Optimist Fund, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund’s objective is to achieve capital growth at a rate in the mid-teens or higher over the course of several decades. In Q4 2025, the Fund declined 8.5%. The Fund, although not yet five years old, invests with a five-year perspective. While short-term drawdowns can be tough, the Fund is optimistic about the portfolio's fundamental performance and confident in ...

Monday.com Ltd (NASDAQ:MNDY) is one of the 10 best beaten down software stocks with the highest upside potential. On February 23, Jefferies assigned a Hold rating to Monday.com Ltd (NASDAQ:MNDY), downgrading from the prior Buy rating. The price target was also drastically reduced from $260 to $80. Jefferies sees the AI-induced risks continuing for application software stocks, with MNDY being one of the major companies affected. The analysts described the company’s prospects as ‘hazy’ in the small business ...

monday.com Ltd. (NASDAQ:MNDY) is one of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts. monday.com (MNDY) Retains Strong Analyst Confidence Following Q4 and Full-Year Results As of February 18, 2026, about 90% of analysts remain bullish on monday.com Ltd. (NASDAQ:MNDY), with a consensus price target of $120, suggesting a 55.54% upside. Monday.com Ltd. (NASDAQ:MNDY) announced its fiscal Q4 2025 and full-year results on February 9, 2026. With 45% YoY growth in customer ...

(NASDAQ: MNDY) MNDY investors who suffered losses are encouraged to contact Levi & Korsinsky, LLP to learn about their legal options. Levi & Korsinsky, LLP is a nationally recognized firm with offices in New York, California, Connecticut, and Washington, D.C. that prosecutes securities, merger, and consumer class actions on behalf of investors and consumers; more information is available at www.zlk.com. CONTACT: On August 12, 2025 (Q2 FY2025 call), management reported $299 million in quarterly revenue and a ...

Core Viewpoint - A recent Substack post from Citrini Research suggested a potential market downturn driven by AI disruption, leading to significant declines in SAAS stock prices and broader economic implications [1][2]. Group 1: Market Impact - The Dow Jones Industrial Average fell by 1.7%, with individual stocks like Monday.com and DoorDash experiencing declines of approximately 7% each [1]. - The post outlined a scenario where declining SAAS stock prices in late 2025 and early 2026 could initiate a larger market rout due to AI's impact on the U.S. economy [2]. Group 2: Mechanism of Disruption - Companies traditionally reliant on software services from providers like Zendesk and Monday.com are increasingly able to replicate these services in-house using AI, leading to renegotiated contracts or complete contract terminations [3]. - To maintain profit margins, software companies may resort to layoffs, which could accelerate white-collar job losses and result in wage deflation for remaining employees [4][6]. Group 3: Economic Consequences - The cycle of AI improvement leading to reduced workforce needs, increased layoffs, and decreased consumer spending could create a feedback loop that exacerbates economic pressures [5]. - The concept of "agentic commerce" suggests that AI could undermine traditional business advantages, such as customer loyalty, by driving down associated premiums [5]. Group 4: Job Market Outlook - The post challenges the optimistic belief that AI will create as many jobs as it displaces, contrasting it with historical technological revolutions and highlighting concerns raised by Federal Reserve Chair Jerome Powell [7].

In this piece, we discuss the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts.The topic is relevant in today’s macro backdrop, where investors are grappling with several challenges in 2026, including persistent inflation, volatile monetary policy, and the impact of ongoing advances in artificial intelligence (AI).JPMorgan’s 2026 outlook report (December 9, 2025) had highlighted that investors are facing multiple risks. The firm projected a 35% probability of a U.S. and global ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Baird upgraded Henry Schein (HSIC) to Outperform from Neutral with a price target of $100, up from $78. The firm believes the bias across its dental names remains to the upside.UBS upgraded BlackRock (BLK) to Buy from Neutral with a $1,280 price target. The upgrade is supported by strong Q4 results, positive comme ...

Core Insights - Whetstone Capital Advisors, LLC sold all its shares in monday.com Ltd., amounting to 79,172 shares valued at approximately $15.33 million, during the fourth quarter of 2025 [2][6] - The sale reflects a broader trend of divesting from SaaS stocks that may struggle in the evolving market landscape influenced by artificial intelligence [6][11] Company Overview - monday.com Ltd. is a cloud-based software provider specializing in work management solutions, with a market capitalization of $3.80 billion and a revenue of $1.23 billion for the trailing twelve months (TTM) [4][5] - The company reported a net income of $118.74 million (TTM) and offers a scalable SaaS platform to enhance organizational workflows and collaboration [4][5] Market Performance - As of February 12, 2026, shares of monday.com Ltd. were priced at $73.63, reflecting a significant decline of 76.8% over the past year, underperforming the S&P 500 Index by 89.7 percentage points [7][10] - The stock's price has fluctuated between $68.68 and $316.98 over the past 52 weeks, indicating high volatility [10] Investment Implications - The decision to sell monday.com was significant as it was the largest position closed by Whetstone in the fourth quarter, suggesting a strategic shift in the fund's investment approach [6][9] - Despite the sale, Whetstone maintains a substantial investment in technology stocks, indicating a selective approach rather than a complete withdrawal from the sector [10]

Core Insights - The Optimist Fund aims to deliver exceptional long-term investment performance, targeting capital compounding at mid-teens or better over decades [2] - The fund has been operational for nearly four years and is tracking positively towards its five-year investment lens [3] Performance Overview - As of December 31, 2025, the fund's compound returns are as follows: 1 Year: 32.2%, 2 Year: 48.4%, 3 Year: 59.1%, Since Inception: 19.1% [4] - In Q4 2025, the fund experienced a decline of 8.5%, but remains optimistic about the fundamental performance of its holdings [4] Investment Strategy - The fund focuses on identifying businesses where deep research reveals a gap between market expectations and long-term realities, referred to as developing unique insights [5] - The strategy emphasizes long-term investment outcomes over short-term volatility, allowing the fund to capitalize on market dislocations [9][10] Key Holdings and Performance - Top contributors in Q4 included Wayfair and Carvana, both showing significant year-over-year revenue growth [22][23][24] - Top detractors included ThredUp and Monday.com, with ThredUp showing strong fundamentals despite stock price declines [25][26][27] Portfolio Adjustments - The fund exited its position in Fiverr due to a lack of conviction in its growth trajectory, while initiating new positions in Root and Affirm [32][33][35] - DiscoverIE is highlighted as a high-quality industrial compounder with potential for significant EPS growth over the next five years [36][38][39] Future Outlook - The fund believes the next five years will outperform the previous four, driven by improved valuations and stronger underlying business fundamentals [20][21]

Tim Beyers: To that point, Jason, let's talk about two that are on the radar this morning as we are taping. This is on Monday late morning Mountain Time. Both Monday.com, ticker MNDY, and Kyndryl, ticker KD, are getting absolutely slaughtered. Monday has been down more than 20% through various parts of the day. Kyndryl down more than 50%. These two are a little different, though. We'll talk about Monday in a second, but just the story on Kyndryl as the CFO and the General Counsel both appear to have been d ...