Workday (WDAY) analysis: moat-driven ERP/HCM growth at a discount, FY’28 targets, ~39% upside and a bull put spread idea.

Paycom is struggling with severe cannibalization issues. Workday expects to overcome its near-term macro challenges. The cheaper stock isn't necessarily the better buy. Paycom and Workday both saw ...

Workday's integrated cloud native platform is a big competitive advantage. Its future prospects look strong with the introduction of new AI products, I expect revenues to grow 18% for the next three ...

The latest trends in software development from the Computer Weekly Application Developer Network. Workday staged the US leg of its annual user and partner conference series this September in San ...

Workday's third-quarter subscription revenue growth of 15% was in line with our expectations. Recent labor market turbulence did not seem to affect Workday's growth trajectory, as the company reported ...

Yesterday Workday’s CEO Carl Eschenbach cited the potential for growth to come from the firm’s international operation: Today, international represents over half of our addressable opportunity yet is ...

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We recently published a list of 10 Best Software Stocks to Buy According to Billionaires. In this article, we are going to take a look at where Workday, Inc. (NASDAQ:WDAY) stands against other best ...