When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Workday (WDAY) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Workday currently has an average brokerage recommendation (ABR) ...

Following my coverage on Workday (NASDAQ: WDAY ) in Sep’24, which I recommended a buy rating due to my expectation that growth could accelerate to 20%, this post is to provide an update on my thoughts on the businessI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be dra ...

Workday TodayWDAYWorkday$249.99 -3.41 (-1.35%) 52-Week Range$199.81▼$311.28P/E Ratio41.46Price Target$288.14Add to WatchlistWorkday NASDAQ: WDAY lowered its full-year guidance, which isn’t exactly a good thing. However, the company continues to expect solid double-digit growth and to sustain the pace next year, so the price implosion it caused is a likely opportunity to buy. This company lowered its guidance but remains the leader in its field, providing a scalable plug-and-play platform for financial and ...

Core Viewpoint - Workday's recent fiscal guidance has disappointed investors, leading to a decline in its stock price, which is down approximately 6% year-to-date despite strong S&P 500 performance [1][2] Financial Performance - For fiscal Q3 2025, Workday reported a 16% year-over-year revenue increase to $2.16 billion, with subscription revenue also rising 16% to $1.959 billion, slightly exceeding previous forecasts [3] - Adjusted earnings per share (EPS) increased by 21% to $1.89, surpassing the consensus estimate of $1.76 [3] - The company's operating cash flow was $406 million, and free cash flow was $359 million, ending the period with $7.16 billion in cash and marketable securities against $2.98 billion in debt [5] Future Guidance - Workday revised its full-year subscription revenue growth outlook to approximately $7.703 billion, indicating a growth rate of about 17% [6] - For fiscal Q4, the company expects subscription revenue of $2.025 billion, reflecting a 15% growth, and an adjusted operating margin of 25% [7] - Looking ahead to fiscal year 2026, Workday anticipates growth of about 14% to $8.8 billion with adjusted operating margins around 27.5% [8] Strategic Focus - The company is increasingly leveraging artificial intelligence (AI), with 30% of customer expansions in the quarter attributed to AI solutions [4] - Workday aims to penetrate the government sector, targeting outdated on-premise systems for cloud migration, which could enhance efficiency and reduce costs [10] Valuation Metrics - Workday's forward price-to-sales (P/S) ratio is 7.2, and the forward price-to-earnings (P/E) ratio is just over 31 based on fiscal 2026 estimates, which is considered appropriate given its growth outlook [11] - The company is focused on maintaining mid-teens revenue growth while expanding operating margins, projecting an increase from 25.5% this year to 27.5% next year [13] Investment Consideration - If Workday achieves its forecasted growth and margin expansion, it could see strong earnings growth, which may positively impact its stock price [14]

Workday Inc. (WDAY) , a leading provider of enterprise-level software solutions for financial management and human resource domains, reported better-than-expected fiscal third-quarter results. Non-GAAP earnings of $1.89 per share surpassed the Zacks Consensus Estimate by 17 cents.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Revenues surged 16% year over year to $2.16 billion. The figure surpassed the Zacks Consensus Estimate by $33 million. Healthy traction in multiple verticals ...

Workday, Inc. (WDAY) recorded strong Subscription revenues in the recently released third-quarter fiscal 2025 results. This portrayed the strength of its existing customer relationships across industries and the growing clout of its artificial intelligence (AI) innovations as more organizations are consolidating on the Workday platform.Subscription services revenues totaled $1.96 billion, up from $1.69 billion in the year-ago quarter. At the fiscal third-quarter end, the 12-month subscription revenue backlo ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.I l ast covered Workday (NASDAQ: WDAY ), where I reiterated my “buy” rating after upgrading the stock back in June . While the stock has more or less performed at par withAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to inves ...

Key TakeawaysWorkday gave weaker-than-anticipated guidance for fiscal 2025 subscription services revenue, sending shares tumbling.The company beat third quarter profit and sales estimates.Workday said artificial intelligence-driven innovations and its "partner ecosystem" helped boost results. Shares of Workday (WDAY) sank 8% Wednesday, a day after the human resources software firm predicted weaker-than-expected full-year subscription services revenue.  The company sees fiscal 2025 subscription services reve ...

Workday, Inc. (WDAY) reported strong third-quarter fiscal 2025 results, with adjusted earnings and revenues surpassing the respective Zacks Consensus Estimate. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The company reported revenue growth year over year, driven by solid customer wins across various industries, including education, financials, healthcare and more. Strategic expansions and strong contract renewals within the existing customer base also drove the top line. Managem ...

Workday Inc (NASDAQ:WDAY) and Autodesk Inc (NASDAQ:ADSK) are fresh out of the earnings confessional. Both software companies beat third-quarter earnings and revenue expectations, but their fiscal fourth-quarter guidance came in below estimates. The latter also revealed Janesh Moorjani will take over as its chief financial officer, effective Dec. 16.WDAY was last seen 9.1% lower to trade at $245.51, on track for its worst single-day percentage loss since May, as well as its third loss in the last four sessi ...