美东时间下午2:18 - D.A. Davidson分析师Gil Luria和Lucky Schreiner在研究报告中表示，Workday的新产品发布和财务披露使其在受益于人力资源领域日益增长的代理式AI采用方面处于更有利的地位。分析师指出，Workday正在让客户更容易采用新的AI代理，并且已经能够购买可以基于其精心整理的高质量企业数据运行的AI工具。他们还表示，公司要求代理在发布前必须有可衡量的投资回报率。
然而，分析师指出，由于部分新AI代理计划于明年发布，进一步的收入增长在此期间主要将来自收购，这限制了近期数字的上升潜力。他们将该股票的目标价从225美元上调至260美元。
Workday股价下跌0.6%，报233.57美元。
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