|
Feb 18
|
|
$142.63
$142.63
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Workday Founder Returns As CEO Refocusing AI ...
|
|
Feb 18
|
|
$142.63
$142.63
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Citizens downgrades Workday on CEO reset, ris...
|
|
Feb 18
|
|
$142.63
$142.63
+0.0%
|
WATCH
|
Benzinga (reporting on Wells Fargo)
|
Wells Fargo reiterated its "Overweight" rating on Workday (WDAY) while lowering its price target to $255. This presents a conflicting signal. The "Overweight" rating and the substantial upside to the new $255 target (from the listed price of $141.52) are bullish. However, the price target reduction itself is a bearish signal, and the complete absence of the analyst's reasoning in this article makes it impossible to assess the severity of the underlying concern. An immediate long or short position is ill-advised due to the information vacuum. The most prudent action is to place the stock on a watchlist and seek out the full analyst report to understand the justification for the price target cut. The key question is whether the cut is due to a fundamental business issue or a simple valuation adjustment. The primary risk is that the price target reduction is a precursor to a negative fundamental development at Workday that is not yet public knowledge. Initiating a long position based solely on the "Overweight" rating would be exposed to this risk. Conversely, ignoring the still-bullish rating and significant upside could result in a missed opportunity if the cut was for benign reasons. |
Finnhub - WDAY
Wells Fargo Maintains Overweight on Workday, ...
|
|
Feb 18
|
|
$142.63
$142.63
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Workforce Management Analysis Report 2025: A ...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Warner Bros. Discovery Inc: A Key Exit in HOT...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Workday (WDAY) Earnings Expected to Grow: Sho...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"The revenues from all these companies are basically going to get back in and reinvested in the mega caps... I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." AI drastically lowers the barrier to entry for software creation. Companies will stop paying premium subscriptions for "System of Record" software (Salesforce, Atlassian, Intuit, Adobe, Workday) when they can build bespoke internal solutions for a fraction of the cost using AI. This leads to a structural collapse in B2B SaaS revenue. Short legacy B2B SaaS providers on bounces. AI adoption slows down, or these legacy companies successfully pivot to becoming essential AI platforms themselves. |
1000x Podcast
AI Capex Meets SaaS Apocalypse, 18-Month Bear...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Workday Inc (WDAY) Eyes AI Growth Amid CEO Ch...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
BMO Capital Maintains Outperform on Workday, ...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Workday CEO Return And AI Push Raise Question...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Oppenheimer Maintains Outperform on Workday, ...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Rosenblatt Upgrades Workday to Buy, Lowers Pr...
|
|
Feb 17
|
|
$143.12
$142.63
-0.3%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"In the next three years, I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." The "SaaS Apocalypse." AI allows companies to build bespoke "System of Record" tools in-house rather than paying expensive per-seat licensing fees. This creates a secular downtrend for B2B SaaS companies that rely on high switching costs that AI is now eroding. Short legacy SaaS providers. (Tactical note: Do not short in the hole; wait for 15-20% rallies/bounces to enter shorts). Institutional inertia; companies may be slower to switch off legacy systems than anticipated. |
1000x Podcast
Bitcoin Is Either Going To Zero Or A Million
|
|
Feb 16
|
|
$144.42
$142.63
-1.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
The Economic Times to Host NexTech Human Capi...
|
|
Feb 15
|
|
$144.42
$142.63
-1.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Why the software stock crash is really starti...
|
|
Feb 13
|
|
$144.42
$142.63
-1.2%
|
LONG
|
Dmitry Solodin
Trader / Investor
|
Adobe (ADBE) is down ~60%, Intuit (INTU) ~50%, and Workday (WDAY)/ServiceNow (NOW) have seen significant corrections despite stable or growing revenues. Similar to Salesforce, these companies are industry standards. For Adobe, while AI image generation exists, professional workflows require the full Adobe suite (editing, layers, vector). Professionals won't switch to a generic AI tool for complex deliverables. The "AI threat" is overstated; AI will be a feature *within* these platforms (e.g., Firefly in Photoshop). LONG. Buying the "best in breed" during a sector-wide panic. Pricing pressure from clients demanding AI-driven cost reductions. |
Dmitry Solodin
Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
|
|
Feb 13
|
|
$144.42
$142.63
-1.2%
|
LONG
|
Holden Spaht
Managing Partner, Thoma Bravo
|
"Nobody is vibe coding Dayforce... It needs to be audited. It needs to be checked. It needs to be correct... high cost of error." The market is indiscriminately selling software stocks on the fear that AI agents will replace SaaS seats. Spaht argues that highly regulated, complex "systems of record" (like Payroll/HR) have a moat built on compliance and data ontology that LLMs cannot replicate. Therefore, the sell-off in these specific names represents a value disconnect. LONG "High-Consequence" Vertical SaaS. AI agents eventually becoming capable of handling complex, multi-jurisdictional compliance tasks without hallucination. |
Bloomberg Markets
Software Is AI, If You Do It Right: Spaht
|
|
Feb 13
|
|
$144.42
$142.63
-1.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Workday shed $40 billion in value. Founder An...
|
|
Feb 12
|
|
$144.04
$142.63
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
UBS Cuts PT on Workday (WDAY) to $170 From $2...
