StreetInsider.com News Articles

Workday Announces Rising 2026: Where Agentic HR and Agentic Finance Take Center Stage October 12-15 in Las Vegas

Tue, 21 Jul 2026 09:00:00 -0400

Workday Co-Founder, CEO, and Chair Aneel Bhusri; President, Product and Technology Gerrit Kazmaier; and More to Keynote

Rising Features More Than 400 Sessions Including Product Demos, Customer Showcases, and Hands-on Labs, All Built to Help Attendees Put AI to Work in their Organizations

Award-Winning Artist Kelly Clarkson to Headline the Customer Appreciation Party

PLEASANTON, Calif., July 21, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today announced Workday Rising 2026 will take place October

Workday Announces Rising 2026: Where Agentic HR and Agentic Finance Take Center Stage October 12-15 in Las Vegas

Tue, 21 Jul 2026 09:00:00 -0400

Workday Co-Founder, CEO, and Chair Aneel Bhusri; President, Product and Technology Gerrit Kazmaier; and More to Keynote

Rising Features More Than 400 Sessions Including Product Demos, Customer Showcases, and Hands-on Labs, All Built to Help Attendees Put AI to Work in their Organizations

Award-Winning Artist Kelly Clarkson to Headline the Customer Appreciation Party

PLEASANTON, Calif., July 21, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today announced Workday Rising 2026 will take place October

Workday Announces Rising 2026: Where Agentic HR and Agentic Finance Take Center Stage October 12-15 in Las Vegas

Tue, 21 Jul 2026 09:00:00 -0400

Workday Co-Founder, CEO, and Chair Aneel Bhusri; President, Product and Technology Gerrit Kazmaier; and More to Keynote

Rising Features More Than 400 Sessions Including Product Demos, Customer Showcases, and Hands-on Labs, All Built to Help Attendees Put AI to Work in their Organizations

Award-Winning Artist Kelly Clarkson to Headline the Customer Appreciation Party

PLEASANTON, Calif., July 21, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today announced Workday Rising 2026 will take place October

Workday Announces Rising 2026: Where Agentic HR and Agentic Finance Take Center Stage October 12-15 in Las Vegas

Tue, 21 Jul 2026 09:00:00 -0400

Workday Co-Founder, CEO, and Chair Aneel Bhusri; President, Product and Technology Gerrit Kazmaier; and More to Keynote

Rising Features More Than 400 Sessions Including Product Demos, Customer Showcases, and Hands-on Labs, All Built to Help Attendees Put AI to Work in their Organizations

Award-Winning Artist Kelly Clarkson to Headline the Customer Appreciation Party

PLEASANTON, Calif., July 21, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for HR, finance, and IT, today announced Workday Rising 2026 will take place October

Morgan Stanley Downgrades Workday (WDAY) to Underweight

Tue, 21 Jul 2026 02:11:12 -0400

Morgan Stanley analyst Adam Wood downgraded Workday (NASDAQ: WDAY) from Equalweight to Underweight with a price target of $145.00 (from $185.00).

The analyst comments: “The most pressing concern is the continued growth deceleration in the core business, driven in large part by limited transparency into what is occurring within HCM and FINS, combined with AI monetization that remains in pilot phase. HCM growth has slowed to 13% in FY26, and we model HCM YoY growth continuing to decelerate to 9% in FY28/CY27. While FINS remains more robust at 20% growth, the overall subscription revenue CAGR of 12-13% through FY28 implies Workday's

Morgan Stanley Downgrades Workday (WDAY) to Underweight

Tue, 21 Jul 2026 02:11:12 -0400

Morgan Stanley analyst Adam Wood downgraded Workday (NASDAQ: WDAY) from Equalweight to Underweight with a price target of $145.00 (from $185.00).

Morgan Stanley Downgrades Workday (WDAY) to Underweight

Tue, 21 Jul 2026 02:11:12 -0400

Morgan Stanley analyst Adam Wood downgraded Workday (NASDAQ: WDAY) from Equalweight to Underweight with a price target of $145.00 (from $185.00).

CLSA Starts Workday (WDAY) at Underperform (4)

Mon, 20 Jul 2026 02:44:43 -0400

CLSA analyst Bhavtosh Vajpayee initiates coverage on Workday (NASDAQ: WDAY) with a Underperform (4) rating and a price target of $92.00.

The analyst comments: “Amid slowing growth metrics, rising appetite for acquisitions and unclear moats in the product, Workday’s founder has returned. This foreshadows a change in narrative, but also a degree of waiting as the new pivot takes shape. Optically inexpensive on non- GAAP earnings, Workday fails most tests of safety for the investor. It is expensive on real - GAAP - earnings, and has much to do before its operations, valuations and AI strategy synergise into cohesion. Acquisitions amid

CLSA Starts Workday (WDAY) at Underperform (4)

Mon, 20 Jul 2026 02:44:43 -0400

CLSA analyst Bhavtosh Vajpayee initiates coverage on Workday (NASDAQ: WDAY) with a Underperform (4) rating and a price target of $92.00.

Form 4 Workday, Inc. For: Jul 10 Filed by: Garfield Mark S.

Tue, 14 Jul 2026 19:03:00 -0400

si-local-file:///var/storage/secattach/20260714/26769370.html

Form 4 Workday, Inc. For: Jul 10 Filed by: Garfield Mark S.

