Scott Berg

Senior Analyst, Needham
· tracked since Aug 2026
Calls
1
Win Rate
100.0%
return
+0.6%
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
WDAY Long +0.6%
Worst Calls
No live losers yet
Most Mentioned
WDAY ×1
Recent Calls
WDAY Long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +0.6% Long Return +0.6% Short Return -
Average Return
7d +0.7%
30d —
90d —
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Theme
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WDAY Workday Inc. Workday Inc.
Long
Aug 14
$198.68
+0.6%
Workday is attractive AI-resilient takeout target.
Workday is an attractive takeout candidate because payroll and financial software carry regulatory/compliance complexity that makes AI-driven custom coding unlikely to displace them soon; comparable software acquisitions at about 5 times revenue and 22-23% premiums support a Workday acquisition price in the $240-250 range.
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Scott Berg has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: WDAY.