Workday's quarterly guidance trailed consensus. The company has been caught in downward pressure on software stocks in recent weeks. CEO Carl Eschenbach stepped down earlier this month, and Aneel ...
Workday (WDAY) trades at half its historical multiple despite 97% retention, robust free cash flow, and accelerating AI monetization. Recent selloff reflects misunderstood risks—AI disruption, CEO ...
・Software stocks were pressured after Anthropic announced new functionality in its Cowork platform, seen as a challenger to certain software products. ・WDAY dropped to a six-year low, and CRM hit a ...
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