Workday: Consistent Growth Is Admirable, But The Stock Is Already Sitting At A High Price
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Workday's strong FY26 outlook and minimal deceleration in subscription revenue growth have led to a post-earnings rally. The company is cutting 8.5% of its workforce and automating functions with AI to improve operating margins.
February 26, 2025 | 12:45 pm
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Workday's strong FY26 outlook and minimal deceleration in subscription revenue growth have led to a post-earnings rally. The company is cutting 8.5% of its workforce and automating functions with AI to improve operating margins.
The positive FY26 outlook and minimal deceleration in subscription revenue growth have increased investor confidence, resulting in a stock rally. The workforce reduction and AI automation are expected to improve operating margins, further supporting the stock's positive momentum.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100