A scary SaaS selloff changes the calculus for startups and private markets: “code alone was never a real moat” [Fortune]
Workday, Inc. - Class A (WDAY)
Last workday, inc. - class a earnings: 2/27 04:01 pm
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workday.com/en-us/company/investor-relations.html
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Source: Fortune
It all started a little over a week ago. Everything in the public and private markets for 2026 seemed as normal as can be. We were all talking about the bizarre, AI-old social network that is Moltbook. And then, advancements in enterprise AI agents like Claude dropped and it all still seems pretty normal (after all, the models get updated and improved all the time). But public market investors started to take this in, questioning the assumptions on which the sprawling software-as-a-service (SaaS) industry is built. There have been all sorts of concerns for a while, including shenanigans around using metrics from SaaS to apply to AI-native companies (that logic is specious at best). Then, a relentless selloff materialized: As of market close yesterday, over the last five days, Salesforce is down more than 3%; Adobe is down 3%; Docusign is down 5.5%; and Workday is down more than 10%. (These numbers include some recovery from the lowest lows.) These companies are among the hardest
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WDAY
News
- Anthropic raises $30 billion—and shows there's no end in sight to the AI arms race [Fortune]Fortune
- Workday shed $40 billion in value. Founder Aneel Bhusri is back with a $139 million bet he can turn it around [Fortune]Fortune
- 3 factors that will separate the ‘SaaSpocalypse' winners from losers [Fortune]Fortune
- Workday (NASDAQ:WDAY) had its "neutral" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Workday (NASDAQ:WDAY) was given a new $230.00 price target on by analysts at BTIG Research.MarketBeat
WDAY
Earnings
- 11/25/25 - Beat
WDAY
Sec Filings
- 2/12/26 - Form SCHEDULE
- 2/9/26 - Form 4
- 2/9/26 - Form 8-K
- WDAY's page on the SEC website