WDAY · Workday Inc. Class A Common Stock
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| Aneel Bhusri CEO | ▼ Sell | Tax Withholding | 992,050 Shares held | 10/5/2026 | View profile |
| Carl M. Eschenbach Director | ▼ Sell | Tax Withholding | 622,969 Shares held | 2/5/2026 | View profile |
| Zane Rowe Chief Financial Officer | ▼ Sell | Open Market | 269,642 Shares held | 10/6/2026 | View profile |
| Gerrit S. Kazmaier President, Prod. and Tech. | ▼ Sell | Open Market | 251,314 Shares held | 10/6/2026 | View profile |
| Gomez Luciano Fernandez Co-CEO | ▼ Sell | Open Market | 249,643 Shares held | 12/15/2022 | View profile |
| Robert Enslin President, CCO | ▼ Sell | Open Market | 226,233 Shares held | 10/5/2026 | View profile |
| Douglas A. Robinson Director | ▼ Sell | Tax Withholding | 191,743 Shares held | 10/5/2024 | View profile |
| Richard Harry Sauer Chief Legal Officer & Secty | ▼ Sell | Tax Withholding | 167,960 Shares held | 10/5/2026 | View profile |
| Christa Davies Director | ▲ Buy | Grant | 136,465 Shares held | 6/18/2024 | View profile |
| Bozzini James COO & Executive Vice President | ▼ Sell | Open Market | 129,828 Shares held | 1/5/2024 | View profile |
| Sayan Chakraborty Co-President | ▼ Sell | Open Market | 111,324 Shares held | 2/27/2025 | View profile |
| David A. Duffield 10% Owner | ▼ Sell | Open Market | 105,049 Shares held | 10/6/2026 | View profile |
| Jerry Yang Director | ▲ Buy | Grant | 100,840 Shares held | 6/16/2026 | View profile |
| Daly Robynne Sisco President & CFO | ▼ Sell | Open Market | 89,799 Shares held | 1/5/2023 | View profile |
| Mark S. Garfield Chief Accounting Officer | ▼ Sell | Tax Withholding | 70,227 Shares held | 10/5/2026 | View profile |
| Barbara A. Larson EVP, CFO & Treasurer | ▼ Sell | Open Market | 67,743 Shares held | 6/5/2023 | View profile |
| Thomas F. Bogan Director | ▲ Buy | Grant | 51,830 Shares held | 6/16/2026 | View profile |
| George J. Still Jr. Director | ▲ Buy | Grant | 48,893 Shares held | 6/16/2026 | View profile |
| STYSLINGER LEE J III Director | ▲ Buy | Grant | 35,655 Shares held | 6/22/2023 | View profile |
| Michael M. McNamara Director | ▲ Buy | Grant | 26,444 Shares held | 6/16/2026 | View profile |
| Ann Marie Campbell Director | ▲ Buy | Grant | 14,108 Shares held | 6/22/2023 | View profile |
| Lynne M. Doughtie Director | ▲ Buy | Grant | 14,041 Shares held | 6/16/2026 | View profile |
| Mark J. Hawkins Director | ▲ Buy | Grant | 11,653 Shares held | 6/16/2026 | View profile |
| Wayne A.I. Frederick Director | ▲ Buy | Grant | 10,547 Shares held | 6/16/2026 | View profile |
| Michael L. Speiser Director | ▲ Buy | Grant | 9,236 Shares held | 6/16/2026 | View profile |
| Elizabeth Centoni Director | ▲ Buy | Grant | 6,564 Shares held | 6/16/2026 | View profile |
| Rhonda J. Morris Director | ▲ Buy | Grant | 6,554 Shares held | 6/16/2026 | View profile |
Transaction History
| Zane Rowe | ▼ Sell | Open Market | 300 | $55K | 10/6/2026 |
| Zane Rowe | ▼ Sell | Open Market | 2,800 | $522K | 10/6/2026 |
| Zane Rowe | ▼ Sell | Open Market | 1,000 | $187K | 10/6/2026 |
| Zane Rowe | ▼ Sell | Open Market | 1,100 | $207K | 10/6/2026 |
| Zane Rowe | ▼ Sell | Open Market | 800 | $151K | 10/6/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 200 | $37K | 10/6/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 1,029 | $192K | 10/6/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 500 | $93K | 10/6/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 500 | $94K | 10/6/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 500 | $95K | 10/6/2026 |
| David A. Duffield | ▼ Sell | Other | 99,228 | $0 | 10/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 2,800 | $517K | 10/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 10,284 | $1.9M | 10/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 45,984 | $8.6M | 10/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 10,054 | $1.9M | 10/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 19,534 | $3.7M | 10/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 10,572 | $2.0M | 10/6/2026 |
| Mark S. Garfield | ▼ Sell | Tax Withholding | 3,491 | $650K | 10/5/2026 |
| Richard Harry Sauer | ▼ Sell | Tax Withholding | 6,783 | $1.3M | 10/5/2026 |
