人力资源与财务软件公司Workday（WDAY）今日盘前股价大幅上涨11.78%，成为市场关注的焦点。
消息面上，公司发布的最新季度财报表现强劲，是推动股价上涨的核心动力。财报显示，Workday第一季度营收达到25.4亿美元，高于市场普遍预期的25.2亿美元；调整后每股收益为2.66美元，同样超出预期。此外，公司还将全年调整后运营利润率预期从此前的30%上调至30.5%，增强了投资者对盈利能力的信心。公司首席财务官在电话会议中透露，第一季度订阅收入的增长中，约有60%来自现有客户的业务扩张，显示了坚实的客户基础和增长质量。
与此同时，Workday在人工智能领域的持续投入也功不可没。公司近期宣布推出Sana for IT服务管理和全新的旅行智能体，将其代理式AI能力从人力与财务领域拓展至IT和差旅管理，进一步深化了其AI平台布局。此举有效缓解了市场对生成式AI可能削弱大型软件公司长期前景的担忧。此外，杰富瑞、派杰等多家投行在财报发布后上调了Workday的目标价，也提振了市场情绪。
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