此前,银湖资本洽购Workday的传闻已持续发酵数月,据悉双方已就潜在交易展开沟通,银湖资本可能引入其他投资者共同融资。大摩此前指出,软件股估值已低至吸引PE重新出手的水平。与此同时,多家投行近期密集上调Workday目标价,杰富瑞、加通贝祥均上调至225美元,Rothschild & Co Redburn上调至250美元。公司上季度业绩表现稳健,调整后每股收益2.75美元超预期,AI业务动能获正面反馈。
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