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Added to YB: 2026-07-22

Pitch date: 2026-07-19

WDAY [bullish]

Workday, Inc.

+0.49%

current return

Author Info

No bio for this author

Company Info

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations.

Market Cap

$35.8B

Pitch Price

$140.48

Price Target

N/A

Dividend

N/A

EV/EBITDA

20.23

P/E

45.09

EV/Sales

3.57

Sector

Software

Category

value

Show full summary:
Pzena at Halftime - Workday, Inc.

WDAY: Pzena buying SaaS names crushed by AI-disruption fears. Workday = mission-critical ERP for people-centric firms (Chipotle, Walmart). Retention 97-98%. AI a tailwind both ways: powers new products (conversational AI filtering 2,000 applicants/store) & cuts R&D, its biggest cost.

Read full article (1 min)