Workday(US:WDAY) Zhi Tong Cai Jing·2025-09-17 12:53Core Viewpoint - Workday's stock price increased by over 9% following Elliott Management's announcement of acquiring more than $2 billion in shares, highlighting investor confidence in the company's growth potential and management team [1] Group 1: Investment and Share Buyback - Elliott Management has become one of Workday's largest investors with an investment exceeding $2 billion [1] - Workday's board approved an additional share buyback plan of up to $4 billion for its Class A common stock, aiming to repurchase approximately $5 billion in total by fiscal year 2027 [1] Group 2: Management and Strategic Outlook - Elliott expressed confidence in Workday's CEO Carl Eschenbach and CFO Zane Rowe, noting significant progress in establishing Workday as a unique software brand with industry-leading growth potential and high customer retention [1] - The communication between Elliott and Workday's management team has been positive, reinforcing the belief in the long-term value of the company's strategic plans [1] Group 3: Partnerships and Acquisitions - Workday announced a partnership with Microsoft to provide various AI solutions for customers and partners [1] - The company plans to acquire Sana, an AI company developing next-generation enterprise knowledge tools, for approximately $1.1 billion [1]