Workday Inc. (NASDAQ:WDAY): A Value Screen Reveals a High-Quality Business at a Discount
A recent value screen has identified Workday Inc. (NASDAQ:WDAY) as a high-quality business potentially trading at a discount. The company shows strong operational health, consistent growth, and solid profitability metrics, while its valuation ratios suggest it is priced lower than its industry peers and the broader market. This indicates a potential "margin of safety" for value-focused investors, warranting further investigation into its fundamentals, competitive landscape, and growth strategies.
Rollins at Barclays Conference: Strategic Growth Amid Challenges
Rollins Inc. (NYSE:ROL) discussed its strategic growth plans at the Barclays 43rd Annual Industrial Select Conference, targeting 7-8% organic growth and 2-3% through M&A, despite recent weather-related challenges impacting Q4 performance. The company highlighted its strong recurring revenue model (75%), modernization efforts in financial systems and procurement, and initiatives to improve employee retention and brand collaboration. Rollins also noted the family's continued support for modernization and their long-term commitment to the company's strategic direction.
The PEPM Death Spiral: How AI Automation is Cannibalizing the Human Capital Management Sector
The Human Capital Management (HCM) software sector is experiencing a "Productivity Paradox" due to AI automation, which is reducing the need for human HR managers and eroding the traditional per-employee-per-month (PEPM) revenue model. This shift has led to stagnating subscriber growth, stock sell-offs, and a pivot towards outcome-based and consumption-based pricing models as companies like Paycom, Workday, and Paylocity adapt to the "AI-first" hiring philosophy. The crisis suggests a broader challenge for the SaaS industry, forcing a re-evaluation of value from headcount to AI-driven outcomes.
AI threatens staffing industry as companies bring recruitment in-house
The staffing industry is facing significant challenges as artificial intelligence advancements enable companies to bring recruitment processes in-house, reducing reliance on external firms like Robert Half Inc. and ManpowerGroup Inc. AI is streamlining resume screening, applicant ranking, and preliminary interviews, threatening the traditional recruitment model. Analysts predict increased pressure on margins and revenue for staffing firms, with potential job losses for recruiters, as clients demand lower fees or cancel contracts.
Heico Corporation (HEI) Earnings Expected to Grow: What to Know Ahead of Q1 Release
Heico Corporation (HEI) is anticipated to report an increase in both earnings and revenue for the quarter ending January 2026, with an expected EPS growth of 5% and revenue growth of 11.6%. Despite a positive Zacks Rank #2, the company's Earnings ESP of -3.07% suggests analysts have become more bearish, making an earnings beat difficult to predict conclusively. Investors are advised to consider Heico's consistent history of beating EPS estimates in the past four quarters alongside its current analyst forecasts.
Micron To Rally More Than 9%? Here Are 10 Top Analyst Forecasts For Tuesday
This article summarizes recent analyst rating changes for ten different companies, including upgrades, downgrades, and price target adjustments. Notably, Needham raised the price target for Micron Technology (MU) from $380 to $450, maintaining a Buy rating. Other firms like Rosenblatt, Piper Sandler, Mizuho, HC Wainwright & Co., Raymond James, BTIG, Truist Securities, Morgan Stanley, and Ascendiant Capital also provided updated forecasts for various stocks.
American Tower Rose 12% This Week. Here’s Where the Stock Could Go in 2026
American Tower Corporation's stock surged 12% this week, driven by renewed confidence in long-term demand for mobile data and significant institutional investment. CEO Steven Vondran's optimistic outlook on 5G densification and network capacity expansion, coupled with major stake increases by firms like Vanguard, contributed to the rally. Despite the recent surge, TIKR's valuation model suggests the stock remains undervalued with a target price of $234, indicating a potential 21.7% upside by 2026 due to factors like U.S. carrier densification, CoreSite's growth, and disciplined capital allocation.
Match Group Stock Fell 10% Last Year Amid Payer Declines. Can it Recover in 2026?
Match Group experienced a 10% stock drop last year due to a 5% decline in total payers, despite a 7% increase in revenue per payer. The company is undergoing a product-led reset, particularly for Tinder and Hinge, focusing on engagement quality over volume. While showing stable profitability with 25% operating margins, future recovery and a target price of $39 by 2028 hinge on successful product initiatives, payer stabilization, and sustained pricing discipline.
