Notícias

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.

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.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.17%, and September E-mini...

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

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.

Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.

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

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...