Enterprise Software
monday.com
An Israeli work management and no-code application platform used broadly across project management, CRM, and operations, identified among the enterprise SaaS companies whose earnings calls in 2026 highlighted AI as a growth driver rather than a disruption threat. Shares fell 21.4% after Q4 2025 results beat expectations but full-year 2026 revenue guidance of $1.452-1.462 billion came in below the $1.48 billion Wall Street consensus, reflecting investor concern about slowing growth even amid continued AI-feature adoption.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 60% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — monday.com Ltd. FY2025 Annual Report (Form 20-F), filed with the SEC95% source confidence
- Medium (Blossom Street Ventures) — monday.com among enterprise SaaS AI winners per 79 earnings calls analysis50% source confidence
- monday.com corporate site — monday.com corporate overview46% source confidence
- Barchart — monday.com shares fall 21.4% on weaker-than-expected 2026 guidance50% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What monday.com depends on below, and who depends on monday.com above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.