SAP Fell 13% in the Last 30 Days. Here’s How Much the Stock Could Rise in 2026
SAP SE's stock dropped 13% in the last 30 days due to investors rotating out of enterprise software and a slowdown in current cloud backlog growth, despite overall strong financial results for the year. The company reported significant cloud revenue growth, record Q4 bookings, and positive outlooks for operating profit and free cash flow. Analysts indicate SAP appears undervalued, with an implied upside of 24% to 47% based on continued cloud expansion, margin durability, AI integration, and a substantial share repurchase program.
The Truth About Paycom Software Inc.: Is This HR Tech Stock a Silent Wreck or a Comeback Story?
This article examines Paycom Software Inc., an HR tech stock that has seen significant volatility, moving from a market darling to experiencing a substantial price drop. It explores whether the current lower valuation presents a value opportunity or if it's a warning sign, analyzing the company's product, growth story, and competition. The piece concludes by advising potential investors to conduct thorough research, understand the company's long-term prospects, and consider their own risk tolerance before investing.
Is ACI Worldwide’s (ACIW) Alpha Modus Deal a Subtle Shift Toward Cash-Centric Growth?
ACI Worldwide (ACIW) recently struck a multi-year deal with Alpha Modus Financial Services to power its Alpha Cash ecosystem, enabling electronic and paper-based bill payments in retail locations. This collaboration strengthens ACI's position in regulated, retail-embedded payments, particularly targeting cash-reliant customers. The article suggests this deal, alongside other wins, highlights ACI's cloud-native platform adoption and recurring revenue potential, though investors should also consider risks like investment needs and payment software revenue volatility.
Workday (WDAY) Valuation Check As Aneel Bhusri Returns To The CEO Role
Workday (WDAY) is under valuation scrutiny following co-founder Aneel Bhusri's return as CEO, amid a significant stock decline and increased investor focus on AI. While a popular narrative suggests a 42.9% undervaluation with a fair value of $253.14, current market multiples indicate valuation risk with a P/E ratio higher than industry averages. The article advises investors to assess growth assumptions and potential AI-related competition.
Aneel Bhusri Returns As Workday CEO As AI Shift Meets Share Slump
Aneel Bhusri has returned as CEO of Workday following Carl Eschenbach's departure, with the company focusing on artificial intelligence to revitalize its product strategy. This leadership change comes as Workday has experienced significant stock declines over the past week, month, and year-to-date. The market will closely watch how this AI push and refreshed leadership impact the company's growth potential, customer adoption, and profitability, especially given its current valuation and recent momentum.
Hesai Group And 2 Other Stocks That May Be Priced Below Intrinsic Value
Amidst a strong start to February for the US stock market, this article identifies three stocks – Hesai Group (HSAI), MINISO Group Holding (MNSO), and Pure Storage (PSTG) – that appear to be trading below their intrinsic value based on discounted cash flow analysis. Hesai Group is noted for its LiDAR solutions and significant earnings growth forecasts, while MINISO Group Holding, despite a recent net income decline, shows strong projected earnings growth fueled by IP-driven strategies. Pure Storage, a data storage company, is also highlighted for its potential undervaluation, strong earnings growth, and expanded buyback plan.
Hg-led group to acquire OneStream (OS) and take it private in cash deal
A group led by Hg will acquire OneStream (OS) in an all-cash deal, taking the company private. KKR-affiliated holders, representing approximately 58% of voting power, have already provided written consent for the merger, eliminating the need for a common stockholder vote. In connection with the transaction, OneStream's Class A common stock will be delisted from Nasdaq and deregistered, and a tax receivable agreement will be amended to terminate without change-of-control payments.
ZoomInfo Technologies Stock Under Pressure in February: Here’s the Path to $12 by Year-End
ZoomInfo Technologies (GTM) stock dropped over 10% after its Q4 2025 earnings report, despite beating estimates, due to weak 2026 guidance forecasting only 1% growth. The company, which provides a go-to-market intelligence platform, has authorized a $1 billion share repurchase program and aims for growth through AI products and an upmarket strategy. Investors are concerned about flat growth guidance and execution risks but note the strong profitability and share buyback add credibility.
