美东时间0928 - Piper Sandler分析师表示，Workday正快速适应以缓解担忧并在AI时代创造机会，因此将该股评级从"减持"上调至"中性"。该公司周二宣布收购Sana，在过去30天内已完成三次AI收购，获得了1,300名具有AI经验的新员工，展现出在AI领域快速行动的强烈意愿。该公司还在调整其传统的基于员工数量的定价模式，投资者此前对此模式存在担忧，认为AI可能会随时间推移减少员工数量。分析师称，该公司新推出的Flex Credits模式包含更适合AI时代的消费定价。Workday盘前上涨7%。
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