Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & ...

Hedge fund Third Point, run by Dan Loeb, fully exited Workday in 2025, signaling uncertainty as analysts cut price targets despite AI momentum and solid financial performance.

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

Software stocks have been pummeled to start 2026.

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's quarterly results came in ahead of consensus. The company lowered its subscription software growth target for 2027 while calling for a wider adjusted operating margin. In this article ...

Microsoft (NASDAQ:MSFT), Workday (NASDAQ:WDAY) and Intuit (NASDAQ:INTU) are projected to lead a comeback in the software sector in 2025, following a lackluster performance in 2024, according to an ...

Business: Workday is a provider of an artificial intelligence platform to help organizations manage their people, money and agents. The company provides over 11,000 organizations with cloud solutions ...

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

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, ...

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 ...