Founder Aneel Bhusri returns as Workday (NASDAQ: WDAY) CEO, Eschenbach exits
Workday (NASDAQ: WDAY) announced that co-founder and executive chair Aneel Bhusri has returned as CEO, effective February 6, 2026, with Carl Eschenbach stepping down from the role and board to become a strategic advisor. Bhusri's compensation package includes a significant equity award tied to long-term stock performance, and he, along with co-founder David Duffield, holds concentrated voting control. The company reaffirmed its fiscal 2026 fourth-quarter and full-year financial outlook, except for a previously disclosed GAAP operating margin update.
Paycom Software Issues Below-Expectations 2026 Revenue Forecast | Market Update - News and Statistics
Paycom Software has forecasted its 2026 revenue to be between $2.18 billion and $2.20 billion, falling below Wall Street's average analyst estimate of $2.23 billion. The company attributes this conservative outlook to macroeconomic challenges, including businesses delaying HR and payroll software purchases due to tighter budgets and potential slowdowns in hiring among its core small-to-medium business client base. Following the announcement, Paycom's shares dropped over 7% in extended trading, despite the company exceeding analyst revenue estimates for the quarter ending December 31 ($544.3 million vs. $543 million).
The Price Is Right For Workday, Inc. (NASDAQ:WDAY) Even After Diving 26%
Despite a 26% drop in its share price over the last month and a 42% decline over the past year, Workday, Inc. (NASDAQ:WDAY) continues to trade at a high price-to-earnings (P/E) ratio of 62.8x. This elevated P/E is primarily supported by analyst forecasts predicting a 53% annual earnings growth over the next three years, significantly outpacing the market's expected 12% growth. Investors appear confident in Workday's future prospects, maintaining strong support for the stock even after its recent struggles.
3 HCM Stocks to Consider After January's Strong U.S. Jobs Report
Following a strong January U.S. Jobs report, this article highlights three Human Capital Management (HCM) stocks—Workday (WDAY), Paylocity (PCTY), and Automatic Data Processing (ADP)—that may be attractive buy-the-dip opportunities. These stocks, having experienced a software selloff, are presented as potential rebound candidates in 2026 due to their current valuations and projected growth. The article details each company's financial outlook, stock performance, and reasons why they might appeal to investors.
Pegasystems: Accelerating ACV and Cloud Growth Underpin Compelling Buy Recommendation
William Blair analyst Jake Roberge has maintained a Buy rating on Pegasystems (PEGA) stock, citing the company's strong fourth-quarter performance, accelerating ACV growth forecast, and strategic platform advancements. Roberge highlights management's projections for cloud revenue to expand by over 30% and total revenue to increase by 12% in 2026, coupled with robust free cash flow margins of 29%, as key reasons for his compelling buy recommendation. Another TipRanks analyst also upgraded the stock to a Buy with a $46.00 price target.
AI Disruption Overblown! 4 Software Stocks to Buy on the Dip
Despite fears of AI disruption leading to significant sell-offs in 2025 and early 2026, the author argues that the market's reaction to software stocks was overblown, creating a buying opportunity. The article highlights four software companies—Salesforce, Monday.com, Workday, and ServiceNow—that are poised for a rebound, citing strong underlying fundamentals, analyst sentiment, institutional accumulation, and sustained growth prospects. Investors are encouraged to consider these stocks as potential leaders in the eventual software market recovery.
Insperity, Inc. (NYSE:NSP) Q4 2025 Earnings Call Transcript
Insperity, Inc. reported its Q4 2025 earnings, missing EPS expectations. The company discussed challenges faced in 2025 due to macroeconomic factors and rising healthcare costs, outlining a three-year plan for margin recovery, balanced growth, and profitability with a focus on their new HRScale solution and strategic adjustments to manage healthcare exposure. For 2026, Insperity forecasts adjusted EBITDA between $170 million and $230 million and adjusted EPS between $1.69 and $2.72.
Rhumbline Advisers Sells 22,663 Shares of Automatic Data Processing, Inc. $ADP
Rhumbline Advisers reduced its stake in Automatic Data Processing (ADP) by 2.7%, selling 22,663 shares. Despite a current "Hold" rating from analysts, ADP beat quarterly EPS estimates, announced a $6 billion share buyback, and declared a $1.70 quarterly dividend. The company also provided FY2026 EPS guidance, reflecting its strong financial position.
