$WDAY mention timeline

Workday. Every tracked FinTwit mention of $WDAY, newest first. 94 mentions since the first on Oct 13, 2025. See the price chart.

July 2026 · 4 mentions

Jul 16
Midas — $WDAY — Workday Everyone treats Workday like it's bulletproof because HR and finance software is "sticky." Sticky doesn't mean immune. It means the pain shows up a quarter late.…↗
Jul 14
Michael | Hypermarkets — 1. $ACN — Accenture This one's almost the same story as $IBM. Accenture lives entirely on big consulting deals, the same deals IBM just watched slip because clients got distracted…↗
Jul 14
TheValueist — $WDAY $HUBS $TEAM $NOW Enterprise SaaS not liking the $IBM preannouncement. Looks like it will be a rough day. https://t.co/cnWAc6XlJq↗
Jul 3
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸 1. $MELI | MercadoLibre - 13.2% 2. $PDD | PDD Holdings - 13.2% 3. $ADBE | Adobe - 11…↗

June 2026 · 4 mentions

Jun 9
Raging Capital Ventures — My favorite SaaS names at the moment: $WDAY, $HUBS, $BILL, and $ESTC. I bought more $HUBS and $BILL today. These stocks are very volatile so I've been very active at times in w…↗
Jun 1
Vulture trades 🦅 — $WDAY 200%+ at 4.20 from 1.40 wow↗
Jun 1
Vulture trades 🦅 — $WDAY UP 150% AT 3.30 FROM 1.40 🔥 https://t.co/fjgzlfToet↗
Jun 1
Cobra — $WDAY UP 150%+ 🐍🚨 https://t.co/3pGOyPH0Pm↗

May 2026 · 15 mentions

May 29
Alphatica — @team_juicebox Our data showed the financial picture improving. The market has agreed since we posted our in-quarter update. Overall sentiment remains bearish. That is what the Al…↗
May 29
Alphatica — $WDAY now up ~16% from our announcement on May 23. The market agrees with our in quarter assessment. $WDAY $IGV↗
May 29
Vulture trades 🦅 — $Wday at 1.60 here 🔥↗
May 29
Vulture trades 🦅 — $WDAY A+ setup don’t miss it↗

April 2026 · 14 mentions

Apr 23
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 12
Shay Boloor — Top 15 software companies by expected 2028 profits: 1. $ORCL ~$46.6B 2. $CRM ~$20.4B 3. $SAP ~$15.8B 4. $ADBE ~$13.8B 5. $INTU ~$11.3B 6. $APP ~$10.1B 7. $PLTR ~$8.5B 8. $NOW ~$7…

March 2026 · 9 mentions

Mar 29
Shay Boloor — 2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PA…↗
Mar 26
Alphatica — $SPY is down 4.5%. The Alphatica Earnings Quality Signal is up +2.90% now during this sell-off. That's +7.43% alpha while the market bleeds. Short book went 9/11 in this selloff.…↗
Mar 25
James East — Bottom #5 of S&P 500 YTD: -39% $CSGP -39% $FICO -40% $WDAY -41% $IT -42% $TTD Honorable mentions: $GDDY $INTU $HOOD $NOW↗
Mar 23
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative. We started publishing it publicly…

February 2026 · 29 mentions

Feb 28
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #32 Daniel & I dove into five big themes: • Is AI taking your job? • Where we’re buying the dip • What I’m doing with $EOSE • Earnings reactions:…↗
Feb 27
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 9AM EST covering: • Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN • What Jac…↗
Feb 26
Black Panther Capital — Is SaaS dead? Here’s what’s actually happening. SaaS stocks have dropped 20–30% since late 2025. $CRM (Salesforce) $NOW (ServiceNow) $WDAY (Workday) $DDOG (Datadog) $SNOW (Snowf…↗
Feb 26
Jerry Capital

January 2026 · 10 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 29
TheValueist — SaaS is getting decimated. My SaaS trackers sorted by YTD. $CRM $NOW $WDAY $ADBE https://t.co/09pofLKHr5↗
Jan 29
Shay Boloor — Nobody wants to live on SaaS Ave in 2026 • $TEAM -13% • $NOW -9% • $HUBS -9% • $WDAY -8% • $SNOW -7% • $MNDY -6% • $DOCU -6% • $CRM -6% • $ESTC -6% • $DDOG -5% • $CRWD -5% • $RBR…↗
Jan 21
Daave “3 and 30” Tepper — Anyone have a screen of software companies on FCF yield? $now $wday $snow

December 2025 · 5 mentions

Dec 28
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The…↗
Dec 26
TheValueist — $CRM $NOW $WDAY The post advances a 2026 bull case for “platform SaaS” predicated on a cyclical stabilization in growth, continued structural margin expansion from post-2021 cost d…↗
Dec 24
TheValueist — $WDAY Workday Strategic Evolution: AI Platforms, Leadership Transition and Investment Thesis Workday is undergoing a major strategic shift by evolving from a "system of record" to…↗
Dec 24
TheValueist

