异动解读 | Workday股价盘中暴跌7%,下调销售指引引发投资者担忧

异动解读
Aug 22

周五盘中,人力资源和财务软件制造商Workday(WDAY)股价大跌7.04%,引发市场广泛关注。这一暴跌主要源于公司在最新财报中下调了全年销售指引,尽管季度业绩超出预期。

尽管Workday公布的2026财年第二季度业绩表现强劲,但公司首席执行官卡尔·埃申巴赫在财报电话会议上警告称,部分业务领域面临挑战。埃申巴赫特别指出,公司与美国州及地方政府的合作业务以及高等教育领域正面临压力,这引发了投资者对公司未来增长前景的担忧。

具体来看,Workday第二季度调整后每股收益为2.21美元,高于分析师预期的2.11美元;营收同比增长13%至23.5亿美元,略高于预期的23.4亿美元。然而,公司将2026财年销售指引从95亿美元下调至88.15亿美元,低于市场预期的95.1亿美元。这一下调幅度显著,直接打击了投资者信心。

受此消息影响,多家华尔街分析机构纷纷下调了Workday的目标价。其中,贝尔德将目标价从315美元下调至297美元,Canaccord Genuity将目标价从330美元下调至275美元,摩根大通将目标价从295美元下调至290美元。这些目标价调整进一步加剧了投资者的抛售压力,导致股价在盘中出现如此大幅度的下跌。

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