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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Workday’s Q1 Earnings Call: Our Top 5 Analyst Questions
StockStory83d agoneutral
Workday’s Q1 Earnings Call: Our Top 5 Analyst Questions

Workday delivered a well-received Q1, as the market responded positively to growth in both revenue and profitability. Management attributed the strong performance to renewed momentum in its core business and the rapid adoption of its AI-powered agent solutions, which are helping customers automate HR and finance processes. CEO Aneel Bhusri pointed to this being Workday's best first quarter for new annual contract value (ACV) in five years, citing increased customer demand for AI-driven functiona

Workday Expands Google Cloud AI As Investors Weigh Undervalued Signal
Simply Wall St.83d agoneutral
Workday Expands Google Cloud AI As Investors Weigh Undervalued Signal

Workday (NasdaqGS:WDAY) has expanded its AI partnership with Google Cloud, bringing conversational AI into HR and finance workflows. The company has also launched Adaptive Decision Intelligence in its Planning suite, adding natural language scenario analysis and automated, governed planning tools. For investors tracking NasdaqGS:WDAY, these product moves arrive after a challenging share price stretch. The stock is trading at about $124.5, with returns down 39.5% year to date and down 48.1%...

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More
24/7 Wall St.84d agoneutral
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq led the way once again, closing at a new record high of 26,656, up 1.19%, while the S&P 500 also set a new ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Agilent, Dollar General, FedEx, GE Aerospace, Hershey, Intuit, SanDisk, Workday, Zscaler, and More

3 Large-Cap Stocks with Questionable Fundamentals
StockStory86d agoneutral
3 Large-Cap Stocks with Questionable Fundamentals

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Needham Reduces PT on Workday (WDAY) Stock
Insider Monkey87d agoneutral
Needham Reduces PT on Workday (WDAY) Stock

Workday, Inc. (NASDAQ:WDAY) is one of the Best Long-Term Stocks to Buy Now for High Returns. On May 22, Needham reduced its price objective on the company’s stock to $180 from $300, while maintaining a “Buy” rating. According to the firm, the company reported results above consensus estimates for revenue and operating income. Notably, the […]

Why The Trade Desk (TTD) Stock Is Up Today
StockStory88d agoneutral
Why The Trade Desk (TTD) Stock Is Up Today

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 3.1% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the sector recover from the previous day's Intuit-driven sell-off.

Workday CEO delivers unsettling message that AI is replacing labor
TheStreet88d agoneutral
Workday CEO delivers unsettling message that AI is replacing labor

Workday (WDAY) just posted its best first quarter of new ACV (annual contract value) growth in five years, and CEO Aneel Bhusri says AI is changing the economics of enterprise software in a way that could benefit the company directly. "If FTE (full-time employee) count does go down, it's being ...

Workday (WDAY): Cheap AI Stocks to Buy According to Analysts
Insider Monkey88d agobullish
Workday (WDAY): Cheap AI Stocks to Buy According to Analysts

Workday Inc. (NASDAQ:WDAY) is one of the cheap AI stocks to buy according to analysts. On May 21, Workday announced its financial results for FQ1 2027, reporting total revenues of $2.542 billion, a 13.5% increase year-over-year. Subscription revenues reached $2.354 billion, up 14.3% from the same period last year. Backed by a strong core business, […]

Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor
Barrons.com89d agoneutral
Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor

Now software stocks are scraping themselves off the floor—but are still behind the curve as big investors stick with what has worked. Jefferies software analyst Brent Thill calls the rebound a correction from an overblown selloff. While semi stocks rode the wave of the AI data center investment boom last year, sentiment soured on enterprise software makers like Atlassian, Workday and Salesforce.

Workday shares jump as AI demand eases investor concerns
Reuters Videos89d agobullishVIDEO
Workday shares jump as AI demand eases investor concerns

<body><p>STORY: :: Archive</p><p>Shares of Workday jumped as much as 10% Friday morning after the enterprise software maker beat first-quarter sales and profit estimates.</p><p>The performance eased concerns that AI rivals such as Anthropic could rapidly disrupt demand for traditional vendors.</p><p>:: Workday</p><p>Company executives said subscription revenue rose 14%, with new business accounting for 40% of that.</p><p>Workday also reiterated its annual subscription revenue forecast.</p><p>It has been adding AI features across its platform to remain competitive, including the March launch of Sana, its conversational AI layer.</p><p>:: Workday</p><p>The company's AI-driven tools help organizations automate tasks such as screening job applicants, scheduling interviews and streamlining workforce planning.</p><p>At least seven brokerages raised their price targets on Workday stock, while two trimmed it after the results.</p><p>:: Archive</p><p>Analysts at Barclays, in a note to clients, called the results comforting but not game-changing.</p><p>While analysts at Jeffries said, quote, "We believe Workday is relatively insulated from AI disruption due to its 80 million users, strong retention, and status as a system of record."&nbsp;</p></body>