After Workday announced an agreement to acquire Adaptive Insights, a Software-as-a-Service company that helps organizations handle corporate planning, Jefferies analyst John DiFucci said he sees a strategic rationale supporting the acquisition, but it is less clear how the integration of its platform with Workday's object-oriented infrastructure will be accomplished. If Adaptive Insights can be integrated with Cape Clear, which Workday previously bought in 2008, it raises the possibility of more future acquisitions, added DiFucci who keeps a Hold rating and $119 price target on Workday shares.