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 ...

投资组合变动 - Benson Investment Management Company在第三季度清仓了所持有的25,566股甲骨文公司股票，交易价值估计为560万美元[1][2] - 此次清仓可能反映了获利了结和投资组合再平衡，而非看跌信号，该机构前几大重仓股仍集中在高增长科技公司[11] 公司股价表现 - 截至周五，甲骨文公司股价为292.96美元，过去一年上涨约66%，大幅超越同期标普500指数12%的涨幅[3] - 股价在上一月公司公布第一季度财报后创下历史新高[7] 公司财务与业务概况 - 公司过去十二个月营收为590亿美元，净利润为124亿美元，股息收益率为0.7%[4] - 公司市场估值约为8350亿美元，是全球企业软件和云基础设施领域的领导者[6] - 云业务收入同比增长28%至72亿美元，总营收增长12%至149亿美元，其中云基础设施部门收入同比激增55%[8] - 首席执行官Safra Catz称季度表现"惊人"，四份价值数十亿美元的合同将公司积压订单推至创纪录的4550亿美元[8] 公司战略与产品 - 公司战略核心是扩展云产品供应和集成技术栈，以应对各行业的复杂业务需求[6] - 竞争优势在于其全面的产品套件，提供广泛的企业云应用、数据库技术、中间件和硬件[6][9] - 收入来源包括软件许可、云订阅、硬件销售以及支持和咨询服务[9] - 公司与亚马逊、谷歌和微软建立了多云合作伙伴关系，并预告将推出集成主要语言模型的"Oracle AI Database"[8][10]

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equities continued their upward journey in the third quarter with the S&P 500 Index surging 8.1% and tech-heavy Nasdaq Composite rising 11.2% to record highs. Investor optimism was driven by favorable tariff results, the One Big Beautiful Bill in July, expected interest rate cuts, and strong corporate earnings, partic ...

Workday, Inc. (NASDAQ: WDAY ) is a top provider of enterprise cloud applications that is mainly focused on HCM (human capital management), financial management and analytics for a range of industries like government, hospitality and financial services. Workday's platform hasI'm a 19 year old passionate trader managing a 6 figure portfolio trying to and beating the major indexes with my stock picks. I am focused mostly on growth stocks, particularly stocks that implements AI into their operations, as well as ...

Workday, Inc. (NASDAQ:WDAY) is one of the Must-Watch AI Stocks on Wall Street. On September 17, Piper Sandler upgraded the stock to “Neutral” from Underweight and raised its price target to $235.00 from $220.00. The rating upgrade follows key announcements made at the company’s annual event, Workday Rising. Analysts led by Brent Bracelin said that they left Workday Rising encouraged by early signals that the company’s leadership is ramping up efforts to increase relevancy in the AI era via. Its three rece ...

分析师评级与目标价 - Needham分析师Scott Berg重申Workday买入评级 目标价300美元 [1] - 评级重申发生在公司9月16日年度分析师日之前 [1] 财务预期调整 - 预计公司将把FY27订阅收入增长目标从15%以上下调至13%左右 [3] - 公司第二季度订阅收入增长率为14% [3] - 预计运营利润率目标将从当前约30%的水平上调 [1][3] 业务表现与挑战 - 公司正经历宏观环境导致的ERP迁移放缓 [3] - 首席财务官办公室供应商普遍受到不同程度影响 [3] - 公司提供企业云应用服务 [3] 长期发展战略 - 长期战略核心是通过差异化AI方法重振增长 [2][3] - 正在快速扩展合作伙伴网络 [2][3] - 增长复苏将依托AI战略和合作伙伴生态扩张 [3]

公司估值与机构持仓 - 公司被列为目前值得买入的被低估的宽护城河股票之一 [1] - 加拿大养老金计划投资委员会在第一季度将其持股增加了83.9% [1] - 该机构增持76,004股后 现持有166,636股 价值38,915,000美元 占公司总股份的0.06% [1] 人工智能战略与进展 - 管理层重点开发多种AI智能体 特别是在人力资源团队领域 [2] - 公司于6月推出了用于提取数字和创建列表的AI智能体 [2] - 公司于8月完成了对Flowise和AI初创公司Paradox的收购 [2] 业务基本面与市场定位 - 公司吸引对其粘性平台 强劲的客户留存率和AI驱动计划有信心的长期投资者 [3] - 公司首席执行官表示 客户选择公司是因为其能帮助他们释放当前价值并为未来做好准备 [3] - 公司是一家位于加利福尼亚的企业云应用提供商 客户范围广泛 涵盖政府机构 医疗保健行业 教育部门和金融服务领域 [3]