| Robert Enslin | ▼ Sell | Tax Withholding | 5,634 | $1.0M | 10/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 736 | $137K | 10/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 1,700 | $317K | 10/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 2,091 | $392K | 10/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 626 | $118K | 10/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 221 | $42K | 10/5/2026 |
| Zane Rowe | ▼ Sell | Tax Withholding | 10,010 | $1.9M | 10/5/2026 |
| Aneel Bhusri | ▼ Sell | Tax Withholding | 8,502 | $1.6M | 10/5/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Tax Withholding | 8,976 | $1.7M | 10/5/2026 |
| David A. Duffield | ▼ Sell | Other | 98,446 | $0 | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 5,300 | $974K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 9,035 | $1.7M | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 14,166 | $2.6M | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 48,972 | $9.1M | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 4,764 | $893K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,809 | $341K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,800 | $725K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,900 | $747K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 600 | $115K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 4,600 | $893K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,500 | $292K | 10/1/2026 |
| David A. Duffield | ▼ Sell | Other | 98,971 | $0 | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 2,000 | $365K | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,496 | $643K | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,904 | $352K | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,700 | $316K | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,100 | $205K | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 23,779 | $4.5M | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 37,993 | $7.2M | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 23,095 | $4.4M | 9/28/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,904 | $744K | 9/28/2026 |
| David A. Duffield | ▼ Sell | Other | 99,613 | $0 | 9/23/2026 |
| David A. Duffield | ▼ Sell | Open Market | 2,324 | $439K | 9/23/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,776 | $337K | 9/23/2026 |
| David A. Duffield | ▼ Sell | Open Market | 4,849 | $926K | 9/23/2026 |
| David A. Duffield | ▼ Sell | Open Market | 63,855 | $12.3M | 9/23/2026 |
| David A. Duffield | ▼ Sell | Open Market | 24,934 | $4.8M | 9/23/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,875 | $363K | 9/23/2026 |
| David A. Duffield | ▼ Sell | Other | 94,089 | $0 | 9/18/2026 |
| David A. Duffield | ▼ Sell | Open Market | 34,859 | $6.8M | 9/18/2026 |
| David A. Duffield | ▼ Sell | Open Market | 47,201 | $9.2M | 9/18/2026 |
| David A. Duffield | ▼ Sell | Open Market | 12,029 | $2.4M | 9/18/2026 |
| David A. Duffield | ▼ Sell | Other | 96,545 | $0 | 9/15/2026 |
| David A. Duffield | ▼ Sell | Open Market | 25,163 | $4.8M | 9/15/2026 |
| David A. Duffield | ▼ Sell | Open Market | 17,487 | $3.4M | 9/15/2026 |
| David A. Duffield | ▼ Sell | Open Market | 26,152 | $5.0M | 9/15/2026 |
| David A. Duffield | ▼ Sell | Open Market | 23,875 | $4.6M | 9/15/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,868 | $752K | 9/15/2026 |
| David A. Duffield | ▼ Sell | Other | 100,780 | $0 | 9/10/2026 |
| David A. Duffield | ▼ Sell | Open Market | 27,883 | $5.1M | 9/10/2026 |
| David A. Duffield | ▼ Sell | Open Market | 23,551 | $4.4M | 9/10/2026 |
| David A. Duffield | ▼ Sell | Open Market | 24,465 | $4.6M | 9/10/2026 |
| David A. Duffield | ▼ Sell | Open Market | 22,388 | $4.2M | 9/10/2026 |
| David A. Duffield | ▼ Sell | Open Market | 2,493 | $468K | 9/10/2026 |
| Zane Rowe | ▼ Sell | Tax Withholding | 2,808 | $550K | 9/5/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Tax Withholding | 3,369 | $660K | 9/5/2026 |
| Robert Enslin | ▼ Sell | Tax Withholding | 2,228 | $436K | 9/5/2026 |
| David A. Duffield | ▼ Sell | Open Market | 13,666 | $2.7M | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 6,241 | $1.2M | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 31,605 | $6.3M | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 30,048 | $6.0M | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 7,631 | $1.5M | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 224 | $45K | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 600 | $122K | 9/4/2026 |
