- Entry
- $130.23
- Final
- $118.09 -9.3%
- Target
- —
- Score
- -0.93
Am I the only one seeing a pattern here? Workday just dropped their Q4 2026 earnings and honestly, the numbers weren't even bad. They beat EPS ($2.47 vs $2.32) and revenue was up 14.5% YoY. But the stock still tanked 8% after-hours and is down almost 40% YTD. It feels like the "SaaSpocalypse" narrative is taking over. Investors seem terrified that AI agents are going to make seat-based software redundant. Even with Aneel Bhusri back as CEO and their new …
— ORIGINAL POST ·
Why is the market punishing Workday ($WDAY) so hard? Beat on earnings but still down 8%.
· r/investing
· Feb 25, 2026