Workday’s (NASDAQ: WDAY) stock price decline did not end with its Q4 2025 earnings report; it continued to long-term lows, creating an even more attractive opportunity for investors. While guidance fell short of the consensus and AI disruption fears linger, the bar was set high, the miss is slim, guidance is solid, and disruption, well, it may not happen quite the way the market expects.
AI-first companies may try to move into Workday’s territory by turning models into full HR/finance software.
