Hedge fund Third Point, run by Dan Loeb, fully exited Workday in 2025, signaling uncertainty as analysts cut price targets despite AI momentum and solid financial performance.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q4 2025 investor letter. A copy of the letter can be ...

Workday's quarterly results came in ahead of consensus. The company lowered its subscription software growth target for 2027 while calling for a wider adjusted operating margin. In this article ...

Software stocks have been pummeled to start 2026.

Microsoft (NASDAQ:MSFT), Workday (NASDAQ:WDAY) and Intuit (NASDAQ:INTU) are projected to lead a comeback in the software sector in 2025, following a lackluster performance in 2024, according to an ...

Workday CEO Carl Eschenbach called concerns about artificial intelligence destroying software business models "overblown" during an interview on CNBC’s "Squawk Box" Thursday.

Workday (WDAY) analysis: moat-driven ERP/HCM growth at a discount, FY’28 targets, ~39% upside and a bull put spread idea.

Business: Workday is a provider of an artificial intelligence platform to help organizations manage their people, money and agents. The company provides over 11,000 organizations with cloud solutions ...

Workday Inc. (NASDAQ:WDAY) is one of the best future stocks to buy for the long term. On January 12, Goldman Sachs assumed ...

Workday is now the HCM platform for 60% of the Fortune 50 and 45% of the Fortune 500, as of fiscal 2020. Not only has Workday been able to take share from legacy employee resource planning, or ERP, ...

A court-authorized opt-in process is now open in the Workday AI hiring lawsuit, raising major questions about age discrimination, automation and employer risk.