Workday (NYSE:WDAY)

1onder (< 20) Submitted: 5/21/2013 1:44:56 AM : Start Price: $68.28 WDAY Score: +0.25

Though expensive, Workday is where enterprise software is headed. Its not easy to get there if you are SAP or Oracle as they find it hard to let go of the old way which was very profitable for the. Revenue is doubling year-over-year on mainly HCM products. With its Financials products hitting the market now, that sales picture looks good. Renewals in the cloud are far more bankable than on premise software equivalents. This will be a $100 stock by the end of the year.

RingTheBell (91.28) Submitted: 5/19/2013 11:55:17 AM : Start Price: $68.00 WDAY Score: +0.49

Workday is the market share leader in true native cloud core system (ERP of the past). They will continue to gain share through gobbling up Oracle and SAP customers. Large complex software is a thing of the past. Customers require simplicity so they can service their own clients better--no one delivers this simplicity as well as Workday. Simplicity is here forever too, so Workday should have a very long run.

57kpdude (34.46) Submitted: 5/11/2013 1:04:14 PM : Start Price: $67.17 WDAY Score: -0.47

Excellent mgmt. and top cloud product in a specific business function.

cz4ever (55.55) Submitted: 2/13/2013 12:02:30 PM : Start Price: $51.79 WDAY Score: +22.32

Very hot area, compelling technology, and a likely takeover candidate as big tech firms go hunting for small firms in the PaaS (next-gen cloud) space.

psawkins (69.95) Submitted: 1/28/2013 1:17:29 AM : Start Price: $54.39 WDAY Score: +14.69

Management that has done it all before and can use the latest technology avoiding the legacy systems hampering the competition

TMFHumbleServant (93.78) Submitted: 1/17/2013 9:39:36 PM : Start Price: $50.74 WDAY Score: +22.01

Admittedly, this one is speculative -- especially at these prices. But the idea for HR in the cloud is an interesting one.

Sophos2 (50.06) Submitted: 12/19/2012 10:22:51 PM : Start Price: $55.00 WDAY Score: -8.74

Oracle is competing their offfer. Way too expensive.

StocksForLimits (< 20) Submitted: 11/28/2012 1:27:28 PM : Start Price: $50.36 WDAY Score: -17.33

Workday to report earnings ... thumbs down on that ...

Windsurfing1 (75.33) Submitted: 11/10/2012 2:37:50 AM : Start Price: $47.47 WDAY Score: +23.66

will replace SAP on the long run. why? leaner, more user friendly, agile and cloud based.

joapen (< 20) Submitted: 10/30/2012 10:38:43 AM : Start Price: $51.00 WDAY Score: -16.44

The company has to increase their revenues and align these volumes to the unit price of the share,

araroot (< 20) Submitted: 10/26/2012 9:38:14 PM : Start Price: $51.00 WDAY Score: -16.44

PSR of 40. Even at a more reasonable psr of 10 (matching salesforce.com valuation), it is 1/4 th from here

tab66 (< 20) Submitted: 10/24/2012 4:36:44 PM : Start Price: $53.33 WDAY Score: +10.72

The best software in the HR space by a distance and they are starting to seriously hurt SAP and Oracle. A significant moat and while the stock may dip further, this is a long term success story in the making

TMFBlacknGold (99.35) Submitted: 10/14/2012 11:53:57 AM : Start Price: $48.74 WDAY Score: -23.81

Negative shareholders' equity and a market cap of almost $8 billion. Hmmm...

BuffettJunior1 (97.59) Submitted: 10/14/2012 11:36:31 AM : Start Price: $48.74 WDAY Score: -23.81

Ridiculous valuation!

starz188 (99.53) Submitted: 10/12/2012 10:18:14 PM : Start Price: $48.74 WDAY Score: -23.81

I think this is a solid company, but I'm struggling to find a market cap of $7B+ for a firm with $134M in revenue and unprofitable.

Revenue growth is admirable (98% YOY), and it's encouraging to see the net loss as a percentage of revenue falling.

However, I think the market is overpricing just about everything that has to do with SaaS. Yes, these are the business solutions of the present/future. But the valuations need to be in line with revenue.

I'm getting a little concerned about (what I see as) a growing bubble around the SaaS space. WDAY appears to have benefited from this positivity in the market, and that's great for the original founders and investors.

I'll be curious to see how David Duffield and Aneel Bhusri manage their growth. There's some legacy success with PeopleSoft that I find intriguing. Granted they were the "victims" of a hostile take over by Oracle (a WDAY competitor).

The 70% pop worries me, and I think in the long run, we'll see some corrections in the SaaS valuations. This includes WDAY.