Tue, 14 Jul 2026 19:03:00 -0400

si-local-file:///var/storage/secattach/20260714/26769370.html

Workday (WDAY) call put ratio 1 call to 3.3 puts as share price down 4.2%

Tue, 14 Jul 2026 11:01:04 -0400

Workday (NASDAQ: WDAY) 30-day option implied volatility is at 62; compared to its 52-week range of 26 to 77. Call put ratio 1 call to 3.3 puts as share price down 4.2%.

Software stocks tumble: High memory prices cannibalize enterprise tech capex

Tue, 14 Jul 2026 07:36:47 -0400

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower.

Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space:

Accenture (NYSE:ACN): Fell 8%
ServiceNow (NYSE:NOW): Dropped 6%
Workday (NASDAQ:WDAY): Declined 5%
Salesforce (NYSE:CRM): Slipped 5%

The decline is rooted in a fundamental shift in enterprise capital expenditure (capex) caused by a global memory supply shortage. Here is why this dynamic is specifically hurting software stocks:

Capex

Software stocks tumble: High memory prices cannibalize enterprise tech capex

Tue, 14 Jul 2026 07:36:47 -0400

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower.

Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space:

Accenture (NYSE:ACN): Fell 8%
ServiceNow (NYSE:NOW): Dropped 6%
Workday (NASDAQ:WDAY): Declined 5%
Salesforce (NYSE:CRM): Slipped 5%

The decline is rooted in a fundamental shift in enterprise capital expenditure (capex) caused by a global memory supply shortage. Here is why this dynamic is specifically hurting software stocks:

Capex

Software stocks tumble: High memory prices cannibalize enterprise tech capex

Tue, 14 Jul 2026 07:36:47 -0400

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower.

Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space:

Accenture (NYSE:ACN): Fell 8%
ServiceNow (NYSE:NOW): Dropped 6%
Workday (NASDAQ:WDAY): Declined 5%
Salesforce (NYSE:CRM): Slipped 5%

The decline is rooted in a fundamental shift in enterprise capital expenditure (capex) caused by a global memory supply shortage. Here is why this dynamic is specifically hurting software stocks:

Capex

Software stocks tumble: High memory prices cannibalize enterprise tech capex

Tue, 14 Jul 2026 07:36:47 -0400

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower.

Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space:

Accenture (NYSE:ACN): Fell 8%
ServiceNow (NYSE:NOW): Dropped 6%
Workday (NASDAQ:WDAY): Declined 5%
Salesforce (NYSE:CRM): Slipped 5%

The decline is rooted in a fundamental shift in enterprise capital expenditure (capex) caused by a global memory supply shortage. Here is why this dynamic is specifically hurting software stocks:

Capex

Software stocks tumble: High memory prices cannibalize enterprise tech capex

Tue, 14 Jul 2026 07:36:47 -0400

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower.

Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space:

Accenture (NYSE:ACN): Fell 8%
ServiceNow (NYSE:NOW): Dropped 6%
Workday (NASDAQ:WDAY): Declined 5%
Salesforce (NYSE:CRM): Slipped 5%

The decline is rooted in a fundamental shift in enterprise capital expenditure (capex) caused by a global memory supply shortage. Here is why this dynamic is specifically hurting software stocks:

Capex

Form 4 Workday, Inc. For: Jul 09 Filed by: DUFFIELD DAVID A

Mon, 13 Jul 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260713/26762765.html

Form 4 Workday, Inc. For: Jul 09 Filed by: DUFFIELD DAVID A

Mon, 13 Jul 2026 16:28:00 -0400

si-local-file:///var/storage/secattach/20260713/26762765.html

Form 144 Workday, Inc. Filed by: Garfield Mark S.

Fri, 10 Jul 2026 16:40:00 -0400

si-local-file:///var/storage/secattach/20260710/26757771.html

Form 144 Workday, Inc. Filed by: Garfield Mark S.

Fri, 10 Jul 2026 16:40:00 -0400

si-local-file:///var/storage/secattach/20260710/26757771.html

Form 144 Workday, Inc. Filed by: DUFFIELD DAVID A

Thu, 09 Jul 2026 16:27:00 -0400

si-local-file:///var/storage/secattach/20260709/26753525.html

Form 144 Workday, Inc. Filed by: DUFFIELD DAVID A

Thu, 09 Jul 2026 16:27:00 -0400

si-local-file:///var/storage/secattach/20260709/26753525.html

Software stocks slide as Starbucks builds AI tools to replace vendor software

Thu, 09 Jul 2026 07:31:06 -0400

Investing.com -- IBM, ServiceNow, and Salesforce shares are down in premarket trading on Thursday after a report that Starbucks is developing in-house software using artificial intelligence that could replace applications it currently buys from outside vendors.

IBM shares have dropped 3%, ServiceNow has fallen 3.5% and Salesforce has declined 4% ahead of the open.

The coffee chain is said to be building alternatives to a Microsoft system that tracks inventory and an IBM tool that manages maintenance, and some of the Starbucks-developed software could roll out by the end of next year, pending testing results, Bloomberg reported, citing

Software stocks slide as Starbucks builds AI tools to replace vendor software

Thu, 09 Jul 2026 07:31:06 -0400

IBM shares have dropped 3%, ServiceNow has fallen 3.5% and Salesforce has declined 4% ahead of the open.