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Short Sellers Are Losing Big on Palantir — Here's the Data
19.08.2026 12:30
Palantir squeezes short sellers in a market rally, with $12 billion in short interest and $5 billion in losses.
Workday (NASDAQ:WDAY) Fits the Affordable Growth Screen
18.08.2026 09:41
Workday (WDAY) fits the Affordable Growth screen with solid growth, reasonable valuation, and healthy cash flow, offering upside without excessive multiples.
Stocks making the biggest moves midday: EyePoint, Intuitive Machines, Workday, JetBlue & more
17.08.2026 13:14
These are some of the stocks posting the largest moves midday.
This Workday Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday
17.08.2026 09:04
WALL analysts changed outlook on top names. See upgrades, downgrades & initiations on analyst ratings page. Workday downgraded, price target cut.
Uncover the latest developments among S&P500 stocks in today's session.
14.08.2026 16:35
Stay updated with the movements of the S&P500 index in the middle of the day on Friday. Discover which stocks are leading as top gainers and losers in today's session.
Stocks making the biggest moves midday: Sandisk, Applied Materials, AeroVironment, Cisco Systems, Reddit & more
14.08.2026 12:43
Here are some of the companies making headlines in midday trading.
US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Watch Intensifies
14.08.2026 08:12
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...
Applied Industrial Technologies To Rally Around 12%? Here Are 10 Top Analyst Forecasts For Friday
14.08.2026 07:54
Top analysts changed outlook on top names. Mizuho raised price target for AIT from $355 to $400. See how analysts view AIT, ETON, PLGO, BRZE, VERI, POWL, AMAT, and YETI.
Silver Lake in talks to buy Workday: sources
14.08.2026 07:04
VIDEO SHOWS: N/ASTORY: "It's been a wild ride for software companies.":: Sources say Silver Lake is in talks to acquire Workday"Silver Lake has been in talks with Workday for a take-private deal.":: New York / August 13, 2026:: Milana Vinn, Correspondent"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."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 also has done deals like this before.""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.""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."
Private equity calls the AI derating overdone
14.08.2026 00:29
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
Workday Q2 Preview: The Momentum Is Behind It, It Just Needs To Execute
13.08.2026 07:51
Workday (WDAY) stock remains a buy at ~27% discount vs $221â$222 fair value.
Workday (WDAY) On Antipodes Selling And AI Margin Questions Has Valuation Back In Focus
08.08.2026 02:11
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...
Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow
07.08.2026 14:32
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 […]
Salesforce, HubSpot, Okta, Workday, and Datadog Shares Skyrocket, What You Need To Know
04.08.2026 14:45
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.
WDAY, ADBE, INTU, ADSK, CRM: Software Stocks Stage Sharp Rebound In July
03.08.2026 08:13
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.
ServiceNow Showing Signs of Life But Still Down 25% YTD: 115% Returns Coming If This Analyst is Correct
30.07.2026 13:53
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.
Workday (WDAY) Crossed Above the 200-Day Moving Average: What That Means for Investors
30.07.2026 13:30
Is it a good or bad thing when a stock surpasses resistance at the 200-day simple moving average?
Workday, Inc. (WDAY) Is a Trending Stock: Facts to Know Before Betting on It
30.07.2026 13:00
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.
Insperity Q2 Earnings Call Highlights
30.07.2026 06:03
Insperity (NYSE:NSP) reported second-quarter 2026 adjusted earnings per share of $0.34 and adjusted EBITDA of $36 million, exceeding the midpoint of its projected ranges. Adjusted EPS rose 31% from a year earlier, while adjusted EBITDA increased 13%, as the professional employer organization continu
ASGN Q2 Earnings Call Highlights
30.07.2026 02:03
ASGN (NYSE:EFOR), reporting its first quarterly results under the Everforth name, said second-quarter revenue exceeded $1 billion and adjusted EBITDA margin reached 9.6%, with both measures surpassing the high end of its guidance range. Chief Executive Officer Ted Hanson said the performance reflec