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What We Know Workday just announced its new CEO, and, well, he isn’t really new at all. Aneel Bhusri is returning as CEO after two years as executive chair. The move follows a turbulent period for enterprise SaaS stocks, with Workday shares down more than 20% year-to-date (2026) and significantly declining since the start of 2025, […]
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SaaS company valuations in the first week of February 2026 saw a massive sell-off. In seven days, over $1 trillion in market capitalization was erased from software stocks. The sell-off was triggered by the rapid pace of AI agent innovation, with the market betting on a massive shift of how work gets done and the […]
