Like Salesforce, Workday is seeing slowing growth in its original market. To keep growing rapidly, the company needs to expand its presence in adjacent fields featuring tough competition.
Geographically diversified tech behemoths could be negatively affected by Trump presidency while U.S.-centric companies are likely to benefit.
Maintaining NetSuite's pact with Ultimate Software could help Larry Ellison in his battle with Workday
Here are Monday's top research calls, including upgrades for Chevron, Macy's and Qualcomm, and downgrades for Home Depot, Lowe's, Exxon Mobil, Nike and Nordstrom.