Workday: A Strong Moat On Sale
Workday offers a rare combination of a strong economic moat and double-digit growth, now trading at a discount due to industry and growth concerns. Workday's cloud-centric ERP and HCM platforms exhibit high gross retention, robust cash flow, and a positive trend in ROIC, supporting its competitive positioning. Management targets FY'28 revenue growth of 12–15% and non-GAAP operating margins of 33–36%, with share repurchases prioritized and financial flexibility maintained.
Brokers Suggest Investing in Workday (WDAY): Read This Before Placing a Bet
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Workday (WDAY) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Workday (WDAY) closed at $199.55 in the latest trading session, marking a -4.02% move from the prior day.
Workday (WDAY) Surpasses Market Returns: Some Facts Worth Knowing
The latest trading day saw Workday (WDAY) settling at $208.9, representing a +1.51% change from its previous close.
Workday: Bullish Levers Remain In Place; I Remain A Buy
Workday (WDAY) remains a Buy as AI adoption, international diversification, and robust capital allocation drive durable growth. WDAY's AI products, especially Paradox and Sana, are boosting ARR and user engagement, decoupling growth from employment trends. International expansion and mid-market traction offset US macro softness, with cRPO growth exceeding guidance and partnerships accelerating overseas momentum.
Workday, Inc. (WDAY) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Workday, Inc. (WDAY) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Workday: Now A Value Stock Worth Owning (Upgrade)
Workday is upgraded to a 'Buy,' trading at a compelling valuation after a 10% YTD decline despite consistent operational performance. WDAY's recurring revenue base (~90%) and robust ~80% pro forma gross margins underpin its resilience and profitability, with no evidence of AI-driven seat pullbacks. The company maintains a Rule of 40 score of 42, with FY26 revenue guidance raised to $9.54 billion and pro forma operating margins near 29%.
Wall Street Bulls Look Optimistic About Workday (WDAY): Should You Buy?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Workday Q3 Earnings Beat on Strength in Subscription Services
WDAY posts strong Q3 results as subscription revenues jump and AI-fueled demand drives broad customer growth.
Can Workday Stock Bounce From Current Support?
Workday (WDAY) stock deserves a spot on your watchlist. Here is why – it is presently trading within the support zone ($204.57 – $226.11), a range from which it has rebounded significantly in the past.
S&P 500 Gains and Losses Today: Robinhood Pops on Prediction Markets Play, Workday Stock Slumps
The operator of a major online trading platform got a boost after announcing a joint venture to broaden its reach in prediction markets, while a soft growth outlook weighed on a human resources software firm.
Workday shares sink on subscription revenue guidance concerns
Shares of Workday dropped as much as 10% on Wednesday as analysts lowered their price targets, citing a lack of a upside after the company revised its full-year subscription revenue forecast. Many software stocks have been under pressure in 2025 as commentators have worried that generative AI tools that can quickly write lines of code might pose risks to incumbents.
