Motley Fool Hidden Gems Investing What Should Investors Do With the New Wave of IPOs?
7 snips
May 11, 2026 
Rachel Warren, investing writer focused on long-term fundamentals and AI impacts. Matt Frankel, investment analyst known for deep company and valuation analysis. They dissect Monday.com’s surprising quarter, debate AI and growth risks, unpack the Cerebras IPO and its tech, and argue portfolio tactics for buying hot new offerings.
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Monday.com Turned AI Fear Into Growth Narrative
- Monday.com reframed AI from a threat into a growth lever by reporting AI-driven ARR and raising guidance.
- Revenue beat, 24% YoY growth, 110% net dollar retention, and management said 10% of new ARR came from AI while margins improved to 6%.
Strong Quarter Doesn’t Erase Slowing Growth
- Growth is decelerating even after the beat, so the core long-term thesis remains unresolved.
- Top-line growth moved from mid-20s to an expected 18–19% next quarter despite margin improvements and buybacks.
Cerebras Aims To Replace GPUs With Wafer Scale Engines
- Cerebras plans to challenge NVIDIA with wafer-scale processors sold as integrated supercomputer systems and AI-as-a-service.
- IPO range raised to $150–$160 implying a ~$50B valuation after hyperscaler deals with AWS and OpenAI boosted demand.