5 Interesting Learnings from Monday at $1.4 Billion in ARR: Guidance Raised, Stock Crushes, NDR Up to 116%, But Real AI Revenue Still Ahead (opens in new tab)

Monday.com (MNDY) reported Q1 2026 this morning. The stock popped 28%+ in pre-market trading. In the same week, HubSpot reported a clean beat, and the stock dropped 16%. Both companies are application-layer B2B incumbents. Both have 250K+ customers. Both have AI strategies. Both reported revenue beats. One stock added more market cap in a single... Continue Reading