🏛️ Company factsSEC filings + FINRA official data
Annual revenue $9.6B · latest quarter up 12.8% YoY · profitable (FY net income $693M) · short activity below its recent average — bears covering.
FY revenue
$9.6B
2026-01
Latest Q YoY
+12.8%
FY net income
$693M
Diluted EPS
$2.61
Short volume
43.1%
20d avg 54% · shorts covering
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-09-04passive (13G)BlackRock, Inc.
- 2026-08-14passive (13G)EAGLE CAPITAL MANAGEMENT LLC
- 2026-08-12passive (13G)HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
🎯 Market expectations
Expectation reliability Medium · 48/100Nasdaq analyst consensus · the pre-news baseline
- Jul 2026$2.58 vs $1.26+104.76%
- Apr 2026$1.13 vs $1.17-3.42%
- Jan 2026$1.32 vs $1.01+30.69%
- Oct 2025$1.09 vs $0.92+18.48%
The takeaway
This company habitually beats by +37.6% — the next report has to clear that bar to count as good news. Analysts raised estimates 4× in 4 weeks — the bar is rising too. Analysts cut estimates 5× in 4 weeks.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
0 direct · 7 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
As a peer enterprise SaaS platform, ServiceNow's strong growth may prompt relative investor concern about Workday's slower growth
Also named: NOW · CRM · SAP · MSFT · AMZN
As a comparable cloud application peer, it benefits from spillover valuation re-rating amid improving sector sentiment
Also named: NOW · TEAM · INTU · CRM
As another high-growth enterprise SaaS name, it is exposed to sentiment contagion from valuation re-rating concerns in the sector
Also named: NOW · CRM · MSFT
- #4Force0.19%bullish2nd-orderMarc Benioff's $25 Billion Bet Against the "SaaSpocalypse" Earlier This Year Is Now Paying Off for Salesforce Investors, and It's Not Too Late to Join10d ago
As another large-cap enterprise SaaS stock, Workday could benefit from sector-wide sentiment relief as AI-disruption-of-SaaS fears ease
Also named: CRM · NOW · ORCL
As a comparable subscription enterprise software company, it benefits marginally from easing sector-wide AI-disruption concerns
Also named: NOW · CRM
- #6Force0.15%bullish2nd-orderServiceNow, Inc. (NOW) Is a Trending Stock: Facts to Know Before Betting on It4d ago
As a comparable enterprise cloud application peer, valuation-comp effects create slight correlated movement
Also named: NOW · CRM · SAP
Intensifying cloud HR/finance software competition as Oracle's cloud suite growth may divert some enterprise budgets
Also named: ORCL · SAP · NVDA · MSFT
🕰️ Price × news · engine report card
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📜 Call history (newest first
55 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view
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