Entities / Company
monday.com.
team management & project management software
- Reports this week
- 1
- Active events
- 3
- Connections
- 74
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Enterprise software market rotation is benefiting incumbent companies, including Intuit, monday.com, and HubSpot.Some support1 report1 development inside
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Intuit, Salesforce, HubSpot, and monday.com are all part of the enterprise software sector experiencing market shifts and stock performance volatility.Some support1 report
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monday.com and Asana are now involved in competitive e-commerce wars.Some support2 reports
Earlier this month
One to three months ago
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Investors are currently weighing the merits of hardware versus software in the market.Some support1 report
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IBM's data center warning is reported to have negatively impacted the software sector.Some support1 report
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Goldman Sachs analysts began covering monday.com, which is led by Roy Mann, as of August 18, 2025.Well supported4 reports
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Base44, a company with operations in Israel, is facing challenges as AI development threatens its business model while it remains listed on Nasdaq.Some support1 report
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monday.com is expanding across digital markets, establishing headquarters in Singapore and Sydney for Southeast Asia.Some support1 report
Gone quiet
No new reports in 90+ days-
A company stands to benefit significantly from Trump-era tariffs and received a reiterated Buy rating.Some support7 reports
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On August 14, 2025, the SaaS sector rallied due to favorable inflation data and expectations of lower interest rates, benefiting companies like 8x8 and monday.com.Some support1 report2 developments inside
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Analysts are discussing how AI tools are impacting incumbent software businesses, leading to market selloffs in Europe.Some support1 report1 development inside
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monday.com Ltd. is a beneficiary of Trump tariffs, discussed by Jim Cramer in a recent report.Some support1 report
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Both monday.com and Pegasystems are productivity software companies.Speculative1 report
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monday.com released an ESG report on June 26, 2025, which was measured against the SASB standard.Speculative1 report
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monday.com, Hewlett Packard Enterprise, and General Electric are noted as high-growth technology stocks and large, established multinational conglomerates.Speculative1 report
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Favorable market conditions are driving tech stock growth, with monday.com, Applied Digital Corporation, and BASX involved in collaborations focused on cutting-edge cooling systems and the US market.Speculative1 report
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Monday.com supports a nonprofit in the East African region.Speculative1 report
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AI capabilities boost efficiency and accelerate execution for monday.com.Some support1 report
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Tariff threats are impacting North American supply chains, affecting companies including RingCentral, monday.com, Semrush, AppLovin, and Angi.Some support1 report
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monday.com and Paycom Software both reported positive Earnings Stock Purchase Plan (ESP) figures as of July 17, 2025.Some support1 report
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monday.com has offices in Tel Aviv, Israel.Some support2 reports
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Founders of tech companies sold millions of shares amid increased competition from notable rivals.Some support1 report
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monday.com achieved top ratings from Gartner on July 24, 2025.Some support1 report
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monday.com's share price rose 22% over the past couple of months.Some support1 report
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Morgan Stanley initiated coverage of monday.com with an Equal Weight rating on July 31, 2025.Some support1 report
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Market sell-off due to trade fears impacted the stocks of 8x8 and monday.com.Some support1 report
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monday.com, Atlassian, and Microsoft are classified as operating in the productivity software segment.Some support1 report
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Baird and Rob Oliver highlighted strong AI potential in monday.com stock, noting benefits from Trump-era tariffs.Some support1 report
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On August 12, 2025, financial analysts made rating calls on several companies, including upgrading Starbucks and monday.com, and downgrading Shopify.Some support1 report
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Baird upgraded monday.com stock to Outperform (from Neutral) on August 12, 2025.Well supported3 reports
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Morgan Stanley upgraded monday.com after a share drop on August 12, 2025.Some support1 report
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Investor optimism regarding potential rate cuts on August 13, 2025, benefited growth-focused SaaS companies including monday.com, Atlassian, and Palo Alto Networks.Some support1 report
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monday.com reported that its Q2 earnings fell below expectations.Some support1 report
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Robert Karr, founder of Joho Capital and a Tiger Cubs member, has been active in the investment landscape, divesting from companies like Adobe and Dutch Bros. while increasing stakes in TSM and monday.com.Some support1 report
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monday.com management participated in a conference in Tel Aviv on August 19, 2025.Some support1 report
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Monday.com's stock price rose despite drops in Nvidia and Broadcom, highlighting market dynamics between the two tech companies.Some support2 reports
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Stock is downgraded to Neutral by BofA analyst due to AI risks, while Trump-era tariffs may benefit stocks.Some support1 report1 development inside
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monday.com stock was downgraded by BofA due to traffic decline caused by Google's AI Overviews.Some support2 reports
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Wells Fargo analyst maintained a Hold rating on monday.com.Some support1 report
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Weak revenue guidance from Salesforce soured investor sentiment, impacting companies like monday.com.Some support2 reports
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Google's search algorithm changes are reported to have softened SMB acquisition, while monday.com highlights its AI suite, including Magic and Vibe.Some support2 reports
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A fund exited its entire stake in monday.com.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around monday.com this week
News at the entities that move monday.com most-
Nasdaq StructuralApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves monday.com
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Google OperationalGoogle referrals for publishers declined by 36%, according to Chartbeat data.Moves monday.com
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Nvidia OperationalNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves monday.com
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Morgan Stanley Mentioned togetherFinancial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Moves monday.com
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HubSpot OperationalFormer HubSpot CEO and co-founder Brian Halligan was required to file insider transactions with the SEC regarding the company on September 27, 2026.Moves monday.com
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SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves monday.com
Connections
The 21 strongest of 74, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Roy Mann Structural
Roy Mann holds the formal position of Co-CEO and co-founder of monday.com.
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Nasdaq Structural
monday.com is formally listed on the Nasdaq stock exchange.