Jensen Investment Management Inc. Decreases Stock Position in Automatic Data Processing, Inc. $ADP
Jensen Investment Management Inc. has reduced its stake in Automatic Data Processing (NASDAQ:ADP) by 1.7% in the third quarter, now owning 924,421 shares valued at $271.3 million. The article details other institutional investor activity, key headlines impacting ADP, its stock performance, recent buyback authorization, and dividend announcement. Analyst ratings indicate an average "Hold" consensus for ADP with an average target price of $290.00.
Caprock Group LLC Makes New $9.04 Million Investment in Automatic Data Processing, Inc. $ADP
Caprock Group LLC recently acquired a new stake worth $9.04 million in Automatic Data Processing, Inc. (ADP), purchasing 29,739 shares. Other institutional investors like ING Groep NV and Stratos Wealth Partners LTD. also adjusted their positions in the business services provider. The article also notes recent insider stock sales, ADP's positive earnings and revenue, a declared $6 billion share buyback program, and an annualized dividend of $6.80.
Madison Asset Management LLC Reduces Holdings in Automatic Data Processing, Inc. $ADP
Madison Asset Management LLC decreased its stake in Automatic Data Processing (ADP) by 12.4% in Q3 2025. Despite this reduction, ADP reported strong quarterly results, beating analyst estimates, and announced a new stock buyback program of $6.0 billion and a quarterly dividend of $1.70. Analyst sentiment for ADP is mixed, with a consensus "Hold" rating and several recent price target adjustments.
High Growth Tech Stocks in US for February 2026
This article identifies top high-growth tech stocks in the U.S. for February 2026, driven by a strong stock market performance and positive economic indicators. It highlights ten companies with significant revenue and earnings growth, including Gyre Therapeutics, Allot Ltd., and Kiniksa Pharmaceuticals International, providing an overview of their operations and growth prospects. The analysis emphasizes their potential to capitalize on technological advancements and evolving market demands.
INSPERITY, INC. SEC 10-K Report
Insperity, Inc. (NSP) has released its annual Form 10-K report, detailing its financial and operational performance for the fiscal year, though specific financial metrics were not provided in the summary. The report highlights Insperity's strategic initiatives, including expanding its PEO HR solutions like HRScale for the middle market, and addresses challenges such as economic risks, bank failures, and regulatory changes in the HR services industry. Insperity aims to enhance shareholder value through disciplined capital management and strategic investments, maintaining a focus on client retention and leveraging technology for service delivery.
Earnings call transcript: Insperity Q4 2025 results miss forecasts; shares dip
Insperity Inc. reported Q4 2025 adjusted EPS of -$0.60 and revenue of $1.67 billion, both missing forecasts, leading to an 8.3% aftermarket stock decline. The company is focusing on margin recovery, reducing operating expenses by $20 million in 2026, and rolling out a new HR solution, HRScale, targeting mid-market firms, with projections for a significant rebound in profitability and growth over a three-year plan.
Insperity Announces Fourth Quarter and Full Year 2025 Results
Insperity, Inc. reported its financial results for the fourth quarter and full year ended December 31, 2025, showing a 3% Q4 revenue increase year-over-year and a 4% increase for the full year. Despite a net loss in Q4 and for the full year, the company emphasized a strategic focus on margin and profit recovery for 2026, driven by pricing adjustments, new contract designs, and operational efficiencies. Insperity also provided its 2026 guidance, projecting an increase in Adjusted EPS and Adjusted EBITDA.
Workday CEO Shift Reframes AI Ambitions And Valuation Opportunity
Workday, Inc. announced that co-founder Aneel Bhusri is returning as CEO, with Carl Eschenbach moving to a strategic advisor role. This leadership change is focused on enhancing Workday's AI ambitions, a critical move for its cloud-based human capital management and financial software platforms. Investors should monitor how this shift impacts execution priorities, product development, and the integration of AI across Workday's offerings, especially given its current valuation and profitability trends.
Is Workday Inc Gaining or Losing Market Support?
