reports
Workday Inc: 3 directors
Three Directors at Workday Inc gave away/sold 93,405 shares at between 0.000USD and 209.753USD. The significance rating of the trade was 81/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors o...
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
RPM RPM INTERNATIONAL INC.
UNVA UNILEVER PLC ADS
LNG CHENIERE ENERGY INC.
WDAY WORKDAY INC. CLASS A
SYY SYSCO CORPORATION
SLGN SILGAN HOLDINGS INC.
SLF. SUN LIFE FINANCIAL INC.
POST POST HOLDINGS INC.
PG PROCTER & GAMBLE COMPANY
OMC OMNICOM GROUP INC
MKTX MARKETAXESS HOLDINGS INC.
MKC MCCORMICK & COMPANY INCORPORATED
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
LOPE GRAND CANYON EDUCATION INC.
GIS GENERAL MILLS INC.
CPB CAMPBELL SOUP COMPANY
CHD CHURCH & DWIGHT CO. INC.
CALM CAL-MAINE FOODS INC.
CAG CONAGRA BRANDS INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AMSF AMERISAFE INC.
NFLX NETFLIX INC.
EFX. ENERFLEX
STN. STANTEC INC
BRO BROWN & BROWN INC.
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
AJG ARTHUR J. GALLAGHER & CO.
RDED RELX PLC
NTNX NUTANIX INC. CLASS A
TRNS TRANSCAT
KNSL KINSALE CAPITAL GROUP INC.
WDFC WD-40 COMPANY
AXON AXON ENTERPRISE INC
CRVL CORVEL CORP.
ZLAB ZAI LAB LTD. SPONSORED ADR
SMPL SIMPLY GOOD FOODS CO
ABT ABBOTT LABORATORIES
ZS ZSCALER INC.
SPOT SPOTIFY TECHNOLOGY SA
IIIV I3 VERTICALS
VITL VITAL FARMS
LI LI AUTO INC. SPONSORED ADR CLASS A
OTIS OTIS WORLDWIDE CORPORATION
TT TRANE TECHNOLOGIES PLC
2VZ LEONARDO DRS INC.
SKWD SKYWARD SPECIALTY INS GROUP INC
LIN LINDE PUBLIC LIMITED COMPANY
ASPI ASP ISOTOPES INC
TRI THOMSON REUTERS CORPORATION
TXO TXO PARTNERS L.P.
WAY WAYSTAR HOLDING CORP
- Pierre FerraguÊ
Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...
Today, we are publishing the Enterprise IT section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Workday, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 August 2025 in which we reassessed the appropriateness of the ratings in the context of th...
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...
Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...
- Pierre FerraguÊ
Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...
Today, we are publishing the Enterprise IT section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...
Moody's Ratings upgrades Workday's ratings to Baa1; outlook stable
Moody's Ratings (Moody's) upgraded Workday, Inc.'s ("Workday") issuer rating and senior unsecured debt rating to Baa1, from Baa2. The rating outlook is stable. RATINGS RATIONALE The ratings upgrade reflects our expectation for a rapid strengthening of Workday's credit profile driven by strong ...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
NUE NUCOR CORPORATION
CNHI CNH INDUSTRIAL NV
WDAY WORKDAY INC. CLASS A
VALE.N VALE S.A. ADS
UEC URANIUM ENERGY CORP
TX. TERNIUM S.A. SPONSORED ADR
TWI TITAN INTERNATIONAL INC.
SYY SYSCO CORPORATION
RGEN REPLIGEN CORPORATION
POOL POOL CORPORATION
LEA LEAR CORPORATION
JNJ JOHNSON & JOHNSON
HSIC HENRY SCHEIN INC.
GIS GENERAL MILLS INC.
EXAS EXACT SCIENCES CORPORATION
DIN DINE BRANDS GLOBAL INC.
BRKR BRUKER CORPORATION
BAX BAXTER INTERNATIONAL INC.
CF. CANACCORD GENUITY GROUP
MG/CN MAGNA INTERNATIONAL INC.
SIBN GAZPROM NEFT PJSC
AMWD AMERICAN WOODMARK CORPORATION
CMCO COLUMBUS MCKINNON CORPORATION
CEXA CEMEX SAB DE CV (ADR)
DRI DARDEN RESTAURANTS INC.
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
SSD SIMPSON MANUFACTURING CO. INC.
YUMC YUM CHINA HOLDINGS INC.
MT ARCELORMITTAL
ASGN ASGN INC
ADNT ADIENT PLC
PTAL PETROTAL
GNMSY GENMAB A/S
ORIC ORIC PHARMACEUTICALS
IMCR IMMUNOCORE HOLDINGS ADS
OI O-I GLASS INC
ENOV ENOVIS CORPORATION
WMC WESTMOUNT MINERALS CORP
- Wedbush Research
ADS ADIDAS AG
WIX WIX.COM LTD.
