WDAY

Michael M. McNamara

Known title: DirectorCIK: 0001261031

Associated companies

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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.

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Transaction History

WDAY▲ Buy$0
WDAY▼ Sell$320K
WDAY▼ Sell$562K
WDAY▼ Sell$37K
WDAY▼ Sell$199K
WDAY▼ Sell$133K
WDAY▼ Sell$17K
WDAY▲ Buy$0
WDAY▲ Buy$0
WDAY▲ Buy$0
WDAY▲ Buy$115K
WDAY▲ Buy$0
WDAY▲ Buy$23K
WDAY▼ Sell$600K
WDAY▼ Sell$2.9M
WDAY▼ Sell$28K
WDAY▼ Sell$1.1M
WDAY▲ Buy$138K
WDAY▼ Sell$258K

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