WDAY

Workday announced a definitive agreement to acquire C1.ai, an agentic identity platform, to enhance identity governance and secure access management for AI agents across enterprises. The acquisition, expected to close in Q4 fiscal 2027, addresses a significant market gap where 95% of large U.S. companies operate autonomous agents but only 21% have mature governance capabilities. While the deal strengthens Workday's AI strategy and leverages its 11,500+ customer base, integration costs and competition from Oracle, ADP, and Paycom present challenges.

Workday stock closed at $195.20, up 2.3% and outperforming the S&P 500's 0.41% gain. The HR software maker is expected to report earnings of $2.74 per share (18.1% YoY growth) and quarterly revenue of $2.69 billion (10.6% growth). Trading at a Forward P/E of 17.15, below its industry average of 20.63, Workday carries a Zacks Rank #3 (Hold) rating with a PEG ratio of 0.92.

ServiceNow and Workday both demonstrate steady revenue growth in their enterprise software businesses, but ServiceNow is pulling ahead with faster expansion. ServiceNow's Q2 2026 revenue grew 24% year-over-year to $4 billion, driven by AI offerings exceeding $1 billion in annual contract value, while Workday grew 13% to $2.7 billion. Both companies benefit from sticky digital platforms and recurring revenue models, though ServiceNow shows superior pricing power and customer expansion.

Motley Fool analysts from Team Rule Breakers and Team Hidden Gems identify five stocks worth considering selling: Zoom Communications for stagnant growth despite profitability, Block for slowing user growth and Bitcoin dependence, Cellebrite for limited expansion potential compared to competitors, and Workday for expected modest returns despite AI investments. The article emphasizes that selling decisions deserve as much rigor as buying decisions, and investors should reassess holdings when original investment theses no longer hold.

Motley Fool analysts from Team Rule Breakers and Team Hidden Gems identify five stocks worth considering selling: Zoom Communications for stagnant growth despite profitability, Block for slowing Cash App growth and Bitcoin reliance, Cellebrite for limited expansion potential compared to competitors, and Workday for expected modest 6-8% annual returns despite recent AI investments. The article emphasizes that selling decisions deserve as much rigor as buying decisions, and investors should reassess holdings when original investment theses no longer hold.

Workday stock declined 1.18% to $186.02, underperforming the broader market. The company is expected to report strong earnings growth of 18.1% EPS and 10.6% revenue growth in the upcoming quarter. Despite positive earnings projections and a favorable valuation with a Forward P/E of 16.92 (below industry average), Workday holds a Zacks Rank #3 (Hold) rating with a PEG ratio of 0.9.

Eightfold AI, an AI-native talent intelligence company, appointed Joe Korngiebel as CEO, replacing co-founder Ashutosh Garg who transitions to chairman. Korngiebel brings 30 years of enterprise HR software experience, including 14 years at Workday and recent leadership at Dayforce. The leadership change comes as Eightfold experiences significant growth with agentic product customers quadrupling this year.

Workday (WDAY) closed at $184.26, down 1.23%, underperforming the S&P 500. The company is expected to report earnings of $2.74 per share with 18.1% year-over-year growth and revenue of $2.69 billion, up 10.6%. With a Forward P/E of 16.77 (below industry average of 20.09) and a Zacks Rank of #3 (Hold), the stock appears fairly valued but lacks strong momentum.

Zacks Premium offers Style Scores (Value, Growth, Momentum, and VGM) that work alongside the Zacks Rank to help investors identify stocks with the best performance potential. The article explains how combining a #1 or #2 Zacks Rank with A or B Style Scores provides the highest probability of success. Workday (WDAY) is highlighted as a #3 Hold with a B VGM Score and A Momentum Score, noting 11 analysts revised earnings upward in the last 60 days.

Workday (WDAY) receives a #3 (Hold) rating from Zacks but shows strong growth potential with an A Growth Style Score and forecasted year-over-year earnings growth of 20.5%. Eleven analysts revised earnings estimates higher in the last 60 days, with a consensus estimate of $11.12 per share and an average earnings surprise of +7%.

Workday stock declined 1.95% to $186.75, underperforming the broader market gains. Despite a -5.18% monthly loss, the company is expected to report strong earnings growth of 18.1% EPS and 10.6% revenue growth. With a Forward P/E of 17.12 below industry average and a PEG ratio of 0.92, Workday holds a Zacks Rank #3 (Hold) rating.

OneTrust announced the winners of its 2026 TrustMaker Awards at TrustWeek, recognizing organizations excelling in responsible AI governance and data use. Fiserv, Workday, Humana, and Rockwell Automation were honored for their achievements in AI governance, operational excellence, impact, and overall trust leadership respectively. OneTrust also unveiled CORIE, a new platform innovation designed to govern AI agents at enterprise scale.

ASML faces a critical test of whether its leadership can maintain success after founders Martin van den Brink and CEO Peter Wennink retired in 2024. New CEO Christophe Fouquet has raised 2026 sales forecasts to €43-45 billion, but investors must assess whether the company's founder-driven culture persists. The article examines whether post-founder leadership can sustain Rule Breaker companies, using ASML's upcoming earnings report as a key indicator.

SAP has agreed to acquire TechWolf, an AI work intelligence platform, expected to close in Q4 2026. TechWolf's context graph technology maps work, skills, and labor-market data to support hiring and workforce planning. The acquisition will enhance SAP's SuccessFactors portfolio and AI-driven HR applications, including Joule, as part of SAP's broader Autonomous Enterprise strategy.