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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美東時間11月27日，多家華爾街大行更新了$Workday (WDAY.US)$的評級，目標價介於270美元至340美元。
摩根士丹利分析師Keith Weiss維持買入評級，並將目標價從315美元上調至330美元。
美銀證券分析師Bradley Sills維持買入評級，並將目標價從310美元下調至285美元。
巴克萊銀行分析師Raimo Lenschow維持買入評級，並將目標價從314美元下調至305美元。
富國集團分析師Michael Turrin維持買入評級，維持目標價300美元。
TD Cowen分析師Derrick Wood維持買入評級，維持目標價290美元。
此外，綜合報道，$Workday (WDAY.US)$近期主要分析師觀點如下：
在將FY26/FY27的預期中期展望從原先的15%調整爲FY26的14%訂閱營業收入增長後，Workday管理層可能面臨投資者信心下降，加重了空頭案例。儘管如此，根據分析，基本面的強勁和銷售更多樣化解決方案的潛力仍被低估。
Workday的Q4和FY26展望被描述爲「令人失望」，但變化主要源於一些一次性項目。剔除這些因素後，中十位數的增長和200個點子的年利潤率軌跡仍然「非常穩健」。儘管FY26的展望降低，業務模型的韌性得到了強調，這表明修訂後的增長預測的下行空間有限。
該公司第三季度的業績並沒有對其市場地位產生重大影響，因爲其穩健的業績與略顯疲軟的指引大致相當。報告後市場的負面反應可能受到了下調展望的影響。儘管如此，有人建議市場可能即將達到期待的最低點。
以下爲今日14位分析師對$Workday (WDAY.US)$的最新投資評級及目標價：
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