WDAY
WorkdaystockResearch WDAY
WDAY · 90-day price history
Prediction models
All predictions →No predictions yet — the nightly job will generate them after market close.
Bull / Bear thesis
AI analysisQ2 beat and AI gains are accelerating
Q2 earnings beat with accelerating AI adoption from customers
NewsHigher-margin outlook supports profitability
Fiscal 2028 guidance improvements driven by AI and margin gains
NewsSubscription growth of 13% shows resilience
Double-digit subscription growth amid broader market volatility
NewsValuation sends mixed signals
Despite growth acceleration, market hesitant on valuation and execution
NewsOngoing competition and execution risks
Enterprise software space faces intense competition from peers and changing buyer behavior
NewsAI growth not yet clearly proven at scale
While AI adoption rising, fiscal 2028 growth hinges on converting this to sustainable revenue
NewsAI-generated from recent news and price action. Not financial advice. Educational only.
Recent news
Yahoo · Sep 7
Strong Q2 results and growing AI adoption create expectations for continued growth in fiscal 2028.
Yahoo · Sep 7
Strong fundamentals pair with mixed valuation signals, making it unclear whether stock offers value.
AI research companion
AI Research Companion
Loading…