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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.

WDAY
Workday, Silver Lake in discussions over potential $43B deal
Proactive1d agoneutral
Workday, Silver Lake in discussions over potential $43B deal

Workday Inc (NASDAQ:WDAY) has held discussions with private equity firm Silver Lake in recent months about a potential acquisition, Reuters reported, with the enterprise software company carrying a market value of about $43 billion. While talks are ongoing and there is no guarantee a deal...

WDAY
Investing.com1d agoneutral
Software M&A heats up: Which SaaS stocks could be next for private equity?

The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transition.

WDAY
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...

WDAY
Stocks to Watch: Reddit, Applied Materials, Innventure
The Wall Street Journal1d agoneutral
Stocks to Watch: Reddit, Applied Materials, Innventure

↗️ Reddit (RDDT): The social-media platform was selected to join the S&P 500 index. Shares jumped 12% following the news. ↘️ Applied Materials (AMAT): The semiconductor-equipment maker reported higher third-quarter net income and increased revenue, but failed to impress investors.

AMATWDAY^GSPC
US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Watch Intensifies
Simply Wall St.1d agoneutral
US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Watch Intensifies

The Morning Bull - US Market Morning Update Friday, Aug, 14 2026 US stock futures edge higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors focus on fresh inflation clues and rising government borrowing. The key data point is July producer prices, which are projected to rise 0.2% for overall PPI and 0.3% for core PPI that strips out food and energy. This matters because it shows what companies are paying to make goods, which can later shape what consumers pay on the...

SNDKWDAY^GSPC
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>

WDAY
Private equity calls the AI derating overdone
Pitchbook1d agoneutral
Private equity calls the AI derating overdone

Derek Hernandez is a senior Emerging Technology analyst at PitchBook Today, it became abundantly clear that private equity now believes public markets have priced AI risk too indiscriminately. Thoma Bravo agreed to buy specialty-insurance platform Accelerant for over $4 billion and a 49% premium to Wednesday’s close. Hours later, Reuters reported that Silver Lake has discussed acquiring Workday, the enterprise software provider currently valued at around $43 billion. Although the Workday transac

WDAY
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.

SNDKWDAY^DJI
Workday Heads for Record Gain After Acquisition Report
The Wall Street Journal2d agoneutral
Workday Heads for Record Gain After Acquisition Report

Shares of Workday are posting record gains after Reuters reported that Silver Lake is in talks to buy the human-resources software company. At today’s highs, Workday was up around 30%, its biggest intraday surge ever, according to Dow Jones Market Data.

WDAY
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