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WDAY coverage

Every article, report, and earnings note where WDAY appears.

Top Payroll and HR Software Stocks: Our 7 Picks for 2026

Seven payroll and HR software stocks ranked by investment quality, with cloud HCM, payroll-first and PEO businesses compared in a countdown.

Aug 17, 2026·14 MIN

payroll and hr software

Private Company

Deel Is Private. Here’s How Investors Can Still Play It

No, Deel is not publicly traded. Retail investors can’t buy Deel shares on an exchange today, so the realistic paths are waiting for an IPO, using comparable public stocks, or—if accredited—looking at private secondary markets.

Jun 22, 2026·5 MIN

Private Company

OpinionADSK

Autodesk’s MaintainX deal is either brilliant platform expansion or a costly distraction

Autodesk’s selloff after the MaintainX deal looks justified, not emotional. Paying $3.6 billion in cash for a business guiding to just over $135 million in ARR is a strategic swing that asks investors to ignore valuation discipline at exactly the wrong moment.

Jun 12, 2026·4 MIN

Software M&A Valuation

OpinionMSTR

Strategy just broke its own myth, and that’s why the stock is finally wobbling

Strategy’s first bitcoin sale in years was tiny in dollars and huge in meaning. Once MSTR proved it will tap BTC to fund preferred obligations, the stock started looking less like a pure conviction vehicle and more like a financing machine with a fragile premium.

Jun 3, 2026·4 MIN

Bitcoin Treasury Valuation Shareholder Meeting

OpinionWDAY

Workday just gave software bulls the AI rebuttal they needed

Workday's latest quarter gave software bulls exactly what they needed: proof that AI is showing up in product usage and margin expansion at the same time. The stock still has work to do after a brutal YTD drawdown, but this report made the disruption narrative a lot harder to sell.

May 22, 2026·4 MIN

AI Software Margins

Research ReportWDAY

Workday (WDAY): AI Monetization Meets Margin Expansion

Workday is evolving from a steady enterprise cloud platform into a higher-margin growth story, with subscription revenue, backlog, and AI traction all moving in the right direction. The stock still looks valuation-sensitive, but the report argues it is a Buy on pullbacks.

May 21, 2026·24 MIN

Technology Software - Application Enterprise Software

Trending StockWDAY

Workday, Inc. (WDAY) climbs 10.4% after strong Q1 results

Workday, Inc. (WDAY) climbs after hours following fiscal Q1 2027 earnings, as stronger-than-expected results, a higher margin outlook, and CEO leadership news lifted sentiment. The move comes after recent analyst pressure, giving investors a relief rally tied to execution and profitability.