| David A. Duffield | ▼ Sell | Other | 90,615 | $0 | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 600 | $121K | 9/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 4,800 | $961K | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,901 | $385K | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 6,199 | $1.3M | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,900 | $388K | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 100 | $20K | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 4,100 | $826K | 9/1/2026 |
| David A. Duffield | ▼ Sell | Other | 94,961 | $0 | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 4,036 | $797K | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 36,729 | $7.3M | 9/1/2026 |
| David A. Duffield | ▼ Sell | Open Market | 35,196 | $7.0M | 9/1/2026 |
| Mark S. Garfield | ▼ Sell | Open Market | 918 | $131K | 7/10/2026 |
| David A. Duffield | ▼ Sell | Open Market | 14,299 | $1.9M | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 27,858 | $3.8M | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 39,133 | $5.4M | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 20,710 | $2.9M | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 100 | $14K | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,700 | $226K | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 500 | $67K | 7/9/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,400 | $183K | 7/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,800 | $238K | 7/9/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 1,388 | $200K | 7/7/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 300 | $43K | 7/7/2026 |
| Zane Rowe | ▼ Sell | Open Market | 2,569 | $368K | 7/7/2026 |
| Zane Rowe | ▼ Sell | Open Market | 2,731 | $393K | 7/7/2026 |
| Zane Rowe | ▼ Sell | Open Market | 700 | $101K | 7/7/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Open Market | 1,040 | $149K | 7/7/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 2,106 | $273K | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 13,550 | $1.8M | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 11,348 | $1.5M | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 2,476 | $332K | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 7,098 | $956K | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,417 | $464K | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 15,869 | $2.2M | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 43,583 | $6.0M | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 100 | $14K | 7/6/2026 |
| David A. Duffield | ▼ Sell | Open Market | 7,953 | $1.1M | 7/6/2026 |
| Robert Enslin | ▼ Sell | Tax Withholding | 5,634 | $763K | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 869 | $114K | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 731 | $97K | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 282 | $38K | 7/5/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Tax Withholding | 8,976 | $1.2M | 7/5/2026 |
| Zane Rowe | ▼ Sell | Tax Withholding | 7,953 | $1.1M | 7/5/2026 |
| Mark S. Garfield | ▼ Sell | Tax Withholding | 3,490 | $473K | 7/5/2026 |
| Aneel Bhusri | ▼ Sell | Tax Withholding | 8,501 | $1.2M | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 593 | $80K | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 460 | $63K | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 2,021 | $277K | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 345 | $48K | 7/5/2026 |
| Richard Harry Sauer | ▼ Sell | Tax Withholding | 6,782 | $918K | 7/5/2026 |
| Robert Enslin | ▼ Sell | Open Market | 73 | $9K | 7/5/2026 |
| David A. Duffield | ▼ Sell | Open Market | 16,870 | $2.0M | 6/30/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 6/30/2026 |
| David A. Duffield | ▼ Sell | Open Market | 6,100 | $732K | 6/30/2026 |
| David A. Duffield | ▼ Sell | Open Market | 53,176 | $6.5M | 6/30/2026 |
| David A. Duffield | ▼ Sell | Open Market | 31,354 | $3.8M | 6/30/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 6/25/2026 |
| David A. Duffield | ▼ Sell | Open Market | 30,074 | $3.4M | 6/25/2026 |
| David A. Duffield | ▼ Sell | Open Market | 28,998 | $3.3M | 6/25/2026 |
| David A. Duffield | ▼ Sell | Open Market | 19,825 | $2.3M | 6/25/2026 |
| David A. Duffield | ▼ Sell | Open Market | 17,064 | $2.0M | 6/25/2026 |
