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Workday Inc. shares jumped after a Reuters report that private equity firm Silver Lake is in talks to purchase the software provider.

Private equity firm Silver Lake is in talks to acquire Workday, which has a market value of about $43 ‌billion, in a deal that would rank among the largest software ‌buyouts in history, according to people familiar with the matter. Silver Lake and the human-resources and financial ​management software company have held discussions about a potential deal in recent months, the people said. The talks are ongoing and there is no guarantee a deal will materialize, said the sources, who spoke on condition of anonymity because the discussions ‌are confidential.

ServiceNow just delivered one of enterprise software's strongest quarters on record, yet the stock sits 25% below its 52-week high. Something in that disconnect is driving a bold call from our analysts, and the reasoning behind it challenges the market's entire read on AI monetization.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

Here’s a way to get paid a cash income now on your ADP shares, income you keep no matter what, in exchange for capping your gains at a price above today's.

During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc. (NASDAQ:WDAY) after the enterprise software firm surged 31% in July, placing it among the top four gainers in the S&P 500 for the month. Cramer highlighted how Workday began reclaiming ground after extended selling pressure tied to artificial intelligence concerns. He […]

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On August 10, Cloudflare (NYSE:NET) announced that Cloudflare for Government achieved FedRAMP High authorization and GovRAMP Moderate authorization, with the intent to pursue Department of Defense Impact Level 4 clearance next. The news landed days after a second-quarter report, on August 6, showing 36% revenue growth alongside a GAAP operating loss that nearly tripled. Cloudflare […]

In the latest trading session, Workday (WDAY) closed at $184.19, marking a +2.53% move from the previous day.

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.

Workday has been treading water for the past six months, holding steady at $163.56. The stock also fell short of the S&P 500’s 11.7% gain during that period.

Workday (WDAY) is back in focus after Antipodes Partners trimmed its position in the stock during Q2 2026. The fund cited concerns about AI pressure on Workday’s seat based pricing and long term margins. See our latest analysis for Workday. Workday’s recent pullback in total shareholder return over one and five years contrasts with sharp short term share price momentum, with a 40.53% 90 day share price return and a series of AI related sector sell offs putting valuation and risk firmly back...

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

The software sector slumped on Thursday after quarterly results from Datadog, HubSpot, and Figma.

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

ADP's solid growth, margin gains and cash returns support its appeal, but a 21.5X valuation leaves little room for execution setbacks.

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.

Workday (WDAY) concluded the recent trading session at $160.34, signifying a +1.41% move from its prior day's close.

Workday (WDAY) concluded the recent trading session at $160.34, signifying a +1.41% move from its prior day's close.

The S&P 500 is on pace to log its worst July performance since 2014. These are the best and the worst performing stocks in the index for the month.

Workday (WDAY) concluded the recent trading session at $158.11, signifying a -5.89% move from its prior day's close.

EarnIn recently announced it will integrate its earnings management tools into Workday’s Enhanced Direct Deposit Switching platform, aiming to streamline payroll enrollment and improve data integrity for employees of Workday payroll customers starting October 1, 2026. This partnership could strengthen Workday’s appeal to enterprises by adding employee-focused financial wellness features that enhance the broader value of its HR and payroll ecosystem. We’ll now examine how integrating EarnIn’s...

ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.

Is it a good or bad thing when a stock surpasses resistance at the 200-day simple moving average?

Workday (WDAY) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.