Rate Spike Crushes Growth
Monday.com's SaaS model faces valuation compression as Treasury yields surge past growth equity pain thresholds while risk-off rotation intensifies.
Previous verdicts for MNDY
- AI Search: monday.com slips modestly as profit-taking weighs on software names — 2026-10-12
- Software group rally — 2026-10-01
- JPMorgan Downgrade Hits MNDY — 2026-09-29
- MNDY Climbs Moderately — 2026-09-15
- MNDY falls sharply on macro — 2026-09-01
Ezbrisk weighs each event against the market reaction and publishes a verdict with an overreaction reading. How the methodology works