Stocks making the biggest moves midday: Dell Technologies, HP, Estee Lauder, Generac & more
This article details the midday stock movements of several companies, including Dell Technologies and HP, which rose after a strong report from competitor Lenovo. Estee Lauder and Workday also saw gains, while Chinese operations like Futu and PDD Holdings dropped due to a crackdown on illegal cross-border securities trading. Generac's stock increased following an upgrade from Jefferies due to the data center buildout.
HP Inc. (HPQ) call put ratio 4.3 calls to 1 put into quarter results
HP Inc. (HPQ) is showing a call-put ratio of 4.3 calls to 1 put, with a significant focus on September 27 calls, as it approaches its quarter results release on May 27. The implied volatility for HPQ options is currently high, especially for May 29 weekly calls. The article also notes HPQ's current stock price, analyst rating, dividend yield, and revenue growth.
Take-Two Interactive, Workday, Estee Lauder jump premarket; Deckers Outdoor slips
Several U.S. stocks, including Take-Two Interactive, Workday, and Estee Lauder, saw significant gains in premarket trading. Take-Two surged due to strong quarterly net bookings and the reaffirmation of the "Grand Theft Auto VI" launch date, while Workday and Zoom Communications also posted upbeat results. Deckers Outdoor, however, slipped despite increased sales, and Denali Therapeutics fell after its Parkinson's drug failed a mid-stage study.
Inside Microsoft’s high-stakes push to win back its AI lead
This article discusses Microsoft's efforts to regain its lead in the AI race, focusing on CEO Satya Nadella's involvement in developing AI products like Copilot Tasks. The company's stock has declined amid a "SaaSpocalypse" where AI coding agents are impacting software subscriptions. The piece highlights that Microsoft, once an AI front-runner, is now striving for a comeback in a rapidly evolving AI landscape.
Workday, Inc. Stock 12‑Month Price Target Raised to $181.56, Implies 49% Upside
Workday, Inc.'s average 12-month price target has been increased to $181.56 from $180.22, according to 36 analysts, suggesting a 49% potential upside based on the May 21 closing price. The consensus rating for WDAY remains "Buy" among 44 analysts, with 26 recommending a Buy and 18 a Hold.
Citigroup Adjusts Price Target on Workday to $139 From $148, Maintains Neutral Rating
Citigroup has adjusted its price target for Workday shares, lowering it to $139 from the previous $148. Despite this change, the firm has decided to maintain its "Neutral" rating on the stock. This update reflects Citigroup's revised outlook on the company's valuation.
Kadant declares quarterly cash dividend of $0.36 per share payable August 13, 2026
Kadant Inc. has announced a quarterly cash dividend of $0.36 per share, which will be paid on August 13, 2026, to shareholders recorded as of July 16, 2026. This decision reflects the company's commitment to providing value to its shareholders, though future dividends are subject to board approval and business conditions. Kadant operates globally as a supplier of sustainable industrial processing technologies.
Final Trade: AAON, SPOT, INFQ, WDAY
This article features a video segment from CNBC's "Fast Money" program, where Melissa Lee and the traders discuss their final stock picks of the day. The video focuses on AAON, Spotify (SPOT), Infor (INFQ), and Workday (WDAY). The article also includes several other related video clips discussing various market and business topics.
Take-Two Interactive Software (TTWO) Misses Q4 EPS by 89c, Beats on Revenue; Offers FY27 Guidance
Take-Two Interactive Software (TTWO) reported a Q4 EPS miss of ($0.32) against an analyst estimate of $0.57, but beat revenue expectations with $1.58 billion. The company also provided FY2027 guidance, projecting EPS between $0.55-$0.75 (below the $3.89 consensus) and revenue of $8-8.2 billion (below the $9.1 billion consensus).
Madrigal hires 15 staff, grants 5,308 stock units vesting over 4 years
Madrigal Pharmaceuticals (NASDAQ:MDGL) announced it granted 5,308 restricted stock units to 15 new non-executive employees on May 15, 2026. These inducement awards, approved under Nasdaq Listing Rule 5635(c)(4), vest in four equal annual installments and are contingent on continued employment. The company continues its pattern of stock-based hiring, following strong recent performance of its MASH drug, Rezdiffra.
