PLEASANTON, Calif., February 24, 2026 – Workday, Inc. (NASDAQ: WDAY), the enterprise AI platform for managing people, money, and agents, today announced results for the fiscal 2026 fourth quarter and full year ended January 31, 2026. Fiscal 2026 Fourth Quarter Results Fiscal Year 2026 Results See the section titled "About Non-GAAP Financial Measures" in the accompanying financial tables for further details. 1 Exhibit 99.1 Workday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results Fiscal Fo ...

Workday Announces Fiscal 2026 Fourth Quarter and Full Year Financial Results [Accessibility Statement] Skip NavigationFiscal Fourth Quarter Total Revenues of $2.532 Billion, Up 14.5% Year-Over-YearSubscription Revenues of $2.360 Billion, Up 15.7% Year-Over-YearFiscal Year 2026 Total Revenues of $9.552 Billion, Up 13.1% Year-Over-YearSubscription Revenues of $8.833 Billion, Up 14.5% Year-Over-YearOperating Cash Flows of $2.939 Billion, Up 19.4% Year-Over-YearPLEASANTON, Calif., Feb. 24, 2026 /PRNewswire/ -- ...

Core Viewpoint - HP Inc. is under pressure as its stock has declined 17% year-to-date, trading near its 52-week low of $18.12, with significant concerns regarding memory cost inflation and the sustainability of the PC refresh cycle impacting its earnings outlook [1]. Group 1: Financial Performance - HP's fiscal Q4 2025 revenue was $14.64 billion, exceeding the consensus estimate of $14.49 billion and representing a 4% year-over-year growth [1]. - Non-GAAP EPS for Q4 2025 was $0.93, slightly above expectations of $0.92 [1]. - Personal Systems revenue grew by 8% due to increased average selling prices and a 7% increase in unit sales, while Printing revenue declined by 4% year-over-year [1]. Group 2: Earnings Guidance and Challenges - For fiscal Q1 2026, consensus estimates are a non-GAAP EPS of $0.77 and revenue of $13.925 billion [1]. - Management has indicated a 30-cent headwind to full-year earnings due to projected memory cost increases, which now account for 15% to 18% of the cost of a typical PC [1]. - The company is implementing strategies to mitigate memory cost impacts, including qualifying lower-cost suppliers and redesigning products for reduced memory configurations [1]. Group 3: Market Sentiment and Analyst Ratings - Wall Street analysts are cautious, with 10 out of 17 analysts rating the stock as a hold, 3 as a sell, and 1 as a strong sell, with an average price target of $23.21 [1]. - Major firms like Morgan Stanley and Bank of America have sell ratings with price targets set at $18 [1]. Group 4: Future Outlook - HP's Investor Day is scheduled for April 23, where management will discuss the impact of AI on the business, making the upcoming earnings results critical for setting the narrative [1]. - The demand for AI PCs (AIPCs) is expected to increase, with AIPCs representing over 30% of shipments in Q4 and projected to reach 40% to 50% in fiscal 2026 [1].

Workday, Inc. (NASDAQ:WDAY) will release earnings for its fourth quarter after the closing bell on Tuesday, Feb. 24.Analysts expect the Pleasanton, California-based company to report quarterly earnings at $2.32 per share. That's up from $1.92 per share in the year-ago period. The consensus estimate for Workday's quarterly revenue is $2.52 million (it reported $2.21 million last year), according to Benzinga Pro.On Feb. 9, Workday announced Carl Eschenbach is stepping down as CEO.Shares of Workday fell 6.2% t ...

Workday, Inc. (NASDAQ:WDAY) will release earnings for its fourth quarter after the closing bell on Tuesday, Feb. 24.Analysts expect the Pleasanton, California-based company to report quarterly earnings at $2.32 per share. That's up from $1.92 per share in the year-ago period. The consensus estimate for Workday's quarterly revenue is $2.52 million (it reported $2.21 million last year), according to Benzinga Pro.On Feb. 9, Workday announced Carl Eschenbach is stepping down as CEO.Shares of Workday fell 6.2% t ...

