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The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.65% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.48%. E-mini S&P futures (ESU26 ) are down -0.58%, and September E-mini...

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

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.

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 […]
Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Capital One downgraded Workday to ‘Equalweight’ from ‘Overweight’ while keeping a $219 price target.

Software stocks have lagged in 2026 on AI fears, but fundamentals held up. See why analysts expect a rebound for the sector.

Workday stock fell amid Q2 earnings that topped estimates while subscription sales guidance only met expectations.

Enterprise software company Workday (NASDAQ:WDAY) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 12.8% year on year to $2.65 billion. Its non-GAAP profit of $2.75 per share was 5.3% above analysts’ consensus estimates.

Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector into the fallout.

Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.

Workday stock in focus as Deutsche Bank downgrades it to 'Hold.' Here’s why the firm’s analyst recommends caution in playing WDAY shares.
Two downgrades warn that Workday's recent 24% rally already prices in optimistic growth and acquisition expectations.

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.

Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.

Silver Lake’s takeover of Workday would send a clear signal to investors that private-equity firms are circling software.

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
US equity indexes ended higher Thursday after a weak producer price inflation report and a drop in c

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.
Workday (WDAY) is back in focus after Antipodes Partners trimmed its position in the stock during Q2 2026. The fund cited concerns about AI pressure on Workday’s seat based pricing and long term margins. See our latest analysis for Workday. Workday’s recent pullback in total shareholder return over one and five years contrasts with sharp short term share price momentum, with a 40.53% 90 day share price return and a series of AI related sector sell offs putting valuation and risk firmly back...
Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...
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...



