Workday remains a Buy, with an adjusted base-case fair value of $200, implying ~49% upside from current levels (~$133.7). Despite AI-driven fears, Workday's economic moat (although a bit eroded over ...
Thank you, operator. Welcome to Workday's Third Quarter Fiscal 2026 Earnings Conference Call. On the call, we have Carl Eschenbach, our CEO; Zane Rowe, our CFO; and Gerrit Kazmaier, our President, ...
Workday stock fell sharply ahead of the open Wednesday despite solid fourth-quarter earnings. The results were overshadowed by poor guidance and a disappointing year-end backlog of subscriptions, a ...
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In his decades-long career in tech journalism, Dennis has written about nearly every type of hardware and software. He was a founding editor of Ziff Davis’ Computer Select in the 1990s, senior ...
Shares of Workday fell about 8% on Wednesday as analysts lowered their price targets, citing a lack of a upside after the company revised its full-year subscription revenue forecast. Many software ...
It creates mountains of busywork for everyone. So why does half of the Fortune 500 use it? If you've hunted for a job in the past decade or so, you've likely encountered the following obstacle course.
Workday's quarterly guidance trailed consensus. The company has been caught in downward pressure on software stocks in recent weeks. CEO Carl Eschenbach stepped down earlier this month, and Aneel ...
Some 14,000 people have recently opted in to a case that is effectively putting AI hiring systems on trial. The participants are all at least 40 years old and claim they were unfairly denied jobs ...
Workday delivered Q3 FY26 results with 15% subscription revenue growth YoY to $2.244B and a 28.5% non-GAAP operating margin, exceeding expectations. Management reaffirmed FY26 and FY27 guidance, ...