On Nov 27, major Wall Street analysts update their ratings for $Workday (WDAY.US)$, with price targets ranging from $270 to $340.
Morgan Stanley analyst Keith Weiss maintains with a buy rating, and adjusts the target price from $315 to $330.
BofA Securities analyst Bradley Sills maintains with a buy rating, and adjusts the target price from $310 to $285.
Barclays analyst Raimo Lenschow maintains with a buy rating, and adjusts the target price from $314 to $305.
Wells Fargo analyst Michael Turrin maintains with a buy rating, and maintains the target price at $300.
TD Cowen analyst Derrick Wood maintains with a buy rating, and maintains the target price at $290.
Furthermore, according to the comprehensive report, the opinions of $Workday (WDAY.US)$'s main analysts recently are as follows:
After adjusting their medium term outlook from an anticipated 15% for FY26/FY27 to a 14% subscription revenue growth for FY26, Workday management may face a decline in investor confidence, reinforcing the bear case. Despite this, the fundamental strength and the potential for upselling a more diverse set of solutions remains undervalued, according to analysis.
Workday's Q4 and FY26 outlook were described as 'disappointing,' yet the variation mainly stems from some one-time items. Excluding these, a mid-teens growth and 200 basis points annual margin trajectory remain 'very much intact.' Despite a decreased outlook for FY26, the resilience of the business model is emphasized, suggesting limited downside with the revised growth projections.
The company's third-quarter performance did not majorly influence its market position as both its solid earnings report and slightly weaker guidance roughly balanced each other. The negative market reaction post-report was likely influenced by the lowered outlook. Despite this, it is suggested that the market may be nearing the lowest point in terms of expectations.
Here are the latest investment ratings and price targets for $Workday (WDAY.US)$ from 14 analysts:
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美东时间11月27日，多家华尔街大行更新了$Workday (WDAY.US)$的评级，目标价介于270美元至340美元。
摩根士丹利分析师Keith Weiss维持买入评级，并将目标价从315美元上调至330美元。
美银证券分析师Bradley Sills维持买入评级，并将目标价从310美元下调至285美元。
巴克莱银行分析师Raimo Lenschow维持买入评级，并将目标价从314美元下调至305美元。
富国集团分析师Michael Turrin维持买入评级，维持目标价300美元。
TD Cowen分析师Derrick Wood维持买入评级，维持目标价290美元。
此外，综合报道，$Workday (WDAY.US)$近期主要分析师观点如下：
在将对FY26/FY27的中期展望从预期的15%调整为FY26的14%订阅营业收入增长后，Workday管理层可能面临投资者信心的下降，进一步强化了熊市情况下的观点。尽管如此，根据分析，基本面实力和通过销售更为多样化的解决方案的潜力仍被低估。
Workday的第四季度和FY26展望被描述为“令人失望”，但变动主要来自一些一次性项目。排除这些因素后，中期增长和200个基点的年度利润率轨迹仍然“非常完好”。尽管FY26的展望下降，但业务模型的韧性得到了强调，这表明在修订后的增长预期下，向下的空间有限。
公司的第三季度业绩并没有对其市场地位产生重大影响，因为其稳健的财报和略微疲软的指导大致相互抵消。报告后的负面市场反应可能受到下调展望的影响。尽管如此，有人建议市场可能即将接近预期的最低点。
以下为今日14位分析师对$Workday (WDAY.US)$的最新投资评级及目标价：
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