WDAY Workday Inc. Loading... : Bullish and Bearish Analyst Opinions
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16:00
Aug 31
Aug 31
Workday reported strong Q2 revenue growth driven by AI adoption and raised its operating margin.
Workday reported strong Q2 revenue growth driven by AI adoption and raised its operating margin guidance, earning a Seeking Alpha Quant strong buy rating.
03:20
Aug 31
Aug 31
Software with data moats leads AI.
Salesforce's post-earnings surge and Workday's strength show software companies with large existing customer data have a moat in the AI era because that data becomes the input for AI analysis. Microsoft is near record highs and Palantir is near new highs, supporting continued software momentum.
HIGH
22:12
Aug 30
Aug 30
Software data moat supports continued outperformance
Software stocks remain strong because companies with existing proprietary data have a durable AI-era moat. Salesforce surged nearly 30% after earnings, Workday rose after raising margin guidance, Palantir is near new highs, and Microsoft is near all-time highs. Park sees AI monetization entering a new phase in which software companies leverage existing data and customer relationships rather than collapsing.
HIGH
13:23
Aug 28
Aug 28
Cramer praises Workday's products and dismisses a SaaS apocalypse narrative.
Cramer praises Workday's products and dismisses a SaaS apocalypse narrative, but expresses no current position or forward call.
06:42
Aug 28
Aug 28
Narrowed guidance limits further software sector upside.
Software stocks like Workday have had a massive run into their earnings prints, and despite beating metrics, their narrowed guidance is not enough to excite investors to deploy more capital into the software sector.
MED
02:47
Aug 28
Aug 28
JPMorgan raises Workday's price target to 225 dollars from 190 dollars.
JPMorgan raises Workday's price target to 225 dollars from 190 dollars, indicating a more bullish outlook on the stock.
23:55
Aug 27
Aug 27
Workday reported a future sales measure that missed analyst projections.
Workday reported a future sales measure that missed analyst projections, dampening recent software sector enthusiasm.
22:03
Aug 27
Aug 27
Software pullback is overdone as fears fade.
The recent pullback in application software stocks like Workday is overdone, as peak fears about customers building their own AI solutions have faded and private equity interest highlights their underlying value.
MED
20:30
Aug 27
Aug 27
The call focused on pipeline progress and partnership strategy rather than near-term financial guidance, with a tone of cautious optimism about upcoming data readouts and partnership interest.
MED
16:59
Aug 27
Aug 27
Workday authoritative data critical for agents
Watch Workday for positive read-through as AI agents need authoritative HCM/finance data; beneficiary analysis only, no author position.
MED
12:47
Aug 25
Aug 25
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
04:32
Aug 21
Aug 21
Beaten-down software companies offer strong cash flows.
Despite being beaten down in the recent market rotation, quality software and SaaS companies have durable business models, are growing cash flows, and are successfully using AI to drive profits.
MED
22:22
Aug 18
Aug 18
Sold Workday immediately on acquisition rumor pop.
Sold Workday immediately at $218 following the Silverlake acquisition rumors, taking the opportunity to exit the position.
HIGH
16:20
Aug 18
Aug 18
Workday buyout could set software floor.
The software buyout thaw is questionable: software valuations have reset lower, private equity wants to buy at lower prices, but CEOs are unwilling sellers; Workday's founder-CEO just returned and is unlikely to sell while executing a turnaround, while financing concerns and higher valuations add to deal uncertainty.
MED
22:03
Aug 17
Aug 17
Enterprise software not AI-disrupted, long-run benefit
He argues enterprise software such as Workday is not being disrupted by AI; the growth slowdown reflects customers not hiring and lower seat purchases, and it should benefit in the long run, though growth needs to reaccelerate before investors get comfortable.
MED
11:26
Aug 17
Aug 17
HSBC upgrades YPF to Buy with a raised price target.
HSBC upgrades YPF to Buy with a raised price target, while multiple banks issue upgrades and downgrades across a broad range of stocks including Apple, Okta, and Shopify.