From first credit scores to AI fraud defense: FICO turns 70
FICO is celebrating its 70th anniversary with the "Hello, Future" campaign, highlighting its legacy as an AI trailblazer. The company, founded by Bill Fair and Earl Isaac, pioneered credit risk assessment, automated decisions, the FICO® Score, and AI-powered fraud detection. FICO continues to innovate with advanced scoring models and AI-driven platforms for financial services.
Walmart, Ross Stores, Deere & Co and more set to report Thursday
Several major corporations, including Walmart, Ross Stores, and Deere & Co, are scheduled to report their quarterly earnings on Thursday. These reports will offer critical insights into consumer spending, industrial demand, and the tech sector's health, helping investors gauge the current economic climate. A detailed list of companies reporting before and after market close, along with their EPS and revenue estimates, is provided for investors.
Walmart, Ross Stores, Deere & Co and more set to report Thursday
Several major corporations, including retail giant Walmart, Ross Stores, and agricultural equipment manufacturer Deere & Co, are scheduled to report their quarterly earnings on Thursday. These reports are anticipated to offer crucial insights into consumer spending, industrial demand, and the overall health of the technology sector, providing valuable information for investors navigating the current economic climate. The article lists estimated EPS and revenue for many of the companies reporting.
After a 50% Drop, Is ServiceNow Stock Worth Buying?
ServiceNow stock (NOW) has seen a significant 50% drop from its peak, despite consistent revenue growth. The selloff is attributed to investor fears about "agentic AI" replacing human workers, impacting ServiceNow's per-seat revenue model. However, the company's Q1 2026 financials show strong subscription revenue and EPS, with management projecting substantial revenue growth by 2030, suggesting its current valuation presents a compelling buying opportunity for those who believe in its AI strategy.
Synthetic ID fraud losses seen at $23B; Equifax, GBG team up
Equifax (NYSE: EFX) and GBG (LSE: GBG) have expanded their partnership into the United States, integrating Equifax's Identity and Fraud solutions into GBG Go and adding GBG data verification into Equifax services. This collaboration aims to protect businesses from the rising costs of fraud, particularly synthetic identity fraud, which is projected to reach $23 billion in losses by 2030, by leveraging Equifax's proprietary trust and fraud signals from over 60 billion consumer interactions. The partnership enhances real-time identity proofing and address verification to better detect fraud and onboard genuine customers.
Study probes how firms use Workday for AI-powered platforms across U.S., Europe and Asia Pacific
Information Services Group (ISG) has launched a research study to evaluate service providers supporting the integration of AI-powered platforms with Workday across the U.S., Europe, and Asia Pacific. The "Workday Ecosystem" report series, due in October 2026, will help enterprises and ISG advisors understand and navigate the shift from traditional ERP implementations to platform-centric services, focusing on transformation, deployment, optimization, and innovation on Workday. This initiative aims to address the increasing role of Workday as a strategic platform for intelligent and adaptive operations, rather than merely a system of record.
NOW Stock Rises Overnight: Trump’s ServiceNow Stake Fuels Retail Buzz Around SAAS Comeback
ServiceNow (NOW) shares surged 4% overnight, driven by retail traders reacting to President Donald Trump's disclosed investment in the company. This move is seen as part of a broader rotation from semiconductor stocks into "beaten-down" Software-as-a-Service (SAAS) names, with many traders believing ServiceNow is undervalued and poised for a rebound. The company also announced a successful $4 billion bond sale and positive Q1 revenue growth, further bolstering investor confidence despite its year-to-date decline.
Does Pegasystems’ (PEGA) J.P. Morgan Showcase Clarify Its AI‑Cloud Priorities For Investors?
