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Workday $WDAY and Anthropic just announced a new partnership
$WDAY and Anthropic Announced a New Partnership to Connect Reasoning to the Rules That Run the Business, Wherever People Choose to Work
Pre-Market Gainers and Losers for Today (August 17, 2026) 📈 📉
Silver Lake in talks to buy Workday, sources say
Pre-Market Gainers and Losers for Today (July 14, 2026) 📈 📉
WDAY trades at 44x trailing earnings but the forward multiple tells a completely different story. Dug into Workday.
Saw a guy making a withdrawal last week ngl
Pre-Market Gainers and Losers for Today (May 22, 2026) 📈 📉
Intel Grandma is eating good this year
Why is the market punishing Workday ($WDAY) so hard? Beat on earnings but still down 8%.
Anyone else catching the falling knife in SaaS lately?
I outsourced all my trading decisions to an AI for a week. Here are the results.
Pre-Market Gainers and Losers for Today (September 17, 2025) 📈 📉
Pre-Market Gainers and Losers for Today (August 22, 2025) 📈 📉
(05/22) Cloud Computing is Climbing! - Interesting Stocks Today
(05/22) Cloud Computing is Climbing! - Interesting Stocks Today
Workday Stock Price Forecast: Is Q2 About To Reflect A Fall?
The best stocks to buy with $10,000 right now
2023-05-15 Wrinkle Brain Plays - In the style of someone who won a beauty contest years ago and still wears the banner everywhere they go
Morning Briefing 🌞 Feb 28th 2023 (Let's see if we're right again!)
Workday slips even as Deutsche Bank highlights near-term buy catalyst (WDAY)
Workday might be the most bullshit stock ever right now
Expected moves this week: SPY on Jobs Number, Salesforce, Snowflake, Crowdstrike and more
Iight I was wrong about WDAY. I picked up 3 LULU 320C before close (expiring 1/20/23). Can't wait for tomorrow!
After hours pop for $WDAY on strong revenue growth in 2022 Q2. I’ve got Diamond hands on this stock. Hopefully we see another pop at market open.
Am I an idiot or are puts on Workday (WDAY) free money? They report at market close. Picked up some 8/26 160P
Potential play on $WDAY? Insane P/E and EV/EBITDA compared to competitors
Is WDAY a buy ? Does it really have 30% gain ?
Mentions
The company is growing revenue at 21%. Age of the company is kind of irrelevant, they are sales/revenue growth optimising, not profit optimising. Basic economics. Margin improvement can be seen from my screenshot, but feel free to look it up. The margin improvement is something I would look for when revenue growth slows anyway. Salesforce/WDAY/SAP look at their revenue growth, it’s not in the same league as NOW. If you need a multiple to tell you that, then use PSG. Looking at a multiple in isolation is regarded. Service Now’s 2030 revenue is estimated to be $30 billion with SBC removed. EBIT margin of 30% which is conservative. Tax at 20%. That is $7.2 Billion NOPAT 2030. 2030 implied multiple: 15.7 If the 2030 multiple is 25x then that is 12% CAGR from here. Decent. But probably better opportunities unless you expect much better margins. https://preview.redd.it/rr1i5nth4gyh1.jpeg?width=2532&format=pjpg&auto=webp&s=6d0fbbd662e2121d580a1f446ca567eaf3134568
I had held OKTA stock for almost 10 years and recently exited after the runup. I think your 6 month and YTD timeframes for performance are bit skewed because OKTA got crushed by SasSpolcalypse fears. Just take a look at all the SaaS stocks of that era - PAYC HUBS MDB NOW VEEV WDAY - even a CRM which predates the era - they all got crushed and have experienced a recovery (maybe not so much HUBS). With OKTA, you got a little bit extra runup beyond SaaS recovery due to AI safety fears. In reality, none of these cybersecurity companies have an "AI" solution. "Containing an AI agent" is a novel concept that isn't a solution that is offered. Wall Street media's job isn't to present you with good information, it's to get you interested in making moves because liquidity makes them money. Wall Street media doesn't even have basic understanding of what these companies do.
