Dan Ives: Workday's potential acquisition puts a floor on names in the sector

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

1. 01 MSFT NASDAQ ACHETER -0,76%
   Entrée $495,40 14 août 2026

   Actuel $491,65 09 sept 2026

   Résultat −$3,75

   vs. indice +1,0% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …ELF OUT. BUT SOFTWARE IS GOING TO BE THE SECOND, THIRD DERIVATIVES OF THE AI REVOLUTION. SO I STILL VIEW IT EVEN THOUGH CHIPS ARE LEADING SOFTWARE NOW IS STARTING TO GET READY TO GO INTO THAT AI PARTY. AND I THINK THE MONETIZATION, I THINK WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR. >> RIGHT? AND THEN THERE IS THIS REPORTED INTEREST BY SILVER LAKE FOR A WORK DAY. CAN YOU SORT OF GO THROUGH, EXTRAPOLATE WHAT THAT COULD MEAN FOR THE SPACE? IF IF PRIVATE EQUITY IS LOOKING AT A NAME LIKE A WORKDAY, AN ENTERPRISE NAME, AN …

   WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR.

   Aller

2. 02 PLTR NASDAQ ACHETER -2,59%
   Entrée $174,04 14 août 2026

   Actuel $169,53 09 sept 2026

   Résultat −$4,51

   vs. indice −0,8% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …ELF OUT. BUT SOFTWARE IS GOING TO BE THE SECOND, THIRD DERIVATIVES OF THE AI REVOLUTION. SO I STILL VIEW IT EVEN THOUGH CHIPS ARE LEADING SOFTWARE NOW IS STARTING TO GET READY TO GO INTO THAT AI PARTY. AND I THINK THE MONETIZATION, I THINK WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR. >> RIGHT? AND THEN THERE IS THIS REPORTED INTEREST BY SILVER LAKE FOR A WORK DAY. CAN YOU SORT OF GO THROUGH, EXTRAPOLATE WHAT THAT COULD MEAN FOR THE SPACE? IF IF PRIVATE EQUITY IS LOOKING AT A NAME LIKE A WORKDAY, AN ENTERPRISE NAME, AN …

   WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR.

   Aller

3. 03 WDAY NASDAQ ACHETER -6,36%
   Entrée $198,68 14 août 2026

   Actuel $186,05 09 sept 2026

   Résultat −$12,63

   vs. indice −4,6% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …LATE WHAT THAT COULD MEAN FOR THE SPACE? IF IF PRIVATE EQUITY IS LOOKING AT A NAME LIKE A WORKDAY, AN ENTERPRISE NAME, AN HR SOFTWARE MANAGEMENT NAME, YOU KNOW, ARE THERE OTHER NAMES LIKE THIS AND COULD THERE BE OTHER DEALS TO COME? >> NO. I THINK WHEN YOU LOOK AT WORKDAY AND YOU LOOK AT WHAT'S HAPPENING ACROSS SOFTWARE IN THAT THERE'S VALUE IN PE AND ESPECIALLY IN THAT 415 AREA CODE, THEY'RE GOING TO FIND THE VALUE. I THINK IT DOES PUT A FLOOR ON A LOT OF THESE NAMES SPECIFICALLY RELATIVE TO THE SECTOR, BUT THEN YOU HAVE TO SEE AS IT ACTUALLY PLAYS OUT. AND ARE THERE MORE DEALS TO ACTUALLY BE HAD? IT ALL COMES DOWN TO CUSTOMER BASES. THE INSTALL BASES ARE KEY BECAUSE DATA YOU CAN TALK ABOUT COMPUTE, BUT DATA IS ALMOST THAT'S THAT'S THE H…

   I THINK WHEN YOU LOOK AT WORKDAY AND YOU LOOK AT WHAT'S HAPPENING ACROSS SOFTWARE IN THAT THERE'S VALUE IN PE AND ESPECIALLY IN THAT 415 AREA CODE, THEY'RE GOING TO FIND THE VALUE. I THINK IT DOES PUT A FLOOR ON A LOT OF THESE NAMES SPECIFICALLY RELATIVE TO THE SECTOR

   Aller

   Contexte extrait par IA "I THINK WHEN YOU LOOK AT WORKDAY... IT DOES PUT A FLOOR ON A LOT OF THESE NAMES SPECIFICALLY RELATIVE TO THE SECTOR"

4. 04 ADBE NASDAQ ACHETER -3,47%
   Entrée $264,02 14 août 2026

   Actuel $254,86 09 sept 2026

   Résultat −$9,16

   vs. indice −1,7% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …ES DOWN TO CUSTOMER BASES. THE INSTALL BASES ARE KEY BECAUSE DATA YOU CAN TALK ABOUT COMPUTE, BUT DATA IS ALMOST THAT'S THAT'S THE HEARTS AND LUNGS, THE AI REVOLUTION. THESE COMPANIES HAVE THE INSTALL BASES, BUT THERE'S WINNERS AND LOSERS. AND YOU LIKE SOME OF THE NAMES THAT YOU'VE TALKED ABOUT ADOBE AND SOME OTHERS. THIS IS YOU'RE STARTING TO SEE A SEPARATION RELATIVE TO NAMES. IF IT'S A SERVICENOW OR OTHERS THAT WILL BENEFIT VERSUS MAYBE OTHERS THAT WON'T. >> WHAT DO YOU THINK HAS BEEN DISPROVEN SINCE THE INITIAL IV LULL OVER AI DISPLACING SOFTWARE? …

   AND YOU LIKE SOME OF THE NAMES THAT YOU'VE TALKED ABOUT ADOBE AND SOME OTHERS.

