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Workday shares jump as AI demand eases investor concerns
Reuters85d agobullish
Workday shares jump as AI demand eases investor concerns

Workday shares jumped nearly 12% premarket on Friday after the enterprise software maker ‌beat first-quarter revenue and profit estimates, easing concerns ‌that AI rivals such as Anthropic could rapidly disrupt demand for ​traditional software vendors. Subscription revenue at the Pleasanton, California-based company jumped 14.3% to $2.35 billion, with net new business driving 40% of that growth, according to Chief Commercial Officer ‌Rob Enslin. Workday, however, retained ⁠its annual subscription revenue forecast.

Workday Q1 Earnings Call Highlights
MarketBeat86d agoneutral
Workday Q1 Earnings Call Highlights

Workday (NASDAQ:WDAY) reported first-quarter fiscal 2027 results that executives said reflected renewed momentum in new annual contract value growth, continued customer expansion and early traction for the company’s artificial intelligence products. Chief Executive Officer Aneel Bhusri, who recentl

Workday beats first-quarter estimates on steady software demand
Reuters86d agobullish
Workday beats first-quarter estimates on steady software demand

Workday exceeded Wall Street expectations for first-quarter revenue and profit on Thursday, ‌as demand for its AI-powered finance and human ‌resources software services gathered pace, sending its shares up 7% in ​extended trading. The company, which specializes in HR and payroll software, has been adding AI features across its platform, betting that tools to automate tasks, generate job ‌descriptions, or analyze spending ⁠patterns will drive customer adoption and deepen usage. "Our focus remains on executing our agentic ⁠AI roadmap, while driving operational efficiencies as we scale," Chief Financial Officer Zane Rowe said in a ​statement.

Workday execution risk flagged by Jefferies ahead of quarterly earnings
Proactive86d agoneutral
Workday execution risk flagged by Jefferies ahead of quarterly earnings

Workday Inc (NASDAQ:WDAY) is set to report first quarter results after Thursday’s closing bell as investors weigh slowing growth trends, questions around its artificial intelligence strategy, and whether the company can sustain its long-term margin and revenue targets following recent leadership...

Workday (WDAY) Q4 2026 Earnings Transcript
Motley Fool86d agoneutral
Workday (WDAY) Q4 2026 Earnings Transcript

In addition, during today's call, we will discuss non-GAAP financial measures, which we believe are useful as supplemental measures of Workday's performance. It's really nice to be back with all of you.

Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg86d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Walmart, Deere, Zoom earnings headline busy May 21 trading day
Yahoo Finance Video87d agoneutralVIDEO
Walmart, Deere, Zoom earnings headline busy May 21 trading day

Asking for a Trend host Josh Lipton gets investors ready for the busy trading day ahead on May 21, breaking down the key earnings reports to watch — including Walmart (WMT), Deere & Company (DE), Take-Two (TTWO), Workday (WDAY), and Zoom (ZM) — along with the release of the Initial Jobless report,

US software stocks attempt a rebound as investors reassess AI risks
Reuters88d agoneutral
US software stocks attempt a rebound as investors reassess AI risks

U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered ‌for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce ‌rose between 3.7% and ⁠4.3%.

Another Wall Street giant drops hammer on Workday stock price target
TheStreet89d agobearish
Another Wall Street giant drops hammer on Workday stock price target

Workday (WDAY) shareholders have had a brutal year, and Wall Street keeps adding to the pile. The enterprise software giant has lost more than half its market value since early 2024, and the downgrades have stacked up across the sector as AI agents reshape how analysts model traditional SaaS ...

Reuters92d agoneutral
Tiger Global Management says it initiated new positions in Intel, Robinhood during first quarter of 2026

Hedge fund Tiger Global Management ‌said it initiated ‌new positions in an ​array of stocks including Intel and Robinhood Markets ‌during the ⁠first quarter of 2026, according ⁠to its most recent 13-F ​filing ​with ​the U.S. ‌Securities and Exchange Commission on Friday. The hedge fund also said it liquidated ‌stakes in ​companies such ​as ​Circle Internet ‌Group and Workday, ​while ​reducing its holdings of Microsoft ​and ‌Apollo Global Management. (Suzanne ​McGee in Providence, ​Rhode Island)