WDAY Workday Inc

$WDAY today was a big day for layoffs and reorg news throughout the market. I got pinged by a client that his company announced today too (totally different vertical). On Workday, this might help with the go-private talks with Silver Lake.

WORKDAY $WDAY AND ANTHROPIC JUST ANNOUNCED A NEW PARTNERSHIP Workday's Sana AI agents now connect with Claude for HR and finance work - Users can start a task in Sana or in Claude and pick it up in the other - Workday's existing permissions and audit controls apply to every action - Users confirm every change - Early access now, general availability expected in late 2026 Anthropic runs its own finance and HR on Workday, and Workday uses Claude Code to build its products.

$WDAY pulling back on both the daily + weekly after a strong bounce. Watching the $180–185 area closely — looks like the first meaningful support / EMA zone. If buyers defend it, could set up for another push toward $200 → $220 Not financial advice.

$WDAY you can tell the market still believes in a buyout because the stock has held steady since the original news

$WDAY OptionsFLO flow and daily chart read. The alert snapshot shows $377K in the Jan 19 $180 calls. Volume was 3.9x standing open interest at capture. Daily chart through Oct 2: last close $186.14, below its 20 day average and above its 50 day average, with RSI at 47. The 3 month range is $127.11 to $227.49. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

$WDAY held the 50 day moving average and is coiling into a tight bull flag after its last run. Revenue for the July quarter climbed to $2.651B from $2.34B a year ago, even as the company trimmed 2.5% of its workforce. Worth watching how this consolidation resolves. 👀

$WDAY Workday Daily Chart 📈 - Nice wedge setup and price just tested + defended the 50 DMA - Workday just cut 2.5% of their workforce and reduced some office space - Total revenue for the quarter ended July 31st surged to $2.651B, up from $2.34B a year prior. The company's revenue growth has been extremely consistent.

$WDAYWhaddya mean, “stuck for while”? Early this summer it was about $120 compared with yesterday’s close of $189. Ok, maybe range bound the past six weeks, but over the past 52 weeks it has fluctuated between $110 and $250. The recent rise in price is, I think, largely due to takeover talk by Silver Lake.

$WDAY WDAY is up about 5.56 percent, near 199.55, even with a UBS target cut on the tape. UBS kept its Neutral rating and lowered its target to 210 from 220. That leaves only about 5 percent of upside from here, which suggests UBS sees limited room after this move. Software names have tended to rally together in bursts this year, and Autodesk also jumped about 6 percent, so I'd call it a sector bounce, though I can't confirm that. For perspective, Workday traded near 130 earlier this year when it was down roughly 37 percent for 2026, so a price near 200 shows how far the rebound has gone. I'd watch whether it holds as the group gets tested. Follow me for more on the software names.

$WDAY 🤝 Workday, Inc. agrees to acquire C1.ai, a leading agentic identity platform for people and agents. Timely market event

$WDAY rough churn on what would’ve been a great day without PMI crushing our day’s dreams. On a brighter note, Workday launches UAE operations, which Silver Lake has strong ties in this region. Maybe it’s another indicator, maybe it’s just expanding the business, still good news

$WDAY so much room to grow pps from these levels. Any news on buyout? Workday Launches Total Benefits, Bringing Health, Wealth, and Wellbeing Support Together in One Place, which seems very bullish