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.

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.

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.

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.

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.

Workday CFO Zane Rowe sold 2,808 shares worth approximately $550,000 on September 5, 2026. The sale was non-discretionary, executed to cover tax obligations from RSU vesting, and does not indicate concern about the company's valuation. Rowe retains ~286,000 directly held shares, maintaining significant alignment with shareholders.

Workday exceeded Q2 expectations with 12.8% revenue growth and 13.9% subscription revenue growth. AI products generated over $100M in new annual contract value with agentic AI ARR approaching $600M (up 200% YoY). The company raised fiscal 2027 margin guidance to 31% and targets 11% subscription growth in fiscal 2028 with at least 2 percentage points of margin expansion. Key challenge remains converting AI adoption into sustainable incremental revenues as core subscription growth moderates.

Elastic's stock surged 48.3% in August 2026, driven by two factors: a broad SaaS sector rally on Aug. 13 following cooler-than-expected inflation data, and strong Q1 2027 earnings results on Aug. 27 that beat Wall Street estimates. Revenue grew 15% YoY to $478M and earnings jumped 17% to $0.70/share, with record large contracts and AI feature adoption nearly doubling. The stock now trades at a reasonable 25.7x trailing earnings given its 23.4% revenue CAGR.