股价表现 - 股价上涨超过6% 因激进投资者Elliott Management披露持有超过20亿美元仓位 [1] 资本运作 - 宣布50亿美元股票回购计划 持续至2027财年 [1] - 以11亿美元收购AI公司Sana 此前还收购了Paradox和Flowise [2] 战略发展 - 通过收购强化人工智能领域布局 [2] - 获得激进投资者明确支持 认可管理层近年表现 [1] 行业动态 - HR软件行业并购活跃 竞争对手Dayforce被Thoma Bravo以123亿美元收购 [2]

Activist investor Elliott said Tuesday that it had built a stake of more than $2 billion in the HR software company. ...

(Reuters) - Activist investor Elliott Management said on Tuesday it has built a stake of more than $2 billion in human resources software provider Workday (WDAY), while voicing support for the company's leadership. WorkDay stock rose 9% before the bell on Wednesday. Elliott praised Workday's chief executive officer and chief financial officer, citing strong progress in recent years and describing its management team as proven and effective. The investor added it was pleased with its dialogue with the co ...