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Workday Surges on Buyout Talks; Applied Materials, Tapestry Fall
Workday jumps on Silver Lake takeover talks; Applied Materials dips after earnings guidance; Tapestry plunges on cautious fiscal 2027 outlook. Market winners and losers analyzed.
Editorial companion
What stands out
Workday spiked after Reuters reported private equity firm Silver Lake is in talks to buy the software vendor, sending shares up roughly 26% and triggering a volatility halt. Applied Materials posted a better-than-expected quarter and an above-consensus fourth-quarter guide but slid in after-hours, a reminder that semiconductor capital equipment is priced for future cycles even when near-term numbers look fine. Tapestry plunged after intra-day headlines, underscoring how retail and luxury names still move violently on short-term news.
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Bullish Gator Snapshot
Current ratings and signals
Applied Materials (AMAT)
Neutral
AMAT rates Neutral overall. The fundamental read is bullish: the company passes 6 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 15.71); revenue is growing about 3.2% per year; net income is growing about 2.4% per year. The technical picture is bearish: price is 6.1% below the 200-day moving average; 9.8% below the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is neutral (composite 58/100), based on 8 news articles from recent coverage.
Tapestry, Inc. (TPR)
Bearish
TPR rates Bearish overall. The fundamental read is bullish: the company passes 7 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 3.89); revenue is growing about 6.5% per year; net income is declining about 45.1% per year. The technical picture is bearish: price is 18.6% below the 200-day moving average; 5.8% below the 50-day; the 50/200 relationship is in a Death cross. Sentiment is neutral (composite 56/100), based on 8 news articles from recent coverage.
Workday, Inc. (WDAY)
Bullish
WDAY rates Bullish overall. The fundamental read is bullish: the company passes 7 of 9 quality tests on the Piotroski F-Score; balance sheet is in the Safe zone (Altman Z = 3.78); revenue is growing about 15.4% per year; net income is declining about 15.1% per year. The technical picture is bullish: price is 31.3% above the 200-day moving average; 5.3% above the 50-day; the 50/200 relationship is in a Golden cross. Sentiment is bullish (composite 74/100), based on 8 news articles and 1 qualified video from recent coverage.