文章核心观点 - 公司股票在最新交易中收于227.13美元,较前一交易日下跌0.66% [1] - 公司股票在过去一个月内上涨2.27%,超过了计算机和技术板块下跌4.62%和标普500指数下跌0.21%的表现 [2] - 公司即将发布的财报业绩备受投资者关注,预计每股收益为1.63美元,同比增长13.99%;预计季度收入为20.7亿美元,同比增长15.85% [3] - 全年来看,公司预计每股收益为6.77美元,同比增长15.92%;收入为83.7亿美元,同比增长15.25% [4] 公司表现 - 分析师对公司的预测数据有所上调,反映了他们对公司业务表现和盈利潜力的信心 [5][6] - 公司目前被评为Zacks Rank 3(Hold),该评级体系历史上表现优于市场 [7] 估值分析 - 公司当前市盈率为33.76倍,高于同行业平均水平31.36倍 [8] - 公司PEG比率为1.8,与同行业平均水平一致 [9] 行业概况 - 公司所属的互联网软件行业目前在所有行业中排名前39% [10][11] - 该行业整体表现优于大盘 [11]

文章核心观点 - 公司拥有良好的增长前景,预计未来一年收入增长率将达到18% [9] - 公司财务状况良好,现金和有价证券占市值超过6%,为公司未来投资或并购提供了充足的资金支持 [11][12] - 尽管近期股价表现不佳,但公司的稳定增长和优质的财务状况使其估值合理,值得投资 [13] 公司概况 - 公司提供人力资源管理、财务管理和规划软件解决方案,服务于多个行业,包括医疗、公共部门和金融服务 [7] - 公司收入增长率预计将达到18%,保持稳定和可预测的强劲增长 [9][10] 行业趋势 - 行业内其他公司如Alphabet和Juniper Networks的财报显示,企业IT支出保持强劲,数字化转型投资持续 [7] - 这表明行业需求仍然旺盛,公司有望继续保持良好的增长态势 [7]

文章核心观点 - 工作日公司(Workday)与销售力公司(Salesforce)建立了战略合作伙伴关系,旨在通过人工智能(AI)技术革新工作场所效率和员工满意度 [1][2][3][4][5] - 双方将整合Salesforce的Einstein代理平台和Workday的AI技术,推出一款全新的AI员工服务代理,为员工提供无缝的体验 [2][3][4] - 这款AI代理将利用大型语言模型提供情境化的帮助,并利用Salesforce Zero Copy Partner Network的强大共享数据基础提供相关的对话式响应 [2][3] - 这种人机协作的方式有望为企业提供更好的数据可见性、决策能力和更全面的运营管理 [5] - 这一战略合作将把两大云平台结合,利用生成式AI技术提升工作效率和员工体验 [6] 公司相关 - Workday将增强与Slack的集成,使员工能够直接在Slack界面中访问和协作财务及HR记录 [6] - Workday目前的股价在过去一年内下跌了3.0%,而行业整体增长22.5% [6] 行业相关 - Ooma和Telephone and Data Systems等公司在行业中表现较好,分别获得了Zacks 1(强烈买入)和1(强烈买入)的评级 [7][8][10] - Ooma过去4个季度的平均盈利惊喜为8.90%,最近一个季度的盈利惊喜为27.27% [9] - Telephone and Data Systems最近一个季度的盈利惊喜为145.45% [10]

文章核心观点 - Workday和Kainos Group宣布扩大战略合作伙伴关系 [1][2][3][4][5] - 通过此次合作,Kainos的最佳产品将直接在Workday Marketplace上架,帮助客户自动化和扩展Workday的运营和维护 [3][6] - 这次合作将加速Kainos产品的分销,并扩大其客户群,Workday的销售团队也将被激励推广和共同销售Kainos产品 [3][4][5] 根据目录分别总结 Workday公司概况 - Workday是一家领先的企业平台,帮助组织管理最重要的资产-人员和资金 [7] - Workday平台以AI为核心,帮助客户提升人员、提高工作效率、推动业务发展 [7] - Workday被全球10,500多家组织使用,包括超过60%的财富500强企业 [7] Kainos公司概况 - Kainos是一家全球性的数字技术提供商,在三大业务部门提供服务 [9] - Kainos拥有2,900多名员工,分布在23个国家,在伦敦证券交易所上市 [9]

文章核心观点 - Workday公司被评级为Zacks Rank 2(买入),这表明其盈利前景有所改善 [1][4] - 公司的盈利前景改善反映在其盈利预测的上调,这是影响股价的最重要因素 [5][6] - Zacks评级系统能有效捕捉到盈利预测变化,为投资者提供有价值的决策依据 [7][8] 公司情况总结 - Workday公司是一家人力资源软件公司 [9] - 分析师预计Workday公司2025财年每股收益为6.77美元,同比增长15.9% [9] - 过去3个月内,Workday公司的盈利预测已上调20.2% [10] 评级系统总结 - Zacks评级系统维持买卖评级的平衡,只有顶级5%的股票获得"强烈买入"评级 [11] - Workday被评为Zacks Rank 2,位于前20%,表明其盈利预测修正较好,未来股价有望上涨 [12]

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Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores as well.What are the Zacks Style Scores?Dev ...

Amazon Web Services (AWS) launched a generative artificial intelligence-focused partnership with enterprise software company Workday.“This expanded partnership combines the power of Workday AI and AWS to deliver AI features to our customers faster and more efficiently,” Shane Luke, Workday’s vice president of product and engineering and head of AI and machine learning, said in a news release Thursday (July 11). “With Workday AI, we’re focused on delivering value for our customers through the use of enterpri ...

In the latest market close, Workday (WDAY) reached $223.08, with no movement compared to the previous day. The stock's performance was behind the S&P 500's daily gain of 1.02%. Meanwhile, the Dow gained 1.09%, and the Nasdaq, a tech-heavy index, added 1.18%.The the stock of maker of human resources software has risen by 4.18% in the past month, lagging the Computer and Technology sector's gain of 8.46% and the S&P 500's gain of 4.44%.Market participants will be closely following the financial results of Wor ...

Analysts' sentiment has Workday NASDAQ: WDAY and SolarEdge NASDAQ: SEDG down, but the takeaways differ for each. On the one hand, a struggling business continues to lose money while its competitors fare better. On the other hand, a leading company that failed to meet inflated expectations has had its market reset. The share price will likely fall to new lows in the first scenario, although it is near a potential floor. In the second scenario, a pullback in price action today is an opportunity for investors ...