In its first-quarter 2026 investor letter, Eagle Capital Management highlighted stocks like Workday, Inc. (NASDAQ:WDAY).
Workday, Inc. (NASDAQ:WDAY) is a leading enterprise software company that provides cloud applications for human resources and financial management
On May 20, 2026, Workday, Inc. (NASDAQ:WDAY) closed at $126.61 per share. One-month return of Workday, Inc. (NASDAQ:WDAY) was 5.35%, and its shares lost 55.60% over the past 52 weeks. Workday, Inc. (NASDAQ:WDAY) has a market capitalization of $30.47 billion.
Eagle Capital Management stated the following regarding WORKDAY, INC. (NASDAQ:WDAY) in its Q1 2026 investor letter: “SAP, WORKDAY, INC. (NASDAQ:WDAY), and Intuit are highly entrenched application software businesses. Workday is the only de novo ERP to be successfully built in decades, with the leading global human capital management position and a large financials platform. Software is lately controversial due to AI-driven disruption.