Workday(WDAY)

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 Workday Recognized as a Leader in Inaugural Gartner® Magic Quadrant™ for Cloud ERP Finance
 Prnewswire· 2025-10-29 23:14
Accessibility StatementSkip Navigation PLEASANTON, Calif., Oct. 29, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, has been named a Leader in the 2025 Gartner Magic Quadrant for Cloud ERP Finance. Workday was also positioned highest for Ability to Execute and furthest for Completeness of Vision. A complimentary copy of the report is available here. Workday accelerates finance transformation for leading organizations, empowering them  ...
 Buy 5 AI Laggards of 2025 to Tap Astonishing Growth Potential
 ZACKS· 2025-10-29 21:10
Key Takeaways Five9 gains from rising AI adoption in contact centers and new integrations with Google Cloud.TaskUs expands agentic AI consulting through new partnerships, driving double-digit growth rates. Workday, GitLab and BILL Holdings show earnings estimate upgrades, signaling continued AI-driven momentum.The artificial intelligence (AI)-driven astonishing bull run of 2023 and 2024 has continued in 2025 too. With just two months to close this year, the AI infrastructure developers are set to witness an ...
 What to Expect From Workday's Next Quarterly Earnings Report
 Yahoo Finance· 2025-10-28 21:13
 Workday, Inc. (WDAY), headquartered in Pleasanton, California, provides enterprise cloud applications. Valued at $63.8 billion by market cap, the company offers human capital, spend, and financial management, as well as payroll, initiatives and higher education solutions. The software giant is expected to announce its fiscal third-quarter earnings for 2026 in the near term.  Ahead of the event, analysts expect WDAY to report a profit of $0.90 per share on a diluted basis, up 11.1% from $0.81 per share in t ...
 When the ATS Becomes the Defendant
 Medium· 2025-10-28 08:54
When the ATS Becomes the DefendantKeri Tietjen Smith4 min read·Just nowJust now--Inside the Workday lawsuit that could redefine accountability in AI hiringStock-AdobeMost discrimination lawsuits target employers. This one targets the algorithm.In Mobley v. Workday, Inc., a forty-something job seeker says he was rejected more than a hundred times by companies using Workday’s recruiting platform, and that the rejections were not random. He claims the AI-driven applicant tracking system, or ATS, disproportiona ...
 Workday Expands to Meet Enterprise Needs in Asia Pacific
 Businesswire· 2025-10-23 08:00
SYDNEY--(BUSINESS WIRE)---- $III #HCM--Companies across Asia Pacific are adopting Workday solutions to modernize their technology stacks and stay competitive in changing markets, ISG says. ...
 Risks to the bull market's record run, Wall Street's top analyst calls
 Youtube· 2025-10-23 01:53
 市场整体表现 - 美股交易接近历史高点 但当日出现小幅回调 道指下跌约13点 纳斯达克指数微跌 标普500指数微涨 [1][2] - 道指成分股中 IBM表现最佳 股价上涨 Verizon、Salesforce、亚马逊和宣伟表现不佳 [3] - 纳斯达克指数中 Netflix因财报令人失望下跌8.5% 德州仪器下跌6.2% 直觉外科公司股价大涨17% [4][5][6] - 能源板块为当日表现最佳板块 非必需消费品板块表现最差 [6]   企业财报表现 - 通用汽车第三季度财报超出利润预期并上调业绩指引 股价上涨约15% [72][73] - 可口可乐第三季度每股收益高于预期 总销售额基本符合预期 公司重申全年业绩指引 [101] - Netflix第三季度营收和利润均未达到华尔街预期 主要受巴西税务问题影响 股价下跌9.5% [32][114][115] - Winnebago第四财季扭亏为盈 实现净利润1370万美元 去年同期为亏损超2900万美元 [38] - 德州仪器和模拟器件等模拟芯片公司财报令人失望 股价分别下跌6.2% [5]   并购市场动态 - 第三季度并购活动规模超过1万亿美元 交易热潮持续 [40] - 医疗诊断公司Whole Logic宣布私有化交易 价值高达183亿美元 [40] - 华纳兄弟探索公司考虑出售部分或全部业务 [40] - 私募股权行业退出环境改善 预计未来几年将出现更多退出活动 [44]   人工智能领域 - 人工智能基础设施建设和企业效率提升仍处于早期阶段 [21] - 七巨头公司整体市盈增长比率约为2倍 与其他493家标普500公司平均水平相当 [23] - 七巨头公司自由现金流生成能力强劲 与科技泡沫时期有显著区别 [27][28] - Workday推出新型AI代理产品 采用Flex Credits信用额度模式进行变现 [139][140][141]   行业与板块分析 - 银行板块财报整体表现稳健 为财报季奠定良好基调 [8][12] - 消费者呈现两极分化 高收入消费者更具弹性 低收入消费者对价格更敏感 [104][105][106] - 基础设施相关领域存在投资机会 包括能源基础设施和管道扩建项目 [167][168] - 债券市场受到关注 长期债券可能因利率下降预期而获得支撑 [169]   公司特定动态 - 六旗娱乐获得激进投资者Jana Partners和Travis Kelce支持 该集团持有约9%股份 [39] - 3M获得摩根士丹利上调评级至均配 目标价从130美元上调至160美元 [34] - AppLovin获得Georgeson Bank首次覆盖给予买入评级 目标价75美元 [35] - 通用汽车金融业务利润同比增长 信贷质量保持稳定 [96][97]
 Workday wants to buy into the AI boom — without overpaying
 Yahoo Finance· 2025-10-23 01:42
 Workday (WDAY) CEO Carl Eschenbach said the AI boom is overheated — but he's ready to cash in.  "I do think valuations are frothy," Eschenbach told Yahoo Finance's Market Catalysts. "That will kind of play out over time. And I think it will be a rich opportunity for folks like Workday ... to come in and potentially acquire these companies."  Workday has made five AI acquisitions in just under two years, including three in the past three months: Paradox, Sana, and Flowise. Eschenbach said the company is act ...
 Why CIOs and CFOs are becoming ‘attached at the hip’ as businesses make big AI investments
 Yahoo Finance· 2025-10-23 01:05
 When Rani Johnson joined Workday as chief information officer in March 2023, her appointment happened to coincide with some monumental generative artificial intelligence milestones, including the debut of Anthropic’s Claude and the rollout of OpenAI’s GPT-4.  Amid all the buzzy attention on generative AI and the hunt to produce both top- and bottom-line gains from the deployment of these fast-developing tools, Workday wanted to be thoughtful about how it would budget the business software company’s AI inve ...
 Workday Introduces New Custom AI Model Library to Power Smarter, Faster Contract Reviews
 Prnewswire· 2025-10-22 21:15
Accessibility StatementSkip Navigation With 120+ Pre-Built AI Models, the Workday Contract Intelligence Agent Helps Customers Quickly Analyze Contracts, Flag Risks, and Gain Insights Across HR, Finance, Legal, IT, and More PLEASANTON, Calif., Oct. 22, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced a new Custom AI Model Library for the Workday Contract Intelligence Agent, powered by Evisort. The library includes more than ...
 Three Link Solutions Launches Workday GO Full-Platform Activation: Finance, HR, and Payroll
 Businesswire· 2025-10-22 00:06
DALLAS--(BUSINESS WIRE)-- #activation--Three Link announced the launch of Workday GO full-platform activation, bringing together Finance, HR, and Payroll in a single, unified solution. ...



