Posts on WDAY

Latest ideas and analyses related to Workday Inc. Class A Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
SNOW , MDB , DDOG , WDAY , CRM , VEEV , CCCS

+16 pts



2Q22 data shows another step down in efficiency, albeit against tough compares

By ethonomics on Sept. 21, 2022, 5:31 p.m.
Tagged topics: themes from earnings season

Views: 10, Votes: 4, Responses: 0, Attachments: 1
WDAY

+10 pts



$WDAY Workday - Strong Results

By Btam on Sept. 2, 2022, 5:05 a.m.
Tagged topics: earnings results

Views: 9, Votes: 1, Responses: 0, Attachments: 1
WDAY

+19 pts



$WDAY 2Q23 Results: Bullish Results, With Just a Hint of Caution

By realmomobags on Aug. 26, 2022, 4:49 a.m.
Tagged topics: earnings results , SaaS

Views: 23, Votes: 4, Responses: 0, Attachments: 1
WDAY

+35 pts



$WDAY - Expect conservative backlog growth in second half: F2Q23 Preview

By ethonomics on Aug. 17, 2022, 4:31 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 4, Responses: 0, Attachments: 1
DIS , COIN , AMC , OXY , CAT , WDAY , MRVL , NTAP , WSM , BPMC

+38 pts



Stocks with high options volumes; Tactical Trades: MRVL, WDAY, NTAP, WSM, BPMC

By ethonomics on Aug. 17, 2022, 4:28 p.m.
Tagged topics: options

Views: 35, Votes: 5, Responses: 0, Attachments: 1
ORCL , WDAY , NOW

+34 pts



Easy voyages on the Enterprise Refreshing on Enterprise Software as we initiate on Workday and ServiceNow ahead of Oracle new issue

By rIsILAwr on June 6, 2022, 5 p.m.
Tagged topics: credit research

Views: 27, Votes: 3, Responses: 0, Attachments: 1
MSFT , CRM , DDOG , NOW , WDAY , INTU

+31 pts



Investors had the perception that software companies are secular growth companies (i.e., they are recession-proof stocks to own). This is correct to certain extent, however,...

By marschenntdeb729bd97b0413b on May 31, 2022, 7:57 p.m.
Tagged topics: buy the dip

Views: 51, Votes: 12, Responses: 0, Attachments: 0
MSFT , CRM , NOW , DDOG , INTU , WDAY

+55 pts



Software - Framework for navigating turbulence; in 2008-2009 recession, stocks started to bottom & outperform just as they delivered the first set of disappointing results

By ethonomics on May 31, 2022, 2:28 p.m.
Tagged topics: buy the dip

Views: 75, Votes: 12, Responses: 1, Attachments: 1
WDAY

+31 pts



$WDAY Workday - Deals Get Pushed

By Btam on May 28, 2022, 1:44 a.m.
Tagged topics: earnings results

Views: 24, Votes: 2, Responses: 0, Attachments: 1
WDAY

+31 pts



$WDAY 1Q23 Results – Bad Time for a Messy Print

By realmomobags on May 27, 2022, 1:23 a.m.
Tagged topics: earnings results , SaaS

Views: 17, Votes: 2, Responses: 0, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 32, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 41, Votes: 5, Responses: 1, Attachments: 1
MSFT , CRM , NOW , ADBE , INTU , WDAY , SNOW , DDOG , MDB , MNDY , U

+59 pts



Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth

By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike

Views: 883, Votes: 10, Responses: 1, Attachments: 1
CRM , ADBE , WDAY , NOW , RNG , TENB , XM , RPD , HUBS

+22 pts



Not convinced yet software is cheap enough to buy, but this is some truly excellent data, so thanks for sharing. Maybe at some point soon....

By realmomobags on March 9, 2022, 6:48 p.m.
Tagged topics: analyst checks

Views: 52, Votes: 8, Responses: 0, Attachments: 0
ADBE , CRM , HUBS , NOW , RPD , TENB , RNG , WDAY , XM

+48 pts



Software focus shifts to profitable growth

By ethonomics on March 9, 2022, 4:20 p.m.
Tagged topics: analyst checks

Views: 74, Votes: 9, Responses: 1, Attachments: 1
NET , DDOG , SNOW , TEAM , S , TWOU , UPLD , SUMO , LZ , DBX , MSFT , ADBE , CRM , INTU , WDAY , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , PANW , SAIL , SPLK , PCOR , PLAN

+43 pts



How low can software valuations go?

By puckerman17 on March 7, 2022, 1:26 p.m.
Tagged topics: valuations

Views: 83, Votes: 4, Responses: 0, Attachments: 1
WDAY

+24 pts



i think they will succeed in the long term. I've used a few different ERP systems, including workday, and yes they do have a great...

By Erre on March 1, 2022, 7:15 p.m.
Tagged topics: beat and raise

Views: 47, Votes: 8, Responses: 0, Attachments: 0
WDAY

+37 pts



$WDAY - Impressive Acceleration at Scale

By CdnInvstr on March 1, 2022, 11:04 a.m.
Tagged topics: beat and raise

Views: 44, Votes: 3, Responses: 1, Attachments: 1
CRM , NOW , XM , PATH , ADBE , DOCU , SAP , WDAY

+43 pts



Latest CIO survey suggests a decline in sentiment and less upside potential to near term estimates

By bbern3 on Feb. 10, 2022, 11:16 a.m.
Tagged topics: analyst checks

Views: 276, Votes: 5, Responses: 1, Attachments: 1
MSFT , ADBE , CRM , INTC , WDAY , DDOG , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , CRWD , PANW , SAIL , SPLK , DBX , CTXS , PCOR , PLAN

+62 pts



Software Valuation: Is The Ice Going To Thaw?

By labjordan on Jan. 25, 2022, 4:03 p.m.
Tagged topics: sector rotation , growth vs value

Views: 259, Votes: 12, Responses: 0, Attachments: 1