Thoma Bravo Says Public Markets Have Software Wrong, And Is Positioning To Buy [Yahoo! Finance]
Workday, Inc. - Class A (WDAY)
Last workday, inc. - class a earnings: 2/27 04:01 pm
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Source: Yahoo! Finance
Salesforce will report fourth quarter earnings today after the closing bell. (Photo by Justin Sullivan/Getty Images) Getty Images As software stocks entered what market participants have taken to calling the "SaaSpocalypse" , a sector-wide rout that has erased an estimated $2 trillion in market capitalization since the start of 2026, Thoma Bravo held its annual limited partner meeting in Miami and delivered a pointed counterargument: public markets are not being discerning enough. The firm, which manages more than $183 billion in assets across roughly 80 software companies, circulated LP meeting materials arguing that investors are selling software on generalized AI fear rather than company-level fundamentals. The slides were subsequently shared on social media by financial commentator @TheIcahnist on X.com, drawing broad attention from investors and analysts. Thoma Bravo slide on valuations, source ;https://x.com/TheIcahnist/status/2036902492080837015/photo/1 Thoma Bravo
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News
- Workday, Elastic, Snowflake, nCino, and Appian Shares Plummet, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- Databricks enters cybersecurity market with Lakewatch launch, bulking up ahead of IPO [CNBC]CNBC
- Is Workday Stock Underperforming the Dow? [Yahoo! Finance]Yahoo! Finance
- Workday (WDAY) was downgraded by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from "hold (c-)" to "sell (d+)".MarketBeat
- Incredible Health's AI Voice Agent Lyn Now Integrates With the Healthcare Industry’s Applicant Tracking Systems, including Workday, Interviewing 100% of Candidates 24/7Business Wire
WDAY
Earnings
- 2/24/26 - Beat
WDAY
Sec Filings
- 3/25/26 - Form 4
- 3/23/26 - Form 144
- 3/20/26 - Form 4
- WDAY's page on the SEC website