WDAY's AI Research team is advancing enterprise AI with gains in memory, speed and accuracy while tackling privacy, explainability and governance.

Based on the average brokerage recommendation (ABR), Workday (WDAY) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

On August 13, 2026, Workday, Inc. (NASDAQ:WDAY) shares jumped nearly 18%, their best single-day performance in 10 years. This happened after Reuters reported that private equity firm Silver Lake is in talks to acquire the human-resources and financial-management software company in a deal that would rank among the largest software buyouts in history. Why This […]

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

Workday (WDAY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Workday (NasdaqGS: WDAY) has created a dedicated AI Research team focused on enterprise AI reliability, trustworthiness, and new technical capabilities. The group is tasked with addressing explainability and multi agent orchestration in AI systems used across Workday's enterprise products. Workday is also launching a related PhD fellowship to support academic research closely aligned with its AI priorities. For readers tracking how large software providers are building long term AI...

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

Shares of enterprise software company Workday (NASDAQ:WDAY) jumped 4.5% in the afternoon session after Bank of America significantly raised its price target on the stock, while Barclays reiterated a positive rating, a TipRanks report revealed.

Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Workday stock in focus as Deutsche Bank downgrades it to 'Hold.' Here’s why the firm’s analyst recommends caution in playing WDAY shares.

Investing.com -- In a note to clients this week, KeyBanc Capital Markets told investors that the reported approach for Workday (NASDAQ: WDAY) by Silver Lake is a reason to revisit the case for a pickup in software dealmaking, laying out three drivers that could catalyze more consolidation.

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....

In the most recent trading session, Workday (WDAY) closed at $191.18, indicating a -3.77% shift from the previous trading day.

Two downgrades warn that Workday's recent 24% rally already prices in optimistic growth and acquisition expectations.

Stock Market Today: The Dow Jones index drops as memory-chip stocks Micron and Sandisk rally. Trump threatens Oman.

ServiceNow just crossed a milestone that Wall Street has barely noticed, and our model says the window to act is closing faster than most investors realize.

A UBS analyst is skeptical that private equity firm Silver Lake will acquire software maker Workday. Workday stock popped Feb. 13 on deal speculation.

Apple upgraded, Workday downgraded: Wall Street's top analyst calls

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

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

For much of 2026, software investors have been grappling with a terrifying question: What if artificial intelligence makes many of the apps that firms have spent decades buying considerably less valuable? If Workday (WDAY) is acquired, that argument could lead Wall Street to reconsider how far it ...

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 […]

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

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

Sandisk trades higher with several Wall Street firms responding positively to the company’s long-term revenue growth plan.

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 Inc (NASDAQ:WDAY) has held discussions with private equity firm Silver Lake in recent months about a potential acquisition, Reuters reported, with the enterprise software company carrying a market value of about $43 billion. While talks are ongoing and there is no guarantee a deal...

Investing.com -- Truist stated in a note Friday that a reported takeover approach for Workday could revive a dormant software dealmaking cycle, and has refreshed its lists of potential takeout candidates across its coverage.

The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transition.

Silver Lake’s takeover of Workday would send a clear signal to investors that private-equity firms are circling software.

Jefferies raised its price target on Workday to $205 from $140 while maintaining a ‘Hold’ rating.

Workday buyout speculation could mark a turning point for beaten-up software stocks.

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...

↗️ Reddit (RDDT): The social-media platform was selected to join the S&P 500 index. Shares jumped 12% following the news. ↘️ Applied Materials (AMAT): The semiconductor-equipment maker reported higher third-quarter net income and increased revenue, but failed to impress investors.

The Morning Bull - US Market Morning Update Friday, Aug, 14 2026 US stock futures edge higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors focus on fresh inflation clues and rising government borrowing. The key data point is July producer prices, which are projected to rise 0.2% for overall PPI and 0.3% for core PPI that strips out food and energy. This matters because it shows what companies are paying to make goods, which can later shape what consumers pay on the...

VIDEO SHOWS: N/A STORY: "It's been a wild ride for software companies." :: Sources say Silver ‌Lake is in talks to acquire Workday "Silver Lake has been in talks with Workday for a take-private deal." :: New York / August 13, 2026 :: Milana Vinn, Correspondent "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. "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 also has done deals like this before." "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." "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."

Dan Niles, founder of Niles Investment Management, said in a post on X on Thursday that Silver Lake’s potential acquisition of Workday would likely create a support for software stocks.

JPMorgan resumed coverage of Salesforce with an ‘Overweight’ rating and $250 price target, implying an upside of more than 24%.

Derek Hernandez is a senior Emerging Technology analyst at PitchBook Today, it became abundantly clear that private equity now believes public markets have priced AI risk too indiscriminately. Thoma Bravo agreed to buy specialty-insurance platform Accelerant for over $4 billion and a 49% premium to Wednesday’s close. Hours later, Reuters reported that Silver Lake has discussed acquiring Workday, the enterprise software provider currently valued at around $43 billion. Although the Workday transac

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?

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

Today, Aug. 13, 2026, softer wholesale and consumer inflation figures ease Fed pressure and boost markets.

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.

(Updates with market moves after the close.) The S&P 500 rose to a record on Thursday as traders