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

A fundamental breakdown in the implicit social contract between employers and employees. Strong words from Workday as it parses the findings of its annual Global Workforce Report, published today.

Skills-based strategies are the future, but getting there can be complex. Hear from Josh Tarr, Director, Skills-Based Organization at Workday, about why and how the leading tech company has made the ...

PLEASANTON, Calif., March 5, 2025 /PRNewswire/ -- Workday, Inc. (WDAY) (NASDAQ: WDAY), the AI platform for managing people and money, today released " The Global State of Skills", revealing a pressing ...

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The market turned volatile ...

Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy ...

Wells Fargo analyst Michael Turrin has maintained their bullish stance on WDAY stock, giving a Buy rating yesterday. Michael Turrin has given his Buy rating due to a combination of factors that ...

Good morning. In a year defined by strategic acquisitions, Workday is accelerating its transformation through big moves in the AI space. Workday, which offers an AI platform for finance and HR, ...