In the most recent trading session, Workday (WDAY) closed at $229.3, indicating a -4.53% shift from the previous trading day.
I reiterate my buy rating on Workday as AI monetization is now a tangible revenue driver, with new ACV tied to AI more than doubling year-over-year. The partner ecosystem flywheel is accelerating, with partner-driven ACV growing nearly 50% sequentially and a rapidly expanding developer community fueling innovation. Workday GO's launch unlocks the mid-market segment, removing adoption barriers and extending Workday's growth runway through faster, simplified deployments for smaller enterprises.
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Workday, Inc. (NASDAQ:WDAY ) Jefferies Public Technology Conference May 28, 2025 2:00 PM ET Company Participants Zane Rowe - Chief Financial Officer Conference Call Participants Brent Thill - Jefferies Brent Thill Welcome back. We have Zane from Workday and Justin, who I invited on stage, but he doesn't want to be near me.
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Workday's NASDAQ: WDAY May stock price implosion is a signal for AI investors to buy. The drop was caused by a tepid guide that included an expectation for sustained and accelerating double-digit growth and comes with a high likelihood of being beaten.
WDAY beats Q1 estimates as strong demand for its solutions and broad industry adoption drive solid revenue and earnings growth.
Workday delivered a strong Q1 with beats on revenue, EPS, and margins, plus robust guidance and accelerating AI-driven growth. Despite stellar results, the stock dropped 7% post-earnings due to valuation concerns and high investor expectations after a recent run-up. AI monetization, mid-market expansion via Workday GO, and deepening platform adoption are driving sustainable business momentum and cash flow.
Workday, Inc. (NASDAQ:WDAY ) Q1 2026 Earnings Conference Call May 22, 2025 4:30 PM ET Company Participants Justin Furby - Vice President, Investor Relations Carl Eschenbach - Chief Executive Officer Zane Rowe - Chief Financial Officer Gerrit Kazmaier - President, Product & Technology Conference Call Participants Kirk Materne - Evercore ISI Brad Sills - Bank of America Mark Murphy - JPMorgan Brent Thill - Jefferies Michael Turrin - Wells Fargo Brad Zelnick - Deutsche Bank Karl Keirstead - UBS Rishi Jaluria - RBC Alex Zukin - Wolfe Research Derrick Wood - TD Cowen Scott Berg - Needham & Company Operator Welcome to Workday's First Quarter Full Year 2026 Earnings Call. At this time, all participants are in a listen-only mode.
Market indexes broke the spell today about high bond yields providing a headwind for equities, but nosedived into the close.
Although the revenue and EPS for Workday (WDAY) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.