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AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched
Insider Monkey4d agobullish
AI Stocks Fell, but Workday and Adobe Jumped. A Favorite AI Disruption Trade Just Flinched

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 (WDAY) Wins Big State Government Go Lives As AI Tools Spread
Simply Wall St.16d agobullish
Workday (WDAY) Wins Big State Government Go Lives As AI Tools Spread

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...

How AI-Driven Subscription Gains and New Buyback Plan May Shape Workday (WDAY) Investors
Simply Wall St.21d agobullish
How AI-Driven Subscription Gains and New Buyback Plan May Shape Workday (WDAY) Investors

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...

Why Is Workday (WDAY) Stock Soaring Today
StockStory21d agobullish
Why Is Workday (WDAY) Stock Soaring Today

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.

Workday Has Its Best Day in a Decade on Report of a Potential $43 Billion Buyout
Insider Monkey34d agobullish
Workday Has Its Best Day in a Decade on Report of a Potential $43 Billion Buyout

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 […]

Workday buyout may restore confidence in battered software valuations, analysts say
Reuters36d agobullish
Workday buyout may restore confidence in battered software valuations, analysts say

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.

Workday (WDAY) Stock May Be 40% Below Fair Value Despite Buyout Talks
Simply Wall St.36d agobullish
Workday (WDAY) Stock May Be 40% Below Fair Value Despite Buyout Talks

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...

Silver Lake in talks to buy Workday: sources
Reuters Videos36d agobullishVIDEO
Silver Lake in talks to buy Workday: sources

<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 Ltd. (STNE) Q2 Earnings Beat Estimates
Zacks36d agobullish
StoneCo Ltd. (STNE) Q2 Earnings Beat Estimates

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?