[Workday headquarters in Pleasanton, CA, USA] JHVEPhoto Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) was downgraded by Deutsche Bank on Monday as the investment firm said the risk-reward is “more balanced” after shares rose recently following reports [https://seekingalpha.com/news/4632683-workday-jumps-on-report-silver-lakes-in-talks-to-acquire] of a potential acquisition by private equity. Workday shares fell …
Workday (NASDAQ: WDAY) had its best day since 2016 last Thursday. Shares jumped nearly 18% (trading was halted multiple times along the way) after Reuters reported that private equity firm Silver Lake has spent recent months in talks to take the human resources and …
5 Insightful Analyst Questions From Upwork's Q2 Earnings Call Upwork's second quarter was marked by ongoing challenges tied to the accelerating adoption of artificial intelligence (AI) and changing patterns in client acquisition. Management emphasized that increased AI automation, especially for lower-complexity work, and headwinds …
For much of 2026, software investors have been grappling with a terrifying question: What if artificial intelligence makes many of the apps that firms have spent decades buying considerably less valuable? If Workday (WDAY) is acquired, that argument could lead Wall Street to reconsider …
Workday, Inc. (NASDAQ:WDAY) recently experienced its best trading day since 2016, even though the company has yet to confirm anything has happened. Shares of the human-resources and finance software producer rose about 18% on August 13 after Reuters reported that private equity firm Silver …
M3 Wealth Management LLC has acquired 13,512 shares of Palo Alto Networks (NASDAQ:PANW) valued at approximately $4.6 million, making it their 11th largest holding. This purchase contributes to the 79.82% institutional ownership of the cybersecurity company. Wall Street analysts maintain a "Moderate Buy" rating …
Pacific Sage Partners LLC has acquired 7,077 shares of F5, Inc. (FFIV), valued at approximately $2.94 million, making it their 24th largest holding. Institutional ownership of F5 remains high at 90.66%, with several firms increasing their positions. Despite F5 recently beating quarterly earnings and …
Janney Montgomery Scott LLC increased its stake in Arista Networks (NYSE:ANET) by 3.0% in the second quarter, bringing its total holdings to $73.62 million. Other institutional investors also bought shares, with institutional ownership now at 82.47%. Insider selling was also noted, with CEO Jayshree …
TD Asset Management Inc. has reduced its stake in Arista Networks by 22.6%, selling 446,481 shares, though it still retains a significant holding of 1.53 million shares. Despite this sale and substantial insider selling, Wall Street analysts maintain a "Buy" rating for Arista, citing …
NewEdge Advisors LLC significantly increased its stake in F5, Inc. by 244.3% in the first quarter, now holding 5,747 shares valued at approximately $1.66 million. F5 reported strong Q2 earnings, beating analyst estimates with $4.73 EPS and $865.08 million in revenue. Despite a consensus …
Focus Partners Advisor Solutions LLC has acquired a new position of 11,314 shares in Illinois Tool Works Inc. (NYSE:ITW) during the second quarter, valued at approximately $3.06 million. Other institutional investors have also adjusted their holdings in the industrial products company. Illinois Tool Works …
Clearstead Trust LLC has made a significant new investment in Palo Alto Networks, Inc. (NASDAQ:PANW), acquiring 14,601 shares valued at approximately $4.98 million. This move positions Palo Alto Networks as the 25th largest holding in Clearstead Trust LLC's portfolio. Other major institutional investors like …
Clearstead Trust LLC has made a new $1.36 million investment in Illinois Tool Works Inc. (NYSE:ITW), purchasing 5,040 shares during the second quarter. This move comes as institutional investors collectively own about 79.77% of ITW, which recently reported exceeding quarterly expectations with $2.84 adjusted …
Fox Run Management L.L.C. significantly reduced its stake in Arista Networks (ANET) by 63% in the second quarter, selling 7,494 shares and retaining 4,410 shares valued at $749,000. Despite this, Arista Networks reported strong quarterly results with revenue up 37.7% and EPS of $1.02, …
