Workday's Agentic AI Momentum Supports Favorable Fiscal Q2 Setup, Oppenheimer Says

MT Newswires Live
7小時前

Workday's (WDAY) fiscal Q2 setup appears favorable, with stable demand and strong momentum in agentic AI products, with some upside to estimates and a potential increase in fiscal 2027 guidance, Oppenheimer said in a note Monday.

Oppenheimer forecasts fiscal Q2 total revenue of $2.6 billion and pro forma EPS of $2.58 for Workday, which the firm said is expected to release quarterly results on Thursday.

Partner checks showed positive feedback for Workday's AI business, midmarket and certain verticals, while decision delays, IT budget pressure and slow customer employment growth were the less optimistic feedback, the firm said.

Oppenheimer maintained the company's outperform rating and raised its price target to $220 from $165.

Price: 199.73, Change: -0.28, Percent Change: -0.14

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10