Workday stock jumped 5% after beating Q1 earnings estimates and raising its full-year margin forecast. Here's why this could be the start of something bigger.
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Workday shares rose after the company posted solid revenue growth.
WDAY rolls out Sana for ITSM and a new Travel Agent, adding AI agents that automate IT support and travel-to-expense workflows in a single platform.
June S&P 500 E-Mini futures (ESM26) are up +0.67%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.03% this morning as investors remained hopeful that the latest U.S. strikes on Iran would not derail talks to end the Middle East conflict.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Workday, Inc. (NASDAQ:WDAY) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 22, Needham reduced its price objective on the company’s stock to $180 from $300, while maintaining a “Buy” rating. According to the firm, the company reported results above consensus estimates for revenue and operating income. Notably, the […]
A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 3.1% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the sector recover from the previous day's Intuit-driven sell-off.
A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 3.8% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.
Workday (WDAY) just posted its best first quarter of new ACV (annual contract value) growth in five years, and CEO Aneel Bhusri says AI is changing the economics of enterprise software in a way that could benefit the company directly. "If FTE (full-time employee) count does go down, it's being ...
Workday Inc. (NASDAQ:WDAY) is one of the cheap AI stocks to buy according to analysts. On May 21, Workday announced its financial results for FQ1 2027, reporting total revenues of $2.542 billion, a 13.5% increase year-over-year. Subscription revenues reached $2.354 billion, up 14.3% from the same period last year. Backed by a strong core business, […]
AI-driven SaaS implementations are not a problem, and Workday is another prime example of how AI disruption is actually good for business.
Bridgewater’s massive exit from top SaaS stocks is fueling fears that AI could upend the traditional software business model and reshape the next era of tech investing.
Enterprise software company Workday (NASDAQ:WDAY) announced better-than-expected revenue in Q1 CY2026, with sales up 13.5% year on year to $2.54 billion. Its non-GAAP profit of $2.66 per share was 5.7% above analysts’ consensus estimates.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...
Now software stocks are scraping themselves off the floor—but are still behind the curve as big investors stick with what has worked. Jefferies software analyst Brent Thill calls the rebound a correction from an overblown selloff. While semi stocks rode the wave of the AI data center investment boom last year, sentiment soured on enterprise software makers like Atlassian, Workday and Salesforce.

<body><p>STORY: :: Archive</p><p>Shares of Workday jumped as much as 10% Friday morning after the enterprise software maker beat first-quarter sales and profit estimates.</p><p>The performance eased concerns that AI rivals such as Anthropic could rapidly disrupt demand for traditional vendors.</p><p>:: Workday</p><p>Company executives said subscription revenue rose 14%, with new business accounting for 40% of that.</p><p>Workday also reiterated its annual subscription revenue forecast.</p><p>It has been adding AI features across its platform to remain competitive, including the March launch of Sana, its conversational AI layer.</p><p>:: Workday</p><p>The company's AI-driven tools help organizations automate tasks such as screening job applicants, scheduling interviews and streamlining workforce planning.</p><p>At least seven brokerages raised their price targets on Workday stock, while two trimmed it after the results.</p><p>:: Archive</p><p>Analysts at Barclays, in a note to clients, called the results comforting but not game-changing.</p><p>While analysts at Jeffries said, quote, "We believe Workday is relatively insulated from AI disruption due to its 80 million users, strong retention, and status as a system of record." </p></body>
Workday's (WDAY) latest quarterly results don't indicate enough of a "growth improvement" to sustain
All three major US stock indexes were up in late-morning trading Friday, as Wall Street is set to se
Workday's (WDAY) momentum in artificial intelligence continues as the company posted solid fiscal Q1
Workday's fiscal Q1 report arrived with some promising print.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...
Workday beat first-quarter sales and earnings estimates while guiding second-quarter subscription revenue slightly above expectations.

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories, including Deckers Outdoor's (DECK) fourth quarter sales, Workday (WDAY) stock rising on first quarter earnings, IMAX (IMAX) reportedly exploring a sale, and Estée Lauder (EL) stock surging after merger talks with Puig ended.
WDAY beats Q1 fiscal 2027 estimates as revenues rise 13.5% and subscription growth stays strong, while backlog increases with upbeat guidance.
Analysts at Needham lowered their price target for Workday to $180 from $300, while keeping a ‘Buy’ rating on the stock.
Workday Inc (NASDAQ:WDAY) shares rose 8% after the enterprise software company reported first quarter results that topped Wall Street expectations and raised its full-year profitability outlook. The company reported adjusted earnings of $2.66 per share for the quarter, ahead of analyst...