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Morgan Stanley’s new “Moat & Journey” framework and Underweight rating on Workday (WDAY), along with a CLSA Underperform initiation, have put the company’s AI ambitions and growth outlook under closer investor scrutiny. See our latest analysis for Workday. Workday’s latest Underweight and Underperform calls arrive after a sharp 1-day share price decline of 6.2%, set against a 30-day share price return of 17.14% but a year-to-date share price return down 35.65%. This points to near term...

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Shares in software companies are among the biggest losers in premarket trading: Salesforce (CRM), IBM (IBM) and ServiceNow (NOW) are down around 4.5% Adobe (ADBE) and Workday (WDAY) fall over 3% ...

KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Workday, Inc. (NASDAQ:WDAY) is among the Best Affordable Stocks. On May 15, BWG Global downgraded Workday, Inc. (NASDAQ:WDAY) to Negative from Mixed, reporting checks showing partner sentiment “deteriorated further during fiscal Q1.” On May 13, Workday, Inc. (NASDAQ:WDAY) reported that it integrated its Sana Self Service Agent into Microsoft 365 Copilot, allowing employees to complete HR […]

Workday (WDAY) shareholders have had a brutal year, and Wall Street keeps adding to the pile. The enterprise software giant has lost more than half its market value since early 2024, and the downgrades have stacked up across the sector as AI agents reshape how analysts model traditional SaaS ...

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