Brent Thill 3.5 2 ideas
Analyst, Jefferies
After 1 day
N/A
2/15 min ideas
After 1 week
N/A
2/15 min ideas
After 1 month
N/A
2/15 min ideas
By sector
Stock
2 ideas
-4.2%
Top tickers (by frequency)
WDAY
1 ideas
100% W
+1.7%
DOCU
1 ideas
0% W
-10.1%
Best and worst calls
Best calls
WDAY SHORT
+1.7%
Jefferies downgraded both stocks. Workday specifically has seen a CEO change, executive turnover, and investors are skep...
Feb 24
DOCU SHORT
-10.1%
Jefferies downgraded both stocks. Workday specifically has seen a CEO change, executive turnover, and investors are skep...
Feb 24
Worst calls
DOCU SHORT
-10.1%
Jefferies downgraded both stocks. Workday specifically has seen a CEO change, executive turnover, and investors are skep...
Feb 24
WDAY SHORT
+1.7%
Jefferies downgraded both stocks. Workday specifically has seen a CEO change, executive turnover, and investors are skep...
Feb 24
Jefferies downgraded both stocks. Workday specifically has seen a CEO change, executive turnover, and investors are skeptical of its 13-14% growth targets. The market is currently punishing "legacy SaaS" companies that cannot prove immediate AI monetization. Management turnover combined with slowing growth creates a "show me" story that usually leads to multiple compression (Derating). SHORT / AVOID. An unexpected earnings beat or faster-than-anticipated AI product rollout could trigger a short squeeze.
Analyst, Jefferies