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$WDAY — what investors on X are saying · SpikePanel
$WDAYWorkday, Inc. · Software - Application · $47.0B
$195.20
post+0.0%
Event thread
Key events, in time order
30 items
AnalystBear
Workday Downgraded by Analyst
Multiple independent sources confirm WDAY on Oct 16 downgrade list
D1 -3.0%
AnalystBull
Analyst Says Workday Vastly Oversold, Agentic AI Accelerates Opportunity
Zacks analyst sees WDAY oversold, crucial as agentic AI scales
D1 +4.2% · since -3.0%
28 earlier events›
CompanyBull
Workday Analyst Day Spotlights AI Agents, Targets $600M ARR
Company outlines AI-focused product and monetization strategy, signaling shift to AI-driven growth
D1 +1.5% · since +1.1%
Product
Workday Unveils AI Products and Partners with Anthropic
Company announcements reveal Candidate Profile, Sana agents, Decision Intelligence, and Anthropic partnership integrating Claude, corroborated by multiple sources.
D1 +1.5% · since +1.1%
8-K filing
8-K: Item 8.01, Item 9.01
D1 -1.2% · since +2.6%
Insider selling
Insider selling $18.7M (1)
D1 -0.6% · +5d +2.3%
Insider selling
Insider selling $20.2M (3)
D1 -1.3% · +5d -0.3%
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -0.3% · +5d +0.2%
Insider selling
Insider selling $18.4M (1)
D1 -1.9% · +5d +0.6%
8-K filing
8-K: Item 2.02, Item 2.05
D1 +0.7% · +5d -3.3%
Company
Workday to Cut ~2.5% of Workforce, Reiterates Guidance
Cuts hit product/tech team; est. $65-80M restructuring charges
D1 +0.7% · +5d -3.3%
Insider selling
Insider selling $18.7M (1)
D1 -0.4% · +5d +0.2%
Insider selling
Insider selling $19.1M (1)
D1 +2.2% · +5d -1.0%
Insider selling
Insider selling $18.3M (1)
D1 -2.7% · +5d -2.3%
ProductBull
Workday Named Leader in Inaugural Gartner WFM Magic Quadrant
Company announcement confirms leadership in unified AI platform for workforce management
D1 +6.1% · +5d -4.2%
Insider selling
Insider selling $18.6M (1)
D1 -1.8% · +5d -1.3%
CapitalBear
Workday CFO Sells Over 2,800 Shares Worth ~$550K
CFO disposed 2,808 shares at $195.79, ~0.97% of position
D1 -0.5% · +5d +7.7%
Company
Workday Names Sarah Kennedy Ellis Chief Marketing Officer
New CMO effective Oct 5, reporting to co-founder Aneel Bhusri
D1 -0.5% · +5d +7.7%
Insider selling
Insider selling $18.7M (1)
D1 -0.5% · +5d +7.7%
ProductBull
Workday AI ARR Nears $600M, Up 200% YoY
AI products drove over $100M in new ACV post-Q2, reinforcing growth narrative
D1 -3.6% · +5d -5.7%
›3 waves of this story
2026-08-31 AI drives 25% of new contract value with ~$600M ARR, signaling enterprise AI entering scale deployment
2026-09-01 AI products generate ~$600M ARR, 200% YoY growth, 25% of new contract value
2026-09-08 AI products drove over $100M in new ACV post-Q2, reinforcing growth narrative
Insider selling
Insider selling $18.0M (1)
D1 -5.4% · +5d -0.8%
ProductBull
Workday Named Leader in Gartner Cloud HCM Magic Quadrant for 11th Straight Year
11th consecutive Leader placement reinforces position in cloud HCM market
D1 +1.3% · +5d -7.9%
CompanyBull
Workday Signs New State/Local Government Nearly Every Week
Agencies moving off legacy systems, showing strong public sector demand
2026-08-25 PT raised to $225 on potential Silver Lake takeover; ~15% downside if no deal; earnings due Thursday
2026-08-25 PT raised to $225; 15% downside if no deal; earnings to test software rally
Capital
WDAY Takeout Rumor Stalls for a Week, Option IV Declines
Market watches for takeover updates, but no new facts, only IV drop and unconfirmed rumor.