Workday Inc (WDAY) has seen a 5.42% increase in its short interest as a percent of float, with 9.07 million shares sold short, representing 4.28% of available shares. This rise in short interest could indicate a more bearish sentiment among investors, although the company's short interest is still lower than its peer group average of 4.42%. It would take traders approximately 3.13 days to cover their short positions.
Oracle adds more than 40 agents to Fusion Cloud suite
Oracle has introduced over 40 new prebuilt artificial intelligence agents into its Fusion Cloud Applications suite, covering marketing, sales, service, and supply chain functions. These agents, running on Oracle Cloud Infrastructure, are designed to automate and transform business processes, providing insights and taking actions with minimal human intervention. Customers can also use Oracle AI Agent Studio to create custom agents.
Boise Cascade stock hits 52-week high at 90.71 USD By Investing.com
Boise Cascade (BCC) stock hit a 52-week high of $90.71, gaining 11.35% in the past week, despite a 25.43% decline over the past year. This comes amid strategic moves including a dividend declaration, the acquisition of Holden Humphrey, and a CEO leadership change. Analysts maintain an "Outperform" rating, indicating confidence in the company's future.
Fossil Group names Shannon Freeze as chief people and communications officer
Fossil Group, Inc. (NASDAQ: FOSL) has appointed Shannon Freeze as its Chief People and Communications Officer, effective February 23, 2026. Freeze will oversee global communications, human resources, talent management, and diversity, reporting to CEO Franco Fogliato. She brings extensive experience from her previous role at Texas Instruments and aims to evolve the company's talent strategy.
25 New 5-Star Stocks This Week
This article identifies 25 new U.S.-listed stocks that have achieved a 5-star Morningstar Rating, indicating they are significantly undervalued. Key companies highlighted include Microsoft, Sony, Intuit, Sea, and Workday, all trading at substantial discounts to their fair value estimates. The Morningstar Rating system, which uses price, fair value estimates, and uncertainty ratings, suggests that 36% of covered U.S. stocks are currently undervalued.
Inside Huron’s biggest-ever wave of 43 senior promotions
Huron (NASDAQ: HURN), a global professional services firm, announced its largest-ever promotion class, elevating 43 senior-level leaders across various capabilities including Financial Advisory, Digital, Education and Research Consulting, Healthcare Consulting, and its strategy business, Innosight. These promotions reflect the firm's growth and its investment in developing talent and leadership, with CEO Mark Hussey highlighting the individuals' dedication to clients, employees, and communities. The announcement details the roles and expertise of many of the promoted individuals, spanning areas like digital transformation, ERP, CRM, EPM, healthcare operations, and financial advisory.
La Rosa Holdings wipes $5.5M debt amid AI data center push
La Rosa Holdings (NASDAQ: LRHC) has eliminated $5.5 million in convertible debt by converting it into common shares, which were subsequently sold. This move aims to strengthen its balance sheet, simplify its capital structure, and reduce cash burn, with improvements expected in Q1 2026. The company also announced plans to purchase land for a Tier III AI data center using existing cash, without needing additional capital.
A 6% raise for Jack Henry investors: dividend now $0.61
Jack Henry & Associates (NASDAQ: JKHY) announced a 6% increase in its quarterly cash dividend to $0.61 per share. This dividend is payable on March 25, 2026, to shareholders of record as of March 5, 2026. This marks the 22nd consecutive year of increasing dividends for the company, which has paid quarterly dividends since 1991.
First German heart center turns to robots to cut radiation
Klinikum Fürth in Germany has launched the country's first robotic electrophysiology program using Stereotaxis' Genesis Robotic Magnetic Navigation System for arrhythmia treatment. This system improves precision, procedural stability, and significantly reduces radiation exposure for both patients and staff. Physicians have already successfully treated a range of arrhythmias, marking a new standard of care in Germany.
Drug research contractor Inotiv grows key unit but posts $28.4M loss
Inotiv (NASDAQ: NOTV) reported Q1 FY2026 financial results with revenue of $120.9 million, an increase of 0.8% year-over-year, driven by a strong 12.0% growth in its Discovery and Safety Assessment (DSA) segment. Despite this growth and a DSA backlog of $145.4 million, the company posted a consolidated net loss of $28.4 million and an operating loss of $16.3 million, with Adjusted EBITDA falling to $1.8 million. The market reacted negatively to the news, with the stock declining 13.67%.
