http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 12 Jun 2026 16:50:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++144++++++++Workday%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+DUFFIELD+DAVID+A/26641702.html si-local-file:///var/storage/secattach/20260612/26641702.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Workday%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+DUFFIELD+DAVID+A/26641702.html Fri, 12 Jun 2026 16:50:00 -0400 O.01585328 WDAY http://www.streetinsider.com/SEC+Filings/Form++144++++++++Workday%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+DUFFIELD+DAVID+A/26641702.html si-local-file:///var/storage/secattach/20260612/26641702.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Workday%2C+Inc.++++++++++++++++++++++++++Filed+by%3A+DUFFIELD+DAVID+A/26641702.html Fri, 12 Jun 2026 16:50:00 -0400 O.01585328 WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html <p>BMO Capital analyst Keith Bachman highlighted durable AI-driven growth trends in cybersecurity and observability following recent industry events.</p><p>The analyst commented: "This week, we attended user group and analyst events for DDOG, ZS, and RBRK, and we offer our thoughts herein. In cybersecurity, one speaker suggested that breaches will get worse in the coming months, which we believe will trigger more security spending. More broadly, we believe that both cybersecurity and observability have durable, AI-enhanced growth trends, which can help support valuation multiples. We are not changing our estimates or ratings at this juncture. We are raising our target price on http://www.streetinsider.com/Analyst+Comments/BMO+Capital+on+Software%3A+%27Cybersecurity+%26+Observability+Remain+Resilient%27/26638746.html Fri, 12 Jun 2026 09:02:13 -0400 ADBE CRM CRWD DDOG HUBS MDB NOW OKTA PANW PATH SAP SNOW TEAM WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+09++Filed+by%3A+DUFFIELD+DAVID+A/26637191.html si-local-file:///var/storage/secattach/20260611/26637191.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+09++Filed+by%3A+DUFFIELD+DAVID+A/26637191.html Thu, 11 Jun 2026 19:54:00 -0400 O.01585328 WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+09++Filed+by%3A+DUFFIELD+DAVID+A/26637191.html si-local-file:///var/storage/secattach/20260611/26637191.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+09++Filed+by%3A+DUFFIELD+DAVID+A/26637191.html Thu, 11 Jun 2026 19:54:00 -0400 O.01585328 WDAY http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Reiterates+Outperform+Rating+on+Workday+%28WDAY%29/26632243.html <p>Oppenheimer analyst Ken Wong reiterated an Outperform rating and $165.00 price target on Workday (NASDAQ: WDAY).</p><p>The analyst commented: "We reiterate our Outperform rating on Workday after meeting with Max Wessel, Workday's SVP, Head of Products, at Oppenheimer's Annual Software Bus Tour. We left the meeting incrementally positive on Workday's 2H:FY27 opportunities and potential for durable growth during the industry's AI technology transition. Management's tone was positive around demand, the company's structural advantages and moat in the AI cycle, a faster innovation and platform deployment cadence driven-by AI technology, including payroll agentic localization capabilities and emerging growth drivers. While AI disruption http://www.streetinsider.com/Analyst+Comments/Oppenheimer+Reiterates+Outperform+Rating+on+Workday+%28WDAY%29/26632243.html Thu, 11 Jun 2026 06:32:12 -0400 WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Enslin+Robert/26624407.html si-local-file:///var/storage/secattach/20260609/26624407.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Enslin+Robert/26624407.html Tue, 09 Jun 2026 16:47:00 -0400 O.01585328 WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Enslin+Robert/26624407.html si-local-file:///var/storage/secattach/20260609/26624407.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Enslin+Robert/26624407.html Tue, 09 Jun 2026 16:47:00 -0400 O.01585328 WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Kazmaier+Gerrit+S/26624396.html si-local-file:///var/storage/secattach/20260609/26624396.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Kazmaier+Gerrit+S/26624396.html Tue, 09 Jun 2026 16:46:00 -0400 O.01585328 WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Kazmaier+Gerrit+S/26624396.html si-local-file:///var/storage/secattach/20260609/26624396.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Kazmaier+Gerrit+S/26624396.html Tue, 09 Jun 2026 16:46:00 -0400 O.01585328 WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Rowe+Zane/26624207.html si-local-file:///var/storage/secattach/20260609/26624207.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Rowe+Zane/26624207.html Tue, 09 Jun 2026 16:33:00 -0400 O.01585328 WDAY http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Rowe+Zane/26624207.html si-local-file:///var/storage/secattach/20260609/26624207.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Workday%2C+Inc.+++++++++++++For%3A+Jun+05++Filed+by%3A+Rowe+Zane/26624207.html Tue, 09 Jun 2026 16:33:00 -0400 O.01585328 WDAY