Saastr iconSaastrMay 11, 2026

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

In the same week, HubSpot reported a clean beat, and the stock dropped 16%.

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

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In the same week, HubSpot reported a clean beat, and the stock dropped 16%.

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In the same week, HubSpot reported a clean beat, and the stock dropped 16%. Monday.com (MNDY) reported Q1 2026 this morning. Both companies are application-layer B2B incumbents.

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Monday.com (MNDY) reported Q1 2026 this morning. Both companies are application-layer B2B incumbents. One stock added more market cap in a single...

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