|
|
Feb 12
|
|
$144.04
$142.63
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDAY
Workday Founder Returns As CEO While AI Pivot...
|
|
Feb 11
|
|
$144.55
$142.63
-1.3%
|
SHORT
|
Deirdre Bosa
Anchor/Reporter
|
Deirdre reports that the market is "selling the stocks that AI progress is coming for," explicitly citing Salesforce (which cut 1,000 jobs) and Workday (which cut 2% of its workforce). These job cuts are framed as a symptom of disruption. The viral thesis suggests AI is replacing technical work, making high-headcount "System of Record" companies inefficient compared to AI-native disruptors. The market is pricing in this existential risk by selling the incumbents. Short or Avoid legacy SaaS companies that are "being disrupted" and forced to shrink headcount to survive. These companies may successfully pivot to AI-driven efficiency (as Benioff suggests), turning headcount reductions into margin expansion rather than revenue loss. |
CNBC
Viral AI disruption post sows division
|
|
Feb 11
|
|
$144.55
$142.63
-1.3%
|
AVOID
|
Josh Brown
CEO, Ritholtz Wealth Management
|
"We are separating the market into two camps... Information merchants... and legacy platforms... the value of selling information to people is declining at a precipitous rate." For 15 years, the market fetishized "asset-light" software models. AI has flipped this. If AI reduces corporate headcount, the "per-seat" pricing model (SaaS) of companies like Salesforce and Workday collapses because there are fewer humans to sell subscriptions to. Furthermore, AI can replicate "information merchant" value propositions cheaply. Avoid "Vertical Market Software" and companies selling pure IP/Information; they are the "losers" in the AI shift. AI adoption might be slower than expected, or these companies successfully pivot to consumption-based pricing. |
The Compound News
Is It Time to Buy Software Stocks?
|
|
Feb 11
|
|
$144.55
$142.63
-1.3%
|
SHORT
|
Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
|
"The market is essentially backing this guy up, saying, if AI can do the work, you don't need the software or the people who run it." Salesforce cut 1,000 jobs; Workday cut 2% of its workforce. The "seat-based" SaaS business model is threatened. If AI agents replace human workers, companies need fewer software licenses. The market is pricing in this existential risk to legacy "System of Record" companies. SHORT. These companies are viewed as "victims of AI disruption" and are actively shrinking headcounts while underperforming. AI integration into these platforms could eventually be accretive if they successfully pivot to agent-based pricing. |
CNBC
AI disruption fears rattle stocks
|
|
Feb 09
|
|
$154.56
$142.63
-7.7%
|
SHORT
|
Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
|
The rise of AI agents is "fuel for the software bears." Monday.com dropped 22% on a disappointing outlook, and Workday's stock has lost nearly half its value over the past year. Historically, companies paid SaaS vendors because building software internally was too hard. Now, AI agents allow non-tech companies (like AT&T or Mercedes) to build their own custom software cheaply and quickly. This shrinks the competitive advantage (moat) of traditional software-as-a-service vendors. Databricks data shows 80% of databases are built by agents; the IGV software ETF is lagging significantly. Traditional vendors may successfully integrate AI to retain value, or the "build vs. buy" trend may revert if internal tools prove difficult to maintain. |
CNBC
Databricks finishes $5 billion funding round ...
|
|
Feb 07
|
|
$162.92
$142.63
-12.5%
|
LONG
|
Jim Cramer
Host, Mad Money
|
Enterprise software stocks have been decimated (down 30-70%) due to fears that Generative AI will allow companies to write their own code and replace SaaS providers. The sell-off is overdone for profitable companies with strong growth. * Intuit (INTU): AI is not a threat to the consumer TurboTax business or SMBs who cannot afford to build internal software. * Salesforce (CRM): Trading at its lowest P/E multiple in history (14x), cheaper than during the 2008 recession. * ServiceNow (NOW): Strong growth (19%) and a massive buyback program ($2B). * Box (BOX): Cheap (16x earnings) with consistent execution. * Atlassian (TEAM): Down 70% from highs but growing earnings at 30%. * Workday (WDAY): Trading at less than 15x earnings despite 18% expected growth. A proprietary screen identified these specific names as having >25% drawdowns but above-market earnings growth and profitability. The market may continue to punish software stocks irrationaly in the short term if AI fears persist. |
CNBC
Mad Money 02/06/26 | Audio Only
|
|
Feb 05
|
|
$158.76
$142.63
-10.2%
|
SHORT
|
Thread Guy
Crypto Commentator / Streamer
|
The host notes that SaaS stocks (Salesforce, ServiceNow, Workday, HubSpot) are down 40-70% and look like they are "falling off a cliff." He cites the "Crowding Out" effect: AI CapEx is draining the economy's dry powder. Every dollar invested in GPUs and AI infrastructure is a dollar taken away from traditional SaaS subscriptions. These companies are being "hollowed out like termites" as the market rotates capital from software to AI hardware/infrastructure. SHORT / AVOID. These legacy cloud names are the funding source for the new AI bubble. Oversold bounce if the rotation pauses or if AI monetization stalls. |
Thread Guy
Bitcoin is 63K!? Crypto is FINISHED? - Market...
|