How Workday (WDAY) Story Is Shifting As AI Spend Rises And Growth Expectations Reset
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Workdayโs fair value estimate in the updated model moved from US$231.17 to US$184.73, a cut of about 20% that resets expectations around the stock. This shift lines up with more cautious Street commentary after Q4 results, CEO changes and reduced long term targets, even as some analysts still point to AI, finance and HR automation as longer term positives. In the sections that follow, you will see what is driving this evolving narrative and how to keep track of it as new information comes...
๐ Summary
Workdayโs fair value estimate in the updated model moved from US$231.17 to US$184.73, a cut of about 20% that resets expectations around the stock. This shift lines up with more cautious Street commentary after Q4 results, CEO changes and reduced long term targets, even as some analysts still point to AI, finance and HR automation as longer term positives. In the sections that follow, you will see what is driving this evolving narrative and how to keep track of it as new information comes...