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Workday: Saturated Or Room To Grow? (NASDAQ:WDAY)
Seeking Alpha· 2025-09-25 14:07
Workday, Inc. (NASDAQ: WDAY ) is a top provider of enterprise cloud applications that is mainly focused on HCM (human capital management), financial management and analytics for a range of industries like government, hospitality and financial services. Workday's platform hasI'm a 19 year old passionate trader managing a 6 figure portfolio trying to and beating the major indexes with my stock picks. I am focused mostly on growth stocks, particularly stocks that implements AI into their operations, as well as ...
Piper Sandler Turns Less Bearish on Workday (WDAY) Following Workday Rising
Yahoo Finance· 2025-09-22 21:10
Workday, Inc. (NASDAQ:WDAY) is one of the Must-Watch AI Stocks on Wall Street. On September 17, Piper Sandler upgraded the stock to “Neutral” from Underweight and raised its price target to $235.00 from $220.00. The rating upgrade follows key announcements made at the company’s annual event, Workday Rising. Analysts led by Brent Bracelin said that they left Workday Rising encouraged by early signals that the company’s leadership is ramping up efforts to increase relevancy in the AI era via. Its three rece ...
Needham Reaffirms Buy on Workday (WDAY) Ahead of Analyst Day
Yahoo Finance· 2025-09-10 20:06
分析师评级与目标价 - Needham分析师Scott Berg重申Workday买入评级 目标价300美元 [1] - 评级重申发生在公司9月16日年度分析师日之前 [1] 财务预期调整 - 预计公司将把FY27订阅收入增长目标从15%以上下调至13%左右 [3] - 公司第二季度订阅收入增长率为14% [3] - 预计运营利润率目标将从当前约30%的水平上调 [1][3] 业务表现与挑战 - 公司正经历宏观环境导致的ERP迁移放缓 [3] - 首席财务官办公室供应商普遍受到不同程度影响 [3] - 公司提供企业云应用服务 [3] 长期发展战略 - 长期战略核心是通过差异化AI方法重振增长 [2][3] - 正在快速扩展合作伙伴网络 [2][3] - 增长复苏将依托AI战略和合作伙伴生态扩张 [3]
Canada Pension Plan Boosts Holdings as Workday, Inc. (WDAY) Doubles Down on AI
Yahoo Finance· 2025-09-10 09:19
Workday, Inc. (NASDAQ:WDAY) is among the undervalued wide moat stocks to buy now. As disclosed in the latest Form 13F filing with the SEC, Canada Pension Plan Investment Board has increased its stake in Workday, Inc. (NASDAQ:WDAY) by 83.9% in the first quarter. Following the acquisition of 76,004 shares, the firm now owns 0.06% of Workday, translating to 166,636 shares worth $38,915,000. Many analysts believe Workday, Inc. (NASDAQ:WDAY) is all in on AI, and that’s what makes it so interesting. This stance ...