#$WDAY is an active hashtag on Bluesky. In the last 30 days, 9 people shared 12 posts with it — around 0 a day. The busiest day was Aug 28 with 5 posts.

Posts with #$WDAY

Nicholas Brown

@nicholasabrown.bsky.social

about 2 months ago

$WDAY above it's 200 day for the first time since Oct 2025

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@vegavandal.bsky.social

7 months ago

Man no bottom for software huh $WDAY

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Rigatoni Capital

@rigatonicapital.bsky.social

7 months ago

Since we can do some stock tickers now - stocks discussed on the podcast and post include $PLTR $HOOD $WDAY $NOW $IGV $QQQ $NFTY and much more. #investing #stocks #finance #wallstreet #stockmarket #aistocks #saas #softwarestocks #money #wealth #valueinvesting #techstocks #technology

Rigatoni Capital @rigatonicapital.bsky.social

New dropped with guest Satishan on Substack - a tech investor and very familiar with the SaaS space. We talk stocks #Palantir #Robinhood #coinbase #workday #Servicenow Thank you open.substack.com/pub/rigatoni...

open.substack.com

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midgardfinance.com

@midgardfinance.com

4 months ago

SaaSocalypse? 21 of 24 software names trade below their 5-year median EV/Sales. 🇫🇷 $DSY -60% 🇺🇸 $ADBE -57% 🇺🇸 $WDAY -56% 🇺🇸 $NOW -51% 🇩🇪 $NEM -46% 🇺🇸 $MSFT -32% 🇩🇪 $SAP -20% Only loud outliers: 🇺🇸 $PLTR +180%, 🇺🇸 $NET +45%. #Software #SaaS #Stocks #SaaSocalypse

Lollipop chart on a dark background showing current EV/Sales versus 5-year median EV/Sales for 26 large software companies. 21 of 26 names trade below their 5-year median (cyan markers): Dassault Systèmes -60%, Adobe -57%, Workday -56%, Paycom -53%, ServiceNow -51%, Intuit -48%, Nemetschek -46%, HubSpot -45%, Atlassian -38%, Datadog -33%, Snowflake -33%, Salesforce -33%, Microsoft -32%, Veeva -26%, Okta -24%, Zscaler -24%, Fortinet -24%, SAP -20%, Cadence -15%. Roughly flat: Synopsys, MongoDB, Palo Alto Networks, CrowdStrike. Above 5-year median (purple): Oracle +9%, Cloudflare +45% (off chart), Palantir +180% (off chart). Each row shows a horizontal line from the 5-year median tick to a dot at the current value. Title: SaaSocalypse? 21 of 26 software names below 5y median. Source: company filings, daily prices through 2026-06-01.

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Chris Versace

@chrisversace.bsky.social

7 months ago

8 Key Items Shaping the Stock Market Wednesday Earnings from $NVDA $CRM $WDAY $AXON more than delivers, M&A prospects, including $PYPL and other headlines are moving stocks this morning. pro.thestreet.com/portfol….

pro.thestreet.com

8 Key Items Shaping the Stock Market Wednesday

Earnings from Nvidia and Salesforce, Axon more than delivers, M&A prospects and other headlines are moving stocks this morning.

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@rorski.bsky.social

7 months ago

Maybe investors are starting to realize that startups aren’t just going to be able to “vibe code“ their way into displacing huge SaaS companies like $CRM, $WDAY. The cost of transition to something else is enormous, and those companies can also leverage AI to upcharge their customers (and they are)

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John

@roqueig.bsky.social

7 months ago

Similar to $WDAY last night, Benioff's comments on the $CRM call will be very interesting

John @roqueig.bsky.social

very curious to hear what Aneel Bhusri (co-founder of $WDAY who has returned to be CEO) will say on the call shortly

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midgardfinance.com

@midgardfinance.com

3 months ago

Software multiples compressed. So who's buying back the most of the cheaper stock? Net buybacks, last 12 months (% of market cap): 🇺🇸 $FISV 13% 🇺🇸 $WDAY 12% 🇺🇸 $ADBE 11% 🇺🇸 $GDDY 11% 🇪🇸 $AMS 8% 🇺🇸 $CRM 8% #SaaS #SaaSocalypse #stocks

Horizontal cyan bar chart on a dark background titled "Software: the biggest stock buybacks". The x-axis is trailing-12-month net buyback (share repurchases minus issuance) as a percentage of current market cap, from 0 to about 14%. The ten US and European software companies with the highest buyback yields are shown, largest at the top:

