WDAY Workday, Inc.

Enterprise software names are surging ahead of the broader tech market, but one company in the group carries something the others do not, and it changes how you should read this rally.

AI has made it easier than ever to build. It hasn’t eliminated the need to choose where you should. I’ve sat on both sides and know it's not an easy call.

A single newsroom post from Meta Platforms sent shockwaves through enterprise software in minutes, pulling down companies that had nothing to do with the announcement and one that lost something far more concrete than market confidence.

Software companies just got new competition: Mark Zuckerberg's company is launching a business focused on selling its AI tools to enterprise customers. That's putting shares in the sector under pressure: The S&P 500 Software industry index is down nearly 2%.

Insperity (NSP) is back in focus after the company reported progress with its Insperity HRScale solution, which pairs Workday technology with its full-service PEO offering for rapidly growing and midsized employers. Recent trading tells a mixed story for Insperity. The share price is US$47.83, with a 30-day share price return down 10.66% and a 7-day move also weaker, even though the 90-day share price return is up 12.28% and the year-to-date share price return is up 23.85%. Over a longer...

Workday launches AI-powered Total Benefits, unifying health, financial and wellbeing programs to simplify benefits management for employers and employees.

XYZ expands Square and Cash App through Apple and Workday integrations, aiming to boost merchant discovery, direct deposits and engagement.

In recent days, Workday has rolled out its AI-driven Workday Total Benefits platform and announced multiple integrations with partners including Experian, Checkr, Block’s Cash App, OneSource Virtual, Tabulera, and Neeyamo, expanding its capabilities across benefits, payroll, and income verification. Together, these partnerships turn Workday further into a unified hub for payroll, benefits, and financial services data, potentially deepening customer reliance on its ecosystem and reducing...

Workday (WDAY) is back in focus after a strong Q2 FY2027 report beat Wall Street expectations and coincided with fresh payroll partnerships that extend its AI driven platform across U.S. and India payroll workflows. Workday’s recent payroll partnerships and AI push arrive after a sharp 69.1% 90 day share price return, even though the 1 year total shareholder return is down 20.34%. This suggests short term momentum has improved while longer term holders are still under water. Capitalize on...

Sandisk rises. Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.

(Update with Microsoft's response to a request for comment in the last paragraph.) Amazon (AMZN),

Amazon (AMZN), Microsoft (MSFT), Figma (FIG), Workday (WDAY) and other big software firms are offeri

What a time it’s been for Workday. In the past six months alone, the company’s stock price has increased by a massive 40.1%, reaching $192.03 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Workday has lagged its industry peers over the past year, although Wall Street analysts remain moderately bullish on the stock’s outlook.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

If you own Workday (WDAY) or Autodesk (ADSK), you hold the same bet: the company that already keeps a customer's data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data.

Key Stats for Workday StockPrice change for Workday stock: 6%$WDAY Stock Price as of Sep. 17: $19952-Week High: $250$WDAY Stock Price Target: $209What Happened?Workday (WDAY) stock jumped after CNBC’s David Faber reported that financing talks for a potential take-private deal are still moving forward.

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

The funding, led by founder and Chairman Dave Duffield, values the company at $1.4 billion.

Workday (NasdaqGS:WDAY) has appointed Sarah Kennedy Ellis as Chief Marketing Officer, effective immediately. Ellis previously held senior marketing roles at Google and Adobe, bringing large scale enterprise software and cloud marketing experience. Her remit covers Workday's global marketing, brand narrative and go to market messaging for its AI focused product portfolio. The Sarah Kennedy Ellis CMO move only hints at how Workday may reshape its AI era marketing and growth story. We have also...

FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.

Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc. (NASDAQ:ADBE) rose roughly 2.5% to 3% as chip stocks fell following calls to slow frontier AI development. The market has spent much of the year asking whether stronger models make incumbent software obsolete. A slower frontier suddenly makes the opposite question […]

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Investors are fleeing top AI names after fears the technology is advancing too quickly, which lifted a group of software and media stocks.

Workday (NASDAQ:WDAY) shares rose 2. 8% in pre-market trading to $190.

Bending Spoons (BSP) has agreed to acquire workspace collaboration platform Miro in an all-cash deal

Clay offers technology designed to help businesses identify potential customers, monitor market signals, and personalise outreach.

