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:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
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：
在將其中期展望從對FY26/FY27的預計15%調整爲對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的下降，進一步強化了熊市的觀點。儘管如此，根據分析，基本面實力和將更多樣化解決方案進行追加銷售的潛力依然被低估。
Workday的第四季度和FY26展望被形容爲'令人失望'，然而這種變化主要源於一些一次性項目。剔除這些因素後，十幾的增長和每年200個點子的利潤率軌跡依然'非常穩定'。儘管對FY26的展望有所下降，但業務模型的韌性得到了強調，表明在修訂後的增長預測下，向下的風險有限。
該公司第三季度的表現並未對其市場地位產生重大影響，因爲其穩健的盈利報告和略微疲軟的指導大致相互平衡。報告後的負面市場反應可能受到下調展望的影響。儘管如此，有建議指出市場可能在期望方面接近最低點。
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：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
