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Silver Lake's Workday Buyout Talks Could Be the First 'SaaSpocalypse' Opportunity: Analyst Says 'You've Got Data, You've Got Distribution, You're Still Gonna Win'

BenzingaAug 14, 2026, 8:52 AMRadhika Anilkumar Nadig

Silver Lake's talks to acquire Workday for up to $43 billion may signal PE sees opportunity in AI-battered software stocks, says Constellation Research.

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benzinga
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Aug 14, 2026, 8:52 AM
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Aug 14, 2026, 8:52 AM
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