Monday.Com vs Manhattan Associates: why the prices moved differently

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

Monday.Com Ltd (MNDY)

Q3 20263 Jul – 6 Oct 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 202612 Jul – 6 Oct 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.

Latest12 Jul – 6 Oct 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.

July 20263 Jul – 10 Aug 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.

3 Jul – 10 Aug 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.

Manhattan Associates Inc (MANH)

Q3 202616 Jul – 27 Aug 2026

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Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

August 202616 Jul – 27 Aug 2026

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Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.

Latest16 Jul – 27 Aug 2026

▲3▼1

Manhattan Associates Beats Q2, Raises 2026 Outlook; Legal Investigation Lingers

Q2 beat and raised 2026 guidance Manhattan Associates beat second-quarter estimates and raised its full-year 2026 revenue and adjusted earnings guidance. Cloud subscription revenue jumped 26%, and remaining performance obligations rose 23%, signaling strong future business. The stock jumped 11-25% on the news, as investors cheered the growth and outlook.
This is the main positive force behind the stock's recent move, directly driving the price up.
New Editions packaging expands market reach The company introduced a three-tier packaging strategy called Editions for its Manhattan Active solutions. This is a pricing and packaging change, not a new product, aimed at attracting more customers. It could broaden the addressable market and support future revenue growth, which is positive for the stock.
It explains a strategic move that could drive future demand and is part of the recent earnings announcement.
Share buybacks support stock Manhattan Associates repurchased about 874,000 shares for $125 million during the quarter, with $225 million remaining under its buyback program. Buybacks reduce the number of shares outstanding, which can boost earnings per share and support the stock price.
It highlights a capital return action that can positively influence the stock price.
Legal investigation into directors and officers Rosen Law Firm is investigating potential breaches of fiduciary duties by Manhattan Associates' directors and officers. While no lawsuit has been filed, the investigation could lead to legal action or governance changes, creating uncertainty that may weigh on the stock. This is a risk to watch.
It is a negative overhang that could pressure the stock, providing a fair counterweight to the positive news.