BUZZ-券商观点：需求疲软，券商下调Workday PTs评级

路透中文

Nov 26

BUZZ-券商观点：需求疲软，券商下调<a href="https://laohu8.com/S/WDAY">Workday</a> PTs评级

11月26日 - ** 人力资源软件提供商Workday WDAY.O周二公布的订阅收入与华尔街预期一致 (link)，表明需求疲软。

** WDAY股价盘前下跌6.2%，至约219.3美元

** 根据LSEG汇编的数据，41家券商中有31家将该股评为 "买入 "或更高评级，10家为 "持有"；他们的PT中值为280美元。

需求疲软，订购积压减少

** Stifel(将交易价从 255 美元下调至 235 美元) 指出，除核心人力资源解决方案外，该公司的增长也受到限制，模块扩展有限，在没有价格优惠的情况下，该公司在扩展财务和国际业务方面面临挑战。

** D.A. Davidson(将预测值从 260 美元下调至 250 美元) 指出需求疲软，27 财年订购收入增长率为 13%，订购积压增长从之前的 17.6%降至 17.0%。

** TD Cowen(将 PT 值从 290 美元下调至 280 美元) 称联邦拨款压力导致高等教育需求疲软；称 27 财年订阅收入增长约为 13%，其中包括约 1% 的无机贡献。

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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Davidson(将预测值从 260 美元下调至 250 美元) 指出需求疲软，27 财年订购收入增长率为 13%，订购积压增长从之前的 17.6%降至 17.0%。</p><p>** TD Cowen(将 PT 值从 290 美元下调至 280 美元) 称联邦拨款压力导致高等教育需求疲软；称 27 财年订阅收入增长约为 13%，其中包括约 1% 的无机贡献。</p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251126:nL4T3X210Y:1","article_id":"2586268589","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586268589","pubTimestamp":1764166339,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"11月26日 - ** 人力资源软件提供商Workday WDAY.O周二公布的订阅收入与华尔街预期一致 ，表明需求疲软。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4588":"碎股","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4548":"巴美列捷福持仓","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","WDAY":"Workday","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4023":"应用软件","BK4581":"高盛持仓","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4585":"ETF&股票定投概念","LU1046421795.USD":"富达环球科技A-ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","BK4528":"SaaS概念","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","BK4613":"AI应用软件","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD"},"translate_title":"BUZZ-Brokerage View: Brokerage Downgrades Workday PTs Amid Weak Demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WDAY":0.9},"content_text":"BUZZ-券商观点：需求疲软，券商下调Workday PTs评级\n11月26日 - ** 人力资源软件提供商Workday WDAY.O周二公布的订阅收入与华尔街预期一致 (link)，表明需求疲软。 ** WDAY股价盘前下跌6.2%，至约219.3美元** 根据LSEG汇编的数据，41家券商中有31家将该股评为 \"买入 \"或更高评级，10家为 \"持有\"；他们的PT中值为280美元。需求疲软，订购积压减少** Stifel(将交易价从 255 美元下调至 235 美元) 指出，除核心人力资源解决方案外，该公司的增长也受到限制，模块扩展有限，在没有价格优惠的情况下，该公司在扩展财务和国际业务方面面临挑战。** D.A. Davidson(将预测值从 260 美元下调至 250 美元) 指出需求疲软，27 财年订购收入增长率为 13%，订购积压增长从之前的 17.6%降至 17.0%。** TD Cowen(将 PT 值从 290 美元下调至 280 美元) 称联邦拨款压力导致高等教育需求疲软；称 27 财年订阅收入增长约为 13%，其中包括约 1% 的无机贡献。(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","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":1,"need_auth":false,"code":"91000000","status":"200"}}}