I agree. I'm not shaken up by this, free alternatives have existed forever and they aren't adopted at a mass scale by corporate customers. Don't see how this changes anything. Also what's you bet on during the down months? I personally am doing pretty well with my Microsoft bet so far but that was all I was willing to risk it on. I had my eye on the other smaller names like NOW, SAP, CRM, WDAY, etc... but missed the boat. Looking at either doubling down on my Adobe bet or open a position in Intuit possibly if it falls a little more.
$NOW $SAP much better businesses than $CRM and $TEAM to me. Also like $WDAY
Probably a leak or someone with a Bloomberg terminal who got the scoop a few minutes early. WDAY being the target makes sense because Silverlake loves grabbing established enterprise software companies and stripping them for parts. The rest of the sector jumping is just algos and traders piling into anything that looks related before the news officially hits. Seen this pattern before when a big PE deal leaks, the whole niche gets a sympathy bump for about 20 minutes then half of it fades. Betting by tomorrow morning half those other tickers are back where they started.
$WDAY laying off 2.5% million workers mostly in Product and Development.
Why are CRM, NOW, WDAY up ? Any news on SaaS
That PLTR weight at 10% turned me off to the ETF. That company looks very overvalued. I own MSFT and WDAY. Both of these companies have see growth accelerate recently.
Yeah, I bought a lot of SAAS stock in June and July because they were cheap compared to semiconductors. And now they all have ran so much so they have given me some between 50% to 200% returns each. and now most of them are above fair value but only some of them are at their fair value, such as MSFT, CRM, WDAY, ADBE, INTU. Already sold out of PATH, TEAM, NOW, SAP, ZETA, ESTC, ADBE and INTU bcz of their overvaluation or sustainability issues. And only holding onto MSFT, CRM and WDAY. Simply because they are still slightly below their fair value. But none of those stocks even come close to where semiconductors such as AVGO are trading, AVGO is trading at half the value of the cheapest SAAS stock right now. So no SAAS is definitely not the answer. The closest competitor would be the industrials. But I don’t think even that beats the semiconductor valuations right now.
Dang WDAY 200 call would have printed if bought AFTER earnings, man
Not gonna look at my MRVL calls or WDAY puts
My company uses workday and everyone hates it $WDAY
WDAY earnings call and AH stock action was so interesting. The earnings and story is good but the outlook for the next quarter was underwhelming and it was trading at $182. I thought shit another cluster fuck like Intuit. Then they got a question about the buyout rumors and the CEO said “obviously I can’t comment on that”. Then it jumped from $182 to $192. A few minutes later another analyst asked when Workday would transition fully to an AI company and an executive replied that they are doing that now and considered themselves one now. The stock ripped to $205. They closed the call and it slid back down to $199 or so. What a roller coaster….lol.
wtf is that swing on WDAY
WDAY is confused. I'm confused. Ill just bend over just to be safe.
Theta gang wins again with WDAY
Was happy I bought WDAY puts and now happy I have WDAY calls expiring next week for a hedge
WDAY casually swinging from -6% to +6% AH.
MRVL and WDAY were way too obvious for calls. Market loves to be contrarian.
Nice one, hope you didn't loose too much on WDAY. I nearly caved in with calls myself on that stock.
SO FAR ON DIRECTION (THETA WILL WIN ON MOST ANYWAY) MRVL - put - CORRECT RBRK - put - CORRECT AFRM - put - WRONG WDAY - CALL - WRONG S - put - CORRECT IREN - put - CORRECT ULTA - put - CORRECT 5/7
Happened to me with WDAY, my position was significantly smaller on gap but luckily it boomed and I made back my loses and some change
Only thing offsetting my MRVL losses is the WDAY puts- hoping it opens under 170
WDAY beat earnings nicely, why is it down
Closed today: NVDA • OKTA both printed Opened Today Aug 27 - Calls: IREN • WDAY - Puts: MRVL - Calls Half Position: RBRK • S • ESTC Notes: RBRK • S • ESTC are half position because today seems like may be priced in... but hope springs eternal... Disclaimer: spinning wheel round and round...
