企业软件公司Workday（股票代码：WDAY）今日盘前股价大幅下跌9.62%，引发了市场的广泛关注。
消息面上，此次股价下跌主要源于公司发布的疲软财务指引。Workday预测其2027财年的年度订阅收入将在99.3亿至99.5亿美元之间，这一数字低于华尔街分析师普遍预期的100亿美元。公司表示，由于宏观经济环境存在不确定性，企业客户正在削减技术支出并推迟采购决策，这影响了新客户的获取。公司高管也指出，部分面向大型企业的新交易完成周期明显延长，特别是在医疗健康和部分商业市场领域，这反映了企业在当前经济环境下的审慎态度。
此外，多家华尔街投行在财报发布后迅速下调了Workday的目标价，包括摩根大通、贝尔德、BTIG等机构，这进一步加剧了市场的悲观情绪。尽管Workday公布的季度营收符合市场预期，但低于预期的收入指引凸显了企业软件行业在高利率和不确定性背景下面临的挑战，投资者对增长前景的担忧直接反映在股价的大跌上。
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