人力资源软件提供商Workday(WDAY.US)夜盘跌约6.6%，报218.32美元。 消息面上，Workday公布2026财年第三季度业绩，营收同比增长12.6%至24.3亿美元，略高于分析师预期 的24.2亿美元；调整后每股收益为2.32美元，亦超过预期的2.18美元。期内订阅收入增长14.6%至22.4亿 美元，符合预期。在经济形势不明朗的情况下，一些客户在重新评估预算和时间安排时，正在收紧对 Workday等平台的支出。该公司预计第四季度订阅收入约为23.6亿美元，而分析师平均预期为23.5亿美 元。(格隆汇) ...

Core Insights - Workday reported quarterly earnings of $2.32 per share, exceeding the Zacks Consensus Estimate of $2.13 per share, and up from $1.89 per share a year ago, representing an earnings surprise of +8.92% [1] - The company achieved revenues of $2.43 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 0.70% and increasing from $2.16 billion year-over-year [2] Financial Performance - Over the last four quarters, Workday has consistently surpassed consensus EPS estimates [2] - The company has also topped consensus revenue estimates four times in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $2.24 on revenues of $2.51 billion, and for the current fiscal year, it is $8.84 on revenues of $9.51 billion [7] Market Position - Workday shares have underperformed the market, losing about 12.2% since the beginning of the year, while the S&P 500 has gained 14% [3] - The Zacks Industry Rank places the Internet - Software sector in the top 31% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] Future 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 estimate revisions trend for Workday was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market in the near future [6]

Core Insights - Clear Secure reported quarterly earnings of $0.29 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, but down from $0.30 per share a year ago, representing an earnings surprise of +7.41% [1] - The company achieved revenues of $229.19 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.85% and increasing from $198.42 million year-over-year [2] - Clear Secure has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $233.24 million, and for the current fiscal year, it is $1.08 on revenues of $889.15 million [7] - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] Industry Context - The Internet - Software industry, to which Clear Secure belongs, is currently ranked in the top 35% 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 Clear Secure's stock performance [5]

Core Insights - Workday's stock surged over 8.6%, reaching $238, marking a new high since late July [1] - Activist investor Elliott Management announced an investment of over $2 billion in Workday and publicly supports the current leadership team [1] - Workday's board approved a plan to repurchase up to $4 billion of its Class A common stock [1]

Core 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]

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]

Core Viewpoint - Workday's stock increased by over 5% in premarket trading following the announcement that Elliott Investment Management has acquired a stake exceeding $2 billion in the company [2] Company Summary - Elliott Investment Management is now one of Workday's largest investors, indicating strong confidence in the company's potential for growth and value creation [2]

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]