First National Bank of Hutchinson Grows Stock Position in Automatic Data Processing, Inc. $ADP
First National Bank of Hutchinson significantly increased its stake in Automatic Data Processing (NASDAQ:ADP) by 325% in the third quarter of 2025, holding 6,800 shares worth nearly $2 million. This comes as ADP reported strong Q3 earnings, beating consensus estimates, and announced a $6 billion share buyback program and a quarterly dividend of $1.70. Institutional ownership in ADP is high, with other major investors also increasing their positions, while analysts maintain a "Hold" rating with an average price target of $290.83.
Is Workday’s (WDAY) Veteran Skills Mapper a Niche Feature or a Strategic Talent-Data Play?
Workday (WDAY) recently launched its Military Skills Mapper, a feature designed to translate veterans' military experience into civilian skills, aiding employers in hiring former service members. While this tool isn't expected to significantly boost short-term revenue, it reinforces Workday's position in talent acquisition and its focus on specialized use cases. Investors are also watching the company's upcoming Q4 results and subscription guidance for FY2026 amid recent share price pullbacks and concerns around AI's impact.
Kforce Earnings Report: A Divergent Performance
Kforce Inc. released its Q4 and full-year 2025 financial results, showing mixed performance with revenue slightly above forecasts but earnings per share missing estimates. The company increased its quarterly dividend to $0.40 per share and reported sequential improvement in revenue despite an annual decrease. Strategic efforts include the implementation of Workday and expansion of offshore capabilities, with a focus on higher-margin consulting to improve operational margins.
Assessing Workday (WDAY) Valuation After Launch Of Military Skills Mapper For Veteran Hiring
Workday (WDAY) launched a Military Skills Mapper to translate veterans' military experience into civilian skills, drawing attention to its HR and finance platform. Despite this and new partnerships, the stock has seen significant declines, with a 30-day return of -24.51% and a 1-year return of -42.86%. While some analysts suggest it's undervalued at a fair value of $253.14, its current P/E ratio of 65x is significantly higher than industry averages, indicating potentially overvalued growth expectations.
Analysts Offer Insights on Technology Companies: Workday (WDAY) and Tenable Holdings (TENB)
Needham analysts have issued bullish sentiments for Workday (WDAY) and Tenable Holdings (TENB). Scott Berg maintained a Buy rating for Workday with a $300 price target, while Mike Cikos also maintained a Buy rating for Tenable Holdings with a $28 price target. Both companies show a Moderate Buy consensus among analysts, with significant implied upside from their current stock levels.
Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai Shares Are Falling, What You Need To Know
Shares of Workday, Varonis Systems, Five9, SoundHound AI, and C3.ai fell after the release of new AI models by Anthropic and OpenAI. The advanced agentic capabilities of these models, particularly their ability to automate complex tasks and potentially cannibalize traditional software, have raised concerns about the future of traditional software licensing and application layers. This market reaction is causing investors to reprice software companies, though large drops can present buying opportunities for quality stocks.
Capstone Transitions Away from Legacy Software and Targets "Full Stack AI" Transformation in 2026
Capstone Holding Corp. (NASDAQ:CAPS) announced its plan to transition to a "full stack AI" company by 2026, significantly reducing its reliance on traditional legacy software vendors. CEO Matthew Lipman stated that this AI-driven transformation will enable faster, less disruptive, and more cost-effective implementation of advanced capabilities, democratizing technology for middle-market companies. Capstone believes its nimble structure will allow it to adopt and scale AI capabilities more rapidly than larger competitors in the building products distribution industry.
ACI Worldwide (ACIW) Valuation Check After Alpha Cash Agreement Win
ACI Worldwide (ACIW) has secured a multi-year agreement to power Alpha Modus's Alpha Cash platform, expanding its role in electronic and paper-based bill payments. Despite this win and a projected fair value of $64.60, the company's stock has seen recent declines, trading at $40.66, prompting questions about its valuation and potential for underappreciated growth. The market's valuation narrative suggests ACIW is 37.1% undervalued, driven by recurring revenue growth and the launch of its AI-powered Connetic payments hub.
