Workday Inc (NASDAQ:WDAY) stock is surging today, up 8.6% at $237.92 at last glance, after activist investor Elliott Investment Management unveiled a $2 billion stake in the software name and showed support for the company's leadership. Plus, Workday announced a $4 billion share buyback, just one day after announcing its acquisition of AI firm Sana for roughly $1.1 billion. In response, Piper Sandler upgraded the stock to "neutral" from "overweight," while Guggenheim upped its rating to "buy" from "neutral. ...

公司战略执行进展 - 银行当前处于3年计划中期 目标为实现13%的有形股本回报率(RoTE) [1] - 首席执行官任职10年期间将战略实施分为多个阶段 [1] 公司转型历程 - 初期阶段重点进行业务清理和重新定位 解决历史遗留问题 [1] - 发现被掩盖的优质特许经营业务 经清理后确认其价值 [2] 业务优势 - 财富管理业务表现非常突出 成为关键业务组成部分 [2]

Most assets are marking time right now, including stocks and Treasuries. Gold, silver, and crude oil are trading slightly lower along with Bitcoin, while the dollar is up a smidge. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) Today is one of those days where investors and traders are holding their collective breath. The Federal Reserve is wrapping up its two-day meeting right now and will announce its interest rate decision later today. Ra ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

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Shares of Workday popped 9% on Wednesday after activist investor Elliott Investment Management announced a $2 billion stake in the company.Workday announced a multi-year plan to enhance its operating model and capital allocation framework on Tuesday, and Elliott said it believes the plan will drive "substantial long-term value creation.""We believe CEO Carl Eschenbach, CFO Zane Rowe and the entire Workday team have made substantial progress in recent years, positioning Workday as a unique software franchise ...

Workday's stock has underperformed this year, but Elliott Management has taken a stake in the software maker and the company is doubling down on its AI initiatives. ...

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。 ...

股价表现 - 公司股价在周三交易日前2025年累计下跌15% [1][4] - 周三开盘初段股价上涨8% [2][4] - 激进投资者Elliott宣布持有超过20亿美元股权后股价出现显著波动 [2][4] 战略发展 - 公司管理层在财务分析师日阐述人工智能应用提升客户效率的战略规划 [3] - Elliott投资管理公司特别认可公司独特的软件特许经营地位及行业领先增长潜力 [3] - 公司运营模式和资本分配框架将获得重大优化 [3] 投资者关系 - Elliott投资管理公司持有公司价值超过20亿美元股权 [2][4] - 投资者高度赞扬首席执行官Carl Eschenbach及财务总监Zane Rowe带领的管理团队 [3] - 投资者肯定公司近年取得的实质性进展及最佳客户保留率表现 [3]

核心观点 - Loop Capital将Netflix评级上调至买入 目标价从1150美元上调至1350美元 因平台第三季度参与度表现优异且第四季度内容储备强劲 [2] - Guggenheim将Workday评级上调至买入 目标价285美元 Piper Sandler将其评级上调至中性 目标价从220美元上调至235美元 因环境改善后公司增长有望加速 [2] - Bernstein将Zillow Group评级上调至跑赢大盘 目标价从75美元上调至105美元 因公司实现15%左右收入增长且租赁和展示业务成为新增长动力 [2] - Roth Capital将Kroger评级上调至买入 目标价从66美元上调至75美元 因公司替代利润流表现强劲但估值仍落后同业 [2] - Berenberg将AbbVie评级上调至买入 目标价从170美元上调至270美元 因公司成功应对全球最大药物专利到期问题 [2] 评级调整 - Netflix获Loop Capital上调评级至买入 目标价提升17%至1350美元 [2] - Workday获Guggenheim上调评级至买入 Piper Sandler上调至中性 目标价分别设定为285美元和235美元 [2] - Zillow Group获Bernstein上调评级至跑赢大盘 目标价大幅上调40%至105美元 [2] - Kroger获Roth Capital上调评级至买入 目标价上调14%至75美元 [2] - AbbVie获Berenberg上调评级至买入 目标价大幅上调59%至270美元 [2] 基本面驱动因素 - Netflix平台第三季度用户参与度表现异常优异 第四季度内容阵容强劲 [2] - Workday在环境改善条件下处于加速增长的有利地位 [2] - Zillow Group实现中等两位数收入增长 租赁和展示业务成为增长驱动力 [2] - Kroger替代利润流表现强劲 但股票估值持续落后同业公司 [2] - AbbVie成功应对全球最大药物专利到期挑战 [2]