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US software stocks attempt a rebound as investors reassess AI risks
Reuters88d agoneutral
US software stocks attempt a rebound as investors reassess AI risks

U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered ‌for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce ‌rose between 3.7% and ⁠4.3%.

ServiceNow stock gains as investors push further into software
Yahoo Finance Video88d agoneutralVIDEO
ServiceNow stock gains as investors push further into software

ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.

Workday (WDAY) Partners With Anthropic and the Local Initiatives Support Corporation
Insider Monkey89d agoneutral
Workday (WDAY) Partners With Anthropic and the Local Initiatives Support Corporation

Workday, Inc. (NASDAQ:WDAY) is one of the Best Value Stocks to Buy for Long Term Investment. On May 12, Workday, Inc. (NASDAQ:WDAY), in partnership with Anthropic and the Local Initiatives Support Corporation, announced the launch of its Foundation Solopreneurship Accelerator Program. ​The program is a new AI-focused initiative which is aimed at supporting small business […]

Another Wall Street giant drops hammer on Workday stock price target
TheStreet90d agobearish
Another Wall Street giant drops hammer on Workday stock price target

Workday (WDAY) shareholders have had a brutal year, and Wall Street keeps adding to the pile. The enterprise software giant has lost more than half its market value since early 2024, and the downgrades have stacked up across the sector as AI agents reshape how analysts model traditional SaaS ...

Evaluating Workday (WDAY) Valuation After New AI Integrations And Solopreneur Accelerator Launch
Simply Wall St.91d agoneutral
Evaluating Workday (WDAY) Valuation After New AI Integrations And Solopreneur Accelerator Launch

Workday (WDAY) is back in focus after rolling out its Sana Self-Service Agent inside Microsoft 365 Copilot and launching an AI-focused solopreneur accelerator program, moves that sharpen attention on how its AI tools support everyday business work. See our latest analysis for Workday. Despite the fresh attention on its AI tools and partnerships, Workday’s share price has moved unevenly, with a 1-day share price return of 5.27%, a year-to-date share price return that is down 39.25%, and a...

Reuters92d agoneutral
Tiger Global Management says it initiated new positions in Intel, Robinhood during first quarter of 2026

Hedge fund Tiger Global Management ‌said it initiated ‌new positions in an ​array of stocks including Intel and Robinhood Markets ‌during the ⁠first quarter of 2026, according ⁠to its most recent 13-F ​filing ​with ​the U.S. ‌Securities and Exchange Commission on Friday. The hedge fund also said it liquidated ‌stakes in ​companies such ​as ​Circle Internet ‌Group and Workday, ​while ​reducing its holdings of Microsoft ​and ‌Apollo Global Management. (Suzanne ​McGee in Providence, ​Rhode Island)

Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, and More
24/7 Wall St.92d agoneutral
Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, and More

Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a

Did Workday’s Microsoft 365 Copilot Integration Just Redefine WDAY’s Enterprise AI Moat?
Simply Wall St.93d agoneutral
Did Workday’s Microsoft 365 Copilot Integration Just Redefine WDAY’s Enterprise AI Moat?

Earlier in May 2026, Workday announced that its Sana Self-Service Agent is now available within Microsoft 365 Copilot, allowing employees and managers to handle HR and finance tasks directly in Microsoft 365 while keeping data, approvals, and policies governed in Workday. This integration, alongside Workday’s recent recognition as a Leader in Gartner’s 2026 Magic Quadrant for Talent Acquisition Suites, underlines how deeply its AI capabilities are being embedded into everyday workflows and...

How Low Can Shopify Stock Go?
Trefis94d agoneutral
How Low Can Shopify Stock Go?

Shopify (NASDAQ: SHOP) provides the e-commerce infrastructure for a diverse merchant base, including brands such as Skullcandy, Daily Harvest, and Carrier. Despite this established market position, the stock has faced significant selling pressure recently, declining 38% year-to-date and reaching a 52-week low of $97 in May 2026.

Workday Investor Activism Puts Governance And Valuation Debate In Focus
Simply Wall St.97d agoneutral
Workday Investor Activism Puts Governance And Valuation Debate In Focus

Shareholders at Workday's upcoming annual meeting are set to vote on proposals calling for more detailed workforce demographic transparency and enhanced disclosure of shareholder voting by share class. Advocacy groups including As You Sow and the Office of the Comptroller of New York City are backing these measures, while Workday's management is urging investors to oppose them. For investors following NasdaqGS:WDAY, this governance debate adds a new dimension to a stock that has recently...

How The Workday (WDAY) Story Is Shifting As AI Ambitions Meet Slower Growth Concerns
Simply Wall St.98d agoneutral
How The Workday (WDAY) Story Is Shifting As AI Ambitions Meet Slower Growth Concerns

Workday’s modelled fair value holds steady at US$179.22, with no shift in the central price target despite updated assumptions in the valuation model. This stability comes as Street research turns more cautious overall, with several firms cutting targets or moving to Neutral or Hold, while others highlight potential upside from AI related execution and long term investments. As you read on, you will see how these mixed signals fit together and how to keep track of the evolving story around...