Caitong International Asset Management Co. Ltd significantly increased its stake in Arista Networks (NYSE:ANET) by 10,808 shares, bringing its total holdings to 10,818 shares valued at $1.84 million. This move comes as institutional investors collectively own 82.47% of ANET, and the company reported strong …
GraniteShares Advisors LLC has acquired 7,273 shares of Arista Networks (NYSE:ANET) for approximately $1.24 million, marking a new position for the firm. This comes as Arista Networks reported strong quarterly results with revenue up 37.7% year-over-year and analysts maintaining a "Buy" rating. Despite positive …
Avalon Trust Co acquired a new stake of 111,705 shares in Palo Alto Networks (NASDAQ:PANW) during the second quarter, valued at approximately $38.09 million. This acquisition makes Palo Alto Networks the 10th largest holding for Avalon Trust Co, comprising 2.3% of its investment portfolio. …
Bridgewater Advisors Inc. has acquired a new stake of 6,219 shares in Palo Alto Networks, Inc. (NASDAQ:PANW), valued at approximately $2.16 million, according to its latest SEC filing. Other institutional investors like Norges Bank, Bank of America Corp DE, and Vanguard Group Inc. have …
Avalon Trust Co has made a new investment of $19.90 million in American Water Works Company, Inc. (NYSE:AWK), acquiring 151,254 shares during the second quarter. This investment constitutes 1.2% of Avalon Trust Co's portfolio. Other institutional investors like State Street Corp and Wellington Management …
ABN AMRO Bank N.V. recently acquired a new position in American Water Works Company, Inc. (NYSE:AWK) during the second quarter, purchasing 46,495 shares valued at approximately $6.12 million. This move is part of broader institutional activity, with other hedge funds also adjusting their stakes …
The article analyzes Ginkgo Bioworks Holdings Inc. Class A (DNA) stock performance and its impact on rotational strategy timing. It highlights a weak sentiment signaling long-term weakness resumption and identifies a significant short setup with a 100.0:1 risk-reward ratio. The report provides three AI-generated …
Illinois Tool Works (NYSE:ITW) reported higher quarterly revenue, driven by broad-based demand across its diversified industrial segments. The company's multi-industry business model, serving various end markets, provides stability and a wide view of the economy. This performance highlights the effectiveness of its decentralized operational …
Arista Networks CEO Jayshree Ullal reported the indirect sale of approximately $119.3 million in company common stock on August 12, 2026, through Rule 10b5-1 trading plans. These sales were made on behalf of trusts for her relatives and a family trust, with Ullal disclaiming …
[Documents about mergers and acquisitions m&a with a pen.] designer491 Here's a list of key deals reported across sectors this week: Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) soared 19% on a report [https://seekingalpha.com/news/4632683-workday-jumps-on-report-silver-lakes-in-talks-to-acquire]that private equity firm Silver Lake is in talks to buy the software company. Diversified …
Arista Networks recently achieved a record high after its first $3 billion revenue quarter, significantly raising its full-year guidance for 2026. Despite its strong growth and high operating margins, the stock trades at a premium valuation (63x trailing earnings), raising questions about whether this …
A10 Networks' General Counsel, Robert Scott Weber, sold 14,086 shares of company stock worth approximately $392,435 on August 11, 2026. This transaction was part of a Rule 10b5-1 trading plan. Despite the sale, Weber still directly holds 50,586 shares, and the company has shown …
Palo Alto Networks was recently added to Israel’s TA-35 and TA-125 indices, and FireMon integrated its security platform with Palo Alto Networks’ Strata Cloud Manager. These developments reinforce the company's strategy of platformized, AI-driven cybersecurity. The article emphasizes that while index additions are notable, …
Search by ticker symbol or company name and select a result to open its chart.
Sharemaestro
Send a message
Ask a question, report a correction, or send a publisher/support note.
Cookie preferences
Essential cookies keep Sharemaestro secure and working. Choose whether we may use optional persistent analytics and advertising technologies. Limited cookieless server measurement continues for aggregate traffic and security.