Core Viewpoint - The article provides an update on Workday (WDAY), emphasizing a bullish outlook on its AI products, partnership strategy, and WorkdayGO, while advocating for a fundamentals-based approach to value investing [1]. Group 1: Investment Philosophy - The company disagrees with the notion that low multiple stocks are inherently cheap, focusing instead on long-term durability and affordability [1]. - There is a preference for companies with steady long-term growth, no cyclicality, and a strong balance sheet [1]. - The article acknowledges the risks of investing in successful companies, particularly the potential to overpay, highlighting the importance of valuation [1]. Group 2: Market Potential - The company believes that in certain situations, the vast development runway of a company can make immediate price considerations less critical [1].

Workday, Inc. (NASDAQ:WDAY) is among the most undervalued tech giants to buy according to hedge funds. As of December 26, Workday, Inc. (NASDAQ:WDAY) is a buy from 75% of the analysts covering the stock. While the target price ranges from $230 to $326, the median price target of $280 translates to an upside potential of 27.38%. Among the analysts positive on the stock is Siti Panigrahi, an analyst at Mizuho Securities, who reiterated a ‘Buy’ rating on the company and maintained a $275 price target on Decem ...

If you’re unsure whether Friday feels like a real workday, you’re not alone. With Christmas falling on a Thursday this year and US president Donald Trump declaring Friday, December 26, a federal holiday, the line between holiday and business-as-usual has become blurry.Are banks open the day after ChristmasTrump’s executive order effectively extended the holiday season for federal workers, shutting down non-essential federal offices and creating a rare five-day weekend for many in government. But for much o ...

Core Viewpoint - Workday Inc. shares are currently trading at $216.85, reflecting a slight increase of 0.65% in the current session, but a decline of 18.55% over the past year, raising questions about potential undervaluation despite the company's performance [1]. Group 1: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate a company's market performance against historical earnings and industry benchmarks [5]. - Workday Inc. has a P/E ratio of 90.9, which is lower than the software industry average of 96.03, suggesting that shareholders may perceive the stock as underperforming compared to its peers or potentially undervalued [6]. - A low P/E ratio can indicate undervaluation but may also reflect weak growth prospects or financial instability, necessitating a cautious approach when using this metric [9][10].

Zane Rowe, CFO, Workday: “There has never been a more exciting time to be a CFO, with AI unlocking new opportunities for value creation through unprecedented data and insights. Most of the focus has been on experimentation and discovering the art of the possible, but this year, leaders will shift from ‘What can AI do?’ to ‘How do we build the foundation for scale?’ They will manage a more nuanced AI portfolio that balances launching pilots with rolling out proven solutions, and they will prioritize the ungl ...

Core Perspective - The proposed Right to Disconnect Bill (RTD) in India raises questions about work-life balance and its implications for productivity and economic structure [1][7]. Group 1: Global Context and Comparisons - Australia implemented RTD in 2024, with 58% of surveyed employers reporting increased employee engagement and productivity, though only 39% noted improvements in work-life balance [3]. - Among the 11 countries with effective RTD laws, only Ireland and Belgium rank in the top 10 by GDP per hour, suggesting that RTD may not directly correlate with productivity or economic success [4]. Group 2: Challenges in India - India's labor market is characterized by a high share of informal workforce and a protective employer policy, complicating the implementation of RTD [5]. - The BFSI sector, contributing about 27% to India's GDP, may face operational challenges if RTD is enforced, particularly in relation to global client demands [5]. - Family-owned businesses, which account for 79% of India's GDP and employ over 60% of the workforce, are currently not investing significantly in capital expenditures, raising concerns about the impact of new legislation on operational costs [6]. Group 3: Economic Implications - The average monthly income for salaried and self-employed Indians has decreased after adjusting for inflation compared to six years ago, indicating economic strain [6]. - The introduction of RTD could necessitate cultural shifts and operational redesigns, potentially affecting service continuity in manpower-sensitive sectors [6][7]. - The question remains whether India's current productivity levels and economic structure are prepared for the implementation of RTD [7]. Group 4: Potential Trial and Sector-Specific Considerations - A suggestion is made to trial RTD in specific sectors, such as IT, which has already adapted to remote working, but concerns exist about the sector's vulnerability to AI threats [8].

Workday, Inc. (NASDAQ:WDAY) is included among the 12 Best Long Term US Stocks to Buy Now. Workday (WDAY) Earns Buy Rating as BTIG Calls Outlook “De-Risked” Photo by Dan Dennis on Unsplash On December 17, BTIG started coverage of Workday, Inc. (NASDAQ:WDAY) with a Buy rating and a $285 price target. According to the analyst, the stock has gone nowhere for about two years, despite annual subscription revenue growing 16% and free cash flow rising about 18%. BTIG views next year’s numbers as “de-risked.” ...

DENVER--(BUSINESS WIRE)--HRSoft, Inc., a provider of enterprise compensation management software, today announced it has joined the Workday Partner Program and has launched the HRSoft: Compensation Platform Marketplace App, a Workday Designed Approved integration. The partnership expands the Workday ecosystem with solutions that help financial-services organizations manage complex compensation programs with precision, transparency, and scale. HRSoft's compensation lifecycle platform integrates. ...

Good morning. M&A made a comeback this year, but growth is lagging in the middle market.PwC’s U.S. Deals 2026 Outlook, released this morning, credits the AI boom and a revitalized private equity (PE) activity for the market achieving 10,333 deals worth $1.6 trillion through Nov. 30, 2025. Total deal value rose about 45% from last year and was the second-highest ever recorded, even amid major shifts in economic policy, such as tariffs.Courtesy of PwCBig bets on AI helped drive activity among tech companies—e ...

Core Viewpoint - Workday, Inc. (NASDAQ:WDAY) is currently viewed as one of the best SaaS stocks to buy, despite a recent decline in share price following its fiscal Q3 2026 earnings release [1] Financial Performance - In fiscal Q3 2026, Workday, Inc. reported a revenue growth of 12.59% year-over-year, reaching $2.43 billion, which exceeded estimates by $14.54 million [4] - The earnings per share (EPS) was $2.32, surpassing consensus estimates by $0.15 [4] Analyst Ratings and Outlook - Robert Simmons from Rosenblatt Securities initiated a Hold rating on Workday with a price target of $45, reflecting a cautious optimism regarding the company's future prospects [1][2] - The core business of Human Capital Management is expected to grow at a slower rate due to increased competition and market saturation, while other business segments are anticipated to grow faster but have not significantly impacted overall growth [2] - Despite strong margins, Workday's stock trades at a premium compared to its peers, leading Simmons to wait for a better entry point before making further recommendations [3]