An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce.
Workday (WDAY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Workday remains a buy as AI adoption becomes a tangible expansion driver within its existing customer base. WDAY's agentic AI drove >200% y/y new ACV growth, with expansion deals >50% larger and 4,000+ customers using at least one agent. Core subscription revenue remains durable, growing 14.3% y/y, with ~60% of growth from existing customers and strong backlog visibility.
LITTLE ROCK, Ark.--(BUSINESS WIRE)--The Jackson T. Stephens Cup (JTS Cup) today announced the return of Stephens as Presenting Partner and Workday as a Proud Partner for the 2026 tournament. Their continued corporate support has been instrumental in the tournament's growth, helping to expand its reach and further its mission of providing elite collegiate golfers with opportunities to compete at the highest level. Now in its sixth year, the JTS Cup has established itself as one of collegiate gol.
OAK BROOK, Ill.--(BUSINESS WIRE)-- #ERP--Medix Staffing Solutions, LLC, and its Medix Technology division, today announced it has joined as a staffing partner as part of the Workday Services partner program. This partnership reflects Medix Technology's continued commitment in providing access to Workday talent and workforce solutions that help support healthcare organizations nationwide. Since initially joining the Workday Partner Program as a Sales partner in 2025, Medix Technology has expanded its W.
Workday must face claims that its popular AI-powered human resources software weeded out job applicants at other companies in ways that violated California law and a federal ban on discrimination against workers with disabilities, a federal judge ruled on Monday.