Software Stocks Are Getting Crushed Again After Hours

Fortinet and ServiceNow both beat revenue estimates after the close, and both stocks cratered anyway, dragging dozens of other software names down with them in what has become a troubling pattern for the sector in 2026.

24/7 Wall Street • 12 hours ago

ServiceNow Tumbles 19% as Slower Contract Growth Overshadows Raised AI Target; Salesforce Slides 6%, Workday Drops 5%

A revenue beat and a higher AI target weren't enough to protect ServiceNow (NYSE:NOW | NOW Price Prediction), because its forecast for slower growth in contracted revenue is reading as a warning for enterprise software as a whole.

24/7 Wall Street • 11 hours ago

Workday, Inc. (WDAY) is Attracting Investor Attention: Here is What You Should Know

Workday (WDAY) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • 10 hours ago

Workday: My Top Pick For The Software Rebound

Workday remains undervalued despite robust fundamentals, double-digit growth, and clear AI-driven tailwinds, making it my top long idea for 2027. AI integration is accelerating WDAY's growth, with $100M new ACV from agentic AI in Q2 and ARR from agentic AI up 200% YoY to $600M. WDAY delivered a double beat in Q2, expanding margins, and strong guidance, and announced a $4B share repurchase, signaling confidence and financial strength.

Seeking Alpha • Oct 28, 2026

First Eagle Global Fund Q3 202 Portfolio Update

Global Fund A Shares (without sales charge) posted a return of 2.10% in third quarter 2026. Leading contributors in the First Eagle Global Fund this quarter included Workday, Inc. Class A, Meta Platforms, Inc. Class A, Salesforce.com, Inc., Becton, Dickinson and Company and gold bullion. The leading detractors in the quarter were LVMH Moet Hennessy Louis Vuitton SE, Samsung Life Insurance Co., Ltd., Weyerhaeuser Company, British American Tobacco p.l.c. and IPG Photonics Corporation.

Seeking Alpha • Oct 28, 2026

Workday (WDAY) Stock Slides as Market Rises: Facts to Know Before You Trade

In the most recent trading session, Workday (WDAY) closed at $205.46, indicating a -1.46% shift from the previous trading day.

Zacks Investment Research • Oct 27, 2026

First Eagle U.S. Value Fund Q3 2026 Portfolio Review

U.S. Fund A Shares (without sales charge) posted a return of 4.36% in third-quarter 2026. The US Fund outperformed the S&P 500 Index in the period. Shares of Meta performed well following the strong reception of Muse, its personalized AI assistance app.

Seeking Alpha • Oct 26, 2026

Why I'm Capping My BDC Exposure At 15%

BDCs trade at a steep discount, but the risks the bears talk about most may not be the ones that matter. One overlooked risk, hidden in loans made years ago, is already hurting several well-known names. Some of the most popular BDCs may be more exposed than their results suggest, and the moment of truth is getting closer.

Seeking Alpha • Oct 24, 2026

Will Workday's C1.ai Acquisition Boost Its Enterprise AI Position?

WDAY's C1.ai acquisition aims to strengthen AI agent identity governance, enhance enterprise security and unlock growth opportunities amid rising AI adoption.

Zacks Investment Research • Oct 21, 2026

Workday Announces Pricing of $2.5 Billion Senior Notes Offering

PLEASANTON, Calif., Oct. 21, 2026 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the trusted agentic platform for HR, finance, and IT, today announced that it has priced its underwritten, registered public offering of $2.5 billion aggregate principal amount of senior notes, consisting of $750.0 million aggregate principal amount of 5.700% senior notes due 2029, $500.0 million aggregate principal amount of 6.000% senior notes due 2031, $750.0 million aggregate principal amount of 6.300% senior notes due 2033, and $500.0 million aggregate principal amount of 6.500% senior notes due 2036.

PRNewsWire • Oct 22, 2026