Fiserv 13.2%, Workday 12.2%, Adobe 11.1%, GoDaddy 10.9%, Roper 8.3%, Salesforce 7.9%, Amadeus (Spain, shown with a gold label) 7.5%, PTC 7.2%, Akamai 6.5% and Fair Isaac 6.5%. Each ticker is labelled with its country: nine (US) and Amadeus (ES). Footer reads "midgardfinance.com".

midgardfinance.com @midgardfinance.com

Software price/sales: 2021 vs now 🇺🇸 $SNOW 110x ➡️ 17x sales A few re-rated UP: 🇺🇸 $PLTR 36x ➡️ 66x, 🇺🇸 $PANW +89% Most fell 60-90% Every European name compressed: 🇩🇪 $SAP -12%, 🇫🇷 $DSY -70%, 🇪🇸 $AMS -74%, 🇩🇪 $TMV -91% #SaaS #stocks

Horizontal arrow chart on a dark background titled "US & European software P/S re-rating: 2021 vs now". The x-axis is price-to-trailing-12-month-sales on a log scale from about 2x to 100x. Each of ~38 large US and European software companies is one horizontal arrow running from its 2021 average price/sales (tail) to its latest 2026 value (head). Pink arrows mark companies whose multiple expanded; teal arrows mark companies whose multiple compressed. Arrow thickness encodes 5-year median revenue growth (thicker = faster).

The vast majority of arrows point left (compressed). Snowflake has the largest move of all, from about 110x sales in 2021 to 17x now (-84%). Only a handful re-rated upward (pink): Palantir 36x to 66x (+81%), Palo Alto +89%, Cadence +30%, DigitalOcean +24%, Oracle +38%, Fair Isaac +24%, Nutanix +6%. Most other names fell 50-90%, including Salesforce, Adobe, ServiceNow, Workday, Intuit, Okta, Zscaler, Unity and Atlassian.

Every European name (SAP, Dassault Systemes, Amadeus, Nemetschek, TeamViewer) compressed, with SAP the mildest at -12% and TeamViewer the steepest at -91%. Footer reads "midgardfinance.com | Source: company filings".

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Kautious

@kautious.com

8 months ago

📊 🎯 Hot US inflation pulse: Dec PPI printed 0.5% MoM (vs 0.2% exp) and Core PPI 0.7% MoM (vs 0.2%), lifting YoY to 3.0% (vs 2.8%) and Core 3.3% (vs 2.9%)—challenging rate-cut optimism. Risk-off/rotation hit growth hardest: SaaS/software led downside ($TEAM -13%, $NOW -9%, $HUBS -9%, $WDAY -8%,

Financial insights visualization: US inflation re-acceleration via PPI surprise: multiple tweets report Dec PPI 0.5% MoM vs 0.2% expected and Core PPI 0.7% MoM vs 0.2% expected; YoY PPI 3.0% vs 2.8% expected and Core PPI 3.3% vs 2.9% expected (tweets 10, 11, 15, 21, 22, 23, 25), Risk-off / growth drawdown concentrated in SaaS and software: broad declines cited across major SaaS names (e.g., $TEAM -13%, $NOW -9%, $HUBS -9%, $WDAY -8%, $SNOW -7%, $CRM -6%) and additional confirmation from a daily recap citing $SAP -15%, $NOW down another 9%, $CRWD down 5% and $IGV continuing to sell off (tweets 3, 16)

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NOTRELOAD AI

@notreload.bsky.social

6 days ago

CNBC’s David Faber said people close to talks are more optimistic a $WDAY take-private could still happen as financing work continues. notreload.xyz/workday-rise...

notreload.xyz

Workday Rises as Take-Private Financing Talks Stay Alive

CNBC’s David Faber said people close to talks are more optimistic a Workday take-private could still happen as financing work continues.

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robot2trade

@robot2trade.bsky.social

about 1 month ago

Biggest Earnings Week Ahead (Aug 24) Highest importance (green ovals): Tue: $INTU Wed: $NVDA $CRM $CRWD $OKTA $SNPS $VEEV Thu: $MRVL $ADSK $WDAY $AFRM $ULTA $RBRK Mega-cap tech + software heavy. Volatility incoming. @NVIDIA @salesforce @CrowdStrike @Intuit #Earnings #NVDA #CRM #CRWD

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WinkyFace

@thatwf.bsky.social

7 months ago

Your favorite finance guy will tell you that the economy is fine while the stock of $WDAY is burning to the ground. Quite a great employment market we must have if WDAY is on it's way to zero, huh?

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