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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle's stock is under pressure following earnings results that sparked concerns about heavy AI-related spending and its impact on future profitability; the community is closely watching key support levels. Some believe this is an overreaction and a buying opportunity, while others fear the company's debt and cash flow issues could continue to weigh on the stock. Chatter suggests a broader reassessment of AI-exposed companies is underway as investors digest the implications of Oracle's report.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending due to its upcoming Autonomy and AI Day, with community members anticipating announcements around self-driving capabilities and in-house chip technology. Discussions also involve Rivian's potential to compete with Tesla and other EV makers, alongside mentions of production improvements and expansion plans. Overall, the community buzz reflects excitement and high expectations for Rivian's technological advancements in the EV sector.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending downwards as investors discuss customer losses and a recent analyst price cut, leading to concerns about its competitive position against larger platforms; the stock is nearing 52-week lows, sparking debates about potential takeover bids and whether it's a buying opportunity or a value trap given tax-loss selling pressures and potential Nasdaq 100 exclusion.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to anticipation surrounding its conference presentation and potential AI/HPC focus, with community members actively discussing a possible short squeeze and high price targets. Speculation about partnership announcements and positive updates are fueling the stock's volatility, while traders closely monitor key resistance levels and dilution concerns. Some traders suggest removing stop losses.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is trending as traders weigh the impact of colder weather forecasts against high natural gas production and storage levels. Community discussions revolve around potential rallies, pullbacks, and the effects of contract rollovers on the ETF. Sentiment appears mixed, with some anticipating further upside and others bracing for a potential downturn.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is trending as traders discuss its potential in the prediction markets, fueled by a recent license approval and comparisons to Kalshi's valuation. Community members are pointing to strong buyer interest and potential breakout levels, while some highlight the company's ties to figures like Trump. The conversation also includes discussions around market capitalization and possible short squeezes.

Black Titan Corp. was formed for the purpose of effecting a merger between Titan Pharmaceuticals Inc. and TalenTec Sdn Bhd. It intends to explore and identify viable business opportunities. The company was founded on July 11, 2024 and is headquartered in Petaling Jaya, Malaysia.

Black Titan Corp.

Black Titan Corp. is trending as community members discuss its recent surge following news of its strategic entry into digital assets. Traders are actively debating holding strategies amidst volatility, with some pointing to dilution concerns and potential short squeeze opportunities. The stock's low float and potential for further news related to its digital asset framework are also fueling interest.

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iShares Silver Trust

SLV is trending as silver prices surge, driven by factors such as potential rate cuts and increasing industrial demand. Community members are discussing the possibility of a supply squeeze and potential for further gains, with some highlighting silver's outperformance compared to gold. Some traders are eyeing potential breakouts while remaining cautious of possible pullbacks.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is trending as investors discuss its potential in treating cancers, particularly after positive data in prostate cancer trials, while also citing undervaluation. The community is actively discussing the possibility of a short squeeze given the high short interest. Some also speculate about potential partnerships and acquisitions in the near future! LOAD!

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors anticipate earnings, especially in light of potential AI chip deals with major tech companies like Microsoft. Community discussions revolve around whether Broadcom can deliver strong guidance and justify its valuation amidst broader concerns of an AI spending slowdown. Bullish sentiment is fueled by expectations of significant AI revenue growth and the company's history of exceeding estimates.