Hear me out: WDAY puts, MRVL Calls.
Alright WDAY calls
Lotto calls: WDAY, GAP, AFRM, IREN, ADSK Lotto puts: WDAY, AFRM Why? Just my gut feeling. I have literally no thesis for anything anymore.
MRVL - put RBRK - put AFRM - put WDAY - CALL S - put IREN - put ULTA - put how do i know?i will tell you tomorrow.
WDAY was in news to be acquired.
Wait what happened to WDAY
That would mean WDAY would become the data controller, and they really don’t want that. The consensus is it’s down to bad implementation, but they could fix the experience for a lot of wnd users if they wanted to
Pay attention WDAY bagholders
Fuck $SNOW. No reason for it to go up on WDAY new. It's already beyond overpriced. This is like peak TSLA levels. I'm gonna keep adding to my short.
Might be the report that Silver Lake wants to buy / take private WDAY 🤷♂️
Silver Lake blew up the SAASPocalypse theory and the inverse trade was dump AI stocks. Look at WDAY
Silver Lake blew up the SAASPocalypse theory and the inverse trade was dump AI stocks. Look at WDAY
Algos running up the SaaS basket because WDAY is rumored to have a take-private bid
Wait, so SaaS gets pumped across the board because WDAY might be acquired?
Bought some WDAY 3 months ago because I work with the software and I think the AI fears surrounding SaaS are vastly overblown. It’s gone up 65% since then and as usual I’m kicking myself I didn’t buy more.
Why SaaS just skyrocketed? Is it all about potential WDAY buyout?
silverlake partners in talks to buy WDAY
WDAY is my favorite penny stock.
Safe to say...I would of never bought WDAY regardless so this pump would not affect me at all.
Isn’t WDAY exactly the kind of software that’s readily replaced by AI? Also everyone hates their products.
How are people trading WDAY The Greeks are untradable
WDAY's option chain only goes up to 225.
WDAY https://preview.redd.it/uu504go3u6jh1.jpeg?width=1290&format=pjpg&auto=webp&s=617b008928aae491d3187753fc2d414c011e241c
WDAY 200c weekly just went 17,000% lul
WDAY acquisition confirmed?
>SILVER LAKE IN TALKS TO ACQUIRE $WDAY >Silver Lake has held discussions in recent months to acquire Workday, which has a market value of about $43B, Reuters reports. Talks are ongoing and there’s no guarantee a deal will be reached. Nice to see my old work place still value software
WDAY was halted... good times.
WDAY moved like a small cap stock last 10 minutes lol
As a matter of fact I sold WDAY for 30% gains on Friday. Cost basis of 137, sold at about 179. I'm not the one bro.
Can $WDAY $ISRG $IBM make revenue like $MU $42 Billion per quarter?
While I do hold a more pessimistic view of AI than you seem to, Im not making an argument for AI pessimism in this thread; I'm making an argument for Saas optimism. Saas companies do not seem to be losing any revenue due to AI, and many of them even have clever new revenue streams built around using AI within their environment. WDAY, NOW, QLYS, VEEV, CRM etc have all had nice earnings beats this year. After the giant valuation cut Q1 made them actually worth buying into, they have been trading with high news cycle volatility, which has done well for me buying and selling over my usual buy and hold preference.
You are wrong. Here are my SaaS holdings p/cfc: MSFT - 39x CRM -12x NOW - 24x WDAY - 13x Here are the p/cfc of popular semis: NVDA - 43x MU - 43x TSM - 65x AVGO - 54x
Just finally saw an Ai that is being used by a major company and I would suggest looking at WDAY and make your own collective decision. That ai hype crashed for them and now the utility is showing
ever heard about $NOW? $CRM $WDAY HUBS?