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Chris Jordan Structural
Chris Jordan holds the role of regional vice president for Southeast Asia at monday.com.
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Google Operational
Google's platform changes and algorithm shifts directly influence the business models and web traffic of companies like monday.com.
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William Oberndorf Transactional
The fund (A) completed the divestment of its entire stake in monday.com (B) on May 28, 2026.
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Nvidia Operational
Nvidia and monday.com are high-growth technology peers whose market performance is linked through active competition.
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HubSpot Operational
HubSpot and monday.com are direct competitors operating within the enterprise software market, benefiting from market rotation.
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SEC Structural
monday.com is subject to SEC regulations regarding Rule 10b5-1 trading plans.
Show all 21 connections
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Salesforce Operational
Salesforce's financial performance and guidance influence the market sentiment and perception of its peer, monday.com.
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Baird Mentioned together
Baird provides investment analysis and stock upgrades for monday.com.
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Atlassian Operational
monday.com and Atlassian are noted as competitors within the productivity software market.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial analysis and stock coverage for monday.com.
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Braze Mentioned together
The evidence places both companies within the competitive software industry landscape.
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Singapore Shared context
monday.com established its Southeast Asia headquarters in Singapore.
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Zoom Shared context
monday.com operates within the geographic context of Zoom, a major technology hub.
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Sydney Shared context
monday.com operates from its second Asia-Pacific headquarters in Sydney.
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DRAM Mentioned together
The entities are grouped by investors as representatives of the hardware and software sectors.
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Intuit Operational
Intuit and monday.com compete within the enterprise software market.
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Southeast Asia Shared context
monday.com is expanding its operations within the fast-growing digital markets of Southeast Asia.
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Base44 Operational
Base44 and monday.com compete in the market, facing threats to their business models from AI development.
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IBM Shared context
Both companies operate within the software sector context, which is the backdrop for IBM's sector warnings.
History
Events by the month they beganSeptember 2026
3 events- Intuit, Salesforce, HubSpot, and monday.com are all part of the enterprise software sector experiencing market shifts and stock performance volatility.
- monday.com and Asana are now involved in competitive e-commerce wars.
- monday.com's solid performance helped turn the tide in the market context involving Nvidia.
August 2026
3 eventsJuly 2026
2 eventsShow 1 earlier month
June 2026
35 events- Goldman Sachs analysts began covering monday.com, which is led by Roy Mann, as of August 18, 2025.
- A company stands to benefit significantly from Trump-era tariffs and received a reiterated Buy rating.
- On August 14, 2025, the SaaS sector rallied due to favorable inflation data and expectations of lower interest rates, benefiting companies like 8x8 and monday.com.
- Analysts are discussing how AI tools are impacting incumbent software businesses, leading to market selloffs in Europe.
- monday.com Ltd. is a beneficiary of Trump tariffs, discussed by Jim Cramer in a recent report.
- Both monday.com and Pegasystems are productivity software companies.
- monday.com released an ESG report on June 26, 2025, which was measured against the SASB standard.
- monday.com, Hewlett Packard Enterprise, and General Electric are noted as high-growth technology stocks and large, established multinational conglomerates.
- Favorable market conditions are driving tech stock growth, with monday.com, Applied Digital Corporation, and BASX involved in collaborations focused on cutting-edge cooling systems and the US market.
- Monday.com supports a nonprofit in the East African region.
- AI capabilities boost efficiency and accelerate execution for monday.com.
- Tariff threats are impacting North American supply chains, affecting companies including RingCentral, monday.com, Semrush, AppLovin, and Angi.
- monday.com and Paycom Software both reported positive Earnings Stock Purchase Plan (ESP) figures as of July 17, 2025.
- monday.com has offices in Tel Aviv, Israel.
- Founders of tech companies sold millions of shares amid increased competition from notable rivals.
- monday.com achieved top ratings from Gartner on July 24, 2025.
- monday.com's share price rose 22% over the past couple of months.
- Morgan Stanley initiated coverage of monday.com with an Equal Weight rating on July 31, 2025.
- Market sell-off due to trade fears impacted the stocks of 8x8 and monday.com.
- monday.com, Atlassian, and Microsoft are classified as operating in the productivity software segment.
- Baird and Rob Oliver highlighted strong AI potential in monday.com stock, noting benefits from Trump-era tariffs.
- On August 12, 2025, financial analysts made rating calls on several companies, including upgrading Starbucks and monday.com, and downgrading Shopify.
- Baird upgraded monday.com stock to Outperform (from Neutral) on August 12, 2025.
- Morgan Stanley upgraded monday.com after a share drop on August 12, 2025.
- Investor optimism regarding potential rate cuts on August 13, 2025, benefited growth-focused SaaS companies including monday.com, Atlassian, and Palo Alto Networks.
- monday.com reported that its Q2 earnings fell below expectations.
- Robert Karr, founder of Joho Capital and a Tiger Cubs member, has been active in the investment landscape, divesting from companies like Adobe and Dutch Bros. while increasing stakes in TSM and monday.com.
- monday.com management participated in a conference in Tel Aviv on August 19, 2025.
- Monday.com's stock price rose despite drops in Nvidia and Broadcom, highlighting market dynamics between the two tech companies.
- Stock is downgraded to Neutral by BofA analyst due to AI risks, while Trump-era tariffs may benefit stocks.
- monday.com stock was downgraded by BofA due to traffic decline caused by Google's AI Overviews.
- Wells Fargo analyst maintained a Hold rating on monday.com.
- Weak revenue guidance from Salesforce soured investor sentiment, impacting companies like monday.com.
- Google's search algorithm changes are reported to have softened SMB acquisition, while monday.com highlights its AI suite, including Magic and Vibe.
- A fund exited its entire stake in monday.com.