Workday Is Rapidly Adapting to AI Era -- Market Talk

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0928 ET - Workday is quickly adapting to allay concerns and create opportunities for the AI era, say Piper Sandler analysts, who upgrade the stock to neutral from underweight. The company, which announced the acquisition of Sana Tuesday, has now made three AI acquisitions in the last 30 days, gaining 1,300 new employees with AI experience and showing a strong willingness to move quickly in AI, the analysts say. The company is also adapting its traditional employee-based pricing model, which investors have scrutinized given that AI could reduce employee headcount overtime. The company's new Flex Credits model includes consumption pricing better suited for the AI era, the analysts say. Workday is up 7% premarket. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

September 17, 2025 09:28 ET (13:28 GMT)

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The company, which announced the acquisition of Sana Tuesday, has now made three AI acquisitions in the last 30 days, gaining 1,300 new employees with AI experience and showing a strong willingness to move quickly in AI, the analysts say. The company is also adapting its traditional employee-based pricing model, which investors have scrutinized given that AI could reduce employee headcount overtime. The company's new Flex Credits model includes consumption pricing better suited for the AI era, the analysts say. Workday is up 7% premarket. (nicholas.miller@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 17, 2025 09:28 ET (13:28 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Workday Is Rapidly Adapting to AI Era -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWorkday Is Rapidly Adapting to AI Era -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-17 21:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0928 ET - <a href=\"https://laohu8.com/S/WDAY\">Workday</a> is quickly adapting to allay concerns and create opportunities for the AI era, say Piper Sandler analysts, who upgrade the stock to neutral from underweight. The company, which announced the acquisition of Sana Tuesday, has now made three AI acquisitions in the last 30 days, gaining 1,300 new employees with AI experience and showing a strong willingness to move quickly in AI, the analysts say. The company is also adapting its traditional employee-based pricing model, which investors have scrutinized given that AI could reduce employee headcount overtime. The company's new Flex Credits model includes consumption pricing better suited for the AI era, the analysts say. Workday is up 7% premarket. 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The company, which announced the acquisition of Sana Tuesday, has now made three AI acquisitions in the last 30 days, gaining 1,300 new employees with AI experience and showing a strong willingness to move quickly in AI, the analysts say. The company is also adapting its traditional employee-based pricing model, which investors have scrutinized given that AI could reduce employee headcount overtime. The company's new Flex Credits model includes consumption pricing better suited for the AI era, the analysts say. Workday is up 7% premarket. (nicholas.miller@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  September 17, 2025 09:28 ET (13:28 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}