Buying WDAY is an INSANE move
If you have conviction in your view you should be thanking the market to invest at a lower price. I invested in another 10 shares of WDAY today. In the next week to 10 days I will buy more MSFT and INTU. Semis will cool off and new money will rotate into software. Be patient.
Most people don’t ask lol. 10 135 strike calls on WDAY Dec expiration 300 MSFt shares A bunch of NOW puts I sold at the 105 strike hoping for a recovery, I think I’m gonna roll these till I can get out hopefully.
Thought on these: INTU, WDAY, NOW, ADBE, MSFT? 😭😂😭
Market has judged that they are the most liked to be disrupted. Their images business has already seen a dramatic decline. Like you I thought this was not a big issue and have it on my watch list. However, the upcoming departure of their CEO and CFO makes be believe that the are fleeing a sinking ship. Instead I’m accumulating shares of INTU and WDAY which have more defensible businesses.
Software stocks: INTU, WDAY, NOW, ADBE, etc Microsoft 😭😂😭
Rip to my INTU, SPCE, ADBE, CRM, RKLB, MSFT, WDAY, bag GUH 🥴
WDAY bull continuation incoming?
WDAY Workday squeeeze on the hourly. Bulls vs Bears. Fun!
🦧🍿WDAY gap filling. Still think this could be the start of a monster run. She’s broke through ADX and Ichi Cloud
Misery loves company. I Bought yesterday WDAY down 6.5%
WDAY going to go parabolic.
Buy WDAY seeing the current Market Trend. WDAY is used by 65% of the Fortune 500 Companies. Seeing the surge in Market Cap of big companies, WDAY will stay in business for a long long time
SaaS is coming back. CRM, WDAY, NOW
Not mega cap, but I've got some WDAY shares that pumped hard today, too.
I guess we’re bullish on WDAY again 😎
IBM 🟢 PLTR 🟢 PRGS 🟢 WDAY 🟢 SOFI 🟢 CTSH next to pop
Who else got in some WDAY calls
Pls let the saaspocalypse pick up my WDAY and ZM puts... I'll offer up my NOW call as a sacrifice
the enterprise stickiness argument is real. switching cost moat for CRM/NOW/WDAY is probably underappreciated by the AI displacement crowd. these aren't tools you rip out in 12 months because of a trend, the implementation depth is too heavy. the options angle going into CRM earnings is interesting though. front month IV is running elevated relative to SaaS sector historical vol so the premium for being long or short through earnings is priced in both directions. if you think the SaaSpocalypse narrative is overblown the play isn't just buying the stock and hoping for re-rate. it's selling CSPs at a strike you'd actually want to own CRM and collecting that inflated premium while you wait for the narrative to shift. been watching CRM and NOW earnings IV on thetaedge lately because they tend to move together on narrative shifts and the spread between current IV and historical vol is wider than usual going into this cycle. when that gap is wide it usually means either the move surprises or the premium is overpaying for vol that doesn't materialize. worth watching either way.
I’m invested in CRWD and PANW, it’s CRM, NOW and WDAY I’d avoid
Honestly the market is full of opportunities right now. Im super bullish on oil, BNO for easy exposure. AAL puts are super cheap if you want a proxy, bought 60DTE 15puts for 1.75, with the stock trading at 13.90ish. Lots of software is beaten down to the point of being excellent value picks. ADBE, WDAY are two of my favourites. Accenture is also beaten down, but I have not yet decided if its a good pick. Might be worth a look, though. Some safe things Im liking right now are: RSG, WM, VIE (french), EOAN (german). They are all providing services to municipalties, etc. RSG and WM and waste management, VIE is more water focused, EON is energy. Good dividends, solid growth. Boring but good value picks. I dont mid SGOV either, with rate hikes on the horizon and inflation rising steeply.
Watching $WDAY for monster reversal
Oh hey, in another comment I said WDAY puts. You know what happened after, I'm sure.