TheValueist — $CRM $NOW $WDAY $ADBE (BankruptcyData)
Publish Date: 2026-04-22 20:45:47 UTC
Creditors to Medallia, Inc. have reached a deal that shifts ownership of the software company away fro…↗
Apr 21
TheValueist — SaaS has been resurrected from the dead! Big 5d moves on many of the names. Still brutal YTD on many of the names.
$CRM $NOW $WDAY $ADBE https://t.co/dWjJ7obZOa↗
Apr 13
The Future Investors — SaaS investors today… after months of pain, finally celebrating 🍾🤣
$CRM $NOW $ADBE $PLTR $WDAY https://t.co/NT8kHcvRzq↗
Apr 11
Evergreen Capital — I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…
March 2026 · 3 mentions
Mar 16
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 15
TheValueist — Starting to poke around software bonds looking for mispricings. The equities might be dead, but maybe there is still enough FCF left for debt service??
$FTNT $ADBE $WDAY $CRWD htt…↗
Mar 11
Daave “3 and 30” Tepper — @altcap Scary version: software must ADD headcount to
1. Defend share (sales, post sales tech),
2. Add AI features / tech complexity (tech), and
3. Enable AI implementation serv…↗
February 2026 · 12 mentions
Feb 26
Jerry Capital — my only tweet about $WDAY ever
was it the bottom?↗
Feb 26
Raging Capital Ventures — You may have to hold your nose, but my bet is that a basket of current perceived AI losers such as $WDAY / $TOST / $BL / $HUBS nicely outperforms perceived AI winners such as $MU /…↗
Feb 26
Raging Capital Ventures — Another nice SaaS post-earnings reversal at $WDAY, closed green on the day at $133 after touching $116.50 in the pre-market↗
Feb 25
TheValueist — $WDAY EXECUTIVE CALL SUMMARY: Workday Inc (02/24/26)
Q4 FY26 results showed durable subscription growth and cash generation, alongside clear evidence that the company is repositio…
January 2026 · 4 mentions
Jan 30
Raging Capital Ventures — My Tahoe is backed up again today and being filled with $CXM.
Not the same quality level as a $ESTC or a $WDAY, but it has a strong balance sheet, profitable operations, and at…↗
Jan 21
Daave “3 and 30” Tepper — Anyone have a screen of software companies on FCF yield? $now $wday $snow↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 22
The Future Investors — After another volatile week, the upcoming one will be much quieter on the earnings front because of Thanksgiving 🦃
What’s on the schedule?
Tuesday: $BABA, $NIO, $DELL, $WDAY
Thur…↗
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
October 2025 · 1 mention
Oct 13
Nancy Pelosi Stock Tracker ♟ — Just in: Rep. Gil Cisneros went on a buying spree
He just disclosed ~$400K of buys from September
Including $UNH, $LUV, $WDAY, $HD, & more
Most notable: $SARO, given his sea…↗
Shay Boloor — $GOOGL & $WDAY expanded their AI partnership to bring Gemini-powered agents deeper into enterprise HR & finance workflows.
Sana will now plug into Gemini Enterprise while…↗
May 16
InvestmentGuru — The AI boom is creating two completely different markets inside tech right now.
Software names like $HUBS, $TEAM, and $WDAY have been heavily sold — the market fears AI disrupts t…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
May 4
TheValueist — Some truth in this statement.
$CRM $NOW $WDAY $TEAM↗
InvestmentGuru — SAASPOCALYPSE = Buying opportunity?
$IGV software ETF down ~30% from peak
$2 TRILLION wiped from software market caps
SaaS now trading BELOW S&P 500 on forward multiples for the f…↗
Apr 10
TheValueist — SaaS Murder - Mythos Edition. Getting absolutely brutalized. SBC wiped out. My SaaS Complete Index (there are more names in the index, but they don't fit on one page) sorted YTD an…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 10
Raging Capital Ventures — @MosesSternstein $WDAY’s biggest issue is saturation of their core market. As for headcount growth, I think good businesses can evolve and get the pricing power they need.↗
Apr 10
Raging Capital Ventures — @KarstResearch Every F500 CTO needs to go their board and talk about their pending AI initiatives… I think many of them will choose to leverage $WDAY agents that sit on top of thei…↗
Apr 10
Raging Capital Ventures — Recent price action aside, $WDAY should prove to be an AI beneficiary. I bought more today.↗
Raging Capital Ventures — Added to my $WDAY position AH ~$118.50.
$WDAY is a critical system of record for large enterprises that is poised to benefit from AI. It is rolling out labor saving AI agents (w…↗
Feb 24
TheValueist — $WDAY (Bloomberg) -- Workday forecast subscription revenue for 2027; the guidance missed the average analyst estimate.
2027 YEAR FORECAST
Sees subscription revenue $9.93 billion to…↗
Feb 15
The Future Investors — 🚀 Software stocks are under AI pressure — which ones will survive?
$NOW $CRM $MSFT $AXON $SHOP $WDAY $ADBE
𝗪𝗵𝗶𝗰𝗵 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗮𝗿𝗲…↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 11
Raging Capital Ventures — Bought a lot of $WDAY today around $145, after picking away at it in recent weeks.
Trading around 3.5x NTM revenues of $10.6 b with strong cash flows and fortress balance sheet,…↗
Feb 9
The Future Investors — $WDAY Workday announced that co-founder Aneel Bhusri is returning as CEO, replacing Carl Eschenbach, who will step down and serve as a strategic advisor 🔁
They reaffirmed its fis…↗
Feb 3
Raging Capital Ventures — For whatever little it is worth, my biggest SaaS holdings are currently: $ESTC, $WDAY, $BILL, $CXM, and $PAR.↗
Feb 3
Daave “3 and 30” Tepper — based on my feed, it seems fintwit owns the same shit
might buy some software today
anything AI-resistant on sale today?
$now $wday $tost https://t.co/3Qf7lrTHj4↗