Clay has reached a $7.1 billion valuation following a $115 million Series D funding round led by Wellington Management. The round included participation from Sequoia, a16z, StepStone, Perennial, CapitalG, and DST. This valuation marks a significant increase from the $3.1 billion mark the company held in August 2025, representing more than a doubling of value […]

The enterprise software platform for HR, finance, and IT reported a notable insider stock sale.

Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.

Workday pairs 13% subscription growth, rising AI adoption and strong cash flow with a mixed valuation and ongoing competition and execution risks.

Workday's 49.7% three-month rally is backed by stronger Q2 results, AI contract growth and margin gains, while valuation and competition remain checks.

Workday, Inc. (NASDAQ:WDAY) reported fiscal second-quarter revenue of $2.65 billion, up nearly 13% year over year and above the $2.64 billion analysts expected, Reuters reported, citing LSEG data. Subscription revenue rose 13.9% to $2.471 billion. Chief Commercial Officer Rob Enslin said, “Over half of our net new wins in the second quarter signed up for […]

Investing.com -- Artificial intelligence could prove a surprise tailwind for software companies if productivity gains spur businesses to hire more workers rather than cut headcount, Bernstein analysts said, challenging one of the sector’s key bearish narratives.

Human resources and financial software provider Workday, Inc. (NASDAQ:WDAY)’s shares are down by more than 10% over the past year and by more than 3% year-to-date. Cramer discussed the firm on August 28th and commented on its CEO and new products. Like other SaaS firms, Workday, Inc. (NASDAQ:WDAY) has also struggled in the AI era […]

Oracle (ORCL) is using cost savings from workforce reduction to fund its artificial intelligence inf

Adobe named an internal successor days before a scheduled earnings report, and investors are not treating the timing as a coincidence. The question hanging over the stock is whether the new CEO can answer what the AI era actually means for the company's core business.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including Workday (NASDAQ:WDAY) and its peers.

Workday (NasdaqGS: WDAY) reports strong adoption among U.S. state and local governments replacing legacy HR and finance systems with its cloud platform. Large deployments in states including Georgia and Ohio highlight new public sector clients and recent go lives across core payroll, HR and finance functions. Workday is rolling out AI driven automation and agents to handle tasks such as payroll processing, workforce management and financial workflows for government users. The scale of these...

Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year chart reveals what investors are actually betting on.

Workday recently announced results for the second-quarter of fiscal 2027, beating estimates and pulling in numbers that would normally warrant an upgrade from analysts. Despite the beat, one Wall Street firm chose to step aside. On August 28, Freedom Broker analyst Almas Almaganbetov downgraded Workday, Inc. (NASDAQ:WDAY) from Buy to Hold with a price target […]

Swapping out an ERP system has been compared to open-heart surgery, which is exactly why Oracle, SAP, and Workday have held their ground through every technology wave. Now an AI-native startup backed by a former Sequoia partner is betting that a rebuilt architecture can finally make the pain worth it.

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here. Equity markets posted strong returns, with the Russell 1000 Value Index rising by 13.9%, although many individual stocks lagged. Notably, semiconductor stocks and AI-related sectors saw exceptional gains. The rally […]

Workday's operating margin jumped as subscription growth and AI adoption strengthened profitability, but sustaining the gains remains key.

AI-driven agents now exceed $600M in annual revenue, fueling 13% subscription growth.

September S&P 500 E-Mini futures (ESU26) are down -0.23%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.17% this morning, pointing to a lower open on Wall Street as renewed hostilities in the Middle East pushed oil prices higher.

Companies in The News Are: MRVL, WDAY, GAP, MNSO.

Strong quarterly results from Atlassian and a few other major SaaS firms are forcing investors to rethink the “SaaSpocalypse” thesis.

The Morning Bull - US Market Morning Update Monday, Aug, 31 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 contracts down about 0.3%, as investors weigh higher borrowing costs against softer inflation signals and a cooler jobs backdrop. The 10 year US Treasury yield has moved up to 4.73%, which means mortgages, credit cards and corporate borrowing can all become more expensive. At the same time, year ahead US inflation expectations have been revised to...