News

Workday (WDAY) is back in focus after a strong Q2 FY2027 report beat Wall Street expectations and coincided with fresh payroll partnerships that extend its AI driven platform across U.S. and India payroll workflows. Workday’s recent payroll partnerships and AI push arrive after a sharp 69.1% 90 day share price return, even though the 1 year total shareholder return is down 20.34%. This suggests short term momentum has improved while longer term holders are still under water. Capitalize on...

Key Stats for Workday StockPrice change for Workday stock: 6%$WDAY Stock Price as of Sep. 17: $19952-Week High: $250$WDAY Stock Price Target: $209What Happened?Workday (WDAY) stock jumped after CNBC’s David Faber reported that financing talks for a potential take-private deal are still moving forward.

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

Software moved against the chip tape on September 14. Workday, Inc. (NASDAQ:WDAY) and Adobe Inc. (NASDAQ:ADBE) rose roughly 2.5% to 3% as chip stocks fell following calls to slow frontier AI development. The market has spent much of the year asking whether stronger models make incumbent software obsolete. A slower frontier suddenly makes the opposite question […]

Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.

Workday pairs 13% subscription growth, rising AI adoption and strong cash flow with a mixed valuation and ongoing competition and execution risks.

Workday's 49.7% three-month rally is backed by stronger Q2 results, AI contract growth and margin gains, while valuation and competition remain checks.

Workday (NasdaqGS: WDAY) reports strong adoption among U.S. state and local governments replacing legacy HR and finance systems with its cloud platform. Large deployments in states including Georgia and Ohio highlight new public sector clients and recent go lives across core payroll, HR and finance functions. Workday is rolling out AI driven automation and agents to handle tasks such as payroll processing, workforce management and financial workflows for government users. The scale of these...

Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year chart reveals what investors are actually betting on.

Workday, Inc. reported past second‑quarter fiscal 2027 results with revenue rising to US$2,649 million and net income to US$632 million, alongside sharply higher earnings per share compared with a year earlier. The company highlighted strong uptake of its AI-powered offerings, raised full-year subscription and margin guidance, and approved a new open‑ended US$4.00 billion share repurchase plan after completing a prior US$4.00 billion buyback. Now we’ll explore how stronger AI-driven...

Shares of enterprise software company Workday (NASDAQ:WDAY) jumped 5.8% in the afternoon session after the company reported second-quarter financial results that beat Wall Street expectations, driven by strong subscription revenue growth and accelerating artificial intelligence adoption.

One number could reshape Workday's growth story

Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.

Workday (WDAY) raised the low end of its full-year subscription revenue outlook after the finance an

Workday (NASDAQ:WDAY) reported quarterly revenue and adjusted earnings above analyst expectations while providing a third-quarter subscription revenue forecast broadly in line with consensus estimates. The company’s shares initially declined in extended trading following the results before reversing direction to trade slightly higher.

Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm across enterprise software peers.

Investing.com -- Shares of Workday fell 5% in extended trading on Thursday as investors looked past a modest quarterly revenue beat and focused on a third-quarter subscription revenue forecast that offered little upside surprise.

The software maker’s stock surged earlier this month on speculation it was a takeover target, though no such deal has been announced.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

WDAY's 62.9% three-month surge reflects strong HCM demand and its AI push, but slower growth, saturation and competition cloud the outlook.

Silver Lake‘s talks to acquire Workday Inc. for up to $43 billion may be the clearest sign yet that private equity sees opportunity in software stocks battered by this year’s artificial intelligence-driven selloff, according to Constellation Research CEO Ray Wang....

A report of buyout talks gave the software maker its best day in a decade. The five-year case has to work without them.

Workday, Inc. (NASDAQ:WDAY) recently experienced its best trading day since 2016, even though the company has yet to confirm anything has happened. Shares of the human-resources and finance software producer rose about 18% on August 13 after Reuters reported that private equity firm Silver Lake is in talks to acquire the company, in a deal […]

Silver Lake's potential Workday buyout could bolster battered software valuations by showing that private equity remains confident in ‌the industry's prospects despite fears of AI disruption, analysts and investors ‌said on Friday. Shares of the human-resources and financial management software company soared nearly 18% on Thursday ​after Reuters exclusively reported about its acquisition talks with Silver Lake, which pushed its market value to more than $51 billion. The enthusiasm provided some relief to a sector hammered this year by fears that AI tools capable of generating computer code and ‌creating applications could erode ⁠the need for software services, which have long been one of Silicon Valley's most reliable cash generators.

All three major US stock indexes were down slightly in late-morning trading Friday, as the S&P 500 c

Workday (WDAY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Workday stock has surged in the past month, yet the valuation signals are split. An intrinsic value estimate from a Discounted Cash Flow (DCF) model points to a sizeable gap to the current price, while market based multiples suggest the shares are not cheap and the broader value checks lean that way too. Workday is up 47.7% over the past month, which puts recent momentum in sharp contrast with a longer term record that includes a 7.0% decline over the past year. The reported acquisition...

<body><p>VIDEO SHOWS: N/A</p><p>STORY: "It's been a wild ride for software companies."</p><p>:: Sources say Silver ‌Lake is in talks to acquire Workday</p><p>"Silver Lake has been in talks with Workday for a take-private deal."</p><p>:: New York / August 13, 2026</p><p>:: Milana Vinn, Correspondent</p><p>"Sources have told us that talks have been going on for months, but we are yet to establish how advanced these discussions are. This would be a really significant deal because software deals have been largely on the sidelines this year.</p><p>"The reason why is because earlier this year, frontier labs had released some of the AI agents that created fear in the market that software companies may not be that valuable as they used to be in the past. So we saw this broader sell-off of software stocks and some companies with pretty strong fundamentals like Workday had been part of that mix. The company actually was down 15% since the beginning of the year before Reuters reported on the discussions. So it creates an opportunity for a sponsor like Silver Lake to come in and do a deal of that size. Silver Lake's&nbsp;also has done deals like this before."</p><p>"Earlier this month, Silver Lake had completed their $55 billion acquisition of Electronic Arts, which is a really significant deal as well. For that deal, they had partnered with their co-investors. So I assume, and we hear from sources that that's likely the case. They will partner with a co-investor for a take-private of Workday."</p><p>"It's really significant because it shows that there is confidence that the terminal value of software companies is still there. And AI is not as significant of a risk for some companies as we previously thought, the market previously thought."</p></body>

StoneCo (STNE) delivered earnings and revenue surprises of +2.17% and -2.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?