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<ul class="summary-bullets"><li>The bottom-line result notably exceeded the Fiscal.ai-compiled consensus of $2.17, while the top line was just ahead of the $2.42 billion consensus.&nbsp;</li><li>CEO Carl Eschenbach attributed the solid quarter to the strength and diversity of its business and the momentum seen across its AI portfolio.</li><li>Year-to-date, Workday stock has lost nearly 10%.</li></ul>Workday, Inc. (WDAY) shares slipped over 5% in Wednesday’s early premarket session as investors digested the company’s quarterly results that showed top-line growth roughly in line with estimates and subscription revenue growth that is forecast to slow down.Workday is a cloud-based software-as-a-service (SaaS) company that provides an artificial intelligence (AI)-powered platform for human resource and financial management.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> has lost nearly 10%.<h2 class="st-heading-2">Workday’s Q3 Earnings Snapshot</h2>Pleasanton, California-based Workday reported adjusted earnings per share (EPS) of $2.32 for the third quarter of the fiscal year 2026, and revenue of $2.432 billion, up 12.6% year over year (YoY). The bottom-line result notably exceeded the Fiscal.ai-compiled consensus of $2.17, while the top line was just ahead of the $2.42 billion consensus.&nbsp;The faster pace of repurchases during the quarter also boosted the EPS.&nbsp;Subscription revenue climbed 14.6% to $2.24 billion. The 12-month subscription revenue backlog climbed 17.6% YoY to $8.21 billion, accelerating from the 16.4% increase in the second quarter.CEO Carl Eschenbach said, “Workday delivered another solid quarter, fueled by the strength and diversity of our business and the momentum we're seeing across our AI portfolio.”&nbsp;The company said the quarterly performance was driven by “continued progress across several key growth initiatives.”<h2 class="st-heading-2">Workday’s Outlook</h2>CFO Zane Rowe said, “We now expect fiscal 2026 subscription revenue of $8.828 billion, growth of 14%, and non-GAAP operating margin of approximately 29%."The company guided fourth-quarter subscription revenue to $2.355 billion, up 15.5%, and an adjusted operating margin of at least 28.5%. According to a CNBC report, the consensus estimates for the metrics are at $2.35 billion and 28.7%, respectively.&nbsp;<h2 class="st-heading-2">What Workday Retail Feels About Stock</h2>On Stocktwits, retail sentiment toward the stock stayed ‘extremely bullish’ as of early Wednesday, and the message volume increased to ‘extremely high levels.A bullish user said they were feeling good about the earnings.<stembedurl>https://stocktwits.com/destinyb5/message/637433283</stembedurl>Another user said the stock will likely go much higher as the company offers AI for government and businesses. “Very undervalued, $300 will come quick,” they said.<stembedurl>https://stocktwits.com/Willjohnson_97/message/633028942</stembedurl>According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-founders-larry-page-sergey-brin-break-into-top-5-richest-list/cL53jxuREgz">Google Founders Larry Page, Sergey Brin Break Into Top 5 Richest List As Alphabet Stock Basks In AI Glory</a>

Workday logo is displayed on the screen of an iPad.

 Workday Slips Premarket On Cooling Subscription Growth — Retail Bulls Call The Stock ‘Undervalued’

According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels. 

Equity

According to Koyfin, the average analysts’ price target for Workday stock is $281.44, implying roughly 20% upside from current levels. 



<ul class="summary-bullets"><li>The report noted that the funding round also involves former National Football League stars Larry Fitzgerald Jr. and Luke Kuechly.&nbsp;</li><li>David Lee, the head of NBA Investments, noted that the league is using Fastbreak AI’s technology to help with operations.</li><li>Bloomberg said that Fastbreak AI’s management looks forward to using the newly raised capital to increase sales and marketing efforts in amateur sports.</li></ul>The National Basketball Association (NBA) is reportedly one of the investors in Fastbreak AI’s latest $40 million funding round, as artificial intelligence (AI) continues to see increasing demand for integration within the sports industry.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-07/nba-invests-in-startup-using-ai-to-make-scheduling-games-easier?srnd=homepage-americas">Bloomberg News report</a>, the company’s funding round is led by sports venture capital firms Greycroft and GTMfund and also&nbsp;receives&nbsp;support from the National Hockey League.The report noted that the funding round also involves former National Football League stars Larry Fitzgerald Jr. and Luke Kuechly. A valuation of the company was not disclosed.<h2 class="st-heading-2">Use Of Funds</h2>According to Fastbreak AI’s website, its products optimize every part of sports, including scheduling and event management to travel, ticketing, and brand activations.Bloomberg said that Fastbreak AI’s management looks forward to using the newly raised capital to increase sales and marketing efforts in amateur sports, including youth travel tournaments, as well as hiring more engineering staff.<h2 class="st-heading-2">NBA’s View</h2>David Lee, the head of NBA Investments, noted that the league is using Fastbreak AI’s technology to help with operations, according to Bloomberg.“Our investment reflects our belief in their continued innovation across the professional and youth sports ecosystem,” he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/opendoor-ceo-says-company-so-far-had-thought-of-itself-as-asset-manager-trying-to-predict-economy/cL2vx93RETq">Opendoor's CEO Says Company So Far Had Thought Of Itself As Asset Manager Trying To Predict Economy: 'Our Leverage Comes From Engineers Writing Code'</a>

