Core Insights - Workday, Inc. (NASDAQ:WDAY) is recognized as a promising stock within the QQQ index according to hedge funds [1] - Goldman Sachs initiated coverage of Workday with a Neutral rating and a price target of $238, highlighting significant challenges compared to its SaaS competitors [1][2] Market Position - Workday's core human capital management market is noted to be smaller and more competitive than the enterprise resource planning and customer relationship management sectors, which may restrict growth opportunities from the SaaS transition [2] - The company's AI strategy is reported to be developing slowly, with 2026 identified as a pivotal year for technology updates and integration of recent acquisitions, such as Sana [2] Future Outlook - Goldman Sachs anticipates a more positive outlook for Workday through 2026, emphasizing the company's initiatives to enhance its AI capabilities, which could lead to stable revenue growth exceeding 13-14% [3] - Workday specializes in providing cloud-based software solutions for finance and human resources management, including financial management, human capital management, planning, and payroll [3]

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of the letter can be downloaded here. In Q4 2025, the S&P 500 returned 2.7%, bringing its yearly gains to 17.9%. Since the 2007-08 financial crisis, the Index has increased tenfold, achieving positive results in 15 of 17 years. However, high valuations have made investors cautious, particularly with the returns concentrated in a few stocks. ...

Workday, Inc. (WDAY) fell sharply on Thursday, dropping 9.42 percent, or $17.81, with shares trading at $171.31.The decline comes possibly due to broader pressure on enterprise software stock executive news in the sector, including Workiva's appointment of a former Workday executives Scott Herren and Mark Peek to its board.The stock opened at $178.73 after closing at $189.12 in the prior session on the Nasdaq. During the day, shares traded between $169.01 and $179.99. The bid was $162.64, while the ask sto ...

Welcome back to Morning Trade Live. It's time now for the big picture. So, let's welcome in the team from Charles Schwab.We've got Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Mike Townsen, managing director, legislative and regulatory affairs at Charles Schwab. Nate, we've got to start with you. Uh, what a busy day.Obviously with the FOMC, we kind of know what they're going to do. Very earnings driven day. We've had Trump out this morning saying America is ba ...

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Polen Focus Growth strategy delivered a -1.37% gross return, underperforming the Russell 1000 Growth Index (+1.12%) and the S&P 500 (+2.66%), as concentrated mega‑cap leadership and AI valuation concerns drove market volatility. The fund faced headwinds from market rotation and valuation pressures but remained disciplined in its investment approach, fo ...

Workday (WDAY) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a changing ...

Workday, Inc. (NASDAQ:WDAY) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 20, the company announced its plans to invest CA$1 billion in Canada over the next 5 years. This highlights Workday, Inc. (NASDAQ:WDAY)’s commitment to growth in Canada, including plans to further develop local tech talent and strengthen local customer support. Workday (WDAY) Announces Plans to Invest CA$1 billion in Canada The announcement comes at a time when the Canadian government is focused ...

20 January 2026 Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Global Software Global Software: Initial thoughts for 2026 and our software names Firoz Valliji, CFA +1 917 344 8316 firoz.valliji@bernsteinsg.com Shelly Tang, CFA +1 917 344 8342 shelly.tang@bernsteinsg.com It is the beginning of 2026 and the world in general and software more specifically is quite different from what we saw in early 2025. Investor focus has shifted dramatically from macro concerns to the disruptive rise ...

Core Insights - Joveo has announced a Workday Design Approved integration for its programmatic job advertising platform, enhancing recruitment marketing capabilities for organizations using Workday [1][2] Group 1: Integration and Capabilities - The integration allows Workday Recruiting customers to utilize Joveo's AI-driven job advertising and application optimization features, improving hiring efficiency and reducing media spend [2][3] - Joveo's platform provides actionable insights by unifying signals across recruitment marketing, application flow, and hiring stages, enabling talent leaders to identify effective strategies and areas for optimization [2][3] Group 2: Company Background and Offerings - Joveo is recognized as a global leader in AI-powered recruitment marketing, focusing on maximizing efficiency and ROI while improving hiring outcomes [5] - The platform combines programmatic job advertising, application optimization, and unified analytics to enhance time-to-hire and cost-per-hire metrics [5][6] Group 3: Market Position and Client Base - Currently, over 35 Workday Recruiting clients are leveraging Joveo's job advertising solutions, indicating a strong market presence and partnership with Workday [2] - The integration aims to streamline the candidate journey, optimize job application processes, and improve conversion rates from impression to hire [6]

Core Viewpoint - Workday CEO Carl Eschenbach addressed concerns regarding artificial intelligence negatively impacting software business models, asserting that the narrative is exaggerated and that AI serves as a positive force for the company [1]. Group 1: Company Performance - Workday shares experienced a decline of 17% last year and have further decreased by 15% since the beginning of 2026 [2]. - The company's third-quarter earnings report revealed disappointing subscription revenue guidance, which raised concerns among analysts and investors [2]. Group 2: Industry Context - There has been a recent sell-off in software stocks due to fears that emerging AI tools could disrupt the sector and threaten established business models that have historically generated significant profits [1].