WDAY Workday Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
11:05
Sep 18
Sep 18
r/ASX_Bets
Short WDAY; AI won't fix functional issues
The author is bearish on Workday, calling it a 'piece of shit' with functional issues. The stated mechanism is that AI will not fix these functional problems, implying the product's shortcomings are structural rather than solvable by the AI narrative. No specific catalyst or time horizon is given, and the main risk is that AI improvements or a turnaround could invalidate the bear case.
WDAY
Workday Inc.
Short
1ST
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19:38
Sep 10
Sep 10
TBPN
Workday will be outcompeted by AI-native rivals.
Workday is an example of a legacy software company with thousands of engineers who are not using agentic systems, so it will be outcompeted and wiped out by AI-native data/software companies that need only dozens of people.
WDAY
Workday Inc.
Avoid
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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. News
WDAY
Workday Inc.
Long
1ST
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About WDAY Investor Commentary
Across the available history and selected sources, Buzzberg tracks WDAY (Workday Inc.) across 47 sources: 45 bullish vs 4 bearish calls from 88 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 200 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: u/CaptainHindsightASX, Garry Tan, SeekingAlpha.