异动解读 | Workday盘中大跌8.85%,订阅收入增长放缓及券商下调目标价拖累股价

异动解读
Nov 26, 2025

人力资源软件提供商Workday(WDAY)今日盘中大跌8.85%,引发市场广泛关注。

消息面上,Workday公布的第三季度财报显示,尽管调整后每股收益超出预期,但订阅收入增长放缓,仅与华尔街预期持平。此外,摩根大通将Workday的目标价从290美元下调至270美元,巴克莱将其目标价从288美元下调至280美元,进一步加剧了投资者的担忧。

公司表示,部分高等教育客户由于严重依赖联邦资金,导致需求疲软。在经济前景不明朗的情况下,一些客户正在重新评估预算,收紧对Workday等平台的支出。这一趋势可能会继续影响公司的短期业绩表现。

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