D1 -3.8% · +5d +0.7%
›5 waves of this story
2026-08-14 Multiple outlets report Silver Lake is in talks to acquire Workday; a deal would rank among the largest software buyouts.
2026-08-14 Multiple outlets confirm talks; stock surges; analysts say deal could support software valuations
2026-08-14 PE giant in months-long talks; deal uncertain, stock surged
2026-08-17 Banks see growth expectations as too optimistic after buyout report drove shares up sharply
2026-08-21 Market watches for takeover updates, but no new facts, only IV drop and unconfirmed rumor.
①
Bull vs bear
by direction · sourced
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Bear signals0
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
30 items
AnalystBear
Workday Downgraded by Analyst
Multiple independent sources confirm WDAY on Oct 16 downgrade list
D1 -3.0%
AnalystBull
Analyst Says Workday Vastly Oversold, Agentic AI Accelerates Opportunity
Zacks analyst sees WDAY oversold, crucial as agentic AI scales
D1 +4.2% · since -3.0%
CompanyBull
Workday Analyst Day Spotlights AI Agents, Targets $600M ARR
Company outlines AI-focused product and monetization strategy, signaling shift to AI-driven growth
D1 +1.5% · since +1.1%
Product
Workday Unveils AI Products and Partners with Anthropic
Company announcements reveal Candidate Profile, Sana agents, Decision Intelligence, and Anthropic partnership integrating Claude, corroborated by multiple sources.
D1 +1.5% · since +1.1%
8-K filing
8-K: Item 8.01, Item 9.01
D1 -1.2% · since +2.6%
25 earlier events›
Insider selling
Insider selling $18.7M (1)
D1 -0.6% · +5d +2.3%
Insider selling
Insider selling $20.2M (3)
D1 -1.3% · +5d -0.3%
8-K filing
8-K: Item 1.01, Item 1.02, Item 2.03, Item 9.01
D1 -0.3% · +5d +0.2%
Insider selling
Insider selling $18.4M (1)
D1 -1.9% · +5d +0.6%
8-K filing
8-K: Item 2.02, Item 2.05
D1 +0.7% · +5d -3.3%
Company
Workday to Cut ~2.5% of Workforce, Reiterates Guidance
Cuts hit product/tech team; est. $65-80M restructuring charges
D1 +0.7% · +5d -3.3%
Insider selling
Insider selling $18.7M (1)
D1 -0.4% · +5d +0.2%
Insider selling
Insider selling $19.1M (1)
D1 +2.2% · +5d -1.0%
Insider selling
Insider selling $18.3M (1)
D1 -2.7% · +5d -2.3%
ProductBull
Workday Named Leader in Inaugural Gartner WFM Magic Quadrant
Company announcement confirms leadership in unified AI platform for workforce management
D1 +6.1% · +5d -4.2%
Insider selling
Insider selling $18.6M (1)
D1 -1.8% · +5d -1.3%
CapitalBear
Workday CFO Sells Over 2,800 Shares Worth ~$550K
CFO disposed 2,808 shares at $195.79, ~0.97% of position
D1 -0.5% · +5d +7.7%
Company
Workday Names Sarah Kennedy Ellis Chief Marketing Officer
New CMO effective Oct 5, reporting to co-founder Aneel Bhusri
D1 -0.5% · +5d +7.7%
Insider selling
Insider selling $18.7M (1)
D1 -0.5% · +5d +7.7%
ProductBull
Workday AI ARR Nears $600M, Up 200% YoY
AI products drove over $100M in new ACV post-Q2, reinforcing growth narrative
D1 -3.6% · +5d -5.7%
›3 waves of this story
2026-08-31 AI drives 25% of new contract value with ~$600M ARR, signaling enterprise AI entering scale deployment
2026-09-01 AI products generate ~$600M ARR, 200% YoY growth, 25% of new contract value
2026-09-08 AI products drove over $100M in new ACV post-Q2, reinforcing growth narrative
Insider selling
Insider selling $18.0M (1)
D1 -5.4% · +5d -0.8%
ProductBull
Workday Named Leader in Gartner Cloud HCM Magic Quadrant for 11th Straight Year
11th consecutive Leader placement reinforces position in cloud HCM market
D1 +1.3% · +5d -7.9%
CompanyBull
Workday Signs New State/Local Government Nearly Every Week
Agencies moving off legacy systems, showing strong public sector demand