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
WDAY WORKDAY INC. CLASS A
VRNT VERINT SYSTEMS INC.
UMH UMH PROPERTIES INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBNY SIGNATURE BANK
PSTG PURE STORAGE INC. CLASS A
PCRX PACIRA BIOSCIENCES INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HBAN HUNTINGTON BANCSHARES INCORPORATED
GOOGL ALPHABET INC. CLASS A
GDDY GODADDY INC. CLASS A
GBT GLOBAL BLOOD THERAPEUTICS INC
FTNT FORTINET INC.
FL FOOT LOCKER INC.
FB FACEBOOK INC. CLASS A
DKS DICK'S SPORTING GOODS INC.
DIN DINE BRANDS GLOBAL INC.
DBD DIEBOLD NIXDORF INCORPORATED
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CUBI CUSTOMERS BANCORP INC.
CROX CROCS INC.
CHMI CHERRY HILL MORTGAGE INVESTMENT
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
AXTI AXT INC.
NFLX NETFLIX INC.
OSTK OVERSTOCK.COM INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
TWTR TWITTER INC.
ALBO ALBIREO PHARMA
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
NKE NIKE INC. CLASS B
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
NICE NICE LTD
BCEL ATRECA
KDNY CHINOOK THERAPEUTICS
ITOS INC.
VRDN ITEOS THERAPEUTICS
WOOF VIRIDIAN THERAPEUTICS INC
POSH PETCO HEALTH AND WELLNESS
AZEK POSHMARK
DAWN THE AZEK COMPANY
SQSP DAY ONE BIOPHARMACEUTICALS INC
IS SQUARESPACE
HYZN IRONSOURCE
UPST HYZON MOTORS INC.
FHTX UPSTART HOLDINGS
LICY FOGHORN THERAPEUTICS
XOS LI-CYCLE
OPEN XOS INC.
STX OPENDOOR TECHNOLOGIES INC
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
KRTX GLOBALFOUNDRIES INC
KARUNA THERAPEUTICS INC
- Daniel Ives
- John Katsingris
VRNT VERINT SYSTEMS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
NFLX NETFLIX INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
NICE NICE LTD
HYZN HYZON MOTORS INC.
LICY LI-CYCLE
XOS XOS INC.
Moody's assigns a first-time Baa2 issuer rating to Workday; outlook st...
Rating Action: Moody's assigns a first-time Baa2 issuer rating to Workday; outlook stable. Global Credit Research- 28 Mar 2022. New York, March 28, 2022-- Moody's Investors Service assigned a first-time Baa2 issuer rating to Workday, Inc..
- Jonathan Moreland
WDAY WORKDAY INC. CLASS A
TJX TJX COMPANIES INC
OPK OPKO HEALTH INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
HSC HARSCO CORPORATION
HBI HANESBRANDS INC.
GPC GENUINE PARTS COMPANY
EVOL EVOLVING SYSTEMS
BCOV BRIGHTCOVE
COWN COWEN INC CLASS A
SHW SHERWIN-WILLIAMS COMPANY
GEOS GEOSPACE TECHNOLOGIES
GNTY GUARANTY BANCSHARES INC.
CNNE CANNAE HOLDINGS
BAND BANDWIDTH CLASS A
WTBA WEST BANCORP INC.
STXB SPIRIT OF TEXAS BANCSHARES
OPBK OP BANCORP
KOD KODIAK SCIENCES
ASAN ASANA
RMO ROMEO POWER INC (A)
RSVR RESERVOIR MEDIA
AVTX INC.
AVALO THERAPEUTICS INC
- Valens Research
Valens Equity Insights and Inflections - 2022 02 08
CVS Health Corporation (CVS) is in the midst of a transition from pharmacy business to a massively profitable medical data and technology company. Uniform Accounting confirms that the transition is underway and that the market isn't pricing this in. Considering management's strong execution and alignment to continue executing, equity upside continues to be warranted With CVS's acquisition of Aetna, the company is pivoting its business to become a complete medical data and technology company, s...
PG PROCTER & GAMBLE COMPANY
MAR MARRIOTT INTERNATIONAL INC. CLASS A
ISRG INTUITIVE SURGICAL INC.
ICE INTERCONTINENTAL EXCHANGE INC.
FDX FEDEX CORPORATION
DUK DUKE ENERGY CORPORATION
DE DEERE & COMPANY
CVS CVS HEALTH CORPORATION
CAT CATERPILLAR INC.
MRVI MARAVAI LIFESCIENCES HOLDINGS
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