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Polen Focus Growth Strategy Sold Workday (WDAY) Amid Slowing Momentum in Enterprise Software
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q4 2025 investor letter. A copy of the letter can be ...
Hedge fund Third Point, run by Dan Loeb, fully exited Workday in 2025, signaling uncertainty as analysts cut price targets despite AI momentum and solid financial performance.
Microsoft (NASDAQ:MSFT), Workday (NASDAQ:WDAY) and Intuit (NASDAQ:INTU) are projected to lead a comeback in the software sector in 2025, following a lackluster performance in 2024, according to an ...
Software stocks have been pummeled to start 2026.
Enterprise software stocks were mostly lower on Friday, led by Workday (NASDAQ:WDAY), ahead of the Memorial Day weekend. Workday shares fell 11% even as the back-office software provider reported ...
Workday's quarterly results came in ahead of consensus. The company lowered its subscription software growth target for 2027 while calling for a wider adjusted operating margin. In this article ...
Workday is now the HCM platform for 60% of the Fortune 50 and 45% of the Fortune 500, as of fiscal 2020. Not only has Workday been able to take share from legacy employee resource planning, or ERP, ...
Why Workday stock is on investors’ radar Workday (WDAY) is drawing attention after a period of weaker share performance, with ...
Workday CEO Carl Eschenbach called concerns about artificial intelligence destroying software business models "overblown" during an interview on CNBC’s "Squawk Box" Thursday.
Workday Inc. (NASDAQ:WDAY) is one of the best future stocks to buy for the long term. On January 12, Goldman Sachs assumed ...
Workday stock fell Tuesday after a report from Insider revealed that Amazon ended its contract with the HR software firm. Amazon had originally announced plans to adopt Workday's software companywide ...
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