The Reason I'm Worried About Workday

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As a group, new offerings have outperformed the broader market this year -- up 14% versus an 11.8% return for the S&P 500. Workday (NYSE: WDAY  ) deserves some credit for the win. The cloud-based provider of human resources and financial management software has seen its shares soar from its $28 issue price.

Foolish investors have yet to get behind the stock, and I can't blame them. The company is courting competition from the likes not only of NetSuite (NYSE: N  ) in financial management and Informatica (Nasdaq: INFA  ) in integration but also one of its signature customers: (NYSE: CRM  ) . Find out more in the following video.

It's been a frustrating path for Microsoft investors, who've watched the company fail to capitalize on the incredible growth in cloud computing over the past decade. However, with the release of its own tablet, along with the widely anticipated and web-savvy Windows 8 operating system, the company is looking to make a splash in this booming market. In this brand-new premium report on Microsoft, our analyst explains that while the opportunity is huge, the challenges are many. He's also providing regular updates as key events occur, so make sure to claim a copy of this report now by clicking here.

Read/Post Comments (3) | Recommend This Article (0)

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  • Report this Comment On November 28, 2012, at 4:27 PM, mxberp wrote:

    Tim....this is Peoplesoft, Oracle and SAP in the are looking at the wrong comparisons...this is ERP not social networking.

  • Report this Comment On November 28, 2012, at 5:25 PM, DamienDraco wrote:

    This is just another wall street scam where underwriters such as GS and JPM make an IPO where only 5% of the company shares are sold and then lowball the estimates to pump the stock furter up. WDAY had revenues of 62,7 MUSD in Q2 and an estimate of 64 MUSD is ridiculous when the market cap of the company is over 8 billion USD and the quarterly growth rate has been 20%. No wonder that the revenues blast past the estimates with about 15% so that this overvalued stock can be pumped up even further. The market is always right?.....I don't think so.

  • Report this Comment On November 28, 2012, at 5:53 PM, BobSmith186252 wrote:

    Tim, very short sighted view on this terrific stock. Please focus on comparisons that are relevant. Thanks.

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Related Tickers

10/21/2016 4:01 PM
CRM $74.00 Up +1.41 +1.94% CAPS Rating: ***
WDAY $88.48 Up +0.41 +0.47%
Workday CAPS Rating: **
INFA.DL $0.00 Down +0.00 +0.00%
Informatica CAPS Rating: ****
MSFT $59.66 Up +2.41 +4.21%
Microsoft CAPS Rating: ****
N $102.92 Up +1.29 +1.27%
NetSuite CAPS Rating: **