KeyBanc analyst Brent Bracelin reported that he found a recent job posting indicating that Geico, a subsidiary of Berkshire Hathaway (BRK.A), plans to implement Workday (WDAY) Financials as its new ERP system. He view the Geico win, which also includes the use of Workday's Adaptive Insights planning software, as further validation of the increasing cloud financial momentum at the company. The analyst, who sees share gains across both HCM and ERP as the primary drivers of upside for Workday, has an Overweight rating and $235 price target on the shares.