Workday Sees Higher Bar for Guidance -- Market Talk

Dow Jones

May 24, 2025

1351 ET - Despite notching continued sales growth above expectations in its latest quarter, Workday investors appear unimpressed with the company's reaffirmed guidance as it tumbles 11%. The move "may be evidence of a material swing in investor expectations into the April quarter prints," UBS analysts say in a research note. Just a month ago, reaffirmed guidance could have driven a relief rally, they say, as investors feared a slowdown in corporate spending amid macroeconomic and tariff-related headwinds. Other software companies, like Palantir and Monday.com, have bumped up their full-year expectations in recent weeks after posting continued quarterly sales growth, relieving investors, and potentially raising the bar for similar companies.(kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

May 23, 2025 13:51 ET (17:51 GMT)

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The move \"may be evidence of a material swing in investor expectations into the April quarter prints,\" UBS analysts say in a research note. Just a month ago, reaffirmed guidance could have driven a relief rally, they say, as investors feared a slowdown in corporate spending amid macroeconomic and tariff-related headwinds. 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The move \"may be evidence of a material swing in investor expectations into the April quarter prints,\" UBS analysts say in a research note. Just a month ago, reaffirmed guidance could have driven a relief rally, they say, as investors feared a slowdown in corporate spending amid macroeconomic and tariff-related headwinds. 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The move \"may be evidence of a material swing in investor expectations into the April quarter prints,\" UBS analysts say in a research note. Just a month ago, reaffirmed guidance could have driven a relief rally, they say, as investors feared a slowdown in corporate spending amid macroeconomic and tariff-related headwinds. Other software companies, like Palantir and Monday.com, have bumped up their full-year expectations in recent weeks after posting continued quarterly sales growth, relieving investors, and potentially raising the bar for similar companies.(kelly.cloonan@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  May 23, 2025 13:51 ET (17:51 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}