Pegasystems (PEGA) recently presented at a J.P. Morgan conference, where its leadership discussed the company's AI and cloud initiatives and capital allocation. While the launch of Pega Blueprint for Government with FedRAMP High authorization supports its AI and cloud narrative, investors should be mindful of potential revenue volatility and competitive pressures. The company projects $2.5 billion in revenue and $447.5 million in earnings by 2029, suggesting a significant upside to its current price according to some analyses.
SAP’s Autonomous Enterprise – It Now Calls Itself An AI Company
SAP recently announced its "Autonomous Enterprise" initiative, a comprehensive AI architecture that CEO Christian Klein positions as making SAP fundamentally an AI company. The system, leveraging Joule and a new tabular data model (SAP-RPT-1.5) and a Knowledge Graph, aims to automate and optimize business processes across its vast ERP system, moving systems from manual operations to more autonomous functions. While currently focused on automation (Waymo), the long-term vision suggests a shift towards process redesign (Zoox), with significant potential for improving business decisions, customer and employee experiences, and operational efficiency through AI-powered agents.
How Profitability, Layoffs, and a US$1 Billion Buyback At BILL Holdings (BILL) Has Changed Its Investment Story
BILL Holdings recently reported strong Q3 results with higher revenue and GAAP profitability, along with new full-year guidance and a significant workforce reduction. The company also announced a new US$1 billion share repurchase program, following a previous buyback, indicating a focus on efficiency and capital return. These developments aim to reshape BILL's investment narrative, emphasizing consistent earnings and a strong return to shareholders, despite ongoing risks from SMB spending and competitive pressures.
If You Want Commodity Exposure Without Futures Contracts, Start Here
The VanEck Natural Resources ETF (HAP) offers commodity exposure through equities instead of futures contracts, addressing issues like roll yield and K-1 tax forms. HAP invests in companies involved in six commodity sub-themes, providing inflation resilience and participation in long-term demand for resources. While it offers operating leverage and cash flow, investors should be aware of equity beta in sell-offs and cycle sensitivity.
Assessing Intapp (INTA) Valuation After Strong Q3 2026 SaaS And Cloud ARR Growth
Intapp (INTA) has seen strong Q3 2026 SaaS and total revenue growth, with cloud ARR attracting analyst attention, despite a significant drop in its share price over the past year. The stock is currently deemed undervalued at $20.99 against a fair value of $39.13, primarily due to anticipated future profitability driven by AI partnerships and margin expansion. However, the realization of this valuation depends on AI products generating real demand and the cloud transition not negatively impacting margins or client relationships.
TRI Jumps As Thomson Reuters Deepens Anthropic AI Integration
Thomson Reuters Corp (NASDAQ: TRI) shares rose by 5.33% following positive sentiment around its deep integration of Anthropic AI and strong Q1 2026 financial results. The company reported healthy margins, consistent revenue growth in its core segments, and a conservative balance sheet, supporting a 3.2% dividend yield and ongoing buybacks. Analysts project meaningful upside for TRI, with fair value estimated around $115 over 12-18 months, despite a year-to-date drawdown.
RGTI Stock Pulls Back As Traders Watch Quantum Momentum
Rigetti Computing Inc. (RGTI) stock has pulled back by 7.6% after reaching recent highs, now consolidating in the high teens. Despite its small revenue and negative profitability, RGTI maintains strong liquidity and minimal debt, making it a speculative high-risk, high-reward play driven by future potential in the quantum computing sector. Traders are observing its price action for signs of further consolidation or a fresh breakout attempt.
Assessing Pegasystems (PEGA) Valuation After Gartner Process Intelligence Leader Recognition
Pegasystems (PEGA) has been recognized by Gartner as a Leader in Process Intelligence due to its AI-powered workflow, yet its short-term stock performance has been weak despite this accolade. Analysts observe that PEGA is 44% undervalued with a fair value of $59.82, significantly higher than its current price of $33.71, suggesting a potential buying opportunity. The company's focus on AI and cloud adoption is expected to drive future revenue, but currency fluctuations and license revenue volatility pose risks to this valuation thesis.
