Workday, Inc. (NASDAQ:WDAY) is included among the 12 Best Long Term US Stocks to Buy Now. Workday (WDAY) Earns Buy Rating as BTIG Calls Outlook “De-Risked” Photo by Dan Dennis on Unsplash On December 17, BTIG started coverage of Workday, Inc. (NASDAQ:WDAY) with a Buy rating and a $285 price target. According to the analyst, the stock has gone nowhere for about two years, despite annual subscription revenue growing 16% and free cash flow rising about 18%. BTIG views next year’s numbers as “de-risked.” ...

The corporate logo for Lululemon is displayed at their store at the Westfield UTC shopping center on Nov. 3, 2025 in San Diego, California.Activist investor Elliott Investment Management has built a stake of more than $1 billion in Lululemon Athletica and is bringing a potential CEO candidate to the table, a person familiar with the matter told CNBC.Lululemon's stock rose 6% in early trading Thursday. Last week, Lululemon announced CEO Calvin McDonald would step down effective Jan. 31, following a year-long ...

Minneapolis, Minnesota-based Dayforce Inc. (DAY) operates as a human capital management software company, offering various cloud-based human resources solutions, including payroll and tax, workforce management, and more. With a market cap of $11.1 billion, Dayforce’s operations span the United States, Canada, and internationally. Companies worth $10 billion or more are generally described as "large-cap stocks." Dayforce fits right into that category, reflecting its significant presence and influence in t ...

Workday, Inc. (NASDAQ:WDAY) is one of the Best SaaS Stocks to Buy Right Now. The share price of Workday, Inc. (NASDAQ:WDAY) fell by more than 7.85% a day after its fiscal Q3 2026 earnings release on November 25. The stock also remains down by 10.73% on a year-to-date basis. On December 1, Robert Simmons, CFA from Rosenblatt Securities, initiated a Hold rating on the stock with a price target of $45. Analyst Simmons maintained a cautiously optimistic outlook on the stock based on the company’s future pros ...

Industry Note December 8, 2025 Analysts Seth Basham, CFA (212) 938-9954 Seth.Basham@wedbush.com Scott Devitt (646) 604-4230 scott.devitt@wedbush.com Dan Ives (212) 344-2073 Dan.Ives@wedbush.com Matt Bryson (617) 695-6302 matthew.bryson@wedbush.com Alicia Reese 212-938-9927 Alicia.Reese@wedbush.com Antoine Legault, CFA, CPA (626) 497-1619 antoine.legault@wedbush.com Steven Wahrhaftig (212) 931-7059 steven.wahrhaftig@wedbush.com Matthew Weiss (212) 931-7096 matthew.weiss@wedbush.com Sam Brandeis (212) 833-658 ...

With significant hedge fund interest and upside potential, Workday, Inc. (NASDAQ:WDAY) secures a spot on our list of the 15 best AI stocks to watch in December 2025. DA Davidson Remains Cautious on Workday (WDAY) Amid Market Saturation and Intensifying Competition On December 2, 2025, Workday, Inc. (NASDAQ:WDAY) saw Rosenblatt Securities' Robert Simmons reiterate his “Hold” rating with a $235 price target. Reflecting mixed signals in the company’s growth trajectory, he pointed toward its Core HCM segment ...

This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Neil Hansen | ExxonMobil ExxonMobil CFO Kathryn Mikells will retire on Feb 1, 2026, to focus on her recovery after undergoing a series of medical procedures for a non-life-threatening health issue. Mikells has been CFO of the oil and gas company since 2021. Neil Hansen was named as Mikells’ successor. Hansen has worked at Exxon for the last 26 years, and since May 2025, he has ...

OpenAI主理人Sam，今天终于把 GPT-5.2放出来了。 这种反差挺有意思的，圈内人在看技术，大众在看「妩媚」的热闹，而资本在看这玩意儿到底能不能省 钱。 说实话，如果 GPT-5.2 进化的方向只满足于昨天发的那些，只能说，它还在补课，而且还要再补一 补。另外，昨天我也看到了另一份资料。 来硅谷著名的风投 a16z（就是投了 Facebook 和 Airbnb 的那家），它12月9号发布了关于 2026 年的大创 意（Big Ideas 2026）。 这份报告分了两部分，屎长屎长的，比起 GPT-5.2 的发布会，它在社交媒体上冷清多了；我花时间 「啃」了一遍，挖出了四个很反直觉的判断，值得咱们这些「想搞钱」的人琢磨琢磨。 第一个，只做「记录」的软件死期到了，SaaS 护城河快要崩了。 这是 a16z 合伙人 Sarah Wang 在报告里提出的第一个大雷，观点非常毒辣；他说，过去十年，SaaS 软件 最核心的逻辑是做「记录系统」（System of Record）。 昨晚熬夜试了一会儿。在两家都有我记忆数据的前提下，做个横评：论聪明度，论给出的答案质量，还 是不如 Gemini 3 Pro。 但它有 ...

Klaviyo (NYSE:KVYO) FY Conference Summary Company Overview - Klaviyo provides an autonomous consumer CRM, serving over 183,000 businesses globally, focusing on delivering personalized customer experiences through software without account managers or sales reps [8][11][12] - The company has transitioned from being known primarily for marketing to emphasizing its underlying data platform, which utilizes machine learning and AI techniques [9][10] Financial Performance - Klaviyo is experiencing significant growth, with a revenue run rate exceeding $1 billion and a growth rate above 30% per year [11][13] - The company has consistently delivered above the Rule of 40 since going public [11][12] Holiday Season Performance - During the Black Friday to Cyber Monday period, Klaviyo helped businesses generate over $3.8 billion in sales, accounting for 42% of their total revenue during that weekend [14][15] - The company processed over 22 billion messages and 10 billion data points, enhancing consumer profiles for its clients [14][15] AI Integration and Product Development - Klaviyo has introduced AI-driven products, including a Marketing Agent that autonomously designs marketing campaigns and a Customer Agent for customer service [15][19] - Early adopters of these AI features are seeing significant revenue increases, with one apparel customer reporting a 40% year-on-year revenue growth through Klaviyo [42][43] - The company is focused on enhancing customer engagement through AI, allowing businesses to define marketing strategies and customer interactions more effectively [36][40] Channel Expansion - Klaviyo is expanding its communication channels beyond email to include SMS, mobile apps, WhatsApp, and social media platforms like Instagram [44][45] - The company emphasizes the importance of a unified customer experience across all channels, allowing businesses to leverage their data effectively [55] International Growth - International revenue has been growing rapidly, with the EMEA region experiencing a 48% growth rate last quarter [63][64] - Approximately one-third of Klaviyo's revenue now comes from international markets, with ongoing efforts to localize products and marketing strategies [70][71] Market Positioning and Strategy - Klaviyo is increasingly targeting enterprise businesses, leveraging its integrated data platform to meet the needs of larger clients [72][73] - The company has appointed a co-CEO, Chano Fernandez, to help drive growth in international and enterprise markets [81][84] Future Outlook - Klaviyo remains optimistic about its growth trajectory, with plans to continue investing in AI and expanding its product offerings [88][90] - The company aims to maintain strong margins while pursuing growth opportunities, believing that AI will enhance product outcomes rather than just efficiency [88][89]

RT Bloomberg Live (@BloombergLive)NOW: As the digital economy accelerates, how can businesses keep up? @BloombergLive is in SF with @Mastercard speaking with senior executives from @Intuit, @PayPal, @PaloAltoNtwks, @awscloud, @Square, @Workday, and more.https://t.co/OFYUlcwkui ...