Workday: I'm Lowering My Fair Value Estimate, But Fundamentals Still Don't Justify Today's Price [Seeking Alpha]
Workday, Inc. - Class A (WDAY)
Last workday, inc. - class a earnings: 2/27 04:01 pm
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US:NYSE Investor Relations:
workday.com/en-us/company/investor-relations.html
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Source: Seeking Alpha
Despite AI-driven fears, Workday's economic moat (although a bit eroded over time) supports long-term resilience. Management shift prioritizes growth over margin expansion, with FY'27 revenue growth guided at ~12% but margins pressured by AI investments. Share buybacks ($1.5B last quarter, $2.9B remaining) and strong cash flow provide financial flexibility amid technical and competitive headwinds. bymuratdeniz/iStock via Getty Images Article Thesis I wrote about Workday, Inc. WDAY ) in mid-January, when I saw it as a "Buy", with the stock around $185-$189, compared to my fair value estimate at that time of $263. The thesis was (and still is mostly) underpinned by Workday's This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of WDAY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alp
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WDAY
News
- SCWorx Announces New SaaS and Data Management Customer Supporting a Prominent Southeastern Healthcare Provider's Workday Platform [Yahoo! Finance]Yahoo! Finance
- Workday (WDAY) Climbs 7.2% on Bargain-Hunting [Yahoo! Finance]Yahoo! Finance
- Reflecting On Finance and HR Software Stocks' Q4 Earnings: Workday (NASDAQ:WDAY) [Yahoo! Finance]Yahoo! Finance
- HR Acuity Joins the Workday Innovation Partner Program, Bringing a Unified Approach to Employee Relations Management [Yahoo! Finance]Yahoo! Finance
- Why Sequoia's Alfred Lin isn't worried about the SaaS-pocalypse [Yahoo! Finance]Yahoo! Finance
WDAY
Earnings
- 2/24/26 - Beat
WDAY
Sec Filings
- 3/4/26 - Form 4
- 3/2/26 - Form 4
- 3/2/26 - Form 4
- WDAY's page on the SEC website