Monday.com just dropped its Q4 earnings, and surprise, surprise—another tech company screamed ‘AI’ loud enough only to result in Wall Street throwing money at it like their favorite happy hour strip tease. Revenue jumped 32% year-over-year to $268 million, and adjusted earnings per share came in at $1.08, annihilating the weak $0.79 estimate analysts had cooked up. Naturally, the stock mooned 30% as a result. 

(Source: Giphy) 

In short, Monday.com is project management software, which is a fancy way of saying it’s a glorified to-do list with a UI that doesn’t make you want to gouge your eyes out. But now, they’ve got AI-powered enterprise service management, which basically means they’ve automated the busywork so middle managers can pretend they’re doing something useful while a machine makes decisions for them

What’s more is that they’re rolling out their own “AI Agents” in March, because ever since Salesforce made the first move, every tech company is now basically required by “honorary” law to slap “agent” onto their AI product names or risk getting left behind. Now ICYMI, AI Agents aren’t just glorified chatbots—they’re autonomous, decision-making algorithms that can perform tasks, adapt workflows, and essentially replace the need for humans to constantly tweak and manage processes. Think of them as the intern that never sleeps, never complains, and actually does their job without screwing up.

(Source: Investopedia) 

Which means this move for Monday.com is all about hijacking the AI rotation trade. You see, for the last year, investors have been throwing cash at hardware plays like Nvidia, but now that the market has realized you can’t just keep shoving GPUs into server farms forever, there’s a shift toward software companies that can slap AI onto their products without hemorrhaging billions on infrastructure. Monday.com is riding that wave like a parasite, and investors are eating it up.

The company’s 2025 revenue forecast lands between $1.208 billion and $1.221 billion, inching past estimates just enough to make sure analysts stay horned up about “growth potential” Management is, of course, “doubling down” on AI, because that’s the only phrase you’re allowed to say on an earnings call if you want your stock to rip. The reality? They’re milking the AI grift for everything it’s worth, and as long as investors keep falling for it, Monday.com will keep cashing in.

(Source: Giphy) 

Which means, Monday’s following the same playbook we’ve seen over the past 18 long months—Say AI, boost guidance, crush estimates, watch the stock go vertical, rinse and repeat. And guess what? Monday.com just executed it flawlessly. Meaning as long as this AI gain train keeps rolling, the company and its shareholders are looking to ride it all the way to the friggin’ bank.

Bottom line? Keep your eyes on Monday.com this Tuesday, and place your bets accordingly friends. As of right now, shares are down -0.36% in pre-market, but given shares are up 41.35% YTD–this morning's pre-market dip don’t mean a dayum thing. As always, stay safe and stay frosty, friends! Until next time… 

P.S. Want deep dives on the hottest AI plays before the rest of the market catches on? Want to know who’s riding the hype train and who’s actually building something that won’t collapse the second the AI bubble deflates? Want the inside track on the moves that matter before they hit the front page? Then quit playing around and subscribe to Stocks.News Premium ASAP… 

Stocks.News does not hold positions in companies mentioned in the article.