Workday

WDAY

Market cap $35.2B

Block's layoffs exacerbated concerns that artificial-intelligence could decimate employee counts and hurt demand for software.

Kahuna and Skillcentrix help Workday customers move beyond inferred skills with in-field validation and trusted records for safer staffing and compliance.

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HOUSTON & PLEASANTON, Calif.--(BUSINESS WIRE)--Insperity, Inc. (NYSE: NSP), a leading provider of human resources and business performance solutions, and Workday, Inc. (NASDAQ: WDAY) today announced the general availability of the Insperity HRScale™ solution, a comprehensive HR services and technology offering built for small and midsized businesses. Insperity HRScale combines Insperity's professional employer organization (PEO) model and full-service HR support with the powerful Workday Human.

TORONTO--(BUSINESS WIRE)--Varicent Appoints Former Workday Co-President Doug Robinson to Board.

Workday (WDAY) has decreased by 31.2% over the last 21 trading days, significantly underperforming the broader market and the enterprise software peer group. The selloff followed the company's softer-than-expected fiscal 2027 subscription revenue outlook, which signaled moderating growth after years of premium expansion.

Workday's NASDAQ: WDAY stock price decline did not end with its Q4 2025 earnings report; it continued to long-term lows, creating an even more attractive opportunity for investors. While guidance fell short of the consensus and AI disruption fears linger, the bar was set high, the miss is slim, guidance is solid, and disruption, well, it may not happen quite the way the market expects.

Since the start of 2026, Workday (WDAY) shares have fallen 40%. Earnings and a slew of downgrades didn't help the outlook picture, as Marley Kayden runs through the metrics in the report analysts took issue with.

WDAY posts Q4 fiscal 2026 earnings and revenue beats, fueled by strong subscription demand, AI adoption and rising backlog, with an upbeat fiscal 2027 outlook.

Workday presents a compelling buy opportunity after a severe selloff driven by AI fears, despite resilient fundamentals and accelerating AI monetization. WDAY guides for FY27 subscription revenue growth of 12-13% and operating margins of 30%, maintaining Rule of 40 status and robust free cash flow. AI products now contribute over $400 million in ARR, with new agentic offerings driving larger expansion deals and significant customer ROI.