November 2025 · 3 mentions

Nov 24
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…↗

May 29

Vulture trades 🦅 — $WDAY 170 Call 6/18 here 🚨↗

May 29

Vulture trades 🦅 — High Confidence 🚨 $WDAY 170 Call 6/18 at 1.40↗

May 29

Vulture trades 🦅 — $WDAY 170 Call 6/18 at 1.40 🚨↗

May 29

Cobra — $WDAY 170 CALL 6/18 @ 1.40 🐍🚨↗

May 28

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 28

Alphatica — JUST IN: Workday just made Google's Gemini the default AI model inside its platform. Not a partnership announcement. Not a pilot. Default integration across HR and finance workf…↗

May 23

Alphatica — @PeloSwing Alphatica publishes data observations based on data driven signals, not political positioning. $WDAY↗

May 23

Alphatica — WDAY filed their 10-Q last night. The Alphatica Earnings Quality Signal: 1/6 BEARISH. That has not changed. Q1 FY2027: Revenue: $2.54B (up 13.5% YoY), Operating income: ($338M u…↗

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↗

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…↗

Apr 11

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

Ophir Gottlieb — $WDAY https://t.co/29calyupNQ↗

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.↗

Apr 9

Shay Boloor — Nobody wants to live on SaaS Ave in 2026 Drawdown from highs: • $AMPL −93% • $U −89% • $PATH −88% • $TEAM −87% • $MNDY −86% • $GTLB −85% • $FIG −84% • $HUBS −75% • $ESTC −75% • $A…↗

Apr 3

Alphatica — The Alphatica Earnings Quality Signal finds companies where the numbers don't match the narrative. We started publishing it publicly on this feed a few months ago. 21 calls. Every…↗

Mar 17

Alphatica — @thejobchick As someone who builds ML systems, this ruling was inevitable and it's correct. A model trained on historical hiring data will learn the biases in that data. If a comp…↗

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 16

Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative. We started publishing it publicly…↗

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…↗

— 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…↗

Feb 25

Shay Boloor — @PolymarketMoney Folks don't realize that $WDAY is selling a system of record that's so embedded that it won't get replaced↗

Feb 25

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

Alphatica — $WDAY Q4 FY2026 EARNINGS PREVIEW REPORTS: Today Post-Market THE SETUP: Street EPS: $2.32 Street Revenue: $2.52B ALPHATICA ESTIMATES: EPS: $2.49 Revenue: $2.52B INITIAL DIRECTIO…↗

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 23

TheValueist — Time to short SaaS heavy CMBS? $CRM $NOW $WDAY $NVDA↗

Feb 23

TheValueist — Quick look at my GS Factor Dashboard. SaaS is getting evicerated once again. $CRM $NOW $WDAY $NVDA https://t.co/Or165lO453↗

Feb 22

Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal: • $DDOG −15% •…↗

Feb 21

Ben Pouladian — Benioff invited Sam Altman to Dreamforce like a king welcoming a Trojan horse. Now OpenAI is telling investors they’re coming for $CRM $WDAY $ADBE $TEAM. The app software layer…↗

Feb 20

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗

Feb 20

Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $HIMS, $WGS, $BWXT, $KTOS • Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗

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

Shay Boloor — This is what getting labeled a “legacy layer” in the AI stack looks like in the market. Drawdown from highs: • $MNDY −84% • $TEAM −82% • $FIG −82% • $HUBS −75% • $ESTC −68% • $AD…↗

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 11

TheValueist — SaaS Murder 3.0 (Murder Was the Case). The bloodbath will not stop. The worst offenders sorted YTD on my SaaS tracker of 119 names. https://t.co/MDlzmUHxPl $NVDA $CRM $NOW $WDAY…↗

Feb 11

rubicon59 — Another egregious SBC user. Take that out, and a ridiculously high multiple for low growth. $WDAY↗

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 8

TheValueist — Stepping back, these are broad generalizations. Every SaaS company lives in a specific niche with its own product-market fit, switching costs, buyer persona, and competitive set, s…↗

Feb 4

Shay Boloor — SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% •…↗

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

TheValueist — $PLTR $CRM $NOW $WDAY Palantir with FDEs is as much of an Accenture consulting company as it is a software company. It has an exceptional product and business. There is no question…↗

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↗

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…↗

Jan 15

Raging Capital Ventures — Bought some $WDAY, $HUBS, and $ESTC for my kids accounts today.↗

Jan 14

TheValueist — My GAI Enterprise SaaS Index sorted by YTD%. Many are down double digits and near 52-week lows, when much of the rest of the market is up double digits YTD% and near 52-week highs.…↗

Jan 13

Shay Boloor — Nobody wants to live on SaaS Ave in 2026 • $MNDY -6% • $CRM -6% • $SNOW -6% • $TEAM -5% • $DOCU -5% • $ADBE -5% • $WDAY -3% • $NOW -3% https://t.co/i8J695l8Ed↗

Jan 4

TheValueist — Given the temperature on this app now, I was clearly being too generous regarding enterprise SaaS and $NOW . Looks like more pain incoming. $CRM $WDAY $NVDA↗

Jan 2

Jerry Capital — $WDAY new lows https://t.co/LkjHRXEdNE↗

— $WDAY Workday Strategic Evolution: AI Platforms, Leadership Transition, and Investment Thesis

Dec 23

TheValueist — $CRM $NOW $WDAY The source material is an informal social-media summary that appears to be based on a channel check with Slalom, a large systems integrator and consulting firm posi…↗