future demand for its software, though the payoff will take years.

    This new initiative could support future demand and shows Autodesk's strategic focus on AI, a positive for long-term growth.