23:30
Aug 15
Aug 15
Workday buyout rejects software uselessness
The private equity buyout pursuit of Workday lifted its market cap roughly 30%, signaling that software companies still have recognized value in AI. The market interpreted the move as evidence that AI-driven software uselessness fears and the associated software selloff were overdone, though the deal is not confirmed.
MED
22:19
Aug 14
Aug 14
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.
HIGH
21:13
Aug 14
Aug 14
Workday bid puts floor under software.
The reported Silver Lake interest in Workday shows private equity sees value in software, especially in the Bay Area; a potential Workday acquisition could put a floor under many software names even though more deal activity still needs to play out.
HIGH
20:36
Aug 14
Aug 14
Software buyouts return with Workday bid.
Silver Lake's reported ~$43B acquisition bid for Workday shows software has been oversold and private equity is returning as a buyer; open-source AI is also a positive for the software industry because it prevents a few frontier model providers from extracting all software value.
MED
14:23
Aug 14
Aug 14
Workday surges on Silver Lake buyout talks.
Workday shares surged nearly 18%, their biggest one-day gain in 10 years, on reports that Silver Lake is in talks to buy the human resources software provider.
LOW
08:40
Aug 14
Aug 14
Silver Lake is in talks to acquire Workday in what analysts say would be one of the largest.
Silver Lake is in talks to acquire Workday in what analysts say would be one of the largest software buyouts ever, signaling confidence in software's long-term value despite AI disruption fears.
01:33
Aug 14
Aug 14
Private equity firm Silver Lake is in talks to acquire Workday in a deal that would rank among.
Private equity firm Silver Lake is in talks to acquire Workday in a deal that would rank among the largest software buyouts in history.
00:22
Aug 14
Aug 14
Notes acquisition offer despite software replaceability
Notes an acquisition offer for the company despite viewing its software as easily replaceable, no directional view.
LOW
23:58
Aug 13
Aug 13
Workday surges on Silver Lake takeover report
Reports Workday shares surged 25% before a trading halt on reports of a Silver Lake takeover.
MED
22:05
Aug 13
Aug 13
Software joins AI rally, further upside
Software names are participating in the AI rally instead of rotating down when hardware works. Palantir, Salesforce and Adobe rose, IGV is back at prior highs, JPMorgan upgraded Salesforce as too undervalued despite SaaS concerns, Akamai recovered, Workday jumped on the Silver Lake acquisition, and Palantir kept rising after earnings. This broadening software strength is leading S&P 500 upside and supports continued software exposure.
MED
21:45
Aug 13
Aug 13
Workday shares jumped after a Reuters report that private equity firm Silver Lake is in talks.
Workday shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.
20:18
Aug 13
Aug 13
AMD raised 4.75 billion in its largest dollar bond offering.
AMD raised 4.75 billion in its largest dollar bond offering, Workday surged on Silver Lake acquisition talks, Cisco disappointed on AI data-center sales outlook, Cerebras sank on slower growth, while gold fell 1.4% and WTI dropped 2.5%.
20:00
Aug 13
Aug 13
Reports are circulating that Silver Lake wants to buy out Workday (WDAY) and take it private. Buyout rumors typically create a price floor and can lead to a significant premium if a formal offer is made. Watch WDAY for entry opportunities based on buyout news developments. If the buyout rumors are false or fall through, the stock could retrace.
LOW
20:00
Aug 13
Aug 13
Watch Workday as possible M&A target
Watch WDAY as a possible M&A target; the author muses it looks like a better use of acquisition funds but stops short of a directional call.
MED
About WDAY Analyst Coverage
Buzzberg tracks WDAY (Workday Inc.) across 35 sources. 33 bullish vs 6 bearish calls from 75 analysts. Sentiment: predominantly bullish (19%). 139 total trade ideas tracked. Past 7 days: 4 bullish, 2 watch. Latest voices: SeekingAlpha, Park Myung-seok, Jim Cramer.