IBM edges ahead of Workday as hybrid cloud and AI demand, HashiCorp buyout and stronger estimate revisions outweigh Workday???s faster growth and lower valuation.

Workday (WDAY) trades at half its historical multiple despite strong retention, free cash flow and AI monetization—see why the selloff may be overdone.

Workday (NasdaqGS:WDAY) has expanded its Innovation Partner Program to include HR Acuity, integrating employee relations and investigation tools into Workday Help. The company has also introduced ...

Workday faces falling earnings estimates, slowing growth, stiff competition and rising costs, raising concerns about margins even as it expands into AI and new markets.

AI-driven automation threatens HCM's revenue model. Leading industry players are down 28% to 47% YTD in 2026. Sector-wide uncertainty has weighed on valuations. While selective opportunities may ...

No signs of the wretched ‘SaaSpocalypse’ as Oracle turned in a strong Q3. Revenue rose 18% year-on-year to $17.19 billion, with profit of $3.72 billion, up from $2.94 billion a year ago. Total cloud ...

News from the week beginning 23rd February included items from @Workday, @ThomsonReuters, @Sirion, @Rootstock, @Nintex, ...

Oracle Corporation () has held its Q3 earnings call. Read on for the main highlights of the call. Claim 70% Off TipRanks Premium. Unlock hedge fund-level data and powerful investi ...

ServiceNow president Paul Fipps makes the case that the company's deterministic execution layer, workflow heritage, and internal autonomous AI deployments position it as the natural governance and ...

Workday Inc. (NASDAQ:WDAY) is one of the best AI stocks to invest in according to billionaires. On February 26, Workday and Insperity announced the general availability of Insperity HRScale, which is ...

Workday CEO Aneel Bhusri sought to claim investor concerns about the rise of AI-powered ‘agentic’ apps, telling analysts that Human Resources software providers like Workday remain essential. “No ...

Workday's quarterly guidance trailed consensus. The company has been caught in downward pressure on software stocks in recent weeks. CEO Carl Eschenbach stepped down earlier this month, and Aneel ...