Hotchkis and Wiley reports 5.07% stake in Workday | WDAY SEC Filing - Form SCHEDULE 13G
Hotchkis and Wiley Capital Management, LLC has reported a 5.07% beneficial ownership stake in Workday, Inc. (WDAY) Class A Common Stock, amounting to 10,655,733 shares as of March 31, 2026. This disclosure was made in a Schedule 13G filing, indicating a passive investment position. The firm holds sole voting power over 9,903,488 shares and sole dispositive power over all 10,655,733 shares, although some clients retain voting rights for their beneficially owned shares.
Workday and Zscaler Shares Skyrocket, What You Need To Know
Shares of Workday and Zscaler soared after President Trump's visit to Beijing, which improved market sentiment regarding US-China trade relations, particularly in the tech sector. The positive mood was further bolstered by strong revenue growth from Figma and a new AI partnership for ServiceNow, indicating that enterprise software companies are successfully integrating and monetizing AI. Despite recent volatility and some inflation concerns, investor confidence in the sector has rebounded.
Workday and Zscaler Shares Skyrocket, What You Need To Know
Shares of Workday (NASDAQ: WDAY) and Zscaler (NASDAQ: ZS) both jumped after President Trump's visit to Beijing, which improved market sentiment regarding US-China trade relations, especially for the tech sector. The positive sentiment was further boosted by strong revenue growth from Figma and a new AI partnership for ServiceNow, reinforcing the idea that enterprise software companies are successfully integrating and monetizing AI. This rebound comes after a recent dip for Workday caused by higher Treasury yields and concerns about inflation affecting software spending.
WORKDAY, INC. CMN CLASS A - Ro Khanna Congressional Trade on Apr. 13, 2026
The article details a congressional stock trade made by Representative Ro Khanna. On April 13, 2026, Khanna made a purchase of WORKDAY, INC. CMN CLASS A stock, with the transaction amount ranging from $1,001 to $15,000. This trade was disclosed on May 11, 2026.
Morgan Stanley Cuts Figma Price Target Despite 46% Revenue Growth: Is AI Competition the Risk?
Morgan Stanley and Piper Sandler have both cut their price targets for Figma (FIG), despite the company reporting accelerated 46% revenue growth. The cuts stem from concerns about increasing AI competition in the design software market, rather than any issues with Figma's execution or strong fundamentals like its 139% net dollar retention. This indicates a structural valuation headwind for Figma, as investors question the long-term impact of AI-native design tools on the traditional design software category.
Freedom Broker upgrades American Express stock rating on strong earnings
Freedom Broker has upgraded American Express Co. (NYSE:AXP) to Buy from Hold and increased its price target to $370 from $325. This upgrade follows strong first-quarter fiscal 2026 results, where the company exceeded analyst expectations with an 18% year-over-year EPS increase and 11% revenue growth. The upgrade is attributed to operating leverage, lower-than-expected reserve build, and share repurchases, although InvestingPro analysis indicates the stock appears overvalued at current levels.
Paycom Software Inc. stock (US70432V1026): earnings reset keeps investors on edge
Paycom Software Inc. is working to stabilize its growth after a period of volatility caused by slowed growth and a guidance reset in late 2023 and early 2024. The company, which specializes in cloud-based HR and payroll software for small to mid-sized US businesses, is focusing on new products and mid-market clients. Investors are closely watching its ability to return to a predictable growth path and manage operating costs in a competitive market.
WDAY Stock Chart | WORKDAY INC-CLASS A (NASDAQ:WDAY)
The article provides a stock chart and current price information for Workday Inc.-Class A (NASDAQ: WDAY). It shows WDAY's current stock price, its performance at close and after hours, and offers various viewing options for the stock chart, such as daily, weekly, and monthly intervals.
Arcutis Biotherapeutics, Inc. - Common stock (NQ: ARQT)
This article provides a list of recent news headlines related to Arcutis Biotherapeutics, Inc. (ARQT). It covers various financial insights, analyst ratings, and company-specific updates, including earnings reports and FDA approvals for its eczema drug. The stock's performance and movements in relation to broader market trends are also mentioned.