| David A. Duffield | ▼ Sell | Open Market | 9,739 | $1.1M | 6/25/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,800 | $214K | 6/25/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 16,008 | $1.8M | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 49,759 | $5.6M | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 6,920 | $790K | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 7,033 | $808K | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,900 | $453K | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 10,587 | $1.2M | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 7,602 | $898K | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 4,151 | $494K | 6/22/2026 |
| David A. Duffield | ▼ Sell | Open Market | 1,540 | $185K | 6/22/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 6/17/2026 |
| David A. Duffield | ▼ Sell | Open Market | 20,317 | $2.5M | 6/17/2026 |
| David A. Duffield | ▼ Sell | Open Market | 11,478 | $1.4M | 6/17/2026 |
| David A. Duffield | ▼ Sell | Open Market | 8,100 | $1.0M | 6/17/2026 |
| David A. Duffield | ▼ Sell | Open Market | 17,156 | $2.1M | 6/17/2026 |
| David A. Duffield | ▼ Sell | Open Market | 27,209 | $3.4M | 6/17/2026 |
| David A. Duffield | ▼ Sell | Open Market | 20,675 | $2.6M | 6/17/2026 |
| David A. Duffield | ▼ Sell | Open Market | 2,565 | $328K | 6/17/2026 |
| Michael L. Speiser | ▲ Buy | Grant | 2,879 | $0 | 6/16/2026 |
| Mark J. Hawkins | ▲ Buy | Grant | 2,366 | $0 | 6/16/2026 |
| Thomas F. Bogan | ▲ Buy | Grant | 3,076 | $0 | 6/16/2026 |
| Michael M. McNamara | ▲ Buy | Grant | 2,366 | $0 | 6/16/2026 |
| Jerry Yang | ▲ Buy | Grant | 3,116 | $395K | 6/16/2026 |
| Wayne A.I. Frederick | ▲ Buy | Grant | 2,366 | $0 | 6/16/2026 |
| Rhonda J. Morris | ▲ Buy | Grant | 2,366 | $0 | 6/16/2026 |
| Lynne M. Doughtie | ▲ Buy | Grant | 2,366 | $0 | 6/16/2026 |
| George J. Still Jr. | ▲ Buy | Grant | 3,116 | $0 | 6/16/2026 |
| Elizabeth Centoni | ▲ Buy | Grant | 2,366 | $0 | 6/16/2026 |
| David A. Duffield | ▼ Sell | Open Market | 9,470 | $1.2M | 6/12/2026 |
| David A. Duffield | ▼ Sell | Open Market | 8,237 | $1.1M | 6/12/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 6/12/2026 |
| David A. Duffield | ▼ Sell | Open Market | 9,200 | $1.2M | 6/12/2026 |
| David A. Duffield | ▼ Sell | Open Market | 10,724 | $1.4M | 6/12/2026 |
| David A. Duffield | ▼ Sell | Open Market | 15,860 | $2.0M | 6/12/2026 |
| David A. Duffield | ▼ Sell | Open Market | 54,009 | $7.0M | 6/12/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 6/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 7,419 | $1.0M | 6/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 16,810 | $2.3M | 6/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 18,389 | $2.5M | 6/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 24,452 | $3.4M | 6/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 17,240 | $2.4M | 6/9/2026 |
| David A. Duffield | ▼ Sell | Open Market | 23,190 | $3.3M | 6/9/2026 |
| Robert Enslin | ▼ Sell | Tax Withholding | 2,228 | $330K | 6/5/2026 |
| Gerrit S. Kazmaier | ▼ Sell | Tax Withholding | 3,369 | $498K | 6/5/2026 |
| Zane Rowe | ▼ Sell | Tax Withholding | 2,808 | $415K | 6/5/2026 |
| David A. Duffield | ▼ Sell | Open Market | 3,115 | $474K | 6/4/2026 |
| David A. Duffield | ▼ Sell | Other | 107,500 | $0 | 6/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 35,471 | $5.3M | 6/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 36,475 | $5.4M | 6/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 18,891 | $2.8M | 6/4/2026 |
| David A. Duffield | ▼ Sell | Open Market | 13,548 | $2.0M | 6/4/2026 |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
Workday Downgraded by KeyBanc Over AI Revenue Timing
KeyBanc lowered its rating on Workday, citing that the company's AI revenue growth may take longer than expected and that near‑term contributions are limited. The downgrade follows a broader view that HR‑tech budgets are still focused on core functions, delaying wider AI adoption. An independent AI agent, Straiker, has been added to Workday’s Agent Passport platform, showing the company’s continued push into AI capabilities.
Workday Downgraded by KeyBanc Over AI Revenue Timing. KeyBanc lowered its rating on Workday, citing that the company's AI revenue growth may take longer than expected and that near‑term contributions are limited. The downgrade follows a broader view that HR‑tech budgets are still focused on core functions, delaying wider AI adoption. An independent AI agent, Straiker, has been added to Workday’s Agent Passport platform, showing the company’s continued push into AI capabilities.