Luka Doncic #77 of the Los Angeles Lakers shoots a fade away jumper in front of Jeremy Sochan #10 of the San Antonio Spurs. 

AI Hits The Court: NBA Reportedly Joins $40 Million Investment Round For Fastbreak AI

According to a Bloomberg News report, the company’s funding round is led by sports venture capital firms Greycroft and GTMfund and also saw support from the National Hockey League.

Should You Invest in the iShares Expanded Tech Sector ETF (IGM)?

<ul class="summary-bullets"><li>Roblox’s stock dipped more than 13% after the company’s Q3 earnings beat expectations, but revenue fell short of expectations.</li><li>The company also cited that operating margins could decline in the coming year.</li><li>Roblox CEO David Baszucki defended the outlook, citing growth in users which required infrastructure and AI investment.</li></ul>Roblox Corp. (RBLX) stock fell sharply on Thursday after the company beat earnings expectations for its most recent quarter, but came in lower than expected on revenue.Investors reacted to guidance suggesting operating margins could decline in the coming year. CEO David Baszucki&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2025/10/30/roblox-will-invest-in-infrastructure-to-keep-up-with-growth-says-ceo.html">told</a> CNBC that the dip in margins is a strategic trade-off to support the platform’s rapid expansion and technological innovation.<blockquote>We did give a hint that we've cumulatively grown on average over the last two years, 37%. We are going to spend and invest in our infrastructure to keep up with that growth.&nbsp;– David Baszucki, CEO, Roblox</blockquote><h2 class="st-heading-2">Roblox Q3 Results And Stock Reaction</h2><a href="http://stocktwits.com/symbol/RBLX">RBLX’s stock</a> plummeted more than 13% in afternoon trade on Thursday, down to levels last seen in August after its third-quarter (Q3) results underwhelmed investors. However, on Stocktwits, retail sentiment around the company improved to ‘extremely bullish’ from ‘bullish’ over the past day, as chatter surged to ‘extremely high’ from ‘low’ levels.Roblox reported a loss per share of $0.37, less than the estimated loss of $0.51, according to Koyfin data. Its revenue came in at $1.36 billion, a 48% growth year-over-year, but missed the $1.7 billion expected by Wall Street.<h2 class="st-heading-2">Temporary Margin Compression, Long-Term Payoff</h2>Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth. “It’s this spending that’s going to weigh down margins, sort of preparing for the future,” he said.&nbsp;The company reported 150 million daily active users, up from 100 million a year ago, alongside a 70% year-over-year rise in bookings to $1.9 billion. Baszucki emphasized that infrastructure and AI investments are essential to accommodate unprecedented peak usage, which recently surged to over 45 million concurrent users.<h2 class="st-heading-2">AI and Compute Drive Short-Term Costs</h2>Roblox is expanding both its core and edge data centers while leveraging cloud partnerships to manage spikes in platform activity. Baszucki also highlighted the rollout of “4D creation,” an AI-driven system that allows users to generate interactive objects and worlds simply by talking or drawing.&nbsp;He said that the investments aim to enhance content creation, improve monetization, and sustain long-term engagement, but they are expected to weigh on near-term profitability.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-triggers-800-million-in-crypto-liquidations-after-powells-warning/cLGFrJnR3Dy">Bitcoin Dips, Triggers $800 Million In Crypto Liquidations After Powell’s December Warning</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

