Barbara A. Larson

October 17, 2026

Equifax Preps Q3 Earnings and Expands Cash Flow Data Tools. Equifax is preparing to report its third-quarter earnings, a key upcoming event for the stock. Additionally, the company announced an expansion of its cash flow data solutions to help lenders make more confident decisions. These developments occur while the stock trades near its upper 52-week range, with analysts maintaining a wide target price spread.

October 11, 2026

Workiva Joins Key S&P Indexes Amid Margin Expansion Focus. Workiva has been added to key S&P indexes, a move that often increases index fund inflows. Recent reports highlight the company's focus on accelerated margin expansion, which analysts see as a key driver for future performance. This development provides context for the stock's current valuation, which remains below the average analyst target price.

October 7, 2026

SentinelOne expands cloud threat hunting as analysts debate valuation. SentinelOne is expanding its cloud threat hunting capabilities, a move that highlights the broader cybersecurity trend where profitability is becoming a key metric. While TD Cowen raised its price target to $29, other analysts suggest the stock may be slightly overvalued. The company's stock is currently trading near the upper end of its 52-week range, reflecting mixed sentiment on its growth prospects.

October 17, 2026

Workday Downgraded by KeyBanc Over AI Revenue Timing. KeyBanc lowered its rating on Workday, citing that the company's AI revenue growth may take longer than expected and that near‑term contributions are limited. The downgrade follows a broader view that HR‑tech budgets are still focused on core functions, delaying wider AI adoption. An independent AI agent, Straiker, has been added to Workday’s Agent Passport platform, showing the company’s continued push into AI capabilities.