Automatic Data Processing stock (US0527691069): Payroll giant reports steady growth amid labor marke
Automatic Data Processing (ADP) reported strong fiscal Q3 2026 results, with revenue up 6% year-over-year to $4.52 billion and EPS at $2.85, exceeding analyst expectations. The company, a leader in payroll and HR services, is experiencing steady growth driven by robust US job market demand and increased new business bookings. ADP's stock has shown a 12% year-to-date gain, reinforcing its position as a key indicator for the US employment landscape.
SentinelOne (NYSE: S) sets 2026 virtual annual meeting, board elections and pay vote
SentinelOne (NYSE: S) has announced its 2026 virtual annual meeting for June 25, 2026, where stockholders will vote on the election of two Class II directors, the ratification of Deloitte & Touche LLP as independent auditor, and a non-binding advisory vote on executive compensation. The proxy statement details the company’s corporate governance practices, executive compensation philosophy, and financial performance metrics like ARR, Revenue, and Non-GAAP Operating Margin which influence executive pay. It emphasizes the board's commitment to aligning executive interests with long-term stockholder value through a pay-for-performance approach and increased weighting of performance-based equity awards.
ServiceNow CEO Bill McDermott: Silicon Valley is getting enterprise AI wrong
ServiceNow CEO Bill McDermott argues that Silicon Valley misunderstands how enterprise AI will be deployed, asserting that AI "thinks but doesn't act" and emphasizing the importance of orchestration and workflow governance. Despite investor fears of an "SaaSpocalypse," ServiceNow projects continued growth in subscription revenue and its AI business. The company maintains that real operational systems, governance, and compliance present significant hurdles that AI-native solutions struggle to overcome at scale, highlighting workflow depth as the new enterprise moat.
Dayforce Inc. stock (US23920P1093): Holdings spotlight in major ETF
Dayforce Inc., a provider of human capital management software, has a significant presence in fixed income markets through its bonds held in the SPDR Blackstone Senior Loan ETF (SRLN). The ETF lists Dayforce Bidco LLC bonds maturing in 2033 with a 1.52% yield. This highlights Dayforce's capital structure relevance for both fixed income and equity investors tracking HCM firms, as it continues to leverage its platform amid evolving labor markets.
Roper Technologies Drops 5.3% Amid Sector-Wide Selling
Roper Technologies (ROP) shares fell 5.3% to $306.71 on May 13, 2026, due to a sharp, sector-wide selloff affecting software application companies, rather than any company-specific news. Broad market weakness dragged down Roper alongside peers like Autodesk, Workday, and Fair Isaac Corporation, with Roper's decline exceeding some of its tracked competitors. The synchronized drop suggests investors are rotating out of the sector, and it remains unclear if this signals a sustained trend in software names.
Workday, Pegasystems, PagerDuty, Elastic, and Atlassian Shares Plummet, What You Need To Know
Shares of Workday, Pegasystems, PagerDuty, Elastic, and Atlassian experienced significant drops after the April PPI report pushed Treasury yields to 10-month highs, diminishing hopes for 2026 rate cuts. The "sticky and accelerating" inflation data, particularly in computer software prices, increased the discount rate applied to future earnings of long-duration growth stocks. This market reaction, while causing price drops, could present buying opportunities for high-quality stocks in the sector, despite Elastic's shares being down 33.4% year-to-date.
Workday Named a Leader in the 2026 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites
Workday has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites, specifically noted as the highest-scoring vendor for high-volume hiring. The company's AI-powered talent acquisition suite, which includes Workday Recruiting, HiredScore AI, and Workday Paradox, helps organizations improve recruiting efficiency, deliver exceptional candidate experiences, and manage high-volume hiring. Workday highlights customer successes such as increased recruiter capacity, reduced hiring manager review time, high candidate satisfaction, and accelerated time-to-hire.