David Baszucki, CEO of Roblox speaks onstage during Vox Media's 2023 Code Conference at The Ritz-Carlton on September 26, 2023 in Dana Point, California. (Photo by Jerod Harris/Getty Images for Vox Media)

Roblox CEO Defends Margin Drop Amid Stock Sell-Off, Cites AI And Infrastructure Spending: Report

In an interview with CNBC, Roblox CEO David Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth

Shares of&nbsp;Workday, Inc. (WDAY)&nbsp;surged 5.12% to $230.22 in Tuesday's after-hours trading,&nbsp;following a stake buildup by an activist investor in the AI-driven human resources software developer.Elliott Investment Management said in a press&nbsp;release that it had built up a stake worth more than $2 billion in Workday,&nbsp;making it the fourth-largest institutional investor in the company.&nbsp;Vanguard Group, which holds about $5 billion worth of Workday shares, is currently its largest institutional investor, according to Koyfin.Elliott acknowledged the efforts of CEO Carl Eschenbach, CFO Zane Rowe, and the entire Workday team for making "substantial progress" in recent years.The activist investor also said it is pleased with its dialogue with Workday's management team. It lauded the company for the multi-year plan announced at the Financial Analyst Day held on Tuesday. This plan would drive substantial long-term value creation for the company's shareholders, it added. "We look forward to continued collaboration with the company."In a response statement, Workday said, "We appreciate Elliott's support," but did not elaborate further.Workday stock has fallen about 15% this year, underperforming the broader market, the tech sector, and the software industry. The company made a slew of announcements on Tuesday, coinciding with its analyst day, including a new collaboration with Microsoft to deliver unified AI agents to its customers via the software giant's Azure AI Foundry and Copilot Studio.The company also announced "Workday Build," a developer platform that allows customers and partners to create, share, and scale AI-powered solutions directly on its platform. Separately, the company announced that it has agreed to <a href="https://stocktwits.com/news-articles/markets/equity/workday-to-acquire-sana-for-about-1-1-b/chwyjctRdzB">acquire</a> enterprise knowledge tools company Sana for $1.1 billion — its third AI-related deal in less than two months.On Stocktwits, retail sentiment toward <a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> improved to 'neutral' (47/100) by late Tuesday from 'bearish' a day ago. The message volume remained at 'extremely low' levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/martin-shkreli-shorts-opendoor-stock/chwyrOyRdz6">‘Pharma Bro’ Martin Shkreli Shorts Opendoor Technologies, Stock Tumbles 5%</a>

Workday’s shares have shed a little over 2% year-to-date.

Why Workday's Stock Jumped Over 5% After-Hours Today

Shares of Workday, Inc. (WDAY) surged 5.12% to $230.22 in Tuesday's after-hours trading, following a stake buildup by an activist investor in the AI-driven human resources software developer.

Elliott Investment Management has acquired a substantial stake in the company.