Thank you. Hello and welcome to the Morning Filter podcast. I'm Susan Jabinsky with Morning Star.Every Monday before market open, I sit down with Morning Star chief US market strategist Dave Sakara to talk about what investors should have on their radars for the week, some new Morning Star research, and a few stock ideas. All right. Well, grab your coffee because Dave and I have a lot of ground to cover this morning.Now, last Friday's Supreme Court ruling struck down some of the Trump administration's tarif ...

Core Insights - Workday, Inc. (WDAY) is expected to report its fourth-quarter fiscal 2026 results on February 24, with a history of earnings surprises averaging 9.11% over the last four quarters [1][10] Financial Performance - The consensus estimate for revenues in the upcoming quarter is $2.52 billion, reflecting a year-over-year increase from $2.21 billion [7] - The consensus estimate for adjusted earnings per share is $2.3, up from $1.92 reported in the previous year [7] Business Developments - Workday has expanded its Workday GO solution, which simplifies deployment and enhances operational efficiency for HR and finance operations [3] - The introduction of the Workday EU Sovereign Cloud allows enterprises to adopt AI while ensuring compliance with EU data residency regulations [4] - A partnership with U.S. Tech Force aims to enhance workforce hiring in AI and advanced technologies, with notable momentum in the retail and hospitality sectors [5] - The acquisition of Sana strengthens Workday's AI-driven learning and employee development capabilities, likely benefiting future performance [6] Earnings Outlook - Workday's Earnings ESP is currently at -3.86%, indicating a lower likelihood of an earnings beat this quarter [9][10] - The company holds a Zacks Rank of 3, suggesting a hold position in the current market context [9]

Company Performance - Workday's stock closed at $140.02, reflecting a -1.83% change from the previous day, which is less than the S&P 500's daily loss of 0.28% [1] - Prior to the latest trading session, Workday shares had decreased by 22.23%, underperforming the Computer and Technology sector's loss of 3.36% and the S&P 500's loss of 0.76% [1] Upcoming Earnings - Workday is set to release its earnings report on February 24, 2026, with an expected EPS of $2.3, indicating a 19.79% increase from the same quarter last year [2] - The consensus estimate projects revenue of $2.52 billion, reflecting a 14.11% rise from the equivalent quarter last year [2] Fiscal Year Estimates - For the entire fiscal year, Zacks Consensus Estimates predict earnings of $9.07 per share and revenue of $9.54 billion, representing changes of +24.25% and +12.99% respectively from the previous year [3] - Recent changes to analyst estimates for Workday indicate a favorable outlook on the company's business health and profitability [3] Analyst Ratings - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Workday at 2 (Buy) [5] - Over the past month, there has been a 0.15% increase in the Zacks Consensus EPS estimate for Workday [5] Valuation Metrics - Workday's Forward P/E ratio is 13.49, which is a discount compared to the industry average Forward P/E of 19.62 [6] - The company has a PEG ratio of 0.62, indicating a favorable valuation relative to the Internet - Software industry's average PEG ratio of 1.1 [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 88, placing it in the top 36% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Workday, Inc. is currently trading at one of its lowest positions in years, reflecting a challenging period for the broader tech sector, particularly software companies, amid rising concerns [1] Group 1: Company Performance - Workday, Inc. has experienced significant declines in its stock price, aligning with the overall downturn in the tech sector [1] Group 2: Market Context - The declines in Workday's stock are part of a broader trend affecting the software industry, driven by increasing fears in the market [1]

Group 1 - Analysts forecast Workday (WDAY) will report quarterly earnings of $2.30 per share, reflecting a year-over-year increase of 19.8% [1] - Expected revenues for Workday are projected to be $2.52 billion, showing a 14.1% increase compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1] Group 2 - Subscription services revenues are projected to reach $2.36 billion, representing a 15.5% increase from the prior-year quarter [4] - Professional services revenues are estimated at $167.85 million, indicating a decrease of 1.8% from the prior-year quarter [4] - Subscription Revenue Backlog is expected to be $29.86 billion, up from $25.06 billion reported in the same quarter last year [5] Group 3 - Workday shares have decreased by 22.2% in the past month, contrasting with the Zacks S&P 500 composite's decline of 0.8% [5] - Workday holds a Zacks Rank 2 (Buy), suggesting it is expected to outperform the overall market in the near term [5]