ServiceNow stock (US81762P1021): Recent 2.6% drop amid structured note issuance
ServiceNow (US81762P1021) shares experienced a 2.58% drop to $91.18 on May 13, 2026, following the launch of principal-at-risk notes by Goldman Sachs linked to the stock. These notes offer a capped 42% upside with a 70% downside buffer and mature in November 2027. ServiceNow, a leader in cloud-based workflow automation, continues to drive subscription growth in the competitive SaaS market.
Workday Brings Sana Self-Service Agent for HR and Finance Into Microsoft 365 Copilot
Workday has announced the integration of its Sana Self-Service Agent for HR and finance into Microsoft 365 Copilot. This integration allows employees and managers to get answers to their HR and finance questions and complete tasks directly within Microsoft 365, without needing to switch applications. The move aims to streamline workflows while maintaining Workday's security, compliance, and control standards.
Opsera Named a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms
Opsera has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Developer Productivity Insight Platforms, specifically for its Opsera Unified Insights platform. This recognition highlights Opsera's Completeness of Vision and Ability to Execute in the context of the evolving AI-SDLC. The Unified Insights platform aims to help engineering leaders connect AI tool usage to delivery performance, security posture, and business outcomes across the software delivery lifecycle.
Opsera Named a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight Platforms
Opsera has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Developer Productivity Insight Platforms, based on its Completeness of Vision and Ability to Execute. The company's Unified Insights platform helps engineering leaders connect AI tool usage to delivery performance, security, and business outcomes in the rapidly evolving AI-driven Software Delivery Life Cycle (AI-SDLC). Opsera aims to address the governance challenges posed by accelerating development velocity in the era of AI coding assistants and autonomous agents.
Automatic Data Processing stock (US0530151036): Dividend ex-date nears as market cap tops $85B
Automatic Data Processing (ADP) is approaching its quarterly dividend ex-date of June 12, 2026, offering a $1.70 payout and a 3.18% yield. The company, a leader in human capital management solutions, recently saw its shares trade around $214, maintaining a market capitalization above $85 billion. ADP's strong dividend profile and market confidence are highlighted, making it an attractive option for US investors seeking yield and stability in the HCM sector.
IDV’s 4.7% yield just proved it can survive tariffs and a stronger dollar
The iShares International Select Dividend ETF (IDV) offers a 4.7% yield from a diversified basket of international high-dividend stocks, showing resilience against tariffs and a stronger dollar. Its distributions, funded by genuine corporate earnings from developed markets, are durable but can be lumpy due to European dividend timing and currency fluctuations. IDV is suitable for income investors seeking geographic diversification who can tolerate variable payments.
Janus Henderson Global Research Fund Q1 2026 Commentary (JDWAX)
The Janus Henderson Global Research Fund (JDWAX) returned -5.16% in Q1 2026, underperforming the MSCI World Index's -3.57% return, primarily due to stock selection in financials and consumer staples, as well as weakness in the software sector and AI disruption fears. The fund exited Workday due to concerns over slowing subscription revenue and AI investments, but retains positions in Intuit and Lam Research, which are seen as well-positioned for AI-driven changes. The investment process continues to focus on companies with high-quality business models, strong balance sheets, and underappreciated competitive advantages.
Human Resource Management Software Market Analysis By Key Players SAP SE, Automatic Data Processing, Inc,etc
The Human Resource Management Software (HRMS) market is experiencing significant growth, projected to reach US$ 56.63 billion by 2031. This expansion is driven by the increasing adoption of cloud-based solutions, automation of HR processes, the rise of remote work models, and a growing focus on employee experience. Key players like SAP SE and Automatic Data Processing, Inc. are focusing on innovation, cloud expansion, and AI integration to maintain their competitive edge in this evolving market.
TDS Q1 Earnings Surpass Estimates on Spectrum Sale Gains
TDS (Telephone and Data Systems, Inc.) reported strong first-quarter 2026 earnings, significantly beating analyst estimates due to substantial gains from wireless spectrum license sales. While revenues increased year-over-year, they slightly missed consensus marks. The company saw robust growth in its fiber broadband footprint and tower businesses, with fiber revenues rising and capital expenditures increasing to support fiber expansion.
