Core Insights - Three Link Solutions has announced its status as an Innovation Partner with Workday, enhancing its collaboration and relationship with the company [1] Group 1: Partnership Details - The partnership signifies a deeper collaboration between Three Link and Workday, expanding the value delivered to Workday customers [1] - Three Link is now recognized as both an Innovation Partner and a Services Partner for Workday [1]

Core Insights - Workday, Inc. has launched the Military Skills Mapper, a feature in Workday Recruiting aimed at helping organizations identify and hire military veterans by translating their military experience into civilian-equivalent skills [1][3][5] Group 1: Military Skills Mapper Overview - The Military Skills Mapper will assist employers in understanding how military experience aligns with modern business needs, addressing the challenge of translating military qualifications into civilian job descriptions [2][3] - This feature is expected to empower organizations to tap into a motivated and capable talent pool of veterans, supporting their commitments to hire and retain military personnel [3][4] Group 2: Functionality and Benefits - The Military Skills Mapper will analyze a veteran's service background against job descriptions to generate a tailored list of relevant civilian skills, enhancing the application experience for veterans [5][6] - By integrating this capability into Workday Recruiting, hiring teams will gain a more accurate understanding of veteran capabilities without needing external tools, thus streamlining the hiring process [6] Group 3: Availability and Company Background - The Military Skills Mapper is anticipated to be available to Workday Recruiting customers in fall 2026 [7] - Workday is an enterprise AI platform that unifies HR and Finance, serving over 11,000 organizations globally, including more than 65% of the Fortune 500 [8]

Workday is the enterprise AI platform for managing people, money, and agents. Workday unifies HR and Finance on one intelligent platform with AI at the core to empower people at every level with the clarity, confidence, and insights they need to adapt quickly, make better decisions, and deliver outcomes that matter. Workday is used by more than 11,000 organizations around the world and across industries – from medium- sized businesses to more than 65% of the Fortune 500. For more information about Workday, ...

Core Insights - Workday, Inc. is a significant player in the enterprise cloud applications sector, focusing on software solutions for finance and human resources, competing with Oracle and SAP [1] - Piper Sandler has adjusted Workday's rating to Neutral and revised the price target from $235 to $200, indicating a more cautious outlook on the stock's future performance [2][6] Company Performance - The current stock price of Workday is $173.38, reflecting a decrease of 1.28% or $2.25, with intraday fluctuations between $172.61 and $177.81 [2] - Workday's market capitalization is approximately $46.29 billion, with a trading volume of 4,857,521 shares on the day of reporting [5][6] - Over the past year, Workday's stock has experienced significant volatility, with a high of $283.68 and a low of $169.01 [5] Investor Activity - Bank of New York Mellon Corp has reduced its stake in Workday by 3.2%, now holding 1,344,923 shares valued at $323.8 million, which aligns with Piper Sandler's conservative stance [3][6] - Other investors, such as Verdence Capital Advisors LLC and Perennial Investment Advisors LLC, have made adjustments to their holdings, with Verdence increasing its stake by 1.0% and Perennial expanding by 2.8% [4]

​Workday, Inc. (NASDAQ:WDAY) is one of the Best Software Stocks to Buy According to Wall Street Analysts. On January 20, Mark Moerdler from Bernstein reiterated a Buy rating on the stock with a $298 price target. Earlier on January 12, Goldman Sachs downgraded Workday, Inc. (NASDAQ:WDAY) from Buy to Neutral rating and lowered the price target from $280 to $238. ​Analysts at Goldman Sachs noted that the downgrade is mainly due to two main concerns facing the company. The firm highlighted that the company’ ...

Core Insights - Workday, Inc. (NASDAQ:WDAY) is recognized as a promising stock within the QQQ index according to hedge funds [1] - Goldman Sachs initiated coverage of Workday with a Neutral rating and a price target of $238, highlighting significant challenges compared to its SaaS competitors [1][2] Market Position - Workday's core human capital management market is noted to be smaller and more competitive than the enterprise resource planning and customer relationship management sectors, which may restrict growth opportunities from the SaaS transition [2] - The company's AI strategy is reported to be developing slowly, with 2026 identified as a pivotal year for technology updates and integration of recent acquisitions, such as Sana [2] Future Outlook - Goldman Sachs anticipates a more positive outlook for Workday through 2026, emphasizing the company's initiatives to enhance its AI capabilities, which could lead to stable revenue growth exceeding 13-14% [3] - Workday specializes in providing cloud-based software solutions for finance and human resources management, including financial management, human capital management, planning, and payroll [3]

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of the letter can be downloaded here. In Q4 2025, the S&P 500 returned 2.7%, bringing its yearly gains to 17.9%. Since the 2007-08 financial crisis, the Index has increased tenfold, achieving positive results in 15 of 17 years. However, high valuations have made investors cautious, particularly with the returns concentrated in a few stocks. ...

Workday, Inc. (WDAY) fell sharply on Thursday, dropping 9.42 percent, or $17.81, with shares trading at $171.31.The decline comes possibly due to broader pressure on enterprise software stock executive news in the sector, including Workiva's appointment of a former Workday executives Scott Herren and Mark Peek to its board.The stock opened at $178.73 after closing at $189.12 in the prior session on the Nasdaq. During the day, shares traded between $169.01 and $179.99. The bid was $162.64, while the ask sto ...

Market Overview - The market is experiencing a busy day with significant earnings reports and comments from political figures impacting sentiment [2][5] - The divergence between the NASDAQ and Russell indices indicates a recent rotation of money back into technology stocks after a brief period of underperformance [3][4] Technology Sector Insights - Major technology companies are set to report earnings, with ASML's bookings nearly doubling estimates, reflecting strong demand in the semiconductor sector [4][5] - The ongoing infrastructure buildout is driving GDP growth, estimated at 4-5%, which is beneficial for the technology sector and broader economy [5][6] - There is a notable divergence within the technology sector, with some large-cap software companies hitting 52-week lows while the overall market reaches new highs [8][19] Federal Reserve and Economic Policy - The Federal Open Market Committee (FOMC) is expected to maintain current interest rates, with little market expectation for changes, although there is interest in potential dissenting votes among new members [12][13] - The selection of the next Fed chair is generating intrigue, with several candidates being discussed, and the Senate confirmation process is a critical factor [10][17] Capital Expenditure Trends - Capital expenditure (capex) among major tech firms is a focal point, with expectations that it should neither be too high nor too low to maintain investor confidence [9][20] - The impact of artificial intelligence (AI) on software companies remains uncertain, with questions about how increased competition will affect profitability and market dynamics [22][23]

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q4 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, the Polen Focus Growth strategy delivered a -1.37% gross return, underperforming the Russell 1000 Growth Index (+1.12%) and the S&P 500 (+2.66%), as concentrated mega‑cap leadership and AI valuation concerns drove market volatility. The fund faced headwinds from market rotation and valuation pressures but remained disciplined in its investment approach, fo ...