消息面上，激进投资者Elliott Management周二宣布，已斥资逾20亿美元入股Workday，并公开支持该公 司现有的领导团队。另外，Workday公司董事会批准了额外回购至多40亿美元已发行的A类普通股的计 划。(格隆汇) 人力资源软件供应商Workday(WDAY.US)涨超8.6%，报238美元，创7月末以来新高。 ...

Elliott表示，其与该团队的沟通进展顺利，并坚信公司在财务分析师日所公布的多年战略将为股东带来 强劲的长期价值。 周三盘前，截至发稿，Workday(WDAY.US)股价上涨超9%。此前，激进投资者Elliott投资管理公司表 示，已购入这家人力资源软件供应商超过20亿美元的股份。另外，Workday公司董事会批准了额外回购 至多40亿美元已发行的A类普通股的计划。加上现有的授权，该公司计划在2027财年之前回购约50亿美 元的A类普通股。 这家投资公司周二晚些时候表示："Elliott是Workday公司的最大投资者之一，投资金额超过20亿美元。 我们相信，首席执行官Carl Eschenbach、首席财务官Zane Rowe和Workday全体团队在过去几年中取得了 显著进展，使Workday成为了一个独具特色的软件品牌，具备行业领先的增长潜力、一流的客户留存率 以及一支经验证的管理团队。" 该公司还宣布与微软(MSFT.US)达成合作，并为客户和合作伙伴提供了多项人工智能解决方案。另外， Workday表示将收购Sana公司，后者是一家开发下一代企业知识工具的人工智能公司，收购价格约为11 亿美元。 ...

Group 1 - Workday's stock price increased by over 9% following Elliott Management's announcement of acquiring more than $2 billion in shares [1] - Elliott Management is now one of Workday's largest investors, expressing confidence in the company's growth potential and management team [1] - Workday's board approved a plan to repurchase up to $4 billion of its Class A common stock, aiming for a total repurchase of approximately $5 billion by fiscal year 2027 [1] Group 2 - Workday announced a partnership with Microsoft to provide various AI solutions for customers and partners [2] - The company plans to acquire Sana, an AI company focused on developing next-generation enterprise knowledge tools, for approximately $1.1 billion [2]

Workday (NASDAQ:WDAY) rose over 5% premarket on Wednesday after activist investor Elliott Investment Management said it has built a stake of more than $2 billion in the human resources software provider. “Elliott is one of Workday's largest investors, with an investment ...

Core Insights - Workday reported quarterly earnings of $2.21 per share, exceeding the Zacks Consensus Estimate of $2.09 per share, and up from $1.75 per share a year ago, representing an earnings surprise of +5.74% [1] - The company achieved revenues of $2.35 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.35% and increasing from $2.09 billion year-over-year [2] - Workday has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Workday's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.11 on revenues of $2.42 billion, and for the current fiscal year, it is $8.70 on revenues of $9.5 billion [7] Industry Context - The Internet - Software industry, to which Workday belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Workday's performance [5] Stock Performance - Workday shares have underperformed the market, losing about 11.8% since the beginning of the year, while the S&P 500 has gained 8.7% [3] - The estimate revisions trend for Workday was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]

Company Performance - Verra Mobility Corp (VRRM) reported quarterly earnings of $0.30 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, and up from $0.27 per share a year ago, representing an earnings surprise of 3.45% [1] - The company posted revenues of $223.25 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.07%, compared to year-ago revenues of $209.73 million [2] - Over the last four quarters, Verra Mobility has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Outlook - Verra Mobility shares have declined approximately 8% since the beginning of the year, while the S&P 500 has decreased by 4.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $233.49 million, and for the current fiscal year, it is $1.30 on revenues of $931 million [7] - The estimate revisions trend for Verra Mobility is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Verra Mobility belongs, is currently in the top 37% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]