AI Agents Don't Buy Seats, and That's Workday's $133 Stock Problem [Yahoo! Finance]
Workday, Inc. - Class A (WDAY)
Last workday, inc. - class a earnings: 2/27 04:01 pm
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US:NYSE Investor Relations:
workday.com/en-us/company/investor-relations.html
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Source: Yahoo! Finance
margins, but FY2027 guidance of $9.925B to $9.950B in subscription revenue signals deceleration that disappointed investors expecting AI-driven acceleration. Workday's per-seat licensing model faces existential pressure as AI agents replace human workflows, and founder David Duffield's consistent share sales from December 2025 through March 2026 alongside $303M in restructuring charges signal the transition is costly and uncertain. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here A name that needs no introduction for job seekers, Workday ( NASDAQ:WDAY ) shares are down 38% year to date and have shed ~44% over the past year, landing at $133 as of March 13. Retail investors on Reddit are asking a pointed question: Is the market overreacting, or is Workday watching its business model become obsolete? Reddit sentiment slipped to a bearish 33 on March 15 after weeks in neutral territory.
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WDAY
News
- Nordic VC exits rebound as buyouts and AI M&A reopen liquidity [Yahoo! Finance]Yahoo! Finance
- Introducing Sana from Workday: Superintelligence for Work That Finds Answers, Takes Action, and Automates Workflows [Yahoo! Finance]Yahoo! Finance
- Introducing Sana from Workday: Superintelligence for Work That Finds Answers, Takes Action, and Automates WorkflowsPR Newswire
- Beyond DNS: DNSFilter Launches CyberSight to Bring Behavioral Analytics and Intelligence to Modern Security Teams [Yahoo! Finance]Yahoo! Finance
- WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now? [Yahoo! Finance]Yahoo! Finance
WDAY
Earnings
- 2/24/26 - Beat
WDAY
Sec Filings
- 3/17/26 - Form 4
- 3/13/26 - Form 144
- 3/12/26 - Form 4
- WDAY's page on the SEC website