文章核心观点 - 公司拥有良好的增长前景,预计未来一年收入增长率将达到18% [9] - 公司财务状况良好,现金和有价证券占市值超过6%,为公司未来投资或并购提供了充足的资金支持 [11][12] - 尽管近期股价表现不佳,但公司的稳定增长和优质的财务状况使其估值合理,值得投资 [13] 公司概况 - 公司提供人力资源管理、财务管理和规划软件解决方案,服务于多个行业,包括医疗、公共部门和金融服务 [7] - 公司收入增长率预计将达到18%,保持稳定和可预测的强劲增长 [9][10] 行业趋势 - 行业内其他公司如Alphabet和Juniper Networks的财报显示,企业IT支出保持强劲,数字化转型投资持续 [7] - 这表明行业需求仍然旺盛,公司有望继续保持良好的增长态势 [7]

文章核心观点 - 工作日公司(Workday)与销售力公司(Salesforce)建立了战略合作伙伴关系,旨在通过人工智能(AI)技术革新工作场所效率和员工满意度 [1][2][3][4][5] - 双方将整合Salesforce的Einstein代理平台和Workday的AI技术,推出一款全新的AI员工服务代理,为员工提供无缝的体验 [2][3][4] - 这款AI代理将利用大型语言模型提供情境化的帮助,并利用Salesforce Zero Copy Partner Network的强大共享数据基础提供相关的对话式响应 [2][3] - 这种人机协作的方式有望为企业提供更好的数据可见性、决策能力和更全面的运营管理 [5] - 这一战略合作将把两大云平台结合,利用生成式AI技术提升工作效率和员工体验 [6] 公司相关 - Workday将增强与Slack的集成,使员工能够直接在Slack界面中访问和协作财务及HR记录 [6] - Workday目前的股价在过去一年内下跌了3.0%,而行业整体增长22.5% [6] 行业相关 - Ooma和Telephone and Data Systems等公司在行业中表现较好,分别获得了Zacks 1(强烈买入)和1(强烈买入)的评级 [7][8][10] - Ooma过去4个季度的平均盈利惊喜为8.90%,最近一个季度的盈利惊喜为27.27% [9] - Telephone and Data Systems最近一个季度的盈利惊喜为145.45% [10]

文章核心观点 - Workday和Kainos Group宣布扩大战略合作伙伴关系 [1][2][3][4][5] - 通过此次合作,Kainos的最佳产品将直接在Workday Marketplace上架,帮助客户自动化和扩展Workday的运营和维护 [3][6] - 这次合作将加速Kainos产品的分销,并扩大其客户群,Workday的销售团队也将被激励推广和共同销售Kainos产品 [3][4][5] 根据目录分别总结 Workday公司概况 - Workday是一家领先的企业平台,帮助组织管理最重要的资产-人员和资金 [7] - Workday平台以AI为核心,帮助客户提升人员、提高工作效率、推动业务发展 [7] - Workday被全球10,500多家组织使用,包括超过60%的财富500强企业 [7] Kainos公司概况 - Kainos是一家全球性的数字技术提供商,在三大业务部门提供服务 [9] - Kainos拥有2,900多名员工,分布在23个国家,在伦敦证券交易所上市 [9]

文章核心观点 - Workday公司被评级为Zacks Rank 2(买入),这表明其盈利前景有所改善 [1][4] - 公司的盈利前景改善反映在其盈利预测的上调,这是影响股价的最重要因素 [5][6] - Zacks评级系统能有效捕捉到盈利预测变化,为投资者提供有价值的决策依据 [7][8] 公司情况总结 - Workday公司是一家人力资源软件公司 [9] - 分析师预计Workday公司2025财年每股收益为6.77美元,同比增长15.9% [9] - 过去3个月内,Workday公司的盈利预测已上调20.2% [10] 评级系统总结 - Zacks评级系统维持买卖评级的平衡,只有顶级5%的股票获得"强烈买入"评级 [11] - Workday被评为Zacks Rank 2,位于前20%,表明其盈利预测修正较好,未来股价有望上涨 [12]

What are the Zacks Style Scores? Value Score Momentum Score How Style Scores Work with the Zacks Rank That's where the Style Scores come in. Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too. Founded in 2005 and headquartered in Pleasanton, CA, Workday Inc. (WDAY) is a provider of enterprise-level software solutions for financial management and hu ...

Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days. How Style Scores Work with the Zacks Rank 10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2025, while the Zacks Consensus Estimate has increased $0.20 to $6.79 per share. WDAY also boasts an average earnings surprise of 10.9%. Taking full advantage of the stock market and investi ...

"This expanded partnership combines the power of Workday AI and AWS to deliver AI features to our customers faster and more efficiently," Shane Luke, Workday's vice president of product and engineering and head of AI and machine learning, said in a news release Thursday (July 11). "With Workday AI, we're focused on delivering value for our customers through the use of enterprise data in their Workday applications. By leveraging AWS, we can focus more directly on that goal while using the tools and services ...

In the latest market close, Workday (WDAY) reached $223.08, with no movement compared to the previous day. The stock's performance was behind the S&P 500's daily gain of 1.02%. Meanwhile, the Dow gained 1.09%, and the Nasdaq, a tech-heavy index, added 1.18%. WDAY's full-year Zacks Consensus Estimates are calling for earnings of $6.79 per share and revenue of $8.37 billion. These results would represent year-over-year changes of +16.27% and +15.25%, respectively. The Zacks Rank system, running from #1 (Stron ...

Analysts' sentiment has Workday NASDAQ: WDAY and SolarEdge NASDAQ: SEDG down, but the takeaways differ for each. On the one hand, a struggling business continues to lose money while its competitors fare better. On the other hand, a leading company that failed to meet inflated expectations has had its market reset. The share price will likely fall to new lows in the first scenario, although it is near a potential floor. In the second scenario, a pullback in price action today is an opportunity for investors ...

Several U.S. Govt enterprises are struggling with a multitude of challenges in their HR system. Amid an aging workforce and changing demographics, identification and incorporation of the right person to eliminate skill gaps has become absolutely vital. However, the use of outdated legacy systems and a slow bureaucratic process delay the hiring process and also hinder the productivity of the existing workforce. Workday's revenue growth continues to be driven by high demand for its Human Capital Management so ...