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Workday raises profit guidance after strong Q1 report
Proactive76d agoneutral
Workday raises profit guidance after strong Q1 report

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...

Workday shares jump as AI demand eases investor concerns
Reuters76d agobullish
Workday shares jump as AI demand eases investor concerns

Workday shares jumped nearly 12% premarket on Friday after the enterprise software maker ‌beat first-quarter revenue and profit estimates, easing concerns ‌that AI rivals such as Anthropic could rapidly disrupt demand for ​traditional software vendors. Subscription revenue at the Pleasanton, California-based company jumped 14.3% to $2.35 billion, with net new business driving 40% of that growth, according to Chief Commercial Officer ‌Rob Enslin. Workday, however, retained ⁠its annual subscription revenue forecast.

Workday Q1 Earnings Call Highlights
MarketBeat76d agoneutral
Workday Q1 Earnings Call Highlights

Workday (NASDAQ:WDAY) reported first-quarter fiscal 2027 results that executives said reflected renewed momentum in new annual contract value growth, continued customer expansion and early traction for the company’s artificial intelligence products. Chief Executive Officer Aneel Bhusri, who recentl

Workday (WDAY) Ranks Among AI Stocks That Are About to Explode
Insider Monkey76d agoneutral
Workday (WDAY) Ranks Among AI Stocks That Are About to Explode

Workday, Inc. (NASDAQ:WDAY) is one of the 10 AI Stocks That Are About to Explode. The stock’s average analyst upside potential of 43.99% supports its inclusion on the list. On May 20, Cantor Fitzgerald cut its price target on Workday, Inc. (NASDAQ:WDAY) from $200 to $160 while keeping its Overweight rating on the stock ahead […]

Workday beats first-quarter estimates on steady software demand
Reuters77d agobullish
Workday beats first-quarter estimates on steady software demand

Workday exceeded Wall Street expectations for first-quarter revenue and profit on Thursday, ‌as demand for its AI-powered finance and human ‌resources software services gathered pace, sending its shares up 7% in ​extended trading. The company, which specializes in HR and payroll software, has been adding AI features across its platform, betting that tools to automate tasks, generate job ‌descriptions, or analyze spending ⁠patterns will drive customer adoption and deepen usage. "Our focus remains on executing our agentic ⁠AI roadmap, while driving operational efficiencies as we scale," Chief Financial Officer Zane Rowe said in a ​statement.

Workday execution risk flagged by Jefferies ahead of quarterly earnings
Proactive77d agoneutral
Workday execution risk flagged by Jefferies ahead of quarterly earnings

Workday Inc (NASDAQ:WDAY) is set to report first quarter results after Thursday’s closing bell as investors weigh slowing growth trends, questions around its artificial intelligence strategy, and whether the company can sustain its long-term margin and revenue targets following recent leadership...

Workday (WDAY) Q4 2026 Earnings Transcript
Motley Fool77d agoneutral
Workday (WDAY) Q4 2026 Earnings Transcript

In addition, during today's call, we will discuss non-GAAP financial measures, which we believe are useful as supplemental measures of Workday's performance. It's really nice to be back with all of you.

Analyzing Workday’s (WDAY) Ideocratic Earnings Growth Dynamics
Insider Monkey77d agoneutral
Analyzing Workday’s (WDAY) Ideocratic Earnings Growth Dynamics

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg77d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Is Workday (WDAY) a Buy as Wall Street Analysts Look Optimistic?
Zacks77d agobullish
Is Workday (WDAY) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Workday (WDAY). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Jim Cramer on ServiceNow: “The Software Stocks Are Wildly Emotional Traders”
Insider Monkey77d agoneutral
Jim Cramer on ServiceNow: “The Software Stocks Are Wildly Emotional Traders”

ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock while discussing the conditions of its industry, as he stated: The software thesis is about companies like Salesforce, ServiceNow, Workday, and Adobe… All beaten down, stocks that trade together as part […]