   Aller

5. 05 NOW NYSE ACHETER +5,73%
   Entrée $124,00 14 août 2026

   Actuel $131,11 09 sept 2026

   Résultat +$7,11

   vs. indice +7,5% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …LUNGS, THE AI REVOLUTION. THESE COMPANIES HAVE THE INSTALL BASES, BUT THERE'S WINNERS AND LOSERS. AND YOU LIKE SOME OF THE NAMES THAT YOU'VE TALKED ABOUT ADOBE AND SOME OTHERS. THIS IS YOU'RE STARTING TO SEE A SEPARATION RELATIVE TO NAMES. IF IT'S A SERVICENOW OR OTHERS THAT WILL BENEFIT VERSUS MAYBE OTHERS THAT WON'T. >> WHAT DO YOU THINK HAS BEEN DISPROVEN SINCE THE INITIAL IV LULL OVER AI DISPLACING SOFTWARE? WHAT HAS BEEN DISPROVEN IN THAT NARRATIVE SO FAR? WHAT HAVE WE MOVED PAST? >> I THINK IT'S THE. IT'S THE NARRATIVE THAT SOFTWARE COMPANIES THAT …

   IF IT'S A SERVICENOW OR OTHERS THAT WILL BENEFIT VERSUS MAYBE OTHERS THAT WON'T.

   Aller

6. 06 CRWD NASDAQ ACHETER -4,22%
   Entrée $216,95 14 août 2026

   Actuel $207,80 09 sept 2026

   Résultat −$9,15

   vs. indice −2,4% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …F THAT WILL BE SOFTWARE INFRASTRUCTURE. CYBER SECURITY IS A GOOD EXAMPLE AS IT ALL STARTS TO PLAY OUT. >> IS THERE MORE ROOM FOR CYBER? AS WE'RE HEARING ABOUT MORE AND MORE, YOU KNOW, MODELS GETTING OUT OF SANDBOXES? ET CETERA. DO YOU KNOW DO THE LIKES OF CROWDSTRIKE, WHICH BY THE WAY HIT A NEW NEW HIGH IN TODAY'S SESSION? DO THEY HAVE THE TOOLS? ARE THEY THE ANSWER TO, YOU KNOW, BREAKOUTS LIKE THOSE THAT WE'VE HEARD ABOUT SO FAR? >> I THINK IT'S A GOLDEN AGE FOR CYBERSECURITY BECAUSE IN OUR VIEW, FROM EVERYTHING WE'VE SEEN, I THINK BUDGETS COULD ULTIMATELY DOUBLE OVER THE NEXT 2 TO 3 YEARS. WHEN YOU LOOK AT SOME OF THE LEADERS, LET'S SAY WHAT GEORGE AND CROWDSTRIKE SEEING AROUND CORNERS RELATIVE TO AGENTS AND H…

   DO THE LIKES OF CROWDSTRIKE, WHICH BY THE WAY HIT A NEW NEW HIGH IN TODAY'S SESSION? DO THEY HAVE THE TOOLS? ARE THEY THE ANSWER TO, YOU KNOW, BREAKOUTS LIKE THOSE THAT WE'VE HEARD ABOUT SO FAR? >> I THINK IT'S A GOLDEN AGE FOR CYBERSECURITY

   Aller

   Contexte extrait par IA "DO THE LIKES OF CROWDSTRIKE, WHICH BY THE WAY HIT A NEW NEW HIGH IN TODAY'S SESSION? ... I THINK IT'S A GOLDEN AGE FOR CYBERSECURITY"

7. 07 PANW NASDAQ ACHETER -12,80%
   Entrée $384,27 14 août 2026

   Actuel $335,10 09 sept 2026

   Résultat −$49,17

   vs. indice −11,0% SPY −1,8% sur la même période

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   Contexte de la transcription source

   …HE ANSWER TO, YOU KNOW, BREAKOUTS LIKE THOSE THAT WE'VE HEARD ABOUT SO FAR? >> I THINK IT'S A GOLDEN AGE FOR CYBERSECURITY BECAUSE IN OUR VIEW, FROM EVERYTHING WE'VE SEEN, I THINK BUDGETS COULD ULTIMATELY DOUBLE OVER THE NEXT 2 TO 3 YEARS. WHEN YOU LOOK AT SOME OF THE LEADERS, LET'S SAY WHAT GEORGE AND CROWDSTRIKE SEEING AROUND CORNERS RELATIVE TO AGENTS AND HOW YOU'RE ACTUALLY GOING TO MAKE SURE THAT THE SURFACE AREA ARE ULTIMATELY GOING TO BE SECURED, PALO ALTO AND OTHERS. BUT AT THE END OF THE DAY, IT REALLY COMES DOWN TO SURFACE AREA IS INCREASING AS THE USE CASES GROW. SO IS CYBERSECURITY. IT'S A GOOD EXAMPLE OF THE DERIVATIVE BENEFICIARIES. BUT I REMEMBER BEING AT RSA IN MARCH, AND WHEN YOU GO BACK TO TH…

   WHEN YOU LOOK AT SOME OF THE LEADERS, LET'S SAY WHAT GEORGE AND CROWDSTRIKE SEEING AROUND CORNERS RELATIVE TO AGENTS AND HOW YOU'RE ACTUALLY GOING TO MAKE SURE THAT THE SURFACE AREA ARE ULTIMATELY GOING TO BE SECURED, PALO ALTO AND OTHERS.

   Aller

   Contexte extrait par IA "...CROWDSTRIKE SEEING AROUND CORNERS RELATIVE TO AGENTS AND HOW YOU'RE ACTUALLY GOING TO MAKE SURE THAT THE SURFACE AREA ARE ULTIMATELY GOING TO BE SECURED, PALO ALTO AND OTHERS."