Workday Research: 40% of AI Time Savings Lost to Rework
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy WDAY?
Source: Newsfilter
- AI Productivity Paradox: While 85% of employees report saving 1 to 7 hours weekly using AI, nearly 40% of that time is lost to rework, indicating that the potential value of AI is not being fully realized.
- Young Employees Burdened: Employees aged 25-34 make up 46% of those facing rework, and despite being seen as tech-savvy, they spend more time checking and fixing AI outputs, impacting overall efficiency.
- Training Gaps: Although 66% of leaders prioritize skills training, only 37% of employees experiencing high rework receive such training, highlighting a significant disconnect between leadership intent and employee experience.
- Reinvestment Bias: Companies are more likely to reinvest AI savings into technology (39%) rather than employee development (30%), leading to increased pressure on employees to navigate AI independently without effectively utilizing saved time to enhance work value.
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Analyst Views on WDAY
Wall Street analysts forecast WDAY stock price to rise
31 Analyst Rating
22 Buy
9 Hold
0 Sell
Moderate Buy
Current: 129.050
Low
235.00
Averages
275.19
High
325.00
Current: 129.050
Low
235.00
Averages
275.19
High
325.00
About WDAY
Workday, Inc. is a provider of an artificial intelligence (AI) platform to help organizations manage their people, money, and agents. The Company provides over 11,000 organizations with cloud solutions powered by AI to help solve business challenges, including supporting and empowering their workforce, managing their finances and spending in an ever-changing environment, and planning for the unexpected. It offers Financial Management, Spend Management, Human Capital Management (HCM), Planning, and Analytics applications. The Company sells its solutions worldwide primarily through direct sales. It also offers professional services, both directly and through its Workday Services Partners, to help customers deploy its solutions. It offers businesses flexible solutions to help them adapt to their industry-specific needs and respond to change. It serves various industries, including professional and business services, financial services, healthcare, education, government, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Big Players Hit Hard: Major companies like Salesforce (CRM) and ServiceNow (NOW) saw declines exceeding 30% in Q1, while Workday plummeted nearly 40%, illustrating that even established firms are not immune to market pressures, leading to capital shifting towards energy and AI chip stocks.
- Impact of AI Technology: The emergence of advanced AI agents such as Anthropic's Claude Cowork and OpenClaw raises concerns about diminishing demand for traditional enterprise software, prompting software companies to invest heavily in AI infrastructure; however, tightening profit margins are causing investor skepticism regarding near-term returns.
- Diverging Analyst Opinions: Despite bearish market sentiment, Dan Ives from Wedbush Securities argues that the decline in software stocks is excessive, asserting that AI will drive increased spending in the enterprise software market, suggesting that the current downturn may present a buying opportunity.
See More
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- Increased Financial Risk: Oracle is expected to spend $50 billion on capital expenditures this fiscal year while only guiding for $67 billion in revenue, indicating a potential loss of nearly $30 billion in free cash flow, reflecting the high risks associated with its AI strategy.
- Industry-Wide Layoff Trend: Similar to Oracle, several tech companies like Meta and Amazon are also laying off employees, indicating that the rise of AI technology is leading to job reductions in the software sector, which could have far-reaching implications for the overall economy.
- Positive Investor Reaction: Despite the human cost of layoffs, investors reacted positively to Oracle's stock, which rose 5.3% today, demonstrating market confidence in the company's AI pivot, although this confidence may waver as job growth in the labor market slows significantly.
See More
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- Financial Pressure: While Oracle expects $67 billion in revenue this fiscal year, its operating cash flow stands at $20.8 billion, indicating a potential free cash flow loss of nearly $30 billion if cash flow does not improve significantly, highlighting the high risks associated with its AI investments.
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See More
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- Ownership Change: This transaction reduces Duffield's ownership stake to 10%, which may impact market confidence in Workday, especially as the company faces increasing competition.
- Market Reaction Anticipation: Investors might react negatively to Duffield's sell-off, leading to increased volatility in Workday's stock price in the short term, affecting its market performance.
- Strategic Implications Analysis: Duffield's divestment could reflect a reassessment of the company's growth potential, prompting investors to closely monitor upcoming earnings reports and market trends to evaluate its long-term investment value.
See More
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- Declining Bond Yields: The 10-year T-note yield dropped by 8 basis points to 4.34%, reflecting market fears that the ongoing war in the Middle East could lead to fuel shortages, potentially suppressing expectations for Fed rate hikes and highlighting economic growth uncertainties.
- Rising Crude Oil Prices: Crude oil prices surged over 3% to a three-week high due to Iranian attacks on the Strait of Hormuz, indicating severe threats to global energy supply chains, which could lead to soaring prices in the future and impact the global economy.
- Weak Manufacturing Activity: The Dallas Fed manufacturing activity survey fell to -0.2, below the expected 2.0, reflecting signs of economic slowdown that could influence corporate investment decisions and future economic growth.
See More
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