Workday Inc.’s (WDAY) <a href="https://stocktwits.com/symbol/WDAY">shares</a> fell nearly 4% in Thursday’s midday trade after analysts at Piper Sandler downgraded the stock over concerns about the company’s near-term growth outlook.According to The Fly, Piper Sandler downgraded the Workday stock to ‘Underweight’ from ‘Neutral’ and reduced the price target to $235 from $255. The new price target for WDAY stock implies an upside of less than 2% from current price levels.The downgrade follows Piper’s latest survey of Chief Information Officers (CIO), which revealed growing concerns over the impact of artificial intelligence on enterprise software demand.&nbsp;The brokerage’s survey found that more than half of CIOs now expect AI to negatively affect hiring plans, marking the first time that sentiment has crossed the 50% threshold.&nbsp;The firm noted that while enthusiasm remains high for AI infrastructure, appetite for broader application software, where Workday operates, appears to be waning.The firm expressed concern over Workday’s per-employee pricing model, suggesting it could become a liability as businesses reassess headcount and IT budgets in the face of AI disruption.&nbsp;Workday, which provides human capital and financial management software to large organizations, is not alone in feeling pressure from AI-driven shifts in enterprise planning.&nbsp;While the tech sector broadly benefits from AI tailwinds, legacy software-as-a-service (SaaS) providers may find themselves squeezed as budgets pivot to infrastructure and model development.In the first quarter (Q1), Workday’s operating income slumped 39% year-on-year (YoY) to $39 million, impacted by restructuring expenses of $166 million.On Stocktwits, retail sentiment around Workday improved to ‘bullish’ from ‘neutral’ territory the previous day amid ‘normal’ message volume levels.<figure class="image"><img style="aspect-ratio:966/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_10_124907_png_7054f398af.webp" alt="WDAY’s Sentiment Meter and Message Volume as of 01.15 p.m. ET on July 10, 2025 | Source: Stocktwits" width="966" height="112"><figcaption>WDAY’s Sentiment Meter and Message Volume as of 01.15 p.m. ET on July 10, 2025 | Source: Stocktwits</figcaption></figure>Workday stock has lost over 10% year-to-date but has gained more than 3% in the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/autodesk-stock-drops-on-potential-acquisition-of-peer-ptc/ch8GJtfR5kl">Autodesk Stock Drops On Potential Acquisition Of Peer PTC, But Retail’s Exuberant</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Workday Stock Takes A Hit After Piper Sandler Survey Flags AI-Driven Headwinds, But Retail’s Optimistic

Piper Sandler downgraded Workday to Underweight, citing concerns about slowing application demand and AI-driven reductions in headcount. 

Pleasanton, California-based Workday, Inc. (WDAY) is scheduled to report its fiscal year 2025 fourth-quarter results after&nbsp;the closing bell on Tuesday.&nbsp;The Finchat-compiled consensus calls for adjusted earnings per share (EPS) of $1.78 and revenue of $2.18 billion, up 13.5% year over year (YoY). In the year-ago quarter, the company reported&nbsp;an adjusted EPS and revenue of $1.157 and $1.92 billion,&nbsp;respectively.<a href="https://stocktwits.com/symbol/WDAY">Workday stock </a>pulled back following the company’s third-quarter results in late November as investors did not take kindly to the company’s full-year subscription revenue guidance cut.Given the precedence, the forward guidance for the first quarter and the current fiscal year is expected to determine the stock's near-term direction.Investors may also focus on other key metrics, such as the fourth-quarter subscription revenue, which was guided to $2.025 billion, adjusted operating margin , estimated at 25%, 12-month subscription revenue backlog, and operating cash flow.&nbsp;Last week, Morgan Stanley analyst Keith Weiss downgraded the stock to ‘Equal-Weight’ from ‘Overweight’ and reduced the price target to $275 from $330. Among the pushbacks mentioned by the analyst are recent negative revisions, headcount reductions, Workday’s go-to-market investments not paying off as expected, and weak fourth-quarter results from enterprise software companies.Loop Capital also has a ‘Hold’ rating on Workday stock with a $260 price target, while Goldman Sachs rates it ‘Buy’ with a $310 price target.On Stocktwits, retail sentiment toward Workday stock turned to ‘bearish’ (28/100) from the ‘bullish’ mood that prevailed a day ago. However, the message volume improved to ‘high’ levels.<figure class="image"><img style="aspect-ratio:626/140;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/wday_sentiment_d089fd1c3d.png" alt="wday-sentiment.png" width="626" height="140"><figcaption>WDAY sentiment and message volume February 25, as of 12:46 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>Some retail watchers said it is too risky to hold the stock at its current high valuation. The stock trades at a forward&nbsp;price-to-earnings (P/E) multiple of 32.1.<stembedurl>https://stocktwits.com/Activetrader777/message/605622913</stembedurl><stembedurl>https://stocktwits.com/bonhommetwits/message/603144004</stembedurl>The stock has gained about 1.5% since the start of the year. On Tuesday afternoon, it traded down 1.57% at $257.70.For updates and corrections, email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amc-entertainment-stock-slides-ahead-of-q4-print-amid-macro-concerns/chd49w9RUE">AMC Entertainment Stock Slides Ahead Of Q4 Print Amid Macro Concerns But Retail Gears For Hit Performance</a>

