$WDAY

Workday, Inc.

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$133.0M
DUFFIELD DAVID A
100%
See all $WDAY insider activity →
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Enslin Robert sold $1.0M of WDAY

Enslin Robert (President, CCO) sold 5,374 shares of Workday, Inc. (WDAY) at an average of $187.00 ($185.58–$188.81, $1.00M total) across 5 trades on 2026-10-05 under a Rule 10b5-1 trading plan.

Rowe Zane sold $1.1M of WDAY

Rowe Zane (Chief Financial Officer) sold 6,000 shares of Workday, Inc. (WDAY) at an average of $187.23 ($184.99–$189.25, $1.12M total) across 5 trades on 2026-10-06 under a Rule 10b5-1 trading plan.

Kazmaier Gerrit S sold $511K of WDAY

Kazmaier Gerrit S (President, Prod. and Tech.) sold 2,729 shares of Workday, Inc. (WDAY) at an average of $187.28 ($184.85–$189.49, $0.51M total) across 5 trades on 2026-10-06 under a Rule 10b5-1 trading plan.

WDAY sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 8 news stories mentioning WDAY (Workday, Inc.). Coverage has skewed bearish: 1 bullish, 2 neutral, and 5 bearish.

Recent WDAY coverage spans insider activity, financial news and technology.

In the last 30 days, WDAY insiders filed 60 SEC Form 4 transactions — no purchases and 60 sales ($133.0M). The most active reporter was DUFFIELD DAVID A with 45 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving WDAY

AlphAI scores every news story that mentions WDAY with an AI model for sentiment and relevance, and aggregates insider trades from Workday, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $WDAY

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Tri-Valley employers implement mass layoffs

Major employers in the Tri-Valley, including Workday, Chevron, Kaiser, Oracle, and Safeway, have laid off over 400 workers since July. Workday cut 142 jobs, Chevron 178, Oracle 68, Kaiser 22, and Safeway 50. Workday attributed the layoffs to a reorganization to align with strategic growth priorities, according to SEC filings.

Workday faces growth threat as customers use Anthropic, Microsoft agents

Workday, a cloud software provider for HR and finance, faces competition from AI agents built by Anthropic and Microsoft, which can access Workday data without using Workday's own AI tools. Despite this, Workday reports strong AI adoption with over 5,500 customers and $600 million in annual recurring revenue. The company is responding by governing external agents through its Agent System of Record (ASOR) and Agent Gateway, partnering with Microsoft for unified tracking.

$WDAYLow

Who's accountable for AI in hiring? What HR buyers need to do now

Workday (WDAY) and Eightfold face lawsuits over AI hiring discrimination and data scraping. Workday denies age, disability, and race discrimination claims, while Eightfold disputes data misuse allegations. Both companies emphasize responsible AI practices. Legal experts advise HR buyers to scrutinize vendors' AI tools and contracts to manage risks.

Needham reiterates Workday stock rating on agentic demand

Needham reiterated a Buy rating and $230 price target on Workday (WDAY), citing steady demand for its agentic innovations and strong financials. The company reported Q2 fiscal 2027 results exceeding expectations, with revenue at $10.15B and 13% growth. Analysts offered mixed guidance and price targets, ranging from $190 to $215. Workday announced a 2.5% workforce reduction and office space cuts.

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