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Workday buyout may restore confidence in battered software valuations, analysts say
Reuters1d agobullish
Workday buyout may restore confidence in battered software valuations, analysts say

Silver Lake's potential Workday buyout could bolster battered software valuations by showing that private equity remains confident in ‌the industry's prospects despite fears of AI disruption, analysts and investors ‌said on Friday. Shares of the human-resources and financial management software company soared nearly 18% on Thursday ​after Reuters exclusively reported about its acquisition talks with Silver Lake, which pushed its market value to more than $51 billion. The enthusiasm provided some relief to a sector hammered this year by fears that AI tools capable of generating computer code and ‌creating applications could erode ⁠the need for software services, which have long been one of Silicon Valley's most reliable cash generators.

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Workday (WDAY) Stock May Be 40% Below Fair Value Despite Buyout Talks
Simply Wall St.1d agobullish
Workday (WDAY) Stock May Be 40% Below Fair Value Despite Buyout Talks

Workday stock has surged in the past month, yet the valuation signals are split. An intrinsic value estimate from a Discounted Cash Flow (DCF) model points to a sizeable gap to the current price, while market based multiples suggest the shares are not cheap and the broader value checks lean that way too. Workday is up 47.7% over the past month, which puts recent momentum in sharp contrast with a longer term record that includes a 7.0% decline over the past year. The reported acquisition...

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Silver Lake in talks to buy Workday: sources
Reuters Videos1d agobullishVIDEO
Silver Lake in talks to buy Workday: sources

<body><p>VIDEO SHOWS: N/A</p><p>STORY: "It's been a wild ride for software companies."</p><p>:: Sources say Silver ‌Lake is in talks to acquire Workday</p><p>"Silver Lake has been in talks with Workday for a take-private deal."</p><p>:: New York / August 13, 2026</p><p>:: Milana Vinn, Correspondent</p><p>"Sources have told us that talks have been going on for months, but we are yet to establish how advanced these discussions are. This would be a really significant deal because software deals have been largely on the sidelines this year.</p><p>"The reason why is because earlier this year, frontier labs had released some of the AI agents that created fear in the market that software companies may not be that valuable as they used to be in the past. So we saw this broader sell-off of software stocks and some companies with pretty strong fundamentals like Workday had been part of that mix. The company actually was down 15% since the beginning of the year before Reuters reported on the discussions. So it creates an opportunity for a sponsor like Silver Lake to come in and do a deal of that size. Silver Lake's&nbsp;also has done deals like this before."</p><p>"Earlier this month, Silver Lake had completed their $55 billion acquisition of Electronic Arts, which is a really significant deal as well. For that deal, they had partnered with their co-investors. So I assume, and we hear from sources that that's likely the case. They will partner with a co-investor for a take-private of Workday."</p><p>"It's really significant because it shows that there is confidence that the terminal value of software companies is still there. And AI is not as significant of a risk for some companies as we previously thought, the market previously thought."</p></body>

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StoneCo Ltd. (STNE) Q2 Earnings Beat Estimates
Zacks1d agobullish
StoneCo Ltd. (STNE) Q2 Earnings Beat Estimates

StoneCo (STNE) delivered earnings and revenue surprises of +2.17% and -2.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

WDAY
S&P 500 Rides AI Stock Rally to Fresh Record High
Barrons.com2d agobullish
S&P 500 Rides AI Stock Rally to Fresh Record High

The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher.

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Workday Stock Soars To Best Day Ever After Report of Potential Acquisition
Barrons.com2d agobullish
Workday Stock Soars To Best Day Ever After Report of Potential Acquisition

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron’s has reached out to Workday and Silver Lake for comment.

WDAY
Exclusive-Silver Lake in talks to buy Workday, sources say
Reuters2d agobullish
Exclusive-Silver Lake in talks to buy Workday, sources say

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.

WDAY
Software Is Beating Chips for Once. It May Not Be a Flash in the Pan.
Barrons.com19d agobullish
Software Is Beating Chips for Once. It May Not Be a Flash in the Pan.

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

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Stocks Rally as Middle East Tensions Ease
Barchart19d agobullish
Stocks Rally as Middle East Tensions Ease

The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...

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Stocks Settle Lower as Crude Oil Prices Jump
Barchart24d agobullish
Stocks Settle Lower as Crude Oil Prices Jump

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

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Chip Stocks Surge but Software Sector Feels the Pain Again
Barrons.com25d agobullish
Chip Stocks Surge but Software Sector Feels the Pain Again

Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.

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