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WDAY
USInformation Technology · Application Software
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
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Structural read: HCM at 60%+ Fortune 500 penetration, Financials still 10-15% - the durable growth leg is Financials displacement of $ORCL and $SAP on-prem ERP, not net-new HCM logos. Subscription revenue +14% YoY most recent print; cRPO (12-month backlog) +15%, total backlog $24B+ - multi-year visibility unusual at this scale.
FY27 guide: ~14% subscription growth, 28% non-GAAP op margin (up from 26%). Illuminate AI is the platform pivot - agents priced as add-ons, early-stage monetization.
Bull case:
Bear case:
It reads our $WDAY data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching WDAY
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.