Workday Q4 Earnings Round The Corner: Analysts, Retail Worry About Stock’s Valuation

The Finchat-compiled consensus calls for adjusted earnings per share of $1.78 and revenue of $2.18 billion, up 13.5% year over year.

Pleasanton, California-based Workday, Inc. (WDAY) Shares fell more than 3% on Wednesday after Morgan Stanley downgraded the stock and reduced its price target.Analyst Keith Weiss downgraded&nbsp;<a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> to&nbsp;‘Equal-Weight’ from ‘Overweight’ and reduced the price target to $275 from $330. The analyst attributed his tempered opinion to the company's lack of success in its efforts to boost topline growth through investment in distribution.“While the company has taken action to better support cash flows, we continue to see risk to the multiple as investors try to assess 'Where Does Growth Bottom?'” the analyst said.Workday is an enterprise platform company that helps organizations manage money and manpower.Some of the sore points listed by the analysts include:<ul style="list-style-type:circle;"><li>Recent negative revisions and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/workday-stock-rallies-on-plans-to-cut-1750-jobs/chPuWsTRrS">headcount reductions</a> flagging concerns about the growth trajectory</li><li>Go-to-market investments not paying off as expected</li><li>Weak fourth-quarter prints from enterprise software companies</li><li>Eroding partner sentiment and growth expectations</li></ul>Weiss said he would be more constructive on the stock if growth stabilizes and accelerates back to the management’s 15% target. If growth stalls, Workday should focus on margin expansion, he said.“Absent these first two, we would need to see the multiple come down to a more attractive level in the low-20s FCF range,”&nbsp;the analyst said.Workday is due to report its fiscal 2025 fourth-quarter report after the market closes on Feb. 25. According to Finchat, the consensus estimates for adjusted earnings per share and revenue are at $1.77 and&nbsp; $2.182 billion, respectively.The company&nbsp;has&nbsp;projected quarterly subscription revenue of $2.025 billion and a non-GAAP operating margin of 25%.On Stocktwits, sentiment toward Workday stock remained ‘bearish’ (39/100), with the message volume at a ‘low’ level.<figure class="image"><img style="aspect-ratio:633/135;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/wday_sentiment_3732b1d2d1.png" alt="wday-sentiment.png" width="633" height="135"><figcaption>WDAY sentiment and message volume February 19, as of 12:20 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>Workday stock fell 3.22% to $257.17 by Wednesday’s mid-session. However, it is up about 3% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/after-nebius-nvidia-fueled-rally-in-2025-most-retailers-expect-thursday-s-q4-report-to-be-next-big-catalyst/ch5sP0dRw9">After Nebius’ Nvidia-Fueled Rally, Most Retailers Expect Thursday’s Q4 Report To Be Next Big Catalyst</a>

Workday Stock Snags Ratings Downgrade Ahead Of Next Week’s Q4 Report: Retail Stays Downbeat

Analyst Keith Weiss said he would be more constructive on the stock if growth stabilizes and accelerates back to the management’s 15% target.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech Sector ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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