Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q4 2025 investor letter. A copy of the letter can be ...

Workday stock price continued its strong downward trend in the past few months, reaching a low of $180, its lowest level ...

Software stocks have been pummeled to start 2026.

Hedge fund Third Point, run by Dan Loeb, fully exited Workday in 2025, signaling uncertainty as analysts cut price targets ...

Enterprise software stocks were mostly lower on Friday, led by Workday (NASDAQ:WDAY), ahead of the Memorial Day weekend. Workday shares fell 11% even as the back-office software provider reported ...

Workday CEO Carl Eschenbach called concerns about artificial intelligence destroying software business models "overblown" during an interview on CNBC’s "Squawk Box" Thursday.

Why Workday stock is on investors’ radar Workday (WDAY) is drawing attention after a period of weaker share performance, with ...

Workday (WDAY) analysis: moat-driven ERP/HCM growth at a discount, FY’28 targets, ~39% upside and a bull put spread idea.

Outside of Workday’s HCM suite, Workday’s financial management software, or FINS, has constituted an increasing portion of Workday’s software sales. FINS now makes up about 20% of its subscription ...

Workday is now the HCM platform for 60% of the Fortune 50 and 45% of the Fortune 500, as of fiscal 2020. Not only has Workday been able to take share from legacy employee resource planning, or ERP, ...