Stock continue strong on reports of deals for OpenAI and TikTok. gettyStock prices rose Monday to set new record highs. The large-cap S&P 500 index rose 0.4% while the technology-focused Nasdaq Composite went up 0.7%. The Dow Jones Industrial Average, focused on blue-chip stocks, gained 0.1%. AI and tech continue to contribute to this stock-price rally. Chip designer and world’s largest company Nvidia announced it will invest up to $100 billion in OpenAI, the organization that owns ChatGPT. Additionally, re ...

Workday, Inc. (NASDAQ:WDAY) is one of the Must-Watch AI Stocks on Wall Street. On September 17, Piper Sandler upgraded the stock to “Neutral” from Underweight and raised its price target to $235.00 from $220.00. The rating upgrade follows key announcements made at the company’s annual event, Workday Rising. Analysts led by Brent Bracelin said that they left Workday Rising encouraged by early signals that the company’s leadership is ramping up efforts to increase relevancy in the AI era via. Its three rece ...

In this article, we will take a detailed look at These 10 Stocks are Buzzing After Important Analyst Calls.Investors are continuing to pour money into AI companies as all indicators point to continued momentum and the strong impact of AI technologies on major aspects of human civilization. Valuations of the Magnificent Seven companies of private markets, including giants like OpenAI, SpaceX, Anthropic, xAI and Databricks, have nearly doubled over the past year to reach a whopping $1.2 trillion, CNBC reporte ...

With a market cap of $62.4 billion, Workday, Inc. (WDAY) is a leading provider of enterprise cloud applications for financial management and human capital management. Its platform unifies finance, HR, planning, analytics, and other business solutions, enabling organizations to gain real-time insights and improve decision-making. Companies valued at more than $10 billion are generally considered “large-cap” stocks, and Workday fits this criterion perfectly. Serving a wide range of industries globally, Work ...

Enterprise software maker Oracle on Monday named insiders Clay Magouyrk and Mike Sicilia as co-CEOs, replacing Safra Catz, who was named vice chair of the board after 11 years at the helm. ...

文章核心观点 - 三家大型上市公司Workday、Chipotle Mexican Grill和TKO Group近期宣布大规模股票回购计划 管理层通过回购传递股价被低估的信号 这些行动反映公司对自身长期价值的信心并可能推动股价上涨 [1][4][9][13][14] Workday (WDAY) 回购计划分析 - 公司宣布增加40亿美元回购授权 总回购规模达50亿美元 相当于市值620亿美元的8% [1] - 计划在2027财年前完成50亿美元回购 预计未来16个月将大规模执行 该消息使股价单日上涨超7% [2] - 近期回购力度显著加大 最近两个季度共回购9.61亿美元 较前两个季度5.16亿美元增长86% [3] - 尽管2025年股价下跌18% 但公司认为股价具备显著价值 远期市盈率24.5倍 仅比三年最低水平高5% [4] Chipotle Mexican Grill (CMG) 回购策略 - 新增5亿美元回购授权 总回购能力达7.5亿美元 相当于市值1.4% [6] - 回购节奏明显加快 最近四个季度平均每季度回购4.65亿美元 较前八个季度平均1.9亿美元大幅提升 [7] - 公司在股价大幅回调时积极回购 2024年6月至2025年6月期间股价下跌超20% 曾在50美元位置大量回购 [8] - 当前股价39美元附近 远期市盈率30倍接近三年低点 公司可能在三季度加大回购力度 [9] TKO Group (TKO) 回购特征 - 推出10亿美元回购计划 已执行2600万美元 该规模相当于市值4% [11] - 采用加速回购计划(ASR) 通过摩根士丹利快速回购8亿美元 预计12月完成 [12] - 回购策略发生重大转变 2023年以来总回购金额仅2.7亿美元 当前股价接近历史高点204.5美元 [13] - 远期市盈率36倍低于上市以来平均41.5倍 2026年上半年盈利预计大幅增长 源于WWE和UFC媒体协议 [13][14] 行业比较与估值特征 - 三家公司均通过回购传递信心 远期市盈率均处于或接近历史低位 [4][9][13] - Workday回购规模占市值比例最高达8% Chipotle为1.4% TKO为4% [1][6][11] - TKO独特之处在于股价接近历史高位仍推行回购 源于业绩增长预期而非估值修复 [13][14]

Q2 Holdings Inc. (NYSE:QTWO) is one of the best enterprise software stocks to buy according to analysts. On September 4, Q2 Holdings announced the first-year results of its AI-driven Enhanced Payee Match technology. This enhancement was launched in June 2024 and is an upgraded capability that uses ML models to improve the detection and prevention of check fraud within the company’s Centrix Exact/Transaction Management System/ETMS solution for Positive Pay. The AI fraud technology enhancement has shown pro ...

HubSpot Inc. (NYSE:HUBS) is one of the best enterprise software stocks to buy according to analysts. On September 4, HubSpot announced an expanded app partnership with Talkdesk Inc., which includes new investments by Talkdesk in the HubSpot App Partner Program. The collaboration brings an advanced contact center integration to the HubSpot platform via the HubSpot App Marketplace. The expanded partnership offers sales and service teams a unified workspace within HubSpot, the customer platform for scaling c ...

Braze Inc. (NASDAQ:BRZE) is one of the best enterprise software stocks to buy according to analysts. On September 7, Goldman Sachs raised the firm’s price target on Braze to $52 from $50, while keeping a Buy rating on the shares after its FQ2 2026 earnings beat this week. The company reported $180 million in revenue, which marked a 24% year-over-year increase. Braze’s committed ARR surpassed 700 million, which showed sustained demand for its customer engagement platform. Operationally, the company achieve ...

公司合作与慈善活动 - Salesforce与Make-A-Wish America建立全国性合作伙伴关系 重点支持儿童癌症宣传月活动[1][3] - 公司承诺三年内每年捐赠100万美元资金 用于帮助重症儿童实现愿望并扩大项目覆盖范围[2] - 在儿童癌症宣传月期间匹配所有捐款 每年美国新增约15,000例儿童癌症病例[3] 公司业务与行业地位 - Salesforce是全球领先的客户关系管理(CRM)技术提供商 连接全球企业与客户[4] - 企业软件类股票受到分析师认可 被列为值得购买的投资标的[1] - 行业中存在其他人工智能股